Further Explanations

This article provides important information about Loyalista, the PlentyONE plugin, and the widgets included with it. You should have installed and configured the plugin before continuing with this article.

General Information

• Regardless of the configured conversion rates Revenue per Point and Value of a Point, points are always commercially rounded to whole points.
• Depending on the shopping cart value and the configured Value of a Point, customers may not be able to pay for their entire purchase with points, leaving a small remaining amount to be paid.
• If extra points are awarded for an item both through its variation ID and through the category it belongs to, the extra points from both configurations are taken into account.
• If items for which extra points are awarded are paid for partially or entirely with points, the customer will still receive the extra points assigned to those items.
• Base points for an order are also awarded if the order is paid for entirely with points.
• If you change the settings of your loyalty program, such as conversion rates, the blocking period, or the expiration period, these changes generally only apply to points created after the change. The Value of a Point setting is an exception: changes to this value take effect immediately for all existing redeemable and blocked points.

Checkout Widget

The Checkout Widget allows customers to register for your loyalty program directly during checkout and to redeem available points when placing their order.

Guest customers cannot register for the loyalty program directly through the Checkout Widget during a guest checkout. To register for or participate in the loyalty program, they must first sign in to their customer account in the shop.

Customers who are already registered can choose from three options when redeeming points:

• Continue collecting: Existing points are not redeemed. The points earned from the current purchase are credited to the customer's points account.
• Partial redemption: The customer enters the desired number of points in the designated input field. Clicking Apply automatically generates a voucher code and deducts the corresponding discount from the shopping cart.
• Full redemption: The customer can click Apply directly to use the maximum possible value of their available points as a discount.

From a technical perspective, points are redeemed using vouchers. In the background, the plugin automatically generates a new voucher code within the campaign that was created when the plugin was configured. The voucher code is then automatically applied during checkout. For more information, see the PlentyONE Plugin Setup guide.

The points used for the voucher are initially reserved during this process. If the customer does not complete the purchase, the reservation is released again by a regularly executed cron job. This job runs every 15 minutes. Depending on when the points were reserved, it can therefore take up to 30 minutes in the worst case for the voucher code to be deleted and the reserved points to become available again.

PlentyONE currently allows only one voucher code to be used at a time during checkout. Customers can therefore either redeem their Loyalista points or use another voucher.

If a voucher code is already active in the shopping cart, the Checkout Widget hides the point redemption options and informs the customer that no additional point redemption is possible. Once the voucher is removed, the redemption options automatically become available again.

MyAccount Widget

The MyAccount Widget provides your customers with information about their participation in the loyalty program. Customers who are not yet participating can also use the widget to register for the loyalty program.

After logging in, participants have access to the following information and features, among others:

• Redeemable points: Shows the customer's current points balance available for redemption.
• Blocked points: Shows points that cannot yet be redeemed, for example during the configured blocking period.
• Points expiring in ...: Provides information about points that will expire within a configured period. By default, points expiring within the next 30 days are displayed.
• Add date of birth: Customers can enter their date of birth if you award annual birthday bonus points.
• Merge accounts: Customers can request that multiple customer accounts be merged, for example if they previously used a guest account.
• End participation: Customers can end their participation in the loyalty program at any time.

If a customer ends their participation in the loyalty program, the personal data transmitted to Loyalista is anonymized. Statistical information about points previously collected and redeemed remains available for reporting and analysis.

When two customer accounts are merged, only the account from which the merge request was submitted is retained. The second customer account is deleted or anonymized as part of the merge process. For more information about account merge requests, see the Main Menu: Customers guide.

Product Widget

The Product Widget promotes your loyalty program on product pages. Visitors who are not yet participating in the loyalty program see general information about the program. Registered participants additionally see how many points they will receive when purchasing the respective item.

The widget distinguishes between:

• Revenue-based points: Points calculated based on the item's value and the configured conversion rate.
• Extra points: Additional points awarded based on a configuration defined for the relevant category or variation.

Base points per order are not taken into account in the Product Widget because they are awarded independently of individual items. If a customer receives additional extra points for an item, a corresponding notice is appended to the widget's standard text.

You can customize the texts displayed in the widget in the plugin settings under Edit Plugin Content. For more information, see the PlentyONE Plugin Setup guide.

Privacy Policy and Guidelines

We recommend including your use of Loyalista in your privacy policy. In addition, we recommend creating dedicated terms and conditions for your loyalty program and making them easily accessible to your customers in your online shop.

The following overview contains typical topics you should consider when preparing the terms and conditions for your loyalty program:

Topic	Description
Revenue per Point and Value of a Point	Decide what effective discount you want to offer your customers through your loyalty program. The discount is calculated using the following formula: Discount (in %) = (Value of a Point (in €) / Revenue per Point (in €)) × 100.
Point Expiration	Give your customers sufficient time to redeem the points they have collected. At the same time, setting an expiration period can encourage customers to make additional purchases.
Point Blocking Period	The blocking period should cover at least the usual delivery time and the applicable withdrawal period. Consider adding an additional buffer where appropriate. For a 14-day withdrawal period, for example, we recommend a blocking period of at least 30 days.
Points for Registering for the Loyalty Program	Consider whether you want to welcome new participants with additional points when they register for your loyalty program, for example by awarding 100 points.
Base Points per Order	In addition to revenue-based points, you can award a fixed number of base points for each order.
Rules for Extra Points	Define the conditions under which extra points are awarded. For more information about the technical logic, see the General Information section.
Rules for Redeeming Points	Inform your customers about how points can be redeemed and which restrictions apply. For more information, see the Checkout Widget section.
What happens when a customer leaves the loyalty program?	Inform your customers about what happens to their collected points if they end their participation in the loyalty program.
What happens if you discontinue your loyalty program?	Inform your customers well in advance if you intend to pause or permanently discontinue your loyalty program. Give them sufficient time to redeem any remaining points.
Do you allow customer accounts to be merged?	Define whether customers may request the merging of multiple accounts and under which conditions you will accept such requests. Consider, for example, how you will handle accounts registered under different names.
How are credit notes involving redeemed points handled?	Define and communicate how you handle credit notes for orders in which points were previously redeemed. In particular, customers should be able to understand whether the monetary amount or the redeemed points are refunded first.
Who is eligible to participate in the loyalty program?	Clearly define who is eligible to participate, for example all private customers, only customers residing in certain countries, or individuals above a specified minimum age.
Misuse and Abuse	Define rules for dealing with misuse, technical errors, or attempts to manipulate the loyalty program. These rules may, for example, include the right to correct incorrect points balances or exclude participants from the program in cases of proven misuse.