Customer Rewards
Overview
This plugin allows you to reward customers after collecting a certain number of points. Points can be earned after the customer performs an event specified by the administrator.
Activating the module
If the plugin is included in your HostBill edition you can download it from your client portal.
If the plugin is not included in your HostBill edition you can purchase it from our marketplace and then download it from the client area.
Once you download the plugin extract it in the main HostBill directory.
Go to Settings → Modules, find and activate Customer Rewards plugin.
Once the plugin is activated you will be directed to Settings→ Modules→ Plugins.
Module configuration
Fill in the configuration fields:
Choose module display name
Select if you want the plugin to be accessible for all staff members or only selected staff members
After pressing the Manage button you will be redirected to the page where you can configure the plugin.
Once the plugin is activated you can go to Extras → Plugins → Customer Rewards where you can manage the links
Using the module
Points
In the Points tab, you can specify for which events the customer will receive points.
Adding/editing event
When adding/editing an event, you specify:
name of the event
type of event
the number of points
you specify whether the event will be performed only once for the client
type of notification
Available events:
Sign up- points are added after customer registration
Add contact - points are added when the client adds a contact to HostBill
Orders & pays for product - points are added when the customer pays an invoice for the product selected
Adds first security rule - points are added when the client adds an IP address to the whitelist in security section
Set registration field to value - points are added when the customer either sets the field to a given value during registration or editing of the profile
Signs up as affiliate - points are added as the client activates the affiliate profile
Has active profile for [input box] days - points are added as the customer is X days from registration
Adds credit to his account over [input box] - points are added as the client adds a credit to the account, above the given value
Ticket closed by the customer
Client reported support reply
Client reported support ticket
Client rated admin reply
Client rated support ticket
Client submitted cancellation request
Client filled all fields (required and optional) in profile
Client was referred by affiliate
Affiliate referred new client
Client verified his email
Client verified his phone
Add point for every (amount) spent
Service renewal
Notifications, variables in notifications
You can choose whether you want the customer to receive a notification. The customer can get a notification by email or as a message in client area.
{$client} variable with client details is available in notifications. You can also use variables for the event:
{$event.name} - name of the event
{$event.points} - the number of points
{$event.all_points} - total customer points balance after reward
{$event.created_at} - when the event was done
Events log
The details of the event include logs, where is a list of all clients who made the event.
Rewards
In the Rewards tab you can specify what reward the customer will receive after collecting a specific number of points.
Adding/Editing reward
When adding/editing an reward, you specify:
Type of reward
Give credit - will add X credit to the customer account
Promote to client group - will change the customer group to the selected one
Generates copy of coupon code - will create copies of one of the selected promotional codes and will only assign this client to this code
Generate free order for client - will automatically create a free product order from a previously created order draft
Reward name - name will be visible in client portal if reward auto-apply is set to manual
Total points - how many points must the customer have to get the reward
Reset points - decide whether the points should reset after receiving the reward
One time reward - defines whether the customer can receive the prize only once
Reward auto-apply - automated or manual. When auto-apply is manual, a customer will see the reward in the client portal with no option to claim it.
Total limit - if more than 0, total amount of times the reward can be used by all customers
Per customer limit - if more than 0, how many times this reward can be used by single client
Type of notification - available options include:
Do not notify customer about this reward
Notify with prompt message
Notify with email
Notifications, variables in notifications
You can choose whether you want the customer to receive a notification. The customer can get a notification by email or as a message in clientare. All cleint variables are available in notifications. You can also use variables for the reward:
{$reward.reward_type} - type of reward
{$reward.total_points} - the number of reward points
{$reward.created_at} - when the customer got the reward
{$coupon} - if the reward is a coupon, it will display the coupon code
Reward log
Details of the reward include logs where you can find a list of all customers who received the reward.