1) Installing the add-on in Shoptet (time required: 3 minutes)

1. In the Shoptet administration, go to Connections → Shoptet add-ons → Marketing (or search for "Bonus system" - https://doplnky.shoptet.cz/bonusovy-system) → open the add-on and click Order and install.
2. The button will change to Go to add-on settings → the ELLITY settings console will open. Later, you can access the console via Shoptet Administration - Connections - Add-on Manager - Bonus System (Installation takes a few minutes depending on the size of your e-shop - customers, groups, products, orders, etc. are synchronized - You can check the installation status in the Ellity console inthe section Settings-Integration-Shoptet-Synchronization
3. Under the gear icon , you can set the recharge and withdrawal ratio, validity (expiration), customer groups, rewards, point usage restrictions, etc.
4. To preview the charging coefficient settings without customers seeing them, click Go to e-shop in test mode in the Integration-Shoptet-System visibility section. Only you can see it for now.

Get started for customers: add a payment card (Settings → Account) and toggle Turn on visibility.

2) Basic rules for points (coefficients + expiration) (time required: 5 minutes)

In the Ellity console, go to settings—the gear icon in the left-hand menu. Click on Loyalty Program. The basic system settings will open (charge and draw ratio, validity (expiration), customer groups, rewards, point usage restrictions, etc.).

1. Set the charging coefficient (how many CZK = 1 point) and the drawing coefficient (value of 1 point in CZK - discount) in the basic rules. Recommendation: charging should always be higher than drawing (so that points are not "overpaid"). When using multiple currencies, it is necessary to recalculate using the mid-market rate, according to the CZK currency settings (Ellity does not automatically recalculate the coefficient of other currencies).
2. Point expiration (validity) is set in the same add-on settings. The change in expiration will be reflected in new points.

More advanced (optional): You can overwrite coefficients at the product/category/brand/attribute level and even by customer group. Level priority applies – the highest defined level is used; if you leave the default, it is inherited from the lower level. A value of 0 can be used to disable charging/drawing for a record. So if you want to exclude a product from the Bonus Program, set the coefficients to 0 in the advanced coefficient settings.

3) Registration reward (recommended) (time required: 1 minute)

• Motivate users to register with"starting points"– this is standard practice for increasing registrations. Set the value in the basic rules of the system. You will motivate users to register. If you set the system to be accessible only to registered users, unregistered users will see it, and this will encourage them to register. The fact that they will receive a reward for their first purchase upon registration is motivating.

4) Bonus subpage (optional, recommended) (time required: 10 minutes)

1. Add program information page into the e-shop content (iframe snippet) and link to it from the shopping cart/products.
   1. Settings-Integration-Shoptet-Information subpage settings
   2. Create a page in Shoptet and paste the copied iframe into it.

1. Set the URL address of the page

5) Testing in test mode (no impact on customers) (time required: 15 minutes until the end of the trial period)

To preview the charging coefficient settings without customers seeing them, click Go to e-shop in test mode in the Integration-Shoptet-System visibility section. For now, only you can see it on the given device.

The system already credits points for purchases and other set rewards in the background. However, customers have no idea about this until you publish the system (which you will do at the end of this tutorial). Before launching, ask us to delete the point accounts so that everyone starts from zero (or we can add points to the beginning).

A) Earning points for purchases

• In the test, create an order and mark it as paid in Shoptet (by setting the status to Completed) → points will be credited. (This can also be done automatically when switching to the selected status.)
• Manual crediting of points
• It is possible to manually add points to a customer in the Ellity console (for example, on your test account) and then try to use them on an order.

B) Using points in your shopping cart

• The last step of the order process includes a credit redemption feature that applies a discount coupon in the background (coupons must be enabled). Cannot be combined with other discount coupons.
• The customer enters the number of points and clicks USE; they can also be edited or CANCELED. The system monitors limits (minimum value, maximum discount—these can also be set in the Loyalty Points section).
• It is possible to manually add points to a customer in the Ellity console (for example, on your test account) and then try to use them on an order.

C) Cancellation/changes to orders

• Cancellation: points earned for a paid order will be deducted; used points will be returned to the account.
• Canceling redemption on an order: Remove the discount coupon from the order—the points used will be returned and the points for the purchase will be recalculated.
• Coupon incompatibility: Regular discount coupons cannot be combined with redeeming points.

Tip 1: After placing an order, customers can see how many points they have used/saved and how many they will receive after payment on the thank you page. They can view their account balance and history in the My Orders section of their profile. This can be linked to email campaigns, which can notify customers how many points they have in their account and when their points will expire.

Tip 2: Adjust the coefficients as needed. If you want to simulate a discount on purchases, you can do so by setting the coefficients to their default levels. A 5% discount on your next purchase corresponds to a setting of 100 for charging and 5 for drawing (or better yet, 20 for charging and 1 for drawing).

6) Go-live (activation for customers)

1. Double-check the coefficients (charging > pumping) and expiration.
2. Insert card → Enable visibility in the add-on (Settings-Account-Change plan)
3. (Optional) Add the program information page to the e-shop content (iframe snippet) and link to it from the shopping cart/products (this will happen automatically if you insert the link - relative URL of the article - into the Ellity console). Settings-Integration-Shoptet-Information subpage settings

7) Pre-launch checklist - Quick settings check

• Charging coefficient (e.g., 1 point/CZK 100) and redemption (e.g., 1 point = CZK 1) + expiration.
• Points for registration (recommended for registration growth).
• Test purchase: paid ⇒ points credited; points used; cancellation ⇒ correct refunds.
• Visibility enabled.
• Points earned during testing are reset (ask support to reset accounts and upload points to the beginning from the provided CSV file - email, points, note).
• Selected tariff - we do not recommend publishing the system before selecting a tariff. After the trial period ends, it would switch to FREE and the set functions would be hidden. Dashboard - account

8) Go-live (activation for customers)

1. The checklist is complete!
2. Once the system is turned on, it will be fully visible to customers!
3. Enable visibility in the add-on - on the dashboard, click on the system visible to customers - it will turn green
4. The system is publicly visible

TIPS

• After submitting the order, the customer sees on the thank you page how many points they have used/saved and how many they will receive after payment.
• In your profile, you can find your account balance and history in the My Orders section.
• We recommend linking this to email marketing, and in campaigns you can notify customers how many points they have in their account, or even when their points are due to expire.
• You can monitor system performance in the console on the dashboard.
  • Charging, drawing, and expiring points in time periods - point usage metrics
  • Customer analysis – number of customers with 1-N purchases by number and revenue – retention metric
  • EBI - Ellity business intelligence - customer segmentation - elite RFM, and custom models (advanced)

Done. Simple, fast, functional.

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