# Manual Loyalty Program & Customer Tiers for Shopware > Manual for the loyalty program for Shopware 6: tiers, points and crediting, paying with points, rewards, campaigns, program page, Rule Builder and all settings. Quelle / Source: https://stoneandwater.online/en/manual-loyalty-program.html # Manual Loyalty Program. How to create tiers, set up points and crediting, activate paying with points and rewards, plan campaigns, maintain the program page and use the tiers in the Rule Builder. [To the product page](https://stoneandwater.online/en/loyalty-program.html)[Contact us directly](https://stoneandwater.online/en/contact.html) / ## What the plugin does The loyalty program awards points for orders and further actions such as registration, newsletter subscription, reviews, birthday or referred friends. The points of a period determine the customer tier. Every tier is available as a condition in the Rule Builder, so you control shipping costs, discounts, payment methods and prices per tier. Separate from the tier the plugin keeps a balance. Customers redeem it as a discount in the cart or exchange it for reward products. In the shop the points are shown on the product page, in the listing, in the search and in the cart, plus a page in the customer account and a public program page. **Shopware 6.6 and 6.7:** The plugin runs on both versions. The Rule Builder is only needed for benefits per tier, the program itself works without it. ## Video A tour of tiers, rewards, campaigns, customers and settings, recorded directly in the Shopware admin. Loyalty Program & Customer Tiers [Watch the video on its own page](https://stoneandwater.online/en/video-loyalty-program.html) ## First steps - Install and activate the plugin via the Plugin Suite. - In the admin, open Extensions, Stone & Water - Plugin Suite, Loyalty program. Alternatively via Settings, Extensions. - Enter the licence key or use the 30 day trial. - Check the four starter tiers in the Tiers tab or adapt them to your orders with the AI suggestion. - In the Settings tab, set points per euro, waiting time and the points for actions and save. - Optionally award points for earlier orders with Credit retroactively. - Create a rule with the condition Loyalty program: Customer tier in the Rule Builder and assign it to a shipping method or a discount. ## Activate the licence Without a valid licence the plugin shows the licence view in the admin and no loyalty program in the shop. You will find the key in your Stone & Water customer account. It is bound to the shop domain shown in the licence view. If you book the plugin via the Plugin Suite, the licence is entered automatically. ## Sales channel and language At the top of the settings you choose sales channel and language. Without a selection the settings apply everywhere. If you choose a channel or a language, every field shows **Inherited** or **Own value**. A click switches between both. **Order of delivery:** - Value for sales channel and language - Value for the sales channel - Value for all channels and the language - Value for all channels - Plugin default This way you set an own program name only for English, for example, without maintaining the other settings twice. Reset to inherited removes the own values of the selected scope. Use the search field at the top to find any setting directly. ## Creating tiers In the **Tiers** tab you create as many tiers as you like. Four starter tiers are created on installation: Bronze from 0, Silver from 200, Gold from 600 and Platinum from 1,500 points. Customers move up automatically to the highest tier whose minimum points they have reached in the period. - **Name:** The name of the tier in the shop. Can be maintained per language. - **From points:** The tier applies from this number of points in the period. The first tier usually starts at 0. - **Points factor:** Customers of this tier collect more points for orders, for example 1.5 for 50 percent more. 1 means normal points. - **Colour:** Colour for badges and progress bars in the shop. - **Benefits:** One benefit per line. The list appears in the customer account and on the program page. - **Status:** Inactive tiers are skipped when ranking and are not shown in the shop. - **Language of the texts:** Name and benefits are saved for the selected language. Empty languages show the text of the default language. If you delete a tier, the customers keep their points and are assigned to the matching other tier. **Note:** The benefits in the list are text for your customers. For a benefit such as free shipping to actually apply, set it up in the Rule Builder. ## Let the AI suggest tiers With **AI suggestion** in the Tiers tab the plugin analyses the orders of registered customers: number of orders per customer, revenue, order values and repeat purchase rate. You choose the period (6, 12 or 24 months) and the number of tiers or let it be determined automatically. Only aggregated figures are sent to the AI, no names, email addresses or single orders. The suggestion usually takes 10 to 40 seconds and shows per tier how many customers would currently reach it. You can adjust the thresholds before applying. When applying, the existing tiers are overwritten in order, surplus ones are deleted and missing ones created. Rules in the Rule Builder stay connected to the first tiers, check them briefly afterwards. Then all customers are ranked again. If no API key is stored or the provider does not answer, the plugin creates a calculated suggestion without AI. ## Points and crediting Under **Points for orders** you define how many points one euro of goods value earns. The goods value after discounts counts, gross or net, with or without shipping costs. With 1 point per euro an order of 49.90 euros earns 49 points. Order points are **pending** at first and are credited after the waiting time, the usual value is the 14 day withdrawal period. With Paid orders only the payment status Paid counts as well. If the order is cancelled or fully returned, the points are removed. The **tier period** determines which points count for the ranking. With 12 months a rolling year applies, older points drop out and customers can move down. With 0 all points count and nobody moves down. Under **Points for actions** you award fixed points for registration, newsletter, reviews, the first order, the birthday, a complete profile and referred friends. Every action counts once per customer, reviews once per product. 0 switches an action off. ## Pay with points With **Pay with points** a field appears in the cart and at checkout where customers redeem points as a discount. You define the conversion rate (default: 100 points = 1 EUR), the smallest number of points per redemption and the maximum share of the cart. From tier ties paying to a minimum tier. Customers below it see a note from which tier it is available. Redeemed points do not lower the tier, they are only deducted from the balance. On cancellation or refund they come back. Balance expires after months limits how long collected points can be redeemed. The oldest points are used first. ## Rewards Rewards are products that customers get for their points. First switch the feature on in the settings under **Reward products**, then maintain the products in the **Rewards** tab. - **Product:** For a parent product the reward applies to all variants. - **Points:** The number of points the reward costs. - **From tier:** From which tier the reward can be redeemed. Without a value the tier from the settings applies. - **Max. per order:** How often the reward can be redeemed in one order. - **Status:** Inactive rewards cannot be redeemed in the shop. Customers add rewards to the cart via the product page, the customer account or the program page. There the item costs 0 EUR, the points are deducted from the balance with the order. ## Campaigns In the **Campaigns** tab you maintain three kinds of campaigns. ### Campaign periods More points for a period, for example double points in Black Week. The factor multiplies the order points. Optionally the campaign only applies to selected categories including subcategories or to single products, for a parent product all variants count. If several campaigns run at the same time, the highest factor counts. The name is shown to customers in the loyalty program. Valid from empty means immediately, Valid until includes the selected day. ### Extra points for products Fixed extra points per purchased piece for single products, for example for clearance. They are added to the normal points. ### Promo codes Your own codes, for example for trade fairs, flyers, newsletters or social media. Customers redeem the code in the customer account, every customer once per code. The code consists of capital letters, digits and hyphens and can be generated automatically. Max. redemptions limits the total number, 0 means unlimited. Inactive entries have no effect in the shop. If an entry is removed, points that are already credited are kept. ## Program page The program page is the public page about the loyalty program. Visitors reach it via the star in the header and see tiers, benefits, rewards and the ways to collect points. You define the address yourself, for example loyalty-program or benefits-club. If empty, the plugin uses treueprogramm for German and loyalty-program for other languages. Old addresses redirect automatically, the page is also part of the sitemap. Intro, content, meta title and meta description are maintained per sales channel and language. Simple HTML tags such as h2, p, ul, li, strong and a are allowed in the content. The **AI suggestion** creates all four fields from your tiers and settings in the selected language. Check the suggestion and save afterwards. ## Emails The plugin notifies customers by email when they move up, move down or a reward becomes redeemable. No flow in the Flow Builder is needed. Tier mails are only sent on a real change: not on the first ranking, not on retroactive credits and not after changes to the tiers. Excluded customers receive no mail. Every reward is announced once. Customers who already have enough points when the option is switched on receive their mail gradually with the hourly run, at most 50 per hour. You edit subject and text under Settings, Email templates per language. Available variables include customer, newTier, oldTier, nextTier, points, missing and loyaltyUrl. ## Texts In the **Texts** tab you adjust all shop texts of the loyalty program per language, grouped into General, Product page, Listing and search, Cart, Pay with points, Rewards, Customer account, Point history, Program page and Notices. Use the search field to find a text directly. Empty fields show the default text, Default resets a changed text. Texts are saved as Shopware snippets. Please keep placeholders like %points% or %tier%. ## Overview The **Overview** tab shows customers with points, the points credited in the last 30 days, pending points and the total of all credits. Below you see how the registered customers are spread across the tiers, the ten latest bookings and the customers with the most points. **Process now** releases due points and ranks all customers again. This also runs automatically every hour via the scheduled task. ## Customers In the **Customers** tab you search by name, email or customer number and filter by tier. The list shows tier, points in the period, pending points and the total points collected. The details of a customer contain the full point history with action, status and date. With **Book points** you credit or deduct points: positive values credit, negative values deduct. The booking applies immediately and counts for the tier. The reason is visible to the customer in the point history. ## Credit retroactively **Credit retroactively** books points for orders and actions that happened before the installation or before the program was switched on. You choose the period (6, 12, 24 or 36 months or all events) and the types: orders, reviews, newsletter and registration. The current settings apply, that is points per euro, waiting time, payment status and exclusions. Every booking keeps the date of the event so that the tier period is correct. Events that are already booked are not credited twice, so the run can be repeated at any time. For a single customer you start the run in the customer details with Credit earlier orders. ## Rule Builder Under Settings, Rule Builder two conditions are available: - **Loyalty program: Customer tier** checks whether the customer has a certain tier. - **Loyalty program: Points in period** checks the number of points in the tier period. You use the rule wherever Shopware offers rules: for shipping methods, discounts and promotions, payment methods and advanced prices. For example free shipping from tier Gold or own prices for Platinum customers. ## Scheduled tasks Crediting after the waiting time, the new ranking, balance expiry, birthday points and the reward mails run hourly via the Shopware scheduled tasks. The scheduled task runner must be active, that is a cron job or the admin worker. For testing you trigger the processing by hand with Process now in the overview. ## AI provider For the AI suggestions you add your own API key from Google Gemini, OpenAI, Anthropic Claude or Mistral under Settings, AI provider. If no key is stored, the key from the AI product advisor is used, provided that plugin is installed. Test connection checks key and model, even without saving first. Without a key the loyalty program works completely, only the suggestions are not available. ## Uninstalling Without keeping data, the settings and the tables with tiers, points, rewards, campaigns, codes and referrals are deleted. With keeping data, points and tiers are preserved for a later installation. ## Support We answer questions directly. Write to us via the contact form. ## All settings All settings in the order of the admin. Each can be overridden per sales channel and language, fields that are not adjusted inherit the parent value. As of version 1.3.2. ### Sales channel and language All settings apply to all sales channels and languages first. Select a channel or a language to override single values. **Sales channel**Default: All sales channels Override values for one sales channel. All sales channels is the default setting. **Language**Default: All languages Override values for one language, for example the program name. ### General Switch the program on or off, set its name in the shop, hide it from guests and exclude customer groups or single customers. The program works without the Rule Builder, it is only needed for benefits per tier. **Loyalty program active**Default: on Switches point collection and the shop display on or off. Collected points are kept. **Name in the shop**Default: Loyalty program The name of the program in the customer account. Leave empty for Loyalty program. **Show to visitors who are not logged in**Default: on When off, visitors without login see nothing of the loyalty program: no points on product page, listing, search and cart and no login hint. **Excluded customer groups**Default: none These customer groups collect no points and do not see the program, for example dealers or B2B. **Excluded customers**Default: none Single customers who collect no points and do not see the program, for example employees or test accounts. ### Points for orders How many points an order earns. The goods value after discounts counts. **Points per euro**Default: 1 Points per euro of goods value. With 1, an order of 49.90 euros earns 49 points. 0 switches order points off. Range: 0 to 100. **Calculation base**Default: Gross amount Whether points are calculated from the gross or the net amount. **Include shipping costs**Default: off Shipping costs count towards the amount. Off by default, then only the goods value counts. ### Crediting and period When order points are credited and how long they count for the tier. **Waiting time in days**Default: 14 Order points stay pending first and are credited after this time, so returned orders do not count. The usual value is the 14 day withdrawal period. Range: 0 to 365. **Paid orders only**Default: on Points are credited only when the payment has the status Paid. **Tier period in months**Default: 12 The credited points of this period count for the tier, e.g. 12 for a rolling year. Older points drop out, so customers can also move down. 0 means no limit: all points count and nobody moves down. Range: 0 to 120. ### Points for actions Extra points for activities. Every action counts once per customer, reviews once per product. 0 switches the action off. **Points for registration**Default: 50 Once for a new customer account. Guest orders earn no points. Range: 0 to 100000. **Points for the newsletter**Default: 50 Once, as soon as a registered customer confirms the newsletter subscription. Range: 0 to 100000. **Points per review**Default: 25 For every approved product review of a registered customer, once per product. Range: 0 to 100000. **Points for the first order**Default: 0 One-time bonus on top of the normal order points. Credited like the order points after payment and waiting time, on cancellation it applies to the next order. Range: 0 to 100000. **Points on the birthday**Default: 0 Every year on the birthday, if the customer entered it in the account. Customers born on 29 February get the points on 28 February in other years. Range: 0 to 100000. **Points for a complete profile**Default: 0 Once, as soon as birthday and phone number are entered in the customer account. Range: 0 to 100000. **Points for the referrer**Default: 0 Customers share their personal link in the account. The referrer gets the points as soon as the first order of the referred customer is paid. Range: 0 to 100000. **Points for the referred customer**Default: 0 The new customer gets these points with the first paid order when coming via a referral link. Range: 0 to 100000. **More campaigns** Campaign periods with more points, extra points for single products and own promo codes are maintained in the Campaigns tab. A point factor per tier is set at the tier. ### Display in the shop Where the loyalty program is visible in the shop. **Points on the product page**Default: on Shows below the price how many points the product earns. **Points in category listings**Default: on Shows in every product card in listings and cross-selling how many points the product earns. **Points in search**Default: on Shows the points on the search result page and in the search suggestions, including the overlay of the Stone & Water AI product search. **Progress in the cart**Default: on Shows the points of the order and the progress to the next tier in the cart. **Progress in the offcanvas cart**Default: on The same display in the slide-in cart. **Page in the customer account**Default: on Own loyalty page in the customer account with tier, progress and all benefits, plus a teaser on the overview. **Star in the header**Default: on Shows logged in customers a star next to the account icon, with a dot in the color of their tier. A click opens the loyalty page. Visitors without login have their own option. **Star in the header without login**Default: on Also shows the star to visitors without an account. It leads to a page with tiers, benefits and the ways to collect points and invites them to sign up. **Point history in the account**Default: on Lists the latest bookings on the page in the customer account. ### Pay with points Customers redeem their balance as a discount in the cart and checkout. Redeemed points do not lower the tier, they are only taken from the balance. They come back on cancellation or refund. **Pay with points**Default: off Shows a field in the cart and checkout where customers redeem points as a discount. **From tier**Default: All tiers Customers can pay with points from this tier. Below it they see from which tier it works. **Points per 1 EUR**Default: 100 Exchange rate, e.g. 100 means 100 points = 1 EUR discount. Range: 1 to 100000. **Minimum to redeem**Default: 500 Smallest number of points that can be redeemed at once. Range: 1 to 10000000. **Max. percent of the cart**Default: 50 Which share of the cart may be paid with points at most. 100 allows the full goods value. Range: 1 to 100. **Balance expires after months**Default: 0 How long collected points can be redeemed. Redeeming always uses the oldest points first, unused points expire after this time. Customers see in their account when points expire within the next 30 days. 0 means the balance never expires. The tier is not affected. Range: 0 to 120. ### Reward products Products customers get for free with points. Choose the products in the Rewards tab. **Reward products**Default: off Shows a redeem button on the product page of rewards and a list of rewards on the program page. **Default from tier**Default: All tiers From which tier rewards can be redeemed when the reward itself has no own setting. **Rewards** Maintain reward products with points, tier and maximum quantity in the Rewards tab. ### Program page Content of the public loyalty page visitors reach via the star in the header. Per sales channel and language, the AI can make a suggestion. **Page address**Default: treueprogramm / loyalty-program Speaking address of the program page, e.g. loyalty-program or rewards-club. Empty uses treueprogramm for German and loyalty-program for other languages. Per sales channel and language, old addresses redirect automatically. The page is also listed in the sitemap. **AI suggestion** Creates intro, content with frequently asked questions and meta title and description from your tiers and settings, in the language selected above. Check and save afterwards. **Intro**Default: empty Text below the heading. Empty shows the default text. **Content**Default: empty Own section below the tiers, e.g. how it works and FAQ. Simple HTML tags like h2, p, ul, li, strong and a are allowed. **Meta title**Default: empty Title for search engines, about 60 characters at most. Empty uses the program name. **Meta description**Default: empty Description for search engines, about 155 characters at most. Empty uses the intro. ### Emails Notifies customers by email when their tier changes or a reward becomes available. Tier mails are only sent on a real change, not on the first assignment, not for retroactive credits and not after editing the tiers. Excluded customers get no mail. Edit the texts under Settings > Email templates. **Mail on tier up**Default: on Sends an email as soon as a customer reaches a higher tier, with the benefits of the new tier. **Mail on tier down**Default: off Sends an email when a customer drops to a lower tier, for example because older points leave the period. **Mail when a reward is available**Default: off Sends an email as soon as the balance of a customer is enough for a reward and the tier fits. Each reward is announced once, only when the balance drops below it and reaches it again a new mail follows. Customers who already have enough points when it is switched on get their mail step by step with the hourly run, at most 50 per hour. **Email templates** Opens the templates in a new tab. Subject and text can be adjusted there per language. Available are among others customer, newTier, oldTier, nextTier, points, missing and loyaltyUrl. ### AI provider Access for the AI tier suggestion. Without a key here, the key of the AI Product Advisor is used. **AI provider**Default: Google Gemini Which provider creates the tier suggestion. **API key** Key of the selected provider. Only used for the tier suggestion. **Model**Default: Gemini 3.8 Flash A fast, low cost model is enough for the suggestion. The list is updated with every release. **Test connection** Checks key and model with a short request, even before saving. ## Availability Directly through Stone & Water ### Available now Monthly29,99 € Best valueYearly305,90 €15 % cheaper All prices net plus VAT. Download the free Plugin Suite and upload it in the admin, no SSH needed. It installs and updates the plugin with one click. You buy the licence directly from us, with an invoice from us and support straight from the developer. [Download Plugin Suite](https://stoneandwater.online/en/plugin-suite.html)[+49 2555 9997342](tel:+4925559997342) Shopware Store ### In preparation The plugin will be listed in the official Shopware Community Store. Installation and automatic updates then run through the plugin manager in the backend, billing through your Shopware account. We will link it here as soon as it is available.