Merchants can create promotional campaigns with discount incentives to maximize their sales and profit.
And you can auto-reward store credits to members who purchased a certain minimum amount at your shop and encourage your members to continue spending at your shop next time.
- Set up reward credits
- Set up reward credits by membership tiers
- Reward credit reminder at the storefront
- Notes
1. Set up reward credits
Step 1. Enable the feature
In the SHOPLINE Admin, go to [Customer Management] > [Store Credits]. Turn on the toggle button for Order Reward Credits.
Step 2. Set up Order Reward Reward Credits
You can set up the purchase condition (minimum amount for each order), credit amount, and validity period for reward credits. If there is no validity period and the credits will not expire, check the box "Never Expires."
You can set "Discount Amount" or "Percentage %" as your credit type.
Discount Amount
When you set "Discount Amount" as your credit type, you can decide whether to set it cumulative.
- If the setting is "Spend $100 and get 10 credits" and checked "Cumulative Reward Credits", a customer will receive 10 credits when spending $100; 20 credits for spending $200.
- If "Cumulative Reward Credits" is not checked, in the setting of "Spend $100 and get 10 credits", a customer will receive 10 credits even when spending $200.
Percentage %
When you set "Percentage %" as your credit type, customers will spend $100 and get 100*5%= 5 credits, and spend $200 and get 200*5%= 10 credits.
*Credits will be rounded to an integer.
Click Update to save the settings.
The system will send email notifications to notify member(s) of the credit rewarded, and credit rewarded will also be recorded under Credit History.
2. Set up reward credits by membership tiers
*Note:
- This feature is available for merchants using O2O/Enterprise/Cross-Border plans.
- This feature is only available for merchants with both "CRM - Membership" and "CRM - Credits" modules.
You can also set up reward credits according to the membership tiers. This way, you can boost repurchase rates by encouraging customers to reach certain membership tiers and strengthening customer loyalty towards the brand.
*Please apply this feature by reaching the Online Merchant Success Team in the dialogue window at the bottom right of the store Admin page (only for merchants using the old plan). The process will take about 2 working days. You will be notified online after you complete it, and the following settings can be made.
Step 1. Go to membership tiers settings
In the SHOPLINE Admin, go to [Customers Management] > [Membership Tier]. Click More Action > Edit next to the member tier to set up reward credits.
Step 2. Turn on the feature tab
Turn on the toggle button for Order Reward Credits and proceed to set up. Click Update to save the settings.
*Note:
1. As long as the Order Reward Credits setting from Customer Management > Store Credits has been enabled, it will apply to every membership tier.
2. When setting up Order Reward Credits in the membership tiers settings, it would replace the settings in the [Customer Management[ > [Store Credits] section, regardless of whether the amount of membership-tier Order Reward Credits is lower.
3. If the toggle from [Customer Management] > [Store Credits] section is OFF, but the toggle in the membership tier is ON, customers in the particular membership tier would still receive credits.
4. The setting record would be in [Customer Management] > [Membership Tier] > [Logs] instead of [Customer Management] > [Store Credits].
5. If the staff has permission to access the Store Credits page but not Membership Tier Settings, they will not be able to set up Order Reward Credits by tier.
6. If the staff can access Membership Tier Settings but not the Store Credits page, they can set up Order Reward Credits by tier.
3. Reward credit reminder at the storefront
1. When the cart is ineligible for Order Reward Credits
Once merchants set up Order Reward Credits in the Admin, if the shopping cart doesn’t meet the purchase condition of Order Reward Credits, a reminder will appear under "More promotions are waiting for you to enjoy:" in the customer's shopping cart (as the image shown below).
The reminder wording will be different according to the credit type as follows:
- Credit type: Discount Amount with non-cumulative reward
Get NT$XX credits over NT$XX – Buy NT$XX more to get the offer - Credit type: Discount Amount with cumulative reward
Get NT$XX credits for every NT$XX – Buy NT$XX more to get the offer - Credit type: Percentage %
Get XX% credits over NT$XX – Buy NT$XX more to get the offer
2. When the cart is eligible for Order Reward Credits
A. Auto-assign credits when the payment status changes to "Paid"
*Please note that this assigning rule only applies to merchants using the Basic, Advanced, Premium, O2O, Enterprise, or Cross Border plan.
If the logged-in member checkout and the shopping cart meets the purchase condition of Order Reward Credits, a reminder will appear under the "Applied Promotions" and "Order Summary" in the cart (as the image shown below) to reveal how many credits the member can get after paying the order.
Note: The reminder is only to remind customers of Order Reward Credits to be assigned in the future. The system will send credits to members after their orders are paid.
The reminder wording will be different according to the credit type as follows:
- Credit type: Discount Amount with non-cumulative calculation
Get NT$XX credits over NT$XX + NT$XX credits - Credit type: Discount Amount with cumulative calculation
Get NT$XX credits for every NT$XX + NT$XX credits - Credit type: Percentage %
Get XX% credits over NT$XX + NT$XX credits
B. Auto-assign credits and member points when the order status changes to "Completed"
*Please note that this assigning rule only applies to merchants using the e-Commerce/ Social Commerce/ Retail-POS plan.
Once this feature is switched on, credits and member points will be automatically assigned to members when the order status is changed to "Completed."
The checkout page will display "Credits earned after completed" during checkout.
Go to the Admin Panel > [Order Management] > [Orders], and click on any order to check the details and view the "Credits earned after completed" notification.
Once the feature is switched on, your established orders will also have the following updates:
- Orders whose credits have already been assigned: credits will not be assigned again when the order status is changed to "Completed,"
- Orders whose credits have NOT been assigned: credits will be assigned when the order status is changed to "Completed."
*Note:
- After this feature is switched on, credits and member points will be assigned when the order status is changed to "Completed." Please refer to this article for more details on the updated rules of member point assigning.
- This feature is released at 14:30 on 24 May 2023. If you have orders whose credits/points haven't been assigned after the aforesaid time, it is highly recommended to change the order statuses to "Completed."
[Coming Soon] Reward Campaign
The "Reward Campaign" feature allows you to set up time-limited events for giving out store credits. You can also specify products and applicable membership tier(s). Try out this feature to reach a higher sales goal.
*Notes:
- If you have previously enabled and set up the Order Reward Credits feature, after you enable the Reward Campaign feature, SHOPLINE will assist you to migrate the set content to the "Reward Campaign" tab. The original [Customer Management] > [Store Credits/ Membership Tier] > [Order Reward Credits] will be hidden and completely replaced by the Rewards Campaign feature.
- You can see the original settings of [Store Credits/ Membership Tier] > [Order Reward Credits] in the "Rewards Campaign" tab.
- Enabling the Reward Campaign feature will not affect how you view the setup condition or application of the promotion at the storefront.
4. Notes
*The following conditions must be met for the system to send reward credits.
1. Reward credit only applies exclusively to members; members must be logged in during checkout to be rewarded. If the customer checks "I want to become a member" during checkout, they will not be considered as logged in, and thus, even if the order amount meets the minimum purchase condition, the customer will not receive reward credits
2. The system will only assign credits to members when the order status is Paid and has met the reward credit conditions.
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- If the unpaid order is edited/split in the unpaid state, the system will determine whether to send the reward credits according to the new order amount after the parent order is updated to Paid.
- Child orders (order numbers ending with A to Z) will not be processed after the order is split.
3. The system will only offer the reward credits after the order amount still fulfills the criterion after being deducted by discounts (including order-level/product-level discounts, member tier discounts, store credits), delivery fees, and payment fees.
4. The rule for assigning the Order Reward Credit: When the payment status of the member's order is changed to "Paid," the system will check for whether a member has logged in when the order is placed and if the order amount meets the current Order Reward Credits conditions.
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- Scenario 1: The merchant enabled Order Reward Credits on 1 March 2022 with the condition of "$100 reward credits for orders over $500". Customer A placed an order of $1500 on 2 March. When customer A paid on 4 March, and the order status changed to "Paid," $100 credits were rewarded.
- Scenario 2: The merchant enables Order Reward Credits on 1 March 2022 with the condition of "$100 reward credits for orders over $500". Customer A placed an order of $1500 on 2 March. But on 3 March, the merchant changed the condition to "$200 reward credits for orders over $1000". When customer A paid on 4 March, and the order status changed to "Paid," $100 credits were rewarded. (The Order Reward Credits will be assigned based on the conditions of when the order was placed).
5. Once the Order Reward Credits are offered to the customer, even if the order status is updated to "Cancelled," the system will not retract the credits automatically. Merchants will need to deduct it manually case by case.
6. If the payment status of a customer's order is changed to "Paid" while a store is closed, the system will not automatically send out Order Reward Credits.
7. Once the credits/points assigning time is set to be triggered upon order completion, when the order status is changed to "Completed," credits and member points will be assigned simultaneously.
8. [Coming Soon] Supports manual input of members' store spending amount on Smart OMO. The member will receive store credit if the amount meets the credit assign condition. Please refer to this article for details.
9. Customers will receive email notifications when the Order Reward Credits are given. If the SMS feature is enabled, customers will also receive SMS notifications.
*If the SMS feature is enabled, SHOPLINE will charge you a monthly fee for sending SMS. Please go to SHOPLINE Admin > [Settings] > [Custom Notification] to enable/disable the SMS feature. For details on the feature, please read Custom Notification.
10. The Order Reward Credits feature does not support manual orders created in the Admin ([Order Management] > [Order]). Please assign the reward credits manually after creating orders for customers in this way. The feature supports manual orders created under Social Commerce. When this kind of manual order meets the purchase condition, and its subsequent order status meets the condition, the store credits will automatically be assigned to the customer.
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