TradePoints for WooCommerce

Descripció

TradePoints for WooCommerce connects a WooCommerce merchant account to the TradePoints service and allows eligible customers to earn TradePoints from their purchases.

A TradePoints merchant account and valid API credentials are required to use this integration.

Features:

  • Merchant authentication using Client ID and Client Secret.
  • Connection status and connection testing in WooCommerce settings.
  • Optional TradePoints card number at checkout.
  • Existing TradePoints members can earn using their card number.
  • Customers without a card can be identified by email and registered with TradePoints when required.
  • Automatic points awarding when an order reaches the configured status.
  • Automatic full-refund points reversal when the original awarded points have not already been used.
  • Retry queue using WooCommerce Action Scheduler.
  • TradePoints status panel on WooCommerce orders.
  • Manual retry for failed or unsynced orders.
  • WooCommerce logging.
  • High-Performance Order Storage (HPOS) compatibility.
  • WooCommerce Cart and Checkout Block compatibility.

External Service

This plugin connects to the TradePoints API to provide TradePoints membership and rewards functionality.

When the TradePoints integration is enabled and used, the plugin may send information to TradePoints including:

  • TradePoints card number, when provided by the customer.
  • Customer email address.
  • Customer first and last name when required.
  • WooCommerce order transaction identifier.
  • Order amount required for points calculation.

Information may be sent to TradePoints when:

  • Testing the merchant connection.
  • Validating a TradePoints card number.
  • Identifying an existing TradePoints member.
  • Registering a customer with TradePoints when required.
  • Awarding points for an eligible WooCommerce order.
  • Reversing points following an eligible full refund.

The plugin communicates with the TradePoints service to perform these operations. Use of the TradePoints service is subject to the TradePoints Terms and Conditions and Privacy Policy.

TradePoints:
https://tradepoints.one/

TradePoints Terms and Conditions:
https://tradepoints.one/terms-of-service

TradePoints Privacy Policy:
https://tradepoints.one/privacy-policy

Instal·lació

  1. Install and activate WooCommerce.
  2. Install and activate TradePoints for WooCommerce.
  3. Go to WooCommerce > Settings > TradePoints.
  4. Select Development or Production.
  5. Enter the TradePoints Client ID and Client Secret provided for your merchant account.
  6. Save the settings and click Test connection.
  7. Choose whether points should be awarded when orders become Processing or Completed.
  8. Configure the checkout and customer consent options as required.
  9. Optionally configure the appearance of the TradePoints checkout field.

PMF

Do I need a TradePoints merchant account?

Yes. A TradePoints merchant account and valid Client ID and Client Secret are required to connect the plugin to the TradePoints service.

What happens when a customer enters a TradePoints card number?

The plugin validates the card number with TradePoints. When the card belongs to an existing TradePoints member, the eligible purchase can be associated with that member and points can be awarded.

What happens when a customer does not enter a TradePoints card number?

Depending on the configured checkout options, the plugin can send the WooCommerce billing email and customer name to TradePoints.

If the email already belongs to a TradePoints member, the existing member is used. If a TradePoints member does not exist, TradePoints can create a member when required and award the applicable points.

Can customers choose whether their details are shared with TradePoints?

The plugin provides configurable customer consent options.

When automatic signup is disabled, a customer consent checkbox can be displayed at checkout. If the customer does not provide consent, the order is not processed for TradePoints points awarding.

When automatic signup is enabled, the checkout displays information explaining that the customer may be automatically signed up to TradePoints if they are not already a member and provides a link to the TradePoints Terms and Conditions.

When are points awarded?

The merchant can configure the plugin to award points when a WooCommerce order reaches either the Processing or Completed status.

How is the number of points calculated?

The plugin sends the eligible WooCommerce order amount to TradePoints. The TradePoints service determines the applicable points according to the merchant’s TradePoints configuration.

What happens on refunds?

A full WooCommerce refund will request reversal of the original TradePoints points transaction, provided the member has not already used the points awarded from that transaction.

Partial refunds are not automatically reversed because the TradePoints refund API reverses the entire original points transaction.

What happens if awarding points fails?

The plugin records the failure and can automatically retry failed point-awarding requests using WooCommerce Action Scheduler.

The TradePoints panel on the WooCommerce order also provides information about the synchronization status and allows an administrator to manually retry an eligible unsynced or failed order.

How does the plugin prevent the same order from being awarded twice?

The plugin stores the TradePoints synchronization status and transaction information against the WooCommerce order. Once an order has been successfully synchronized, the plugin does not intentionally process that order for another points award.

Where can I see the TradePoints status for an order?

Open the WooCommerce order in WordPress administration. The TradePoints panel displays information about the integration status, including the transaction identifier, points awarded, card information when available, refund status, and the most recent synchronization error.

Where can I see integration errors?

Open the WooCommerce order and check the TradePoints panel and order notes.

When debug logging is enabled, TradePoints logs are also available under WooCommerce > Status > Logs.

Does the plugin support WooCommerce HPOS?

Yes. TradePoints for WooCommerce declares compatibility with WooCommerce High-Performance Order Storage (HPOS).

Does the plugin support WooCommerce Cart and Checkout Blocks?

Yes. TradePoints for WooCommerce supports the WooCommerce Cart and Checkout Block experience.

What information is sent to TradePoints?

Depending on the operation, the plugin may send the customer’s TradePoints card number, email address, first and last name, WooCommerce order transaction identifier, and order amount to the TradePoints API.

See the External Service section above for more information.

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Registre de canvis

1.0.0

  • Initial release.