How To Create A Loyalty Program In WooCommerce

Jan 9, 2021

We often write articles to help you increase sales and grow your revenue, and in this article, we’ll teach you how to use a loyalty program to boost your sales. 

If you have an online store, you can use a loyalty program to encourage customers to come back to your site using loyalty points and possibly, have them spend more! 

You can reward loyalty points for registering an account, creating a first order, spending over a certain threshold, etc.

This article will provide instructions on setting up a loyalty program with the Advanced Coupons plugin on your WooCommerce & WordPress built online store. Please note that Advanced Coupons is a premium plugin, and you’ll need a Growth subscription to use it (i.e, paid) . 

Advanced Coupons is one of the best coupon plugins for WordPress available, and it allows you to quickly create coupons on your website without any coding skills required.

Let’s start!

Advanced Coupons Installation

Purchase the Advanced Coupons plugin, and download the plugins ZIP file to your computer.

Log in to your WordPress Dashboard, head to Plugins > Add New. Click Browse and find the ZIP file that you downloaded previously on your computer and click Install Now

Once installed, click Activate to activate the plugin on your website.

Advanced Coupons & Loyalty Program 

Now that the plugin is installed and activated, we need to enable the loyalty program in WooCommerce. Head to WooCommerce > Settings in your WordPress Dashboard, click the Advanced Coupons tab, scroll down to the bottom of the page, and check the Loyalty Program (Run a loyalty program on your store to reward your customers with points and reward them with coupons setting) box:

Click Save Changes to enable the module.

Next, click the Loyalty Program in the submenu on the same page to configure our new loyalty scheme:

The first two settings are in correlation with each other. The Price to points earned ratio setting is set to 1 by default, which means that the customer receives 1 point per $1 spent, and the Points to price redeemed ratio is set to 10 by default, which means that the customer needs to use 10 points to get a $1 discount.

We recommend setting this to 10 and 200, respectively, so it looks more impressive:

Next, choose a name for your points and set it under the Points name setting.

You can use Points, Reward Points, Loyalty Points, or a branded name such as Stars, like Starbucks, for example.

As you can see in the screenshot, you can also prevent specific roles on your site from participating in the loyalty program. If you add a WordPress role to this setting, the user with that role will not accumulate any points or see any Advanced Coupons settings.

Next, we’ll set up the points calculation options. For example, if your customer uses the discount code – you only want to reward points for the money spent on the order. By default, the plugin takes discounts and taxes into account before it rewards points, but you can also enable shipping and fees setting, so your customer earns points when they pay for shipping or fees.

Next, set thresholds for the minimum spend to earn points, and the minimum spend to redeem points:

The first setting is a threshold for subtotal when the customer can accumulate points for that specific order. The second setting is a threshold for minimum points they need to have to activate the coupon.

Remember, customers exchange points for coupons they can use in their future orders in this loyalty plugin.

Next, set up earning actions to allow your customers to earn points via different activities on your site. You can give points for registering an account on your site, adding a product review, completing the first order, spending over a certain amount, etc.

You can tweak many other settings on this page, so check them out, and when ready, click Save changes to save your settings.

Automatic Account Creation In WooCommerce

For your customers to accumulate points – they need to register for an account. If they create an order as a guest, they will lose their loyalty points. WooCommerce allows you to configure an automatic account creation when a purchase is completed.

Head to WooCommerce > Settings > Accounts & Privacy tab, and uncheck the Allow customers to place orders without an account option. This way, your customers won’t be able to purchase anything unless they register for an account on your site first.

On the same page, make sure to enable both Allow customers to log into an existing account during checkout and Allow customers to create an account during checkout options.

That’s it! Now when the customer adds a product to their shopping cart, they will automatically see how many points are rewarded. Once they earn enough points to redeem a coupon, they can do it via the My Account > My Points section.

To redeem them, the customer can fill in the number of points they want to redeem, and your site will automatically create the coupon with that value.