Step-by-Step: Setting Up Your Points & Rewards Program

Whether you’re launching a loyalty program for the first time or setting one up on a new store, this guide walks you through every essential step using the WPGens Points and Rewards plugin for WooCommerce.

Step 1: Activate the Points Program #

1. Go to Points & Rewards > Setup.
2. Under Program Status, enable the loyalty program.

When active: customers will earn and redeem points based on your settings.

When disabled: points features are paused, but your settings are saved.

Step 2: Enable Test Mode (Optional but Recommended) #

Test Mode lets you try out your entire program as an admin – without exposing it to real customers.

To activate Test Mode:

1. Go to WooCommerce > Points & Rewards.
2. Locate the Test Mode toggle in the bottom left corner.
3. Toggle Test Mode on.

While active:

• Only site administrators can earn or redeem points.
• Points UI is hidden from customers.
• Ideal for safely testing rewards, display settings, and email flows.

Step 3: Set Your Points Conversion Rate #

1. Go to Points & Rewards > Setup.
2. In the Points to Currency Conversion section, set your conversion rate.
   • Example: 10 Points = $1.00
3. Optional:
   • Minimum Points Required: Prevent low-value redemptions.
   • Maximum Points Allowed: Limit how many points can be used per order.
   • Enable Include Shipping to allow points to discount shipping fees.

This setting determines how much value customers get when redeeming points at checkout.

Step 4: Create Earning Actions #

1. Navigate to Points & Rewards > Setup > Ways to Earn.
2. Enable or customize built-in actions such as:
   • Place Order (e.g., 1 point per $1)
   • Registration
   • Product Review
   • Facebook / Instagram / TikTok Follow
3. To add a custom action:
   • Click Add earning action
   • Select an action type, give it a title, assign points, and enable it.

These actions define how and when customers earn loyalty points.

Step 5: Set Up Redemption Rewards #

1. Go to Setup > Ways to Redeem.
2. Click Add redemption action.
3. Set the reward:
   • Title (e.g., “10% Off”)
   • Points Cost (e.g., 40 points)
   • Choose a Coupon Type: fixed, percentage, product-based, or free shipping
4. Add optional rules:
   • Minimum Spent
   • Coupon Duration
   • Included/Excluded Products or Categories
   • Reward Prefix for unique coupon codes

Customers will redeem points in exchange for these rewards via coupon codes at checkout.

Optional: Import Starting Points for Existing Customers #

1. Go to Points & Rewards > Members.
2. Click Import Points.
3. Upload a CSV in the format:
   email,points
   Example: [email protected],150
4. Choose whether to:
   • Add to existing points
   • Replace existing points
5. Click Import to apply.

Imported points immediately appear in the customer’s balance and history.

Only use this step if you’re migrating from another system or giving customers a launch bonus.

Step 6: Frontend display #

You can control how points and rewards are presented throughout your store, including the cart, checkout, and product pages. These settings help you tailor the experience to match your brand and optimize customer engagement.

1. Go to Points & Rewards > Frontend Display in your WordPress dashboard.
2. Under Points Branding, set the singular and plural name for your points (e.g., “Point” / “Points”) to match your store’s tone.
3. In the Product Page section:
   • Enable Show Points Earning Above Product Price to display how many points a customer can earn on each product.
   • Customize the Points Earning Template using dynamic tags like:
     • {{points}} – The number of points earned
     • {{points_label}} – Automatically outputs “Point” or “Points”
     • {{product_price}} – Displays product price with currency
4. In the Points Redemption Form section:
   • Choose whether to hide the form when balance is zero.
   • Enable Auto Open if you want the redemption form to open by default on checkout.
   • Note: The redemption form appears in the order review section if points conversion is enabled and the user has redeemable points.
5. In the Points Earning Box section:
   • Enable Show Points Earning to display earned points on the cart page (non-block carts only) and the order review section at checkout.
6. Click Save Settings after configuring each section.

Tip: These settings help customers see the value of engaging with your store. Make sure to preview them on both the product and checkout pages to ensure everything looks right with your theme.

Step 7: Customize Landing Page Branding #

You can personalize the Points & Rewards landing page to match your brand and guide customers through earning and redeeming points.

1. Go to Points & Rewards > Display Settings in your WordPress dashboard.
2. Scroll to the Points Page Customization section.
3. Customize the following fields:
   • Primary Color – This color will be applied to buttons, tabs, costs, and icons on the points page.
   • Title – The main heading shown at the top of the points page (e.g., “Earn & Redeem Points”).
   • Subtitle – A short description to help customers understand the purpose of the points program.
4. Copy the shortcode [WPGENS_POINTS_PAGE] and paste it on any page where you want to display the full Points & Rewards landing page.
   • The page will automatically show in the My Account tab if placed correctly.
5. Click Save Settings.

Tip: You can also use the Points Page block if you’re using the Gutenberg editor to place the landing page more visually.

Step 8: Enable Points Expiration (Optional) #

1. Go to Points & Rewards > Settings.
2. Scroll to Points Expiration and enable it.
3. Set an expiration period in days (e.g., 365).

This adds urgency and helps keep your loyalty program engaging over time.

Step 9: Set Up Email Notifications #

1. Go to Points & Rewards > Emails.
2. Configure the two available automated emails:
   • Points Expiry Warning Email – Sent 30 days before points expire
   • Reward Redeemed Email – Sent when a customer redeems a reward
3. Customize:
   • Subject, logo, and body image
   • Email body text using dynamic tags (e.g. {{user_name}}, {{points_balance}})
   • Button text, link, and color scheme
4. Send a test email before activating.

Setting up emails keeps your customers informed and builds engagement with timely notifications.

Step 10: (Optional) Connect to Klaviyo for Marketing Automation #

1. Go to Points & Rewards > Integrations.
2. Enable Klaviyo Integration and enter your Private API Key.
3. The plugin syncs:
   • Current points balance
   • Last points update
4. Use synced data to:
   • Create segments for high-value customers
   • Trigger automated flows for expiring points
   • Personalize email campaigns

Use Klaviyo’s synced data to create targeted email flows, such as reminding customers when their points are about to expire, welcoming them when they first earn points, or offering exclusive rewards to your most loyal shoppers. This allows you to engage customers at the right time with the right message based on their real loyalty behavior.

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Setting up a points and rewards program doesn’t have to be complicated—and now, it isn’t. With just a few steps, you’ve created a system that encourages repeat purchases, builds customer loyalty, and gives shoppers a reason to keep coming back.

As your store grows, you can fine-tune earning and redemption rules, personalize email communication, and even connect to marketing tools like Klaviyo to take your loyalty strategy further.

Need to test or tweak anything? You can always re-enable Test Mode and make adjustments without impacting live customers.

You’re in full control – now go reward your customers for choosing you.