Loyalty

The loyalty rule determines how customers are rewarded for their purchases in your shop. By offering points for each dollar spent, you incentivize customers to return and make additional purchases, thereby increasing customer retention and satisfaction. This rule allows you to specify the number of points customers will earn for every dollar (or equivalent currency unit) spent in your store.

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How it works

Points are calculated based on the final value of the order after applying discounts but before adding shipping fees and taxes. This method ensures that the rewards are fair and reflect the actual spend on products.

Discounts applied at checkout decrease the amount of points customers earn for a purchase. Shipping costs do not affect how many points customers earn for a purchase. Taxes applied at checkout do not affect how many points customers earn for a purchase. Taxes included in the product price increase the amount of points customers earn for a purchase.

For example, consider the following order details:

• Rule value: 5 points/$
• Subtotal (Cart value): $100
• Discount (Coupon code): $20
• Shipping Fees: $30
• Taxes: $40
• Total: $150

In this scenario, points are awarded based on the subtotal after the discount. The customer will earn points on the $80 spent on products, excluding shipping fees and taxes.

Points earned = Rule value _ (Subtotal − Discount) = 5 points/$ _ ($100−$20) = 400 points

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How are loyalty revenues generated?

Loyalty revenues are income generated from your store’s rewards program. You can monitor this revenue on the Beans’s admin interface’s analytics page.

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What accounts for loyalty revenue?

Orders with redemption will count towards the loyalty revenue.

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Enrollment of customers in the rewards program

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New customer registration

By default, new customers who create an account on your store automatically join the rewards program. If the welcome email is enabled, they will receive a notification introducing them to the program and outlining its benefits.

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Existing customers

Existing customers—those with accounts prior to the inception of the loyalty program are automatically enrolled upon activation of the program. However, only customers who have opted to receive marketing emails are eligible for auto-enrollment. Like new customers, existing customers will receive a welcome email if the notification is activated.

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Guest customers

Guest customers—those who place orders without creating an account are enrolled in the rewards program only if they consent to receive marketing offers at checkout. In some configurations, this consent option may be selected by default. Guests who do not opt-in will not be enrolled. Alternatively, you can set up an email invitations encouraging guest customers to join the program.

Beyond auto-enrollment, you can add members to the rewards program manually or by importing their details.

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Order status

Payment status: Customers are awarded points only when the order has been paid. Orders pending payment do not receive points.

Order cancellations: When an order is cancelled, the points awarded for that order are also cancelled.

Partial refunds: When an order is partially refunded, the customer loyalty points associated with that order are reverted in proportion to the amount refunded. This maintains the accuracy of the rewards program. Total refunds are treated the same way as partial refunds. Order cancellation is preferred to total refund, as it maintains a cleaner history of transactions.