Social Rewards v1.0 Documentation

Transcription

1 Social Rewards v1.0 Documentation Facebook Likes Setup Considerations Support for the Facebook extension How Does Facebook Like Work Receiving Points for Liking a Page with Facebook Facebook Like Point Status How to Set up a Points Earning Rule for Liking a Page with Facebook Manually Integrating the Facebook Like Earning Message Home Page or Cms Page Product View Page How to Approve Points Received for Liking a Page with Facebook How to Change the Facebook Like Initial Point Status Troubleshooting ERROR text displayed after LIKE button was clicked To resolve the issue: After clicking Facebook Like Button a 'Confirm' button appears Facebook Like FAQ Are points deducted from customer when they Unlike a page? What happens when a customer clicks the Facebook Like button and they do not have a Facebook account? How many times can a customer receive points for Liking pages with Facebook? Can a customer Like the same Magento page more than once? Facebook Product Share Rewarding Configuration 1. Facebook Product Share Button 2. Facebook Product Share Rewarding Store Front End Set up a rule for Liking on Facebook Earn points for sharing products on Social Sites (Twitter, Google+ and Pinterest!) How to Set up a Points Earning Rule for sharing products? How do I Manually Integrate Social Icons on Product View Page? Product View Page How do I Disable all Social Icons from my site? How do I disable Social Icons on certain websites only? How do I disable Social Icons only on Individual Pages CMS / Home Page / Category Page? Purchase Share Rewarding

2 Configuration 1. Purchase Share Buttons Configuration 2. Rule Setup Rule Information Triggers & Conditions Actions Rewarding Limits How it works! Store Front End Before Sharing What happens if a customer "Likes" then "Dislikes" items on my site? Can I set a maximum number of points for Social Interactions? Set Up a rule for Twitter Follow Rewarding Set up a rule for Pinterest Rewarding Set up a rule for Google +1 Facebook Likes Note: This feature is available in Sweet Tooth If you are using Sweet Tooth , the Retail Evolved extension is bundled into our core product. Setup To setup earning for Facebook page LIKE points that rewards customers for LIKING a page on your site with Facebook, you will need to: 1. Navigate to System > Configuration > RETAIL EVOLVED Facebook Like Button 1. Look for the "Button Type" option in the "Facebook Like Button Settings" section. 2. Set the value to 'XFBML' instead of 'iframe'. 2. Create a new Customer Behavior Rule 1. Set the Trigger action to "Likes a page with Facebook" 2. Choose the number of points to reward the customer in the Actions section 3. Review the Sweet Tooth facebook rewards limit settings in the Rewards > Configuration Other Configuration > Facebook Rewards Settings. These security settings help reduce abuse.

3 4. Clear cache and try it out in the front end. Considerations These considerations are important to keep in mind when using the Facebook functionality and Sweet Tooth Customers must be logged in to the store and logged into their Facebook account in order to earn Facebook points. The Retail Evolved Facebook Module requires Prototype.js 1.7. If you're running a version of Magento under 1.6 (Community edition) or 1.11 (Enterprise edition), you'll need to download Prototype.js 1.7 from here and replace your file located at js/prototype/prototype.js. The Facebook Like button only supports the latest versions of Internet Explorer, Firefox, Safari, and Chrome. This means that if you are running older versions of Internet Explorer (e.g. IE 1.6, 1.7 or 1.8) or any version of Opera, you cannot use the Facebook Like button. This is a requirement imposed by Facebook and its integration with third party applications such as Sweet Tooth. Support for the Facebook extension Please direct all support inquiries related to the core Facebook Like Button functionality to Retail Evolved, other support can be directed to the Sweet Tooth Support Team. How Does Facebook Like Work If the Retail Evolved Facebook is installed and working properly, Facebook components, such as the Like and Send buttons display on the store s Home, Category, and Product pages. If the Reward s Customer Behavior rule is active, and the rule s Triggers Customer Action or Event is set to Like a page with Facebook a disclaimer indicating the amount of points that can be earned for liking a page also displays on one or more of the Magento pages. When customers who are logged into their Magento store account use the Facebook Like button, they are prompted to log into their Facebook account. Once the customer successfully logs into Facebook, a comment box appears just below the Facebook Like button. The customer can type a comment if desired, click the Post to Facebook button, and a link to the current page is posted on the customer s Facebook Wall.

4 Receiving Points for Liking a Page with Facebook The customer receives points for liking a page with Facebook after the page link is posted on the customer s Facebook Wall. Once the Rewards points are transferred to the customer s account, a message notifying the customer of the number of points they have received displays on the current Magento page. Facebook Like Point Status When Sweet Tooth version 1.6 (and above) is first installed, the initial status of points received for liking a page with Facebook is pending. You can approve points received for liking a Facebook page in the Magento Admin panel, or you can change the Facebook Like initial point status. Customers can view Facebook Like points received and the point status from the My Points and Rewards link in the Dashboard, on the My Account page. How to Set up a Points Earning Rule for Liking a Page with Facebook The Points earning rules for liking a page with Facebook is configured in the Magento Admin panel, under: Rewards > Point Rules > Earning Rules > Customer Behavior Perform the following tasks to create the Points Earning Rule for "Liking" a Page with Facebook: 1. From the Customer Behavior Points Rule page, click the Add New customer Behavior Rule button 2. From the Rule Information tab, under the General Information section: 1. Type a rule name in the Rule Name field 2. Select Active from the Status dropdown box, 3. Select the appropriate Website from the Website field list 3. From the Triggers and Condition tab: 1. Under the Triggers section, select Like a page with Facebook from the Customer Action or Event dropdown list

5 2. Under the Condition section, select the group(s) the rule is to apply to from the Group Is field list 4. Under the Action tab, in the Fixed Amount field, type the number of points you want customers to earn 5. Save the rule Manually Integrating the Facebook Like Earning Message Home Page or Cms Page Add below code in your cms page. {{block type="rewardssocial/facebook_like_notificationblock" template="rewardssocial/facebook/like/notification_block.phtml" name="rewards.notificationblock"}} After evlike code {{block type="evlike/cms_like" template="evlike/likebutton.phtml" name="cms.likebutton"}} Product View Page 1. Modify app/design/frontend/<your_package>/<your_theme>/catalog/product/view.phtml to call child blocks "info.likebutton" and "rewards.notificationblock" by adding the following code: <?php echo $this >getchildhtml('info.likebutton')?> <?php echo $this >getchildhtml('rewards.notificationblock')?> 2. Edit app/design/frontend/<your_package>/<your_theme>/layout/evike.xml to comment out lines 74 80:

6 <! <reference name="content"> <block type="evlike/like" name="likebutton" as ="likebutton" template="evlike/likebutton.phtml" before="product.info"> <action method="sethidden" ifconfig="evlike/evlike_visibility/ev_like_visibility_product_default"> <value>1</value> </action> </block> </reference> > 3. Find: <reference name="product.info"> <block type="evlike/like" name="info.likebutton" as ="info.likebutton" template="evlike/likebutton.phtml" /> </reference> 4. Replace with: <reference name="product.info"> <block type="evlike/like" name="info.likebutton" as ="info.likebutton" template="evlike/likebutton.phtml" /> <action method="sethidden" ifconfig="evlike/evlike_visibility/ev_like_visibility_product_default"> <value>1</value> </action> </reference> How to Approve Points Received for Liking a Page with Facebook If the initial Facebook Like point status is pending, you can approve the points under: Rewards > Point Transfers > Manage Transfers Under Manage Transfers, perform the following:

7 1. From the All Points Transfers page, click the View link on the appropriate row of the transfer you want to approve 2. From the Edit Transfer page, under the Transfer Information section, change the Status to Approved and save the transfer. How to Change the Facebook Like Initial Point Status 1. Navigate to Rewards > Configuration > Other Configuration. 2. Expand the Initial Transfer Statuses section. 3. Look for the Facebook Like box and set the status using the dropdown box: 4. Click on the button. Troubleshooting ERROR text displayed after LIKE button was clicked To resolve the issue: Go to and log in with your Facebook account. Then click on "Apps" near the top. Select your app from the left. Click on "Edit Settings". On the first page, there is a section that asks about how your app integrates with Facebook. Specify that it is a website and type in the base domain. Note that you MUST include the "/" at the end of the domain. After clicking Facebook Like Button a 'Confirm' button appears

8 This is absolutely normal and it's how Facebook Like works. The 'Confirm' button is a response to the recent batch of like jacking attacks on the Like buttons. In certain cases when they suspect a page might be involved in like jacking based on usage patterns, they include the additional 'Confirm' step. If user interactions are generally positive, you will stop seeing the 'Confirm' button. If you are testing Facebook Like functionality and you Like/Unlike a product or page multiple times chances of running into this increase. For more about this check: Facebook Like FAQ Are points deducted from customer when they Unlike a page? If a customer has received points for liking a page with Facebook and later Unlike the page from within Facebook, Reward points are not deducted from the customer s account. When a customer Unlikes a page from Magento, the system removes the page link from the customer s Facebook Wall, and again, no points are deducted from the customer s account. What happens when a customer clicks the Facebook Like button and they do not have a Facebook account? When a customer clicks the Facebook Like button, they are prompted to log into their Facebook account or sign up. The Facebook Like process will not continue unless the customer successfully logs into their Facebook account. How many times can a customer receive points for Liking pages with Facebook? You can limit the number of times a customer can Like Facebook pages within a 24 hour period through the Facebook Rewards Settings section, under the Admin panel: Rewards > Configuration options. Please note that the Minimum Time Between Likes rule will work first and then the Maximum Like Rewards Per Day rule will be secondary. If you set a minimum time as longer than one day, the maximum likes per day rule will not be used. Can a customer Like the same Magento page more than once? Yes, customers can Like the same page multiple times, but will only receive points once per page.

9 Article End Facebook Product Share Rewarding This guide will walk you through setting up the Facebook Product Share Rewarding Functionality. NOTE: This feature is available starting with version Configuration Configuration is divided in 2 parts, as outlined below. 1. Facebook Product Share Button We include a Facebook Share button out of the box that can be enabled / disabled by administrators, without the need to set up rewarding of points for this action.

10 You should see something like the following on the front end, notice the Share button and once clicked the pop up window.

11 2. Facebook Product Share Rewarding To set up a rule To reward customers for sharing a product on Facebook, you'll have to create a new Customer Behavior Rule as outlined in following images:

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13 Requirement: In order to reward customers for sharing a product on Facebook, as you've probably guessed, admins will have to enable the button as outlined previous section, Facebook Product Share Button.If the administrator creates a rule to reward customers for sharing a product on Facebook and the button is not enabled, he'll get a notification when saving the rule about this requirement. Rewarding Limits There are some ways to limit how often customers can be rewarded for sharing products on Facebook: Maximum Product Share Rewards Per Day maximum number of times a customer will be rewarded for sharing a product on Facebook. If the limit is reached the customer will still be able to share product on Facebook, but he won't be rewarded for this. Default value is set to 5. Minimum Time Between Product Shares minimum number of seconds that needs to pass between 2 product shares for the customer to be rewarded again. Default value is set to 1 second.

14 Store Front End The following images outline how this will look and work for the customers.

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16 Article End Set up a rule for Liking on Facebook This guide will walk you through the steps to set up a rule for rewarding customers for Liking on Facebook. NOTE: As of Sweet Tooth , the Retail Evolved extension is bundled into our core product.

17 The points earning rules for Liking on Facebook is configured in the Magento Admin panel by going to Rewards > Point Rules > Earning Rules > Customer Behavior 1. From the Customer Behavior points rule page, click on the Add New Customer Behavior RuleI, button 2. From the Rule Information tab, under the General information section: 1. Type a rule name in the Rule Name field 2. Select "Active" fromt he Status dropdown box, 3. Select the appropriate Website from the Website field list 1. From the Triggers and Conditions section, select the Customer Action or Event Likes a page with Facebook 2. Under the Conditions section, select the group(s) the rule should apply to fromt he Group Is field list 1. Under the Action tab, in the Fixed Amount field, type the number of points you want customers to earn.

18 1. Save the rule 2. Navigate to Rewards >Configuration > Other Configuration > Facebook Rewards Settings to set up your Facebook Rewards Settings. You also need to ensure that you have configured your Facebook Like Button properly. To do this you will need to navigate to Rewards > Configuration > Other Configuration > Retail Evolved > Facebook Like Button. For more information on how to configure your facebook button, you can check out this article. On the frontend, you should see the following:

19 Article End Earn points for sharing products on Social Sites (Twitter, Google+ and Pinterest!) Earn points for sharing products on Social Sites (Twitter, Google+ and Pinterest!) Note: This feature is available in Sweet Tooth

20 How to Set up a Points Earning Rule for sharing products? The Points earning rules for sharing products on Twitter, Google+ and Pinterest is configured in the Magento Admin panel, under: Rewards > Point Rules > Earning Rules > Customer Behavior In our Example let's create a rule to Earn points for sharing products via twitter : 1. From the Customer Behavior Points Rule page, click the Add New customer Behavior Rule button 2. From the Rule Information tab, under the General Information section: 1. Type a rule name in the Rule Name field 2. Select Active from the Status dropdown box, 3. Select the appropriate Website from the Website field list 3. From the Triggers and Condition tab: 1. Under the Triggers section, select Customer Action or Event for eg Tweets a Page for with Twitter from the Customer Action or Event dropdown list 2. Under the Condition section, select the group(s) the rule is to apply to from the Group Is field list 4. Under the Action tab, in the Fixed Amount field, type the number of points you want customers to earn 5. Save the rule How do I Manually Integrate Social Icons on Product View Page? 1. Copy app/design/frontend/ base / default /layout/rewardssocial.xml to app/design/frontend/ <your_package> / <your_theme> /layout/rewardssocial.xml so that you are not modifying core template files. 2. Open app/design/frontend/ <your_package> / <your_theme> /layout/rewardssocial.xml line 81:

21 Find <reference name="content"> <reference name="likebutton"> <action method="sethidden"><value>1</value></action> </reference> <block type="rewardssocial/widgets" name="rewardssocial.widgets" template="rewardssocial/widgets.phtml" before="product.info"> <! like button > <block type="rewardssocial/facebook_like_button" name="facebook.like" template="rewardssocial/facebook/like/button.phtml"> <action method="sethidden" ifconfig="evlike/evlike_visibility/ev_like_visibility_product_default"><value>1</value></action> </block> <! pinterest button > <block type="rewardssocial/pinterest_pin_button" name="pinterest.pin" template="rewardssocial/pinterest/pin/button.phtml" /> <! google+ button > <block type="rewardssocial/google_plusone_button" name="google.plusone" template="rewardssocial/google/plusone/button.phtml" /> <! tweet button > <block type="rewardssocial/twitter_tweet_tweetbutton" name="twitter.tweet" template="rewardssocial/twitter/tweet/tweetbutton.phtml" /> </block> </reference><br> Comment this code so that default icons are removed from top. <! reference name="content"> <reference name="likebutton"> <action method="sethidden"><value>1</value></action> </reference> <block type="rewardssocial/widgets" name="rewardssocial.widgets" template="rewardssocial/widgets.phtml" before="product.info"> <block type="rewardssocial/facebook_like_button" name="facebook.like" template="rewardssocial/facebook/like/button.phtml">

22 <action method="sethidden" ifconfig="evlike/evlike_visibility/ev_like_visibility_product_default"><value>1</value></action> </block> <block type="rewardssocial/pinterest_pin_button" name="pinterest.pin" template="rewardssocial/pinterest/pin/button.phtml" /> <block type="rewardssocial/google_plusone_button" name="google.plusone" template="rewardssocial/google/plusone/button.phtml" /> <block type="rewardssocial/twitter_tweet_tweetbutton" name="twitter.tweet" template="rewardssocial/twitter/tweet/tweetbutton.phtml" /> </block> </reference ><br> Product View Page 1. Modify app/design/frontend/<your_package>/<your_theme>/catalog/product/view.phtml to call child blocks "info.rewardssocial.widgets" by adding the following code: <?php echo $this >getchildhtml('info.rewardssocial.widgets')?> 3. Upload new and modified files to your server.. 4. Clear your cache. How do I Disable all Social Icons from my site? ST version Navigate to Rewards >> Configuration > Other Configuration >

23 Facebook Rewards Settings >> Facebook Like Button on Frontend Show/Hide Twitter Rewards Settings >> Twitter Tweet Button On Frontend Show/Hide Pinterest Rewards Settings >> Pinterest Rewards Button On Frontend Show/Hide Google+ Rewards Settings >> Google+ Rewards Button On Frontend Show/Hide For ST version lower than Rename "TBT_Rewardssocial.xml" to "TBT_Rewardssocial.xml.disable" in "app/etc/modules" 2. Clear your cache. How do I disable Social Icons on certain websites only?

24 If you have multiple sites but do not want the social icons to appear on a specific site, you can disable the icons by going to Admin > Rewards > Configuration > Other Configuration and select your site from the Current Configuration Scope. Once you are in the correct scope, you can enable/disable the social icons by following the steps in the "How to I disable all social icons from the site" How do I disable Social Icons only on Individual Pages CMS / Home Page / Category Page? 1. Copy app/design/frontend/ base / default /layout/rewardssocial.xml to app/design/frontend/ <your_package> / <your_theme> /layout/rewardssocial.xml so that you are not modifying core template files. To disable On CMS or Home Page 2. Find <cms_index_defaultindex> and <cms_page> Just below this you will notice <block type="rewardssocial/widgets" name="rewardssocial.widgets" template="rewardssocial/widgets.phtml" before="cms_page"> Add below code after above code <action method="sethidden"><value>1</value></action> For ST Delete or comment out code starting from <cms_page> to </cms_page>

25 <cms_index_defaultindex> to </cms_index_defaultindex> To disable On Category Page 3. Find <catalog_category_default> and <catalog_category_layered> <block type="rewardssocial/widgets" name="rewardssocial.widgets" template="rewardssocial/widgets.phtml" before="cms_page"> <action method="sethidden"><value>1</value></action> For ST Delete or comment out code starting from <catalog_category_default> to </catalog_category_default> <catalog_category_layered> to </catalog_category_layered> 4. Clear your cache. Article End Purchase Share Rewarding NOTE: This feature is only available as of Sweet Tooth Version

26 Configuration The Configuration is divided into 2 parts, as outlined below. 1. Purchase Share Buttons Configuration This feature has a section in Sweet Tooth Configuration to enable /disable the feature and configure which social networks the purchased products will be shared on. Please note, this feature can be used without rewarding points for this action (for rewarding see the Rule Setup section below). You should see something like the following on the front end, notice that each product that was purchased can be shared on the social networks that are enabled in Admin Configuration section.

27 2. Rule Setup To set up a rule for rewarding customers for sharing a purchase on social networks, administrators will have to create a new Customer Behavioral Rule for each social network. Currently, only Twitter and Facebook are available (Pinterest and Google+ coming soon) Rule Information

28 Triggers & Conditions Actions

29 NOTE: In order to reward customers for Sharing a purchased product on a social network, admins will have to enable the button as outlined in the previous section Rewarding Limits No limiting is needed. How it works! Currently, a customer will be rewarded for sharing a purchase as soon as the first product from the purchase is shared on a social network. In the event that more than one product is purchased, each product can be shared, but points will only be rewarded for the first one. However, The customer will be rewarded for sharing a purchased product on each social network for which a rewarding rule is set up. Store Front End Following images outline how this will look and work from customer's perspective. You can see that rewarding a purchased product on Twitter will reward only the first product shared. Exactly the same thing will happen for other social networks for which a rewarding rule exists. Before Sharing

30 After Sharing

31 Article End

32 What happens if a customer "Likes" then "Dislikes" items on my site? As the administrator, you have full control over the status of points transfers, so if you're worried about cases of abuse you can put the initial transfer status to "On Hold". When on hold, these points will not go into the customer's account until either approved by you or a certain period of time has elapsed. If something is "disliked" while points are on hold Sweet Tooth will automatically revoke the points. This reduces the likelyhood of abuse and ensures that you're getting the most out of you Facebook points! Article End Can I set a maximum number of points for Social Interactions? Yes. With Sweet Tooth we've added a security features that will help you control the number of points you reward for the different social behaviors. For example, you want to limit the number of Tweets or Facebook Likes a customer can earn points for on a daily basis. Here is how you would set that up. Step 1: Create your Customer Behavior Rule. Step 2: Navigate to the Configuration section, Rewards > Configuration > Other Configuration > Scroll down the list until you find the specific Social Channel you are looking for. Find the follow options and set them according to your requirements.

33 Maximum Product Share Rewards Per Day maximum number of times a customer will be rewarded for Tweeting, Liking, Sharing etc. If the limit is reached the customer will still be able to share products, but he won't be rewarded for this. The Default value is set to 5. Minimum Time Between Product Shares minimum number of seconds that needs to pass between 2 actions for the customer to be rewarded again. The Default value is set to 1 second. We have implemented this feature for the following social behaviors: Facebook Like Tweeting on Twitter Google +1ing Pinning on Pinterest Product Share on Facebook Article End Set Up a rule for Twitter Follow Rewarding This guide will walk you through the steps needed to set up a rule for rewarding customers for following your store on Twitter. NOTE: Available starting with Sweet Tooth How to set up a points earning rule for following on Twitter The Points earning rules for following on Twitter is configured in the Magento Admin panel, under: Rewards > Point Rules > Earning Rules > Customer Behavior

34 1. From the Customer Behavior Points rule page, click the Add New Customer Behavior Rule button 2. From the Rule Information tab, under the General Information section: 1. Type a rule name in the Rule Name field 2. Select Active from the Status dropdown box, 3. Select the appropriate Website from the Website field list From the Triggers and Conditions tab: 1. Under the Triggers section, select Customer Action or Event Follows you on Twitter. 2. Under the Condition section, select the group(s) the rule is to apply to from the Group Is field list From the Action tab, in the Fixed Amount field, type the number of points you want customers to earn

35 7. 8. Save the rule 9. Navigate to Rewards > Configuration > Other configuration >Twitter Rewards Settings to set up your Twitter Rewards Settings On the front end you should see the following:

36 Article End Set up a rule for Pinterest Rewarding This guide will walk you through the steps needed to set up a rule for rewarding customers for Pinning on Pinterest. NOTE: Available as of Sweet Tooth The points earning rule for pinning on Pinterest is configured in the Magento Admin Panel under: Rewards > Points Rules > Earning Rules > Customer Behavior 1. From the Customer Behavior Points rule page, click on the Add New Customer Behavior Rule button 2. From the Rule Information tab, under the General information section: 1. Type a rule name in the Rule Name field

37 2. Select "Active" from the Status drop down box 3. Select the appropriate website from the Website field list 3. From the Triggers and Conditions Tab: 1. Under the Triggers section, select Customer Action or Event Pins a page with Pinterest [BETA] 2. Under the Conditions section, select the Group(s) the rule applies to from the Group Is field list 4. From the Actions tab, in the Fixed Amount Field, type in the number of points you want to reward to your customers 5. Save the Rule

38 6. Navigate to Rewards > Configuration > Other Configuration > Pinterest Rewards Settings to set up your Pinterest Rewards Settings On the front end, you should see the following: Article End Set up a rule for Google +1

39 This guide will walk you through the steps needed to set up a rule fo rewarding customers for Google +1. Note: Available starting with Sweet Tooth The points earning rule for Google +1 is configured in the Magento Admin panel under : Rewards > Points Rules > Earning Rules > Customer Behavior 1. From the Customer Behavior Points rule page, click on Add New Customer Behavior Rule button 2. From the Rule Information tab, under the General Information section: 1. Type a rule name in the Rule Name field 2. Select "Active" from the status drop down box 3. Select the appropriate Website from the Website field list 3. From the Triggers and Conditions Tab 1. Under the Triggers and Conditions section, select the Customer Action or Event +1's a page with Google+ 2. Under the Conditions section, select the group(s) the rule applies to from the Group Is field

40 4. Under the Actions tab, in the Fixed Amount, type the number of points you want to reward to your customers 5. Save the Rule 6. Navigate to Rewards > Configuration > Other Configuration > Google+ Rewards Settings to set up your Google+ Rewards Settings On the front end, you should see the following:

41 Article End