How to set up a Basic Points Program

By Karen Inman on September 23, 2011

As mentioned in my previous post regarding Point Programs, the CoreXpand system allows you to use “basic points”. This functionality is included in the system and can be used as needed. In this post, I’ll show you what steps to take to implement basic point programs on your store.

    1. First, you’ll need to enable points as a payment method. Go to https://store.corexpand.com and log in. Then, go to Store Settings > payment & ordering options. Put a checkmark in the box next to points. You can use points in conjunction with other payment methods, like Purchase Order and/or credit card or p-card.If you have more than one option and the user goes over their available point balance, they will be able to pay the overage with one of the other payment methods.
    2. Next, you’ll need to add a program. In the store console, go to Programs & Budgets > Manage Programs.  Click “add programs”. In the box that opens, you can add up to 5 programs at a time. Enter the name for the program and a description, if needed.
    3. Now, you’ll need to add the participating users to the program. Under programs and budgets, go to Program User Management. Click the name of the program to which you need to add users.On the next screen, click the box to the right of the users’ names, if you want to add them to the program, and save. 
    4. Finally, you need to give the users some points, so they can shop. Under Programs & Budgets, go to Point Management and click the program you want to administer.
      On the next screen, you’ll see the list of the users who are in the program. Enter the individual values, expiration dates and comments for the users in the boxes provided and click “save points”. If you’re awarding the same number of points with the same expiration date (or none) and notes for all the users on the page, you can use the section in blue with the “confirm” button to enter the values and assign to everyone on that page.

      Please note: The amount of points you see in the column labeled “Total Points Awarded to Date” is NOT the users’ balance of points they have to spend. It is merely the number of points they’ve been awarded to date and does not reflect any orders placed.

      And, as always, remember to publish your store in order to make your changes “live” for your customers/users.

In the final blog post of this series, I’ll show you two other points programs available in the CoreXpand system. Stay tuned!

[Editor’s Note: If you’re looking to implement a point program into your business, save yourself time, money, and headaches by talking with one of our ecommerce experts first.  One thing we’ve learned from helping thousands of businesses… sometimes a simple conversation is all it takes to find the perfect solution… no matter how complex your situation.

Also, if you found this blog post helpful, be sure to subscribe to our newsletter on the right side of this page. You’ll receive regular insights into e-commerce strategies – including access to parts 2 and 3 of this points program series coming over the next couple weeks. ]


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Posted in B2B eCommerce for Sellers, CoreXpand Solution Tips, Tips & Tricks