Checklist of Important Settings Before Configuring Marketing Programs

Before diving into the setup of your Loyalty, Referral & Affiliate Program on your PrestaShop site, it’s crucial to ensure that all necessary settings in the "General Settings" tab of the module are configured correctly. This checklist will guide you through the essential steps to prepare your store for a seamless marketing program configuration.

1. Accessing the general settings

Step 1: Log in to your PrestaShop admin panel.

Step 2: Navigate to Modules > Module Manager.

Step 3: Find the Loyalty, Referral & Affiliate Program module and click "Configure".

Step 4: Go to the General settings > General tab.

2. Setting up reward format

You can choose to display the rewards to customers in either the currency they selected or in points.

• Currency (that the customer selected): If you select this option, the reward will be shown in the currency that the customer has chosen. For example: USD, EUR, YEN, etc.
• Points: If you select this option, the reward will be displayed in points. Additional settings will be required to configure points.

If you choose to display rewards in points, the following options need to be configured:

• Reward unit label: This is the label that will be displayed to customers in the front office. For example, you might choose "Point" as the label. If a customer earns 10 points, it will be displayed as "10 Points".
• Conversion rate: This setting allows you to define how money values are converted to points. The conversion rate is used for the default currency, and other currencies will be converted to points based on their exchange rate with the default currency.

Example: If the conversion rate is set to "1 USD = 10 points", and a customer spends 5 USD, they will earn 50 points.

• How to display rewards on back office: Decide how you want rewards to be displayed in the back office: default currency or custom unit (point).

3. Configuring reward status based on order status

To effectively manage how rewards are created, validated, and potentially canceled based on the order status, you need to configure several settings below:

• Reward is created with "Pending" status if order status is: This option allows you to specify which order statuses will trigger the creation of a reward in the "Pending" status.

Example: If you set this to "Processing", any order that reaches the "Processing" status will generate a pending reward for the customer.

• Reward is validated and changed to "Approved" status if order status is: This option defines the order statuses that will change a reward from "Pending" to "Approved". Approved rewards are considered confirmed and can be used by the customer. These statuses are also used to consider an order as PAID when calculating the total spent for a customer.

Example: If you set this to "Payment accepted", any order that reaches the "Payment accepted" status will validate the reward, changing its status to "Approved".

• Only validate reward if order has been changed to statuses above for X (days): This setting allows you to delay the validation of rewards even after an order reaches the specified status. The reward will remain in "Pending" status for the number of days specified before it is automatically validated.

Example: If you set this to "7 days", the reward will remain pending for 7 days after the order status changes to one of the specified statuses before becoming "Approved". 

Important: If you set any value for this field, you need to set up a cron job to ensure that rewards are automatically updated once the condition is met. Please follow our guide on setting up cron jobs to automate the update of reward statuses.

• Cancel reward if order status is: This option specifies which order statuses will cancel the reward. When an order reaches one of these statuses, the associated reward will be canceled and will not be usable by the customer.

Example: If you set this to "Canceled", any order that reaches the "Canceled" status will result in the associated reward being canceled.

4. Additional settings for marketing programs

In this section, you will configure additional settings that affect customer interaction and data visibility in the front office. These settings are essential for ensuring legal compliance and managing customer data display preferences. Here's a detailed guide to help you understand and set up these options:

• Require the customer to accept Terms & Conditions when submitting application to join marketing program: This option mandates that customers must accept the terms and conditions before they can join any marketing program (loyalty, referral, or affiliate).
• Terms & Conditions page URL: Provide the URL of the page where the terms and conditions for the marketing programs are detailed. This page will be linked during the application process for customers to review.
• Display customer email on front office: Enable this option if you want sponsors (customers who refer others) to see the email addresses of their referred friends on the front office.
• Display customer name on front office: Enable this option if you want sponsors to see the names of their referred friends in the front office.
• Display order ID on front office: Enable this option if you want sponsors to see the order IDs associated with their referrals. Displaying order IDs can provide sponsors with more detailed information about the status of their referrals and the rewards they are earning. Ensure this data is used responsibly and in compliance with privacy policies.

Final checklist

Before moving on to configuring each specific program, ensure that:

• Points and commission settings align with your business strategy.
• General reward settings are tailored to your store’s operations and customer behavior.
• Ensure the terms and conditions page is comprehensive and easily accessible.
• Consider privacy implications and ensure customers are aware of how their data will be used.

By following this checklist, you can ensure that all necessary settings in the "General Settings" tab of the Loyalty, Referral & Affiliate Program module are correctly configured. This preparation will help you create a successful and effective marketing strategy for your PrestaShop site. For more detailed guides on setting up each program, refer to our subsequent articles in the Help Center.