How to Configure the Rewards Program in Shop Manager
- Log into Shop Manager by first logging into DermPRO OneLogin Dashboard and clicking on the Shop Manager tile...
...or by directly opening the link https://shopmanager.dermpro.com/ and entering the login credentials.
- In Shop Manager, click “Settings” from the left menu, select the "Store Configurations" Tab, and click on the "Rewards" tile.
- You will see the the following screen which allows you to edit Rewards Program Content and Reward Points Rules according to your requirements. You may also toggle the Rewards Program on or off from this screen. The starting configuration will be per your request during your store on-boarding.
A. Rewards Program Content
Click the "Edit Rewards Program Content" button to see and modify the rewards program information that is displayed on your store. You will find this page by adding '/rewardpointsinfo' to your store's url. For example, https://store.mystoredomain.com/rewardpointsinfo. There is a link to the page from your store's footer.
If you make any edits to the content, click the "Save Changes" button to save and close the page. Click the Cancel button to leave the page without saving any changes.
IMPORTANT: If you make edits to any of your Rewards Rules, you will want to edit the content of this page to ensure the information you are providing store visitors matches the program's actual configuration. We have helped you remember to do this by displaying a modal window after you make any edits to the Rewards Rules. Be sure to click on the button to edit the content accordingly after making any rule changes.
B. Shopping Cart Earning Rules
Click the arrow that appears on the right side of the page, next to the Shopping Cart Earning Rules heading. This will expand the section to display the details of the primary Earning Rule that allows your purchasers to earn points as a percentage of their order amount.
You may edit the rule name, description, and earning percentage, as well as the Customer Group(s) to which the rule applies, and Inclusions or Exclusions on the items that are eligible to earn points. You may use the following codes for modifying or creating conditions:
GIFT = gift cards
MEMBER = memberships
TREAT = treatments/services
PROD = products
Generally, making any edits to this configuration is not something that is done often or at all. Any changes to these settings should be made only after thoughtful consideration, and should be communicated to your patients. If you have any questions about how to configure these options, please reach out to our Support Team by opening a HappyFox ticket, under the category Reward Points Assistance.
C. Shopping Cart Spending Rules
Click the arrow that appears on the right side of the page, next to the Shopping Cart Spending Rules heading. This will expand the section to display the details of the primary Spending Rule that allows your purchasers to redeem their points for purchases on your store.
You may edit the rule name, description, and the spending value of each point (default is $1 and we highly recommend you do not edit this), as well as the Customer Group(s) to which the rule applies, and Inclusions or Exclusions on the items which you may pay for with points. You may also limit points usage per order, either by designating a maximum number of points redeemed per order, or a maximum percentage of the order amount that can be paid for by points.
For example, to configure your store to limit points redemption to a maximum of 50% of any order, you would enter the following values:
The default configuration does not limit points redemption per order, so the spending limit is based on 'Fixed Points' and the Maximum Redeemable Points is set to '0', which means indefinite or no limit.
Generally, once your store is live, making any edits to this configuration is not something that is done often or at all. Any changes to these settings should be made only after thoughtful consideration, and should be communicated to your patients. If you have any questions about how to configure these options, please reach out to our Support Team by opening a HappyFox ticket, under the category Reward Points Assistance.
D. Configure the Earning Rules. Update the points earned for:
1. Account Activation (Earned when you create an account on the store)
2. Newsletter Subscription (Earned when you subscribe to the newsletter via the store. This newsletter signup is found on the Account Create screen as well as in the customer dashboard.)
3. Product Reviews (Earned when you submit a product review on the store)
Click the toggle to enable/disable any of these points earning opportunities.
A Disabled rule looks like this:
An Enabled rule looks like this:
Note that for the Product Review earning, you may limit the number of reviews that can earn points in one day. In the above screenshot, the store rewards 1 point per Review, and limits the earning to 3 reviews (3 points) per day. For example, the customer may submit 10 reviews in a day, but will only receive 3 reward points for those reviews.
4. Always remember to designate all of your customer groups in these settings if you have multiple customer groups configured on your store. If you would like to configure different Rewards Rules for different groups (e.g. your VIP Members earn at a higher percentage), please submit a support ticket. We can configure that for you.
Remember to "Save Rule" for the changes to apply.
Friend Referral Configuration
Another earning rule enables earning points for referring friends who create an account on the store and make a purchase. This is configured in a separate setting, Referral Program, as shown in this screenshot.
Once you click on the tile, you will see Friend Referral rules listed.
The default rule is as follows:
- Earn 10 Points ($10) for every friend who signs up using your referral code, referral link, or referral email address when they create an account on the store, and they make their first purchase.
- Your referred friend will automatically receive 10% off their first purchase on the store.
NOTE: You may also see an Inactive rule(s) listed, which can be ignored, or used to create additional Friend Referral rules that apply to specific customer groups.
To enable or disable the Friend Referral Program completely, use the toggle next to "Enable Referral Rules" at the top of the page.
To enable or disable a specific Friend Referral rule, click on the pencil icon to the right of the rule, and find the Status field. Select the appropriate Rule Status (Active/Inactive). Then click the Save button at the bottom of the settings.
To review or edit a rule, click on the pencil icon to the right of the rule. This opens the details of the rule and enables you to configure the details of the Friend Referral.
Editing the Friend Referral Rule:
- You must configure at least one Customer Group that your rule applies to.
- Customer Action is the benefit that is given to the referred friend.
Default is "Give percent discount to Customer" and Discount amount is 10%, which applies automatically to their first purchase. You may edit this either by changing the percentage of the discount from 10 to something else, or by selecting a different benefit (fixed discount, fixed number of points added to account, or number of points added to account per amount spent). - Referral's Action is the benefit that is given to the referrer.
Default is "Give fixed X points to Referrer" in the amount of 10 points ($10). You may edit this either by changing the number of points earned from 10 to something else, or by selecting a different benefit (number of points earned per amount spent). - Specify the type of Listing to which the earning rule will apply.
The default is that any purchase will earn the friend referral benefit, including Products (PROD), Gift Cards (GIFT), Services (TREAT), and Memberships (MEMBER). Click the trash can next to any of these Rule conditions to indicate that this type of purchase will not qualify for the friend referral benefit.
Click the blue Save button to save your changes, or click the Cancel button to exit the Friend Referral Rule configuration without saving your changes.
Have questions about Rewards? Check out our Rewards & Referrals FAQ.
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