Setting up a reward store from scratch

Blank 15/10/2021 08:59 - 15/10/2021 08:59

Incentives eCommerce

Reward Store Solution Builder

The simplest way to set up a reward store is to use Kademi's solution builder.

The following tutorial shows how to create and configure a reward store using Kademi's solution builder:

Reward stores allow participants in incentive programs to purchase products using points they have earned. You should have a good understanding of Kademi Fundamentals and eCommerce before attempting to create a reward store from scratch.

Setting up a website

1 Start by creating a new website, and giving it a meaningful name, e.g. Reward Store.

2 Install KCommerce2 and KPromotions in your website, and ensure your apps are all up to date.

3 Go to Groups & users, then Groups, and add a Primary group for Participants.

4 Add the following roles to the group:

Content viewer, on the relevant website

eCommerce store viewer, on their own organisation

Redeemer, on their own organisation

You will also need to give this group access to your website from the Website manager.

Creating a points bucket

5 Go to Products & Stores, then Points buckets, and click + Add new points bucket.

After creating your points bucket, you will then be redirected to the points bucket management screen. On the details tab, you can configure any settings, and select particular groups to be eligible for this points bucket. In this example, we just need to select the relevant group, i.e. Participants.

Auto Reconcile

The auto reconciliation feature matches points being allocated with points being spent, for tax purposes. If someone gets a reward for a sales incentive, it might be taxable, whereas if they get a reward for health and safety training, it may not be taxable.

This feature lets you create a report in the admin site showing which points are linked to which purchases. In some cases multiple points allocations will contribute to a single reward purchase, so the credits are applied on a first in first out basis. The oldest credit which is not used will be applied first.

Creating an eCommerce store

Next we need to create an eCommerce store, which will be modified to use points.

6 Go to Products & Stores, then eCommerce Stores, and click + Create a store.

7 Create a store by giving it a name and selecting the relevant website, then click on the Manage button or the link to your store.

8 From the store management screen go to the General tab, and set the currency for the store to something meaningful, e.g. Points.

9 Scroll down to the Loyalty settings section, click Configure Loyalty, and select the points bucket to use for the store, then Save the settings.

That's all you need to configure for now.

10 Add some sample products to the store to test with.

Adding products

If you are unsure how to add products to your store, you can learn how to add products here:

Product management

Setting up your store templates

To get up and running with your store you will need to update the website to look like a reward store:

Update the dashboard page that participants will log into
Update the standard Kcommerce2 templates to use points instead of a currency like dollars
On the storeCheckout template, replace the standard checkout form with a Points only checkout form

You will also need to update the menu in the default theme template:

Add a link to the reward store
Select to display a user's point balance in the menu

Using KEditor

Learn more about using KEditor here:

How to add an about page

Learn more about editing KCommerce templates here:

Editing templates

Viewing the site

To test out your site, you can add a user and view the store as that user.

11 Go to Groups & users, then Users, and add a new user by giving them a name, email, and adding them to the Participants group. Then click Create and view.