Merchants can create promotional campaigns with discount incentives to maximize their sales and profit. You can use "Store Credits" and allow your members to use the credits when they are shopping in your store.
In this article, you will be introduced to the following:
- Ways for customers to receive store credits
- Mechanism of applying store credits to orders
- Customer's checkout page at the storefront
- Viewing store credits at the storefront
1. Ways for customers to receive store credits
Store credits can be assigned automatically through the system or manually by the merchants.
i. Credits assigned automatically
Please refer to the links above for further details.
ii. Manually add/deduct store credit for store members
a. Adding/ deducting store credit for an individual member
In the SHOPLINE Admin, go to [Customer Management] > [Customer]. Look for the customer that "is a member" in your store, and click View.
On the customer information page, find the store credit section at the lower part of the page. Click Add Credits to assign credits.
In the pop-up window, fill in the following required fields
- Amount of store credits to be added (enter a negative number for credit deduction, i.e., enter "-100" for deducting 100 credits from the customer)
- Validity period (you can tick "Never expires" if there is no expiry date for the credit)
- Reason for adding
When assigning credits, a prompt window will appear with checkbox options for "Send email" and "Send SMS" at the bottom. You can also click Preview to check the content you will send out.
- Send Email: This will send an email notification to those customers that have provided an email address. If a customer does not have an email address, this option will not be available and the field will be grayed out.
- Send SMS: This will send an SMS notification to those customers that have provided a phone number. If a customer does not have a phone number, this option will not be available and the field will be grayed out.
*Note:
- After adding/deducting store credits, merchants cannot delete or modify the record. A record for the credits change will be shown to the customers at their Member Center. Please confirm before clicking "Save".
- The system does not support sending credit deduction notifications to members.
- Sending an SMS will incur a monthly charge, max. of 160 English characters, or a mix of 70 English and Chinese characters (system text included) are allowed per SMS. A message with characters exceeding the limit will be sent out with more than 1 SMS.
Preview Page
- Preview email content
- Preview SMS content
b. Adding store credit for multiple members (credit deduction in bulk currently not supported)
Go to [Customer Management] > [Customers], check the boxes next to the customer you are going to assign credits. Click the Bulk actions button and select Add credits.
Complete the required fields below, then click Save to add points for members:
- Credits to be added for each customer
- Validity period (you can tick "Never expires" if there is no expiry date for the credit)
- Reason for adding credits
-
Send notifications: Check the options for Send Email and Send SMS. You will find the number of recipients next to the options. Click Preview to check the content you're going to send out in another tab.
- Send Email: This will send an email notification to those customers that have provided an email address.
- Send SMS: This will send an SMS notification to those customers that have provided a phone number.
*Note: Sending an SMS will incur a monthly charge, max. of 160 English characters or a mix of 70 English and Chinese characters (system text included) are allowed per SMS. A message with characters exceeding the limit will be sent out with more than 1 SMS.
c. Bulk assign credits for Customer Group
Bulk assigning credits in the customer list is still supported after the release of the Customer Group feature. Please refer to the following steps for assigning credits to a specific customer group:
Go to the [Customer Management] > [Customer Group]. Click Create group and set the filter criteria for customers who want to assign credits in bulk. Please refer to this article for the setup procedures.
Click the arrow next to "Actions" of the customer group and select Add Credits.
Complete the required fields below, then click Save to add points for members:
- Points to be added for each customer
- Validity period (you can tick "Never expires" if there is no expiry date for the credit)
- Reason for adding points
-
Send notifications: Check the options for Send Email and Send SMS. You will find the number of recipients next to the options. Click Preview to check the content you're going to send out in another tab.
- Send Email: This will send an email notification to those customers that have provided an email address.
- Send SMS: This will send an SMS notification to those customers that have provided a phone number.
The membership information will record the addition and deduction of store credits and usage records. The system will send notification emails to the members.
2. Mechanism of applying store credits to orders
There are two ways to calculate the maximum store credit amount - fixed credit amount or % discount.
If "Unlimited" is checked, the member can apply all the shopping credit when checking out.
i. When the "Apply credits condition & maximum amount" mode is ON
Go to [Customer Management] > [Store Credits], and then proceed to the "Online Store Credit Setting" section.
After setting the condition, the system will show a reminder in the Order Summary when the customer's order hasn't reached the spending amount condition. The reminder will disappear when the total order amount meets the condition, store credits will be applied automatically.
ii. When the "Apply credits condition & maximum amount" mode is OFF
You can set apply the basic requirement for using store credits. For example, customers can only apply credits when purchasing over $1000. "No condition" is set as the default of this feature.
If you select "No Condition", the system applies all of the customer's store credits to the order.
[Coming Soon] Check and redeem credits with Smart OMO
Smart OMO now supports checking and applying credits! In Smart OMO's Member Profile, staff members can look up customers' credits and apply the credits for them in the retail store. For more information, please refer to the following FAQ.
3. Viewing from the storefront
i. Customer checkout
Subtotal: Product Price x Quantity
Discount Applied: Sum of discount applied in the order (Does not include Delivery Fee)
Applied Store Credits: According to the rules setting and how many store credits member has currently in their account.
Delivery Fee: The Delivery Fee depends on the chosen delivery option; Or Free Shipping when the promotion is applied
Total: Subtotal - Discount Applied - Applied Store Credits + Delivery Fee = Total
Example 1: If the maximum credit usage limit is set to be 10 credits per whole order, the order total will be (Subtotal - Discount Applied - Applied Store Credits).
If the maximum credit usage limit is set to be X% of the total amount, if there is a decimal point in the applied discount amount, it will be rounded up.
Example 2: The store credit usage limit is set to 20%. The customer's subtotal is $2190,
(2190-219)*20%= 394.2. The store credit applied will be rounded up to $395.
ii. Online store credit settings - Apply credits condition & maximum amount
Customers are allowed to have the flexibility to determine the store credits applied to the cart.
They can also see the current amount of credits remaining.
By default, store credits are automatically applied at checkout according to the "maximum amount of store credits usable per order" setting.
Customers can follow the below steps to change the applied credit:
- Click Applied Store Credits at the Order Summary.
- Enter the credit amount, then click Apply.
- Proceed to checkout after recalculation.
In the case below, $50 credits have been applied by default. And the credit remains at $0, which means all store credits are automatically applied.
Click Applied Store Credit and enter "20", then click Apply. The applied store credit will change from $50 to $20, and the remaining credits will change from $0 to $30.
Likewise, input "0" and click Apply. No credit will be applied at checkout.
*Note: If you want to disable the "Apply Partial Credit" feature, go to [Customer Management] > [Store Credits]. Click here to learn more.
4. Viewing store credits at the storefront
Customers can view their store credits on the storefront upon signing in. Go to the Member Center and select the Store Credits tab. This tab will keep a record of the member's current credit balance, reasons for accrual, deductions due to expiration, expiry dates, and so on.
*Note: To view the store credit setting record, merchants can go to [Customer Management] > [Store Credits] > View Logs. Please refer to this article for further details.
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