With gamification, there is a 30%-40% increase in customer engagement compared to programs based solely on point systems. Levels can establish status for the customers, and rewards for achievement can be achieved through a badge award system. The combination of these two elements produces an addictive and enjoyable way to progress through a loyalty program.
In this tutorial, you will learn how to create tiered loyalty programs that incorporate both levels and badges within the WooCommerce Points and Rewards plugin.
Differences Between Levels and Badges #
Level or Tiers:
- Progressive system of status based on cumulative criteria (Total Points earned and Order Count)
- Ex. Bronze/Silver/Gold/Platinum/Diamond,
- Unlock discounts and/or multipliers at each level,
- Provides a method for customers to advance upward through the levels,
- Displays on the customer’s profile along with the badge image on their profile page
Badge or Achievement:
- One-time awards for completing a specific action,
- Can be collected or displayed as accomplishments,
- Ex. First Purchase, Review Master, Referral Champion
- Displays on the customer’s profile page,
- There is no progression, only a collection of badges.
Note: Within LoyaltyX, a badge image representing the level is included with each level. The level is the primary means of gamification within the system, while the badge image serves as an icon representation of each level.
How to Access Your Levels and Badges #
- Navigate to WordPress Admin.
- Click on DevDiggers Plugins → LoyaltyX → Levels and Badges.
- You will now be on the Interface for the management of Levels and Badges (Main Menu).
Levels & Badges Section Overview #
The Levels & Badges section displays a comprehensive list of all existing levels. Each level has the following columns available:
- Name: Level ID (for example, Diamond, Platinum, Gold, Silver, Bronze)
- Points Threshold: A “From X to Y” range of points is required to earn this level
- Badge: Picture/icon that represents this level (100 x 100 pixels recommended)
- Reached Users: Total number of customers at this level currently
- Status: Active and Inactive.
Available Functionality:
- “ADD NEW” button to create a new level.
- “SEARCH” to search for a specific level.
- “BULK ACTIONS” to perform actions against multiple levels.
- “SORTING” against all columns (Name, Points Threshold, Badge, Reached Users, and Status).
How to Add a New Level #
- Click the “Add New” Button
- The form “Add Level” will appear, which contains the following fields:
Level Name (Required) #
- The purpose of setting a Level Name is to distinguish between the levels. However, they all must be unique.
- Examples of different level names include: Bronze, Silver, Gold, Platinum, and Diamond.
- You can use a business naming convention (for example, Starter, Pro, and Elite) or an exclusive naming convention (for example, Member, VIP, and VVIP) for naming your levels.
Points Required to Reach This Level (Required) #
- Enter a Minimum Points Value and a Maximum Points Value for this level.
- From Field: Minimum points needed to reach this level.
- To Field: Maximum points available for this level (the upper limit).
Here is a sample configuration:
- Bronze status will be assigned to those who earn between 0-499 points.
- Silver status will be assigned to those who earn between 500-999 points.
- Gold status will be assigned to those who earn between 1000-1999 points.
- Platinum status will be assigned to those who earn between 2000-4999 points.
- Diamond status will be assigned to those who earn 5000 points and above.
Badge (Optional) #
- Contains an image representation for each level.
- A default trophy icon will be displayed as the badge for that level.
- Each badge can be uploaded by hovering over the badge image and clicking on the upload button to change it to one that you want to upload.
- The recommended size of the badge image is 100×100 px.
- To upload or remove a badge image, click on “Hover on the image to Replace or Remove the Badge”.
- Upload a badge image from your computer.
- Remove the badge image.
- A visually different badge should be created for each level in order to help customers identify and recognize the various levels.
Status (Required) #
- A dropdown menu allows you to select the level’s status.
- Options are Active or Inactive.
- Active – The Level is available for customers to achieve Level.
- Inactive – Level exists but it cannot be achieved by customers. It is helpful to temporarily deactivate a Level to keep it from being available to customers.
How to Edit an Existing Level #
- Locate the level on the list.
- Hover your mouse pointer over the name of the level.
- Click the Edit link.
- You will see the Edit Level form containing the same fields as the Add Level form.
- You may change any field as required.
- Click the Save Level button to save your changes.
- Your changes will immediately take effect for eligible customers.
How to Delete a Level #
- Locate the level on the list.
- Hover over the name of the level.
- Click the Delete link.
- You have just deleted the level from the system.
- Any current customer at that level will not lose their level.
The Steps That Need To Be Taken Next Are: #
- Define the structure of the levels (3 – 7 levels are suggested).
- Create badges or icons for each of the levels.
- Create the levels in LoyaltyX using the given tutorial.
- Assign point thresholds for each of the levels.
- Test the levels by using sample customers to ensure that the system is functional.
- Set up the earning rules for points (you can refer to the Points Earning Rules tutorial).
- Add extras for each level (this is optional).
- Create a list of how customers are spread out throughout the different levels.
- Constantly monitor the points earned and compare how many points customers have earned through their activity to see if there needs to be any adjustments in the thresholds.
- Keep regularly reviewing and optimizing.
Tutorials Related To This Article:
- TUTORIAL: Managing Your Expired Points
- TUTORIAL: Redeeming And Using Your Rewards
