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Customizing a loyalty Program for the online shop {SEO-Shop}, OpenCart 2.x, 3.x, ocStore

  1. Module installation “NeoSeo loyalty Program”

To install the module “NeoSeo loyalty Program” for OpenCart, you must:

  1. Go to admin panel and click on “Extras”->”Note in order”:
  2. In the list of modules that opens, select “NeoSeo Loyalty Program” and click the “Install” button:
  3. Go to the "Add-ons" -> "Add-ons Manager" section and click on the "Update" button in the window that opens.

This completes the installation of the module and you can proceed to editing the module settings.

  1. Editing module settings

To edit the module’s settings, go to the site’s administrative panel and select the “Add-ons” -> ”Modules” section. In the list of modules for OpenCart that opens, select “NeoSeo Loyalty Program” and click on the “Edit” button:

After that, the window for editing module settings will appear on the screen:

The “General” tab is intended for setting personal, group, cumulative discounts, as well as discounts for a certain order amount for authorized store customers. In order to set up discounts, you need to configure the following fields on this tab:

  1. Turn on / off the module. To connect the module to the store, you need to select “Enabled” in the “Status” field:
  2. Use personalized discounts. The module allows you to set personalized discounts for customers of your store. To do this, select “Enabled” in this field:

Go to the “Buyers” -> ”Buyers” section. Select the buyer for whom you want to add a personal discount and click on the “Edit” button:

On the “General” tab in the “Personal discount” field, specify the amount of the personal discount for this customer:

After making all the necessary changes, click on the “Save” button.

As a result, when placing an order, a personal discount of 20% applies to the Neo Seo client:

  1. Use group discounts. The module allows you to set group discounts for store customers. To do this, select “Enabled” in this field:

Go to the “Customers” -> ”Customer Groups” section. Select the group for which you want to add a personal discount and click on the “Edit” button:

On the editing form, indicate the discount size for this group in the “Personal discount for this group of customers” field:

After making all the necessary changes, click on the “Save” button.

As a result, when placing an order, a wholesale discount of 30% applies to wholesale buyers:

  1. Use cumulative discounts. Using this module, you can set cumulative discounts for store customers. Cumulative discount is a discount, the value of which depends on the amount of purchases made by the client. For example, if the buyer made several purchases with a total value of 1000 UAH, then he will receive a permanent discount of 2.5%. Continuing to make purchases in your online store, he will spend on goods more than 2000 UAH. and get a 10% discount, etc. This is a good way to attract new customers and retain existing ones.

To set the cumulative discount, you need to select “Enabled” in this field:

You can adjust the discount size using the “Gradation of cumulative discounts” field.

  1. Graduation of discounts on the amount of the order. In this field you must specify the order amount to activate the discount on the order amount and the size of this discount in this form:

Order Amount: discount size.

For example, 1000: 2.5.

If you need to specify multiple options, enter them separated by commas.

For example, 1000: 2.5, 2000: 10. This means that when placing an order for a minimum of UAH 1000, the client will receive a 2.5% discount on the next order, and when ordering from UAH 2000, the discount on the next order will be 10%:

For example, register on the store’s website and place an order for at least 1000 UAH:

After placing the order (for an amount of at least UAH 1000), a cumulative discount is activated for this customer for the following purchases in the store.

  1. Place another order. Since this client previously made an order for at least UAH 1,000, a personal discount of 2.5% should be activated for him:

After placing an order, a cumulative discount of 10% is already activated for this customer for the following purchases in the store, since the total amount of customer orders on this site is more than 2,000 UAH (first order - 1009 UAH, second order - 2300 UAH).

Place another order. As a result, a personal discount of 10% was activated for this client:

  1. Use discounts on the amount of the order. Using this field, you can set a discount for store customers for a certain order amount. This is a discount that is activated depending on the amount of the customer’s order. For example, if the buyer places an order with a total value of at least UAH 1,000, then he will receive a 2.5% discount on this order. To set a discount, select “Enabled” in this field:

You can adjust the discount size using the “Gradation of discounts on the order amount” field.

  1. Graduation of discounts on the amount of the order. In this field you must specify the order amount to activate the discount on the order amount and the size of this discount in this form:

Order Amount: discount size.

For example, 1000: 2.5.

For example, 1000: 2.5. This means that the client, when placing an order for an amount of at least 1000 UAH, will receive a 2.5% discount on this order.

If you need to specify multiple options, enter them separated by commas.

For example, we place an order for a minimum of 1000 UAH. A 2.5% discount on this order is activated for a client:

  1. Turn off discount for categories. Using this field, you can specify which categories of goods discounts do not apply. To do this, in this field, mark the names of the categories for which you want to disable the discount:

For example, place an order for an embroidery kit Dimensions 70-35335. Any discounts are disabled for this product, as it is in the “Embroidery Kits” category:

  1. Disable discount for manufacturers. Using this field, you can specify the manufacturers of goods for which discounts do not apply. To do this, in this field, mark the names of manufacturers for which you need to disable the discount:

For example, let's place an order for Adidas women's shoes No: 908056. There is no discount on this product, since any discounts are disabled for the “Adidas” manufacturer:

  1. Disable discount for goods. If you want to disable the discount for certain products, then in this field indicate the names of these products:

As a result, when placing an order for these products, all discounts are disabled:

After adding all the changes, click on the “Save” button:

Note! Discounts are accrued alternately and are not cumulative. The procedure for calculating discounts:

  1. Personal
  2. Group
  3. Cumulative;
  4. For the amount of the order;

This means that first a personal discount is applied. If there is no personal discount, then the group applies, etc.

UPDATE 08/01/2019

  1. Display prompts in the basket - Allows you to enable or disable the display of prompts in the basket about the next discount on the order amount. The discount amount is taken from the option “Gradation of discounts on the amount of the order”.
  1. Text in basket - Tooltip text in basket. The following templates are allowed: {estsumm} - The remaining amount for the backorder, {discount} - the size of the received discount. For example:

And in the storefront we will see when adding goods to the basket:

UPDATE from 09.16.2019

Added the ability to choose the priority with which discounts will be applied. To do this, the tab “Order for choosing discounts” has been added to the module settings:

On this tab, the priority of each of the discounts is set, taking into account the multi store. To choose which store the priority of discounts is set for, you can use the drop-down list of the store selection, which is located at the top right. You can specify any numbers as a priority value for each discount. In this case, the discount with the lowest priority will be applied first. If the discount priority is not specified, then the module assumes that it is equal to zero, but try not to leave the priority value empty. If the discounts have the same priority, then the discounts will be applied in the same sequence as they are listed on the tab i.e. First, a “personal discount” will be applied, then a “group discount”, then a “cumulative discount" and, lastly, a discount on the amount of the order. Also take into account the fact that a personal, group and cumulative discount can be applied only to registered users.

Important! After filling out the priorities for discounts, be sure to save the module settings

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