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

1. If the plugin is included in your HostBill edition you can download it from your client portal.
2. 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.
3. Once you download the plugin extract it in the main HostBill directory.
4. Go to Settings → Modules, find and activate Customer Rewards plugin.
5. Once the plugin is activated you will be directed to Settings→ Modules→ Plugins. 

Module configuration

Fill in the configuration fields:

1. Choose module display name
2. Select if you want the plugin to be accessible for all staff members or only selected staff members
3. After pressing the Manage button you will be redirected to the page where you can configure the plugin.
4. 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:

1. Sign up- points are added after customer registration

2. Add contact - points are added when the client adds a contact to HostBill
3. Orders & pays for product - points are added  when the customer pays an invoice for the product selected 
4. Adds first security rule - points are added when the client adds an IP address to the whitelist in security section
5. 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
6. Signs up as affiliate - points are added as the client activates the affiliate profile
7. Has active profile for [input box] days - points are added as the customer is X days from registration
8. Adds credit to his account over [input box] - points are added as the client adds a credit to the account, above the given value
9. Ticket closed by the customer
10. Client reported support reply
11. Client reported support ticket
12. Client rated admin reply
13. Client rated support ticket
14. Client submitted cancellation request
15. Client filled all fields (required and optional) in profile
16. Client was referred by affiliate
17. Affiliate referred new client
18. Client verified his email
19. Client verified his phone
20. Add point for every (amount) spent
21. 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:

1. {$event.name} - name of the event
2. {$event.points} - the number of points
3. {$event.all_points} - total customer points balance after reward
4. {$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:

1. {$reward.reward_type} - type of reward
2. {$reward.total_points} - the number of reward points
3. {$reward.created_at} - when the customer got the reward
4. {$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.