| Feature Name |
Description |
Pre-Requisites |
| Create an Account |
A customer will earn loyalty points after creating an account and opting in for a loyalty program from an ecommerce site. |
- A customer should enroll to the loyalty program.
- The loyalty enrollment differs the user experience for
- Implicit: Customer will get enrolled directly when performs sign up process.
- Explicit: Customer will be redirected to user consent form where customer shall agree and confirm to get enrolled to loyalty program.
|
| Displaying eligible points and currency conversion of points at website header |
- A customer can see the available eligible points for the purchase on the header of the site.
- The available points will be converted and shown in respective currency amount value.
|
- A customer should have available points.
- A customer should have selected currency in which the points to be displayed
|
| Display Launcher for redirecting user to Loyalty dashboard |
- A loyalty customer will be redirected to the loyalty dashboard on click of launcher icon.
- A customer can see loyalty dashboard and their loyalty information on dashboard.
|
- A customer should be loyalty member.
- Dashboard should be already designed.
|
| Listing of Actions and Earned Points |
- Once the customer is enrolled to the loyalty program, a customer can view the list of activities ex. enrollment, signing up for newsletter etc.
- The customers loyalty dashboard will have a menu as ‘Action’ which will show a list of actions and points can be earned by performing the action.
|
- A customer should have registered on an Ecommerce platform.
- A customer should have performed some of the actions from the list to earn the points.
|
| Display Eligible points in Product Details Page |
The eligible points of a customer can be seen in the product’s detail page. |
- A customer should have points which are eligible to make the purchase.
- The respective products against whom points should be earned should be configured at AC side.
- The PCM should be configured as per the points ratio required.
|
| Displaying eligible points in cart page |
- This feature displays available eligible points of a customer in cart.
- The available points can be applied at the checkout page as per the cart value.
- The points will be utilized directly on cart page.
|
- A customer should have points which are eligible to make the purchase.
- The respective products against whom points should be earned should be configured at AC side.
- The PCM should be configured as per the points ratio required.
|
| Earn Points on Purchase |
- A loyalty user sign-in to the store.
- A loyalty user makes purchase.
- A loyalty user earn points associated with the product purchased.
|
- A customer should have points which are eligible to make the purchase.
- The respective products against whom points should be earned should be configured at AC side.
- The PCM should be configured as per the points ratio required.
- The user will see the points in point balance once the order is fulfilled from Shopify store admin.
|
| Lose Points on Returns |
- The customer may lose their points if they return any of the item from the last purchase.
- The points will be deducted from their loyalty points balance.
|
- A customer should have made a purchase.
- The product should have a policy of deductions of points on return.
- Number of points to be deducted must have set by administrator
- The points earned associated to the order will be deducted once Shopify store administrator approves the return.
|
| Earn points on signup |
- A customer will be benefited by signing up on an ecommerce platform.
- The points will be rewarded on successful registration of new customer
|
- A customer should not have existed on the site previously.
- Administrator should have set joining points for new customer registration
|
| Rewards management in customer loyalty dashboard |
- A registered customer on an ecommerce platform can use the earned rewards in terms of coupon.
- The coupon can be utilized at the time of checkout.
|
- A customer should have registered on an ecommerce platform which has a loyalty program.
- A customer should have earned specific points to claim the rewards.
- The coupon codes should be created at Shopify and same shall be uploaded to AC side.
|
| Earn for associated Actions |
- Customers will earn points on performing actions from the list.
- The actions will be available in the loyalty dashboard of a registered customer. Ex. Sign up for a newsletter, refer a friend etc.
|
- Customers should be registered on an ecommerce platform.
- Ecommerce platform should have a loyalty program.
- Points should be configured against the actions from AC side.
|
| Sign up for Newsletter |
- Customers can subscribe for action from the loyalty dashboard, to receive the latest offers, and news.
- A customer will earn points on subscribing a newsletter.
|
- A customer should be registered on an ecommerce platform.
- Ecommerce platform should have a loyalty program.
|
| Partial Return |
- A customer is allowed to make partial returns from the platform.
- In return, customers will lose points.
- Ex customer has purchased 5 items and wants to return 2 items. The points associated with the 2 returned items will be deducted.
|
- A customer should be registered on an ecommerce platform.
- Ecommerce platform should have a loyalty program.
|
| Full return |
- A customer is allowed to make full returns on recent purchase.
- Ex if customer has bought 5 items and returns 5 items then customer will be losing points against 5 items. Points associated with all the 5 items will be deducted.
|
- A customer should be registered on an ecommerce platform.
- Ecommerce platform should have a loyalty program.
|
| Redeem points as coupon code |
- A customer can redeem the available points in terms of coupon code.
- The points value will be converted to coupon code and it can be utilized at the time of checkout.
|
- A customer should have registered and logged in on the ecommerce platform.
- A customer should have redeemable points balance available.
- Coupon codes should be created at both Shopify discount section as well as same shall be uploaded at Annex Cloud coupon groups.
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