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.
This article will cover the following:
- Ways for customers to receive store credits
- Mechanism of applying store credits to orders
- Customers' checkout page on the storefront
- Viewing store credits at the storefront
1. Ways for customers to receive store credits
Store credits can be auto-assigned through the system or manually by merchants.
i. Credits assigned automatically
a. Online store membership management:
b. Specific operations/ tasks
Please refer to the links above for further details.
ii. Manually add/ remove store credits for store members
a. Adding/ deducting store credits for a single member
Go to Admin > [Customer Management] > [Customer] and click View.
On the customer info page, find the "Store Credits" section. Click Assignd Credits to add credits to this specific customer.
Fill in the number of store credits to be added/ removed in the pop-up window (enter a positive number for credit addition, and a negative one for the deduction, e.g. 100/ -100 to add/ remove 100 credits), specify the Validity Period (if there is no expiry, you can check Never expires directly), and provide the reason for adding or deducting the shopping credit (all fields are mandatory). Upon completion, click Send.
Below the pop-up, there are checkboxes of "Send Email" and "Send SMS," and you can click on 👁️Preview on the right to view in advance the content that will be sent in a separate tab.
- Send Email: Notification emails will be sent to customers with valid "email" info AND who have subscribed to emails. If a customer doesn't have entered any email info or subscribed to email notifications, the option will be grayed out and cannot be clicked.
- Send SMS: Notification SMS messages will be sent to customers with valid "phone number" info. If a customer does not have a phone number, the option will appear grayed out and cannot be clicked.
*Notes:
- Upon adding/deducting store credits, merchants cannot delete or modify the records. A record of the credit change will be displayed to the customers at their Member Center. Please confirm before clicking "Save."
- The system does not support sending credit deduction notifications to members.
- Sending SMS messages 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 the email content
- Preview the SMS content
b. Adding store credits for multiple customers (Bulk credit deduction is currently unsupported)
Go to [Customer Management] > [Customers], check the boxes next to the customers to whom you wish to assign credits, click open the Bulk actions drop-down menu, and select Add credits.
Complete the required fields below and click Send to add points to the designated members:
- Credits to be added for each customer
- Validity Period: You can tick Never expires too
- Reason for adding credits
-
Send notifications: Check the options of 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 who have provided an email address and subscribed to emails.
- Send SMS: This will send an SMS notification to those customers that have provided a phone number.
*Note: Sending SMS messages 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
Go to [Customer Management] > [Customer Group], click on Create group or View List, and set the conditions to filter customers for bulk addition of store credits. For detailed setup steps, please refer to Create Customer Group.
Click open Actions drop-down menu of the customer group and select Add Credits.
Complete the required fields below and click Create to add points to the designated group:
- Points to be added for each customer
- Validity period: You can tick Never expires directly too
- Reason for adding points
-
Send notifications: Check the options of 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 who have provided an email address and subscribed to emails.
- Send SMS: This will send an SMS notification to those customers that have provided a phone number.
Information such as store credit changes and usage history will be recorded in [Store Credits] > [Credit History]. For further details, please refer to Store Credits Setting Logs.
2. Mechanism of applying store credits to orders
Go to [Customer Management] > [Store Credits], find the "Online Store Credit Setting" section, and begin configuring the rules for applying store credits.
i. When the "Apply credits condition & redemption limit" mode is ON
The mode is divided into two parts: Conditions and Details.
| Conditions | No Condition | Details | Fixed Amount |
| Total Order over Minimum Amount | Percentage% |
-
No Condition + Fixed Amount
All orders, regardless of the amount, are eligible for the store credit redemption. The maximum fixed amount that can be applied is customizable by you. In the example below, customers can apply up to store credits equivalent to NT$100.
-
No Condition + Percentage %
All orders, regardless of the amount, are eligible for the store credit redemption. The maximum percentage that can be applied is customizable by you. In the example below, customers can apply up to 5% of the order amount.
-
Total Order over Minimum Amount + Fixed Amount
When the order reaches the minimum amount you have set, a fixed amount can be applied. In the example below, when the order reaches NT$100, customers can apply up to store credits equivalent to NT$10.
-
Total Order over Minimum Amount + Percentage %
When the order reaches the minimum amount you have set, a percentage can be applied. In the example below, when the order reaches NT$100, customers can apply up to 5% of the order amount.
Up to 5 sets of store credit redemption combinations can be configured. A notification will pop up indicating that no more sets can be added when the upper limit is reached.
*Note: If you check "Unlimited," you still won't be able to add more redemption combinations because the upper limit has been reached.
The amount/ percentage values for redemption combinations need to be set in ascending order, from the smallest to the largest.
Upon completing the credit setup, customers can click on the "question mark" icon on the checkout page to view info about the redemption threshold and the maximum deduction limit.
ii. When the "Apply credits condition & redemption limit" mode is OFF
If you haven't set the conditions and redemption limits for applying store credit, the system defaults to Unconditional, automatically applying all the store credits in the customer's account.
[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 Credits and Member Points | Smart OMO.
3. Customers' checkout page on the storefront
i. Settled as per the total amount of the member's checkout order
| Item Subtotal | Product Price x Quantity |
| Discount Applied | The sum of the discount applied to the order (Delivery Fee excluded) |
| Applied Store Credits | Calculated based on the limits set by the merchant and the current amount of store credit owned by the member |
| Delivery Fee | The delivery method used determines the shipping fee amount/ Free of charge |
| Total | Item Subtotal - Discount Applied - Applied Store Credits + Delivery Fee = Total |
Example
The store credit redemption limit per order is unconditional; The order's Item Subtotal > Discount Applied > Applied Store Credits.
*Note: If you set the store credit redemption limit per order as a percentage (%) of the total amount, the decimal point will be rounded up unconditionally.
In the case below, the store credit redemption combination is "5% off for every NT$100 spent." Suppose the customer places an order for NT$477, (477-48) x 5%, and upon rounding up the decimal point without conditions, the result will be NT$22 applied.
ii. Settled as per the online store credit setting
If you have enabled the "Apply credits condition & redemption limit" feature, when a member enters the checkout page, the system will allow customers to determine the "Applied Store Credits" amount they wish to redeem based on your setup in Admin. For more detailed information, please refer to Allow Customers to Customize Applied Store Credits.
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. For further details, please refer to Store Credits Setting Logs.
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