ULTIMATE LOYALTY MODULE INSTALLATION & USER MANUAL
Contents
1. Catalog Points Spending Rule Add Rule Rule Information EE ete ae Actions Apply By Fixed Amount You can select from 4 different logical By Percentage ofthe Original Price actions Discount Amount By Fixed Amount Percentage of the Original Price Stop Further Rules Processing o Fixed Amount Uses Allowed Per Product 0 for unlimited MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 11 TAUROS MEDIA Catalog Points Spending Rule Add Rule Rule Information K ca o s Actions E Apply By Fixed Amount Ea Discount Amount 10 Stop Further Rules Processing Yes Uses Allowed Per Product 0 for 1 unlimited 6 4 Cart earning rules From this section you can set cart page earning rules ie you can configure how your customers earn point while buying products on your cart page Go to Ultimate loyalty gt Cart Rules gt Earning Rule This page will list all your existing cart page earning rules Dashboard Sales Catalog Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports System Get help for this page Add New Cart Points Earning Rule Catalog Rules Salesrule Manager Page 1 of1 pages View 20 per page Total 0 records found Spending Rule B Expotto csv EA Select All Unselect All Select Visible Unselect Visible 0 items selected s_ Name Status Date Start Date Expiry Priority Aanja From2. From p w w No records found To create a new cart earning rule click on Add new cart points earning rule button present in top right corner The new cart earning rule page will look like following images It is further divided into 3 sub sections Rule information section looks like this Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports System Add Rule You can fill in rule Actions Name name here Winter loyalty program for clothes category Description You can fill in description about the earning rule Fill in rule description here You can select website here It is very usefull for multi store setup You can choose to provide the scheme on one store front and not on others Customer Groups NOT LOGGED IN From this field you can General select which customer group should be able QAAAA to take advantage v Date Start 027712013 1235 5 You can select start and end date n for the rule You can leav these em Date Expiry 02 28 2013 12 35 PI pty as well Priority 0 Set it as active for it Status Active iy to be enabled on frontend TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 12 TAUROS MEDIA Cart earning rule Conditions section looks like this Cart Points Earning Rule New Rule Rule Information Conditions leave blank for all products If
3. Date Start 02 7 2013 12 35 PM 5 You can select start and end date 3 for the rule You can leav these em Date Expiry 02 28 2013 12 35 PI ply as well Priority 0 Set it as active for it Status Active to be enabled on frontend TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 10 TAUROS MEDIA Spending rule Conditions section looks like this Catalog Points Spending Rule Add Rule Rule Information Conditions leave blank for all products Actions If ALL ofthese conditions are TRUE You can select your specific condition here Customer Spends Points You can choose Apply from 2 logic conditions Spends X Points Points Amount X ae 7 Spends X points for every Y dollar amount in price Maximum Total of Points To Transfer 0 for unlimited Fill in X and total points value as per your scheme Example Add Rule Conditions leave blank for all products If ALL ofthese conditions are TRUE Category is 12 Customer Spends Points Apply Spends X points for every Y dollar amount in pil M Points Amount X 5 Monetary Step Y 100 Maximum Total of Points To 50 Transfer 0 for unlimited In this example a customer can spend 5 points on purchase of every 100 dollar worth of products belonging to category 12 He can spend upto a maximum of 50 points Catalog spending rule actions section looks like this
4. or Facebook like TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 17 TAUROS MEDIA Example Add Rule Customer Earns Points Apply For signing up for a newsletter Points Amount X 10 Here every customer that signs up for newsletter will get 10 loyalty points This completes our Ultimate loyalty module configurations There are thousands of combination in which you can use these catalog cart special earning spending rules to reward your customers You are only limited by your imagination when you are creating reward rules You can devise multiple reward schemes for your products and customers These are some of the frontend components of Ultimate loyalty module 1 My points in account section of logged in customers MY ACCOUNT MY POINTS Account Dashboard You have 12 points Account Information Address Book My Orders Billing Agreements Recurring Profiles My Product Reviews My Tags My Wishlist My Applications Newsletter Subscriptions My Downloadable Products My Points 2 On product pages Chair Email to a Friend Www 1 Review s Add Your Review Availability In stock 129 99 You will earn 12 points for buying this product Qty 4 OR Add to Wishlist Add to Compare Quick Overview Combining a hint of nostalgia with the up to date sensibility and function of modern chairs Itis in soft velvety microfiber Double click on above image to vi
5. No iy STORE VIEW spending If disabled customer will not earn points if he she spends Earn points while spending in No STORE VIEW cart If disabled customer will not earn points if he she spends points for a particular cart Allow Facebook Like No x STORE VIEW Facebook App Id Fill in your app id if you have a Facebook STORE view like app installed on your webshop Enable Select Yes to activate the module Earn catalog points while spending Selet Yes if you want to give more loyalty points to your customers while they spend thier old existing points Select No if you do not want customers to earn more loyalty points when they are spending their existing points TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 6 TAUROS MEDIA Earn points while spending in cart Select Yes if you want to allows customers to earn points in the same cart in which tye are spending their existing old points If No is selected customers will not earn any new points if they spend points in that particular cart Allow Facebook like Enable it only when you have an active facebook like app installed on your webshop Facebook app id If you have a fanpage on Facebook and have a connection installed on your shop the you can fill in your app id here Do not forget to save after making all general changes 6 2 Catalog earning rules From this section you can set catalog earning rules ie yo
6. SalesruleManager Cart Rules 1 Add New Cart Points Spending Rule Eaming Rule Special Rules p Page 1 of1 pages View 20 perpage Total 0 records found Spending Rule E Exportto 9 v SelectAll Unselect All Select Visible Unselect Visible 0 items selected Actions v 1D Name Status Date Start Date Expiry Priority From From o tee To 5 5 No records found To create a new cart spending rule click on Add new cart points spending rule button present in top right corner The new cart spending rule page will look like following images It is further divided into 3 sub sections Rule information section looks like this TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 14 TAUROS MEDIA Mobile Customers Add Rule Item information Promotions Ultimate Loyalty Newsletter CMS Reports Conditions reer You can fill in rule hae SRC Name name here Winter loyalty program for clothes category Description You can fill in description about the earning rule here Fill in rule description here Websites Main Website eo You can select website here It is very usefull for multi store setup You can choose to provide the scheme on one store front and not on others Customer Groups NOT LOGGED IN a From this field you can select wh
7. ALL of these conditions are TRUE Please choose a condition to add Please choose a condition to add Product attribute combination oducts subselection You can select from different conditions here onditions combination art Attribute Subtotal Total Items Quantity Total Weight Payment Method Shipping Method Shipping Postcode Shipping Region Shipping State Province Shipping Count Cart earning rule Actions section looks like this Cart Points Earning Rule New Rule Rule Information a Apply Give X points to customer Points Amount X Maximum Distributed Points 0 for unlimited If ALL ofthese conditions are TRUE Please choose a condition to add Please choose a condition to add onditions Combination Cart Item Attribute Price in cart Quantity in cart Row total in cart Product Attribute Activation Information Active From Active To Allow Gift Message Attribute Set Brand CPU Speec Country of Origin Help Us Magento Healthy rt All Bugs Custom Design Do not forget to save and apply after creating cart page earning rule lt Back Save and Apply SaveRule Save and Continue Edit TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 13 TAUROS MEDIA 6 4 Cart Spending rules Dashboard Sales Catalog Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports System Gethelp for this page Catalog Rules
8. Forgot an Item Edit Your Cart Place Order Shipping Method Change Flat Rate Fixed 5 00 These are only some of the examples of how the module can show up on your frontend Feel free to write to us at satya taurosmedia com if you have any queries or suggestion regarding the module Module support is provided only in English language TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 19 TAUROS MEDIA 9 CHANGE LOG V 1 0 0 Module launched Manual created 10 FAQ IS THERE A DEMO AVAILABLE FOR THE MODULE Yes you can try out our ultimate loyalty module at following demo setup Frontend http www webshopmagento nl ultimateloyalty Backend http www webshopmagento nl ultimateloyalty index php admin Username admin Password password TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 20
9. Last 5 Orders Customer Items Grand Total No records found Configuration 5 5 Click Select All Select Refresh all from the Actions drop down menu and click Submit Get help for this page Dashboard Sales Catalog Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports System Fr 8 cache type s refreshed Cache Storage Management Flush Magento Cache f Flush Cache Storage Unselect All Select Visible Unselect Visible 8 items selected Actions Refresh Cache Type Description Associated Tags Status onfiguration System config xml local xml and modules configuration files config xml CONFIG Layouts Layout building instructions LAYOUT_GENERAL_CACHE_TAG BLOCK HTML Blocks HTML output Page blocks HTML ranslations Translation files TRANSLATE ollections Data Collection data files COLLECTION_DATA EAV types and attributes Entity types declaration cache eb Services Configuration Web Services definition files api xml eb Services Configuration Web Services definition files api2 xml CONFIG_API CONFIG_API2 Additional Cache Management Pregenerated product images files USM EER es 1 1 Themes JavaScript and CSS files combined to one file Refresh the Cache irrespective of them being enabled or disabled 5 6 Log out of the admin panel and login
10. again 5 7 You will now see a new Ultimate loyalty tab in top navigation menu of your admin panel This indicates that you have successfully installed the Ultimate loyalty module Magento Admin Panel Dashboard Sales Catalog Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports System sd Now all you have to do is configure the module with the right details and rules TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 5 TAUROS MEDIA 6 CONFIGURATION Module configuration is divided into 6 different sub sections Lets take them up one by one 6 1 General configuration From this section you can control general setting of the module Go to Admin panel gt System gt Configuration left fig 6 1 1 Once on this page look out for Ultimate loyalty section in the left column Current Configuration Scope Default Config x Manage Stores Reports Configuration Content Management gt CATALOG Email to a Friend gt ULTIMATE LOYALTY Configuration it gt CUSTOMERS 6 1 2 Click on loyalty in left column It will open general configuration section of Ultimate loyalty module Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports System Gethelp for this page Loyalty Save Config Save config after making change General Configuration Enable Yes STORE VIEW Earn catalog points while
11. cart page Now you can also set special rules for specific customer action 6 6 Special rules Go to Ultimate loyalty gt Special rules CMS Reports System Get help for this page Dashboard Sales Catalog Mobile Customers Promotions Ultimate Loyalty Newsletter Special Rules Manager Click here to add new points rule Page 1 oftpages View 20 v perpage Total 0 records found B Exportto csv E Export Select All Unselect All Select Visible Unselect Visible 0 items selected Actions Lv STG F Name Date Start Date Expiry Priority Status From From From 5 M w m m No records found TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 16 TAUROS MEDIA Special rules page have 2 sections as shown Special Rule Add Rule o Name Specialrule Fill in rule name Description Special rule description Fill in rule description here Select store front here Websites a Customer Groups NOT LOGGED IN Select customer groups General which can use this sepcial rule Date Start fs 53 Date Expiry fs 55 Priority Oo Conditions section of special rule Special Rule Add Rule Conditions Apply For Writing a review For Writing a review Points Amount X You can choose from or tagging a product different customer actions or signing up for a newsletter here or sending a product to friend
12. TAUROS MEDIA ULTIMATE LOYALTY MODULE MAGENTO V1 0 BETA i a TAUROS INSTALLATION amp USER MANUAL V1 0 06 FEBRUARY 2012 TAUROS MEDIA NEDERLAND B V POSTBUS 75035 1077 AA AMSTERDAM INFO TAUROSMEDIA COM TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 1 TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 MEDIA 1 INDEX 1 Index 2 2 Introduction 3 3 Package 4 4 Requirements 4 5 Installation 4 6 Configuration 5 General configuration 5 Catalog earning rules T Catalog spending rules 9 Cart earning rules 11 Cart spending rules 13 Special rules 14 T Change log 18 8 FAQ 18 TAUROS TAUROS MEDIA 2 INTRODUCTION Many marketing research and surveys firms have proved that sales and profits increase by a big margin if you keep your visitors engaged and reward them for shopping with you The more time customers spend on your webshop the more chances are there that they will order more products Great offers and rewards are best way to turn visitors into customers and customers into loyalists Having a reward system also makes sure that you customers return for more and even recommend your webshop to their friends and families Rewarding customers for buying your products is like putting icing on a cake Tauros Media s Ultimate loyalty module is developed for webshop owners who have a Magento webshop and want to offer great rewards to their loyal and new custo
13. e Loyalty Newsletter CMS Reports System Catalog Rules 1 Catalogrule Manager lia Cart Rules DUN Earning Rule Add New Catalog Points Spending Rule IE ORIN UIE i Special Rules o Page 4 of1 pages View 20 m perpage Total 0 records found E Exportto Ea Export Select All Unselect All Select Visible Unselect Visible 0 items selected Actions 1D Name Date Start Date Expiry Priority Status From From 5 From l x 1 5 5 No records found To create a new catalog spending rule click on Add new catalog points spending rule button present in top right corner The new catalog spending rule page will look like following image It is further divided into 3 sub sections Rule information section looks like this Dashboard Sales Catalog Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports System Add Rule You can fill in rule Actions Name name here Winter loyalty program for clothes category Description You can fill in description about the earning rule Fill in rule description here Websites You can select website here It is very usefull for multi store setup You can choose to provide the scheme on one store front and not on others Customer Groups NOT LOGGED IN From this field you can select which customer group should be able to take advantage v
14. e here Winter loyalty program for clothes category Description You can fill in description about the earning rule here Fill in rule description here You can select website here It is very usefull for multi store setup You can choose to provide the scheme on one store front and not on others Customer Groups NOT LOGGED IN From this field you can General select which customer Wholesale group should be able Retailer to take advantage of the QAAAA earning rule Date Start 02 7 2013 12 35 PM 5 You can select start and end date f for the rule You can leav these em Date Expiry 02 28 2013 12 35 PI pty as well Priority 0 Set it as active for it Status Active to be enabled on frontend TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 8 TAUROS MEDIA Rules condition section will look like this BECEL Sales Catalog Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports System Catalog Earning Rule Add Rule Rule Information Conditions leave blank for all products M If ALL ofthese conditions are TRUE Please choose a condition to add lease choose a condition to add a mp You can select any criteria for q creating conditions for the earning rule Active From Active To You can choose to apply the point Allow Gift Message earning rule only to certain products Attribute Set based on tier ca
15. ew full picture gt i TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 18 TAUROS MEDIA 3 On Cart page Product Name Move to Wishlist Unit Price Qty Subtotal Chair You will earn 12 points for buying this product m 2 t Move 129 99 4 12999 Gi Continue Shopping Clear Shopping Cart Update Shopping Cart Based on your selection you may be 3 DISCOUNT CODES Subtotal 129 99 interested in the following items Enter your coupon code if you have one You Will Earn 12 points Barcelona Bamboo Platform Grand Total 129 99 Bed mamm 229900 Proceed to Checkout Add to Wishlist i ESTIMATE SHIPPING AND TAX Checkout with Multiple Addresses Enter your destination to get a shipping Akio Dresser estimate 4 On Checkout page Checkout YOUR CHECKOUT PROGRESS Billing Address Change 1 Billing Information Guido Lassally company Shipping Information address line 1 address line 2 Shipping Method City Amsterdam 1016 ea t Payment Information Netherlands t 234123213 Order Review F 123213123 Product Name Price Qty Subtotal ee Shipping Address Change Chair 129 99 1 129 99 Subtotal 129 99 company Shipping amp Handling Flat Rate Fixed 5 00 address line 1 You Will Earn 12 points address line 2 Grand Total 134 99 il Amsterdam 1016 ea Netherlands 234123213 F 123213123
16. he box too much and without overwriting anything in core Magento Thus the implementation is simple and doesn t cause unnecessary load on the requests or unnecessary junk code We take pride in quality of our code This means code quality of any of our products is always better than its competitors Better code quality means our modules put a significantly lesser load on your server compared to any other module Even when your webshop s database and number of users is very large Ultimate loyalty module is better optimized than any other available module Not to mention the much simpler configuration and user interface of Ultimate loyalty module You don t need to juggle between 100 different configurations to get it working TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 3 TAUROS MEDIA We also offer dedicated support round the clock and even entertain customization requests from our clients who like to go an extra mile in everything they do So buy amp install our Ultimate loyalty module in your webshop today itself and surprise your customers with great loyalty schemes and see them asking for more 3 PACKAGE The package contains 3 1 Ultimate loyalty module 3 2 Module installation amp user manual 4 REQUIREMENTS 4 1 Magento webshop Magento CE 1 5 X onwards 4 2 Working knowledge of Magento backend and its basic promotional rules configuration 4 3 Cpanel server access 4 4 loncube should be
17. ich customer group should be able to take advantage Date Start 02 7 2013 12 35 PM 5 You can select start and end date for the rule You can leav these em Date Expiry 02 28 2013 12 35 PI ply as well Priority 0 Set it as active for it Status Active e to be enabled on frontend MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 19 TAUROS MEDIA Spending rule Conditions section looks like this Cart Points Spending Rule New Rule Rule Information Conditions leave blank for all products If ALL ofthese conditions are TRUE You can select conditions here Customer redeems the following points Customer Spends Deduct X points from customer M Points Amount X 3 Maximum Redeemable Points Spending rule actions section looks like this Cart Points Spending Rule New Rule Rule Information Update Prices Using the Following Information Apply By Percentage ofthe Original Price Discount Amount Stop Further Rules Processing Yes Apply the rule actions only to cart items matching the following conditions leave blank for all items If ALL ofthese conditions are TRUE Please choose a condition to add You can select from different conditions here With this we fnish the general earning and spending rules All these rules handle the actions and conditions under which customer can earn and spend points when they select and buy products from your catalog and
18. installed on your live as well as test server You can get the appropriate version for your server from http www ioncube com loaders php 4 5 Server memory_limit no less than 256Mb preferably 512 4 6 An Up to date Test environment separate from but exact copy of your Live setup As suggested by Magento do not install extensions modules directly on your Live setup Try it on a Test setup first Also it is a good practice to make backups of both Magento and the database before installing any extension 5 INSTALLATION 5 1 Download and unzip the Ultimate module directory 5 2 Open Ultimate loyalty folder here you can see app js and skin folders These folder contain the module 5 3 Upload all 3 folder to your Magento shop directory using your favorite FTP client This will not overwrite any files from your app folder On some systems if you get a prompt asking whether to overwrite the folder please select merge instead TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 4 TAUROS MEDIA 5 4 Now log in to your Magento backend Go to System gt Cache management Magento Admin Panel Dashboard Sales Catalog Customers Promotions Newsletter CMS Reports System ae My Account Dashboard Notifications k ae N ET Choose Store View All Store Views v Web Services A Design Lifetime Sales e eee cans aes 4 Orders 0 00 Average Orders 0 00
19. mers It is a sleek and simple answer to the complex loyalty amp rewards requirement which daunts every Magento webshop owner Ultimate loyalty module allows you to reward customers for virtually anything that they can do within your Magento Store With our Ultimate loyalty module you can set up rules for rewarding customer actions such as Buying products writing a product review rating a product signing up voting a poll tagging a product signing up for a newsletter sending a product to a friend Facebook likes and much more Customer can earn and spend loyalty points while shopping at your webshop this can help them save some money on their every purchase and help you gain some more profits and customers Many modules claim to be great in this segment but here are a few reasons why our Ultimate loyalty module is better than any other modules available in the market Tauros Media s ultimate loyalty does not use iframes unlike other loyalty modules in the market It does not modify any core Magento database tables unlike other modules Loyalty rule processing is better in our module It makes superior use of Magento price rule system Some of the other modules also claim to do so but they handle it by modifying core Magento database and by using suboptimal algorithms Our module does not use any of those non standard techniques Our module correctly extends core Magento code whenever possible without reinventing t
20. tegory attribute set Grand individual attributes price sku url etc Color Contrast Ratio Cost Rule actions section looks like this Catalog Earning Rule Add Rule Rule Information Pe Actions pea Give X points to customer can Pee 3 different ive X points to customer Points Amount For every Y dollar amount in PRICE give X points or every Y dollar amount in PROFIT give X points Monetary Step Y Maximum Total of Points To Transfer 0 for unlimited Catalog Earning Rule Add Rule Rule Information a eee ee Actions Apply Give X points to customer Points Amount X Monetary Step Y Maximum Total of Points To Transfer 0 for unlimited You can select appropriate logic and fill in X amp Y values as per your loyalty scheme Do not forget to Save and apply after configuring all fields of catalog spending rule lt Back Saveand Apply Saveltem Save And Continue Edit TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 9 TAUROS MEDIA 6 3 Catalog spending rules From this section you can set how your customers spend their loyalty points while selecting products from your catalog Go to Ultimate loyalty gt Catalog Rules gt Spending Rule This page will list all your catalog spending rules Gethelp for this page Dashboard Sales Catalog Mobile Customers Promotions Ultimat
21. u can configure how your customers earn points while choosing products from your catalog Go to Ultimate loyalty gt Catalog Rules gt Earning Rule Dashboard Sales Catalog Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports System Get help for this page Catalog Rules E Earning Rule Click here to create a new Catalogrule Manager Cart Rules catalog earning rule Add New Catalog Points Earning Rule Spending Rule Special Rules L o Page 1 of1 pages View 20 perpage Total 0 records found eo E Exportto CSV Export Select All Unselect All Select Visible Unselect Visible 0 items selected Actions submit 1D Name Date Start Date Expiry Priority Status Any v From From From To F Rl No records found This page will list all your existing catalog earning rules To create a new catalog earning rule click on Add new catalog points earning rule button present in top right corner TAUROS MEDIA MANUAL ULTIMATE LOYALTY MODULE V 1 0 T TAUROS MEDIA The new catalog rule page will look like following image It is further divided into 3 sub sections X Rule information section looks like this Dashboard Sales Catalog Mobile Customers Promotions Ultimate Loyalty Newsletter CMS Reports Catalog Earning Rule Add Rule Rule Information T You can fill in rule Name nam
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