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Loyalty Points Widget

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Last updated on Nov 28, 2024

The Loyalty Points widget allows you to increase customer engagement by implementing a loyalty program incorporated with the Customer Interactions and Lifecycle Management Platform (inCust). To use the loyalty program, install inCust from Dashboard > Apps and configure the Loyalty Points widget afterward.

Note: Make sure that the currency in inCust matches your project's default currency.

Adding a Loyalty Points Widget

To add a Loyalty Points widget to your website:

  1. Go to Visual Editor by selecting Advanced mode from the mode switcher on the Dashboard top panel, or navigate to Dashboard > Channels > Advanced.
  2. Open Page on the top panel and navigate to Ecommerce > Checkout Payments.
  3. Open the Widgets list on the left panel.
  4. Type the widget name in the search bar, or find it in the Ecommerce > Checkout: Payments Widget grouping.
  5. Drag and drop the Loyalty Points widget from the list onto the desired crafting area of the Layout Canvas.

Configuring the Loyalty Points Widget

Once you have added the Loyalty Points widget, you can modify the widget Styles and Settings properties from the Property Panel according to your preferences. To do so:

  1. Go to Styles to modify the widget styling features:
  • Select the widget appearance for the States: Normal or Hover.
  • Make the necessary configuration of principal styling features (see Global Styles).

2. Go to Settings to modify the widget visibility on your website. Specifically, select who can view the widget according to the customer's location, session status, used device type, browser, language preference, etc. (see Visibility Settings).

Once you are done with the Styles and Settings, you can access the Design System at the upper-right corner of the Property Panel to easily create or change its UI Element.

The Loyalty Points Widget in the Public Mode

The public mode of the loyalty program operates as follows: When a customer makes a purchase and proceeds to the checkout stage, they encounter the Loyalty Points widget on the Payment page.

Note: The program is available only for customers with registered accounts.

To use the loyalty program:

  1. The customers should make the first purchase to accumulate bonus points and redeem them on the following orders. Upon placing an order, the customer receives an email indicating their earned points.

You can configure the email sent to customers from Settings > Notifications.

2. For their next purchase, customers should select inCust from the dropdown menu to view the currently available points and specify the points they plan to spend for that purchase. Once entering points, they must select Redeem.

TIP: If they have already clicked Redeem but wish to make changes, they should opt for Reset to cancel the bonus program before placing the order.

A success message is displayed for the respective action in both Redeem and Reset actions.

3. Following the redemption, clicking Place Order triggers a pop-up window with an input field for the verification code. This step enables customers to utilize the points for the purchase. The verification code is sent to the email or phone number specified in the checkout contact information to confirm the transaction.

4. After entering the code, it is essential to confirm it; once approved, the order is successfully placed and processed.

5. Once customers have successfully placed their orders, they become loyalty program users, continuing to accumulate points for a rewarding and ongoing experience.

Note: After a customer places an order, it appears in Commerce > Orders on your Dashboard. The loyalty points applied to the order are displayed in the Loyalty Points Usage section on the corresponding order details page.

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