Store Credits

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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'll find:

 

1. Ways for customers to receive store credits

Store credit can be assigned automatically through the system or manually by the merchants.

A. Credits assigned automatically

Please refer to the links above for details. 

 

B. 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.

*Notes:

  • 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.
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Preview Page

  1. Preview email content
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  2. Preview SMS content
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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

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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.

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[Coming Soon] 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.

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Click the arrow next to "Actions" of the customer group and select Add Credits.

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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. 

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The membership information will record the addition and deduction of store credits and usage records. The system will send notification emails to the members.

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2. Mechanisms for 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.

 

A condition is required for applying credits

Go to [Customer Management] > [Store Credits], then go to the "Online Store Credit Setting" section.

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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.

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No condition is required for applying credits

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.

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If you select "No Condition", the system applies all of the customer's store credits in the order.

 

 

3. Viewing from the storefront

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).

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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. 20_percent_limit.png

 

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:

  1. Click Applied Store Credits at the Order Summary.
  2. Enter the credit amount, then click Apply.
  3. 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.

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*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 at the storefront after signing in. Go to the Member Center and select the "Store Credits" tab. In the tab, customers can view the reason for the change in the store credit balance, including a. the credits added by the merchant and b. which order the store credits have been applied.

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*To view the store credit setting record, merchants can go to [Customer Management] > [Store Credits] > View Logs. Please refer to this article for details.

 

 

 

 

 

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