Introducing Birthday Email and Level Achievement Notification & much more in WPLoyalty 1.2.4

We are excited to announce interesting enhancements to WPLoyalty 1.2.4 – Birthday Email and Level Achievement Notification, Settings for display conditions (user role, user level, current and next user level), Minimum amount order goal conditions, Settings for birthday input field (one-time edit or multiple times), and Common settings for date format.

Birthday Email and Level Achievement Notification

Customers can now receive email notifications when they earn points or rewards on their birthdays and when they achieve a new level. You can customize email messages with shortcodes. Here is how you can achieve this:

Step 1: To customize a message, visit WPLoyalty Dashboard -> Settings -> Emails -> Birthday Email Notification / Level Achievement Notification -> Edit.

BIrthday Email and Level Achievement Notification

Step 2: You can now edit messages with shortcodes. After editing, Click “Update email template.”

For Birthday Email Notification:

 Editing email message for Birthday Email Notification

For Level Achievement Notification:

Editing email message for Level Achievement Notification

Once all set, customers will receive email notifications about the points or rewards earned on their birthdays and when they achieve a new level.

Settings for display conditions (user role, user level, current and next user level)

This new update allows you to filter the earning opportunities based on selected conditions.

a) User role

If you set the condition to the “user role,” the earning opportunities are shown only to the user role you selected.

For example, if you select the user role as a “customer,” the earning opportunities are only shown to the customer.

Step 1: Set the earning opportunities condition to “User role.”

Showing earring opportunities based on User role

Step 2: Assume that you created a “Point for Purchase” campaign and the “Customer” user role is selected under the conditions. You can choose any user role from the list.

 Adding User role condition in the campaign

Once all set, the earning opportunities are shown only to the “customer.”

b) User level

If you set the condition to the “user level,” the earning opportunities are visible only to the selected user-level customers.

For example, assume you created a user level and named it “Silver.” If you select the user level condition to Silver, the earning opportunities are shown only to the Silver customers.

Step 1: Set the earning opportunities condition to “User level.”

Showing earring opportunities based on User level

Step 2: Assume that you created a “Point for Purchase” campaign and the “Silver” customer level is selected under the conditions.

 Adding User level condition in the campaign

Once all set, the earning opportunities are shown only to the Silver-level customers.

c) Current and next user level

If you set the condition to the “current and next user level,” the earning opportunities are visible for current level plus those rewards that are available in the next level.

For example, assume that you created two levels: Silver and Gold.

  • Silver level – Those who earned 1 to 500 points
  • Gold level – Those who earned 501 to 1000 points
Ways to earn is visible for current and next user level

Now, earning opportunities are visible for current level plus those rewards that are available in the next level.

Minimum amount order goal conditions

We have added a new condition, “Number of orders with order value or count,” in the “Reward based on spending” campaign.

You can set conditions for the customer’s purchase history so that only eligible customers get rewarded through a “Reward based on spending” campaign.

Step 1: To set conditions, Visit WPLoyalty Dashboard -> Campaigns -> Create new campaign -> Reward based on spending. You can create a campaign and then click, Add Conditions -> “Number of orders with order value or count” under the “Purchase history” section.

Setting Number of orders with order value or count condition in campaign

Step 2: Assume that “Order period” is set to “current month,” “Order status” is set to “On hold,” the minimum amount to 500, the maximum amount to 1000, “Order should be” is set to “Greater than or equal,” “Order count of the customer should be” is set to 5.

 customizing conditions

Only eligible customers of these conditions will receive points or coupon rewards from the campaign once all set.

UI IMPROVEMENTS

a) Birthday input field (one-time edit or multiple times)

The most awaited update, which allows customers to edit their birthday date only once, is now available on WPLoyalty.

The default setting is NO (customers cannot edit their birthday after entering it). When set to yes, customers can change their birthdays. Even if they change, they can only earn points or rewards once.

Birthday input field

b) Common settings for date format

Now, you can set up the date format according to your preferences. To set up the date format, Go to Settings -> General Settings. You can set up or customize the date format under the “Date Format” option.

Setting common date format

Once all set, your chosen date format is applied all over.

Other notable improvements:

  • Attached reference videos for all the Campaigns, Rewards, Levels, Emails, and the Customer screen.
  • Implemented level badge to show in “Ways to earn” on the customer reward page.
  • Sending reward-earned email with Coupon code.
  • Added WooCommerce order notes.

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