Sweet Tooth Info 1.9

Customer Points & Rewards Loyalty System
Prepared by Lisa Soares, Jay El-Kaake and Steve Deckert

Modified by Jay El-Kaake, Steve Deckert and Scott Tolksdorf
th
Last Modified: June 18 2009
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Executive Summary
Sweet Tooth is a revolutionary step for customer loyalty programs, not only because it’s the
first fully featured rewards program built on top of the Magento E-Commerce platform, but
also because it’s the only loyalty system that gives store administrators full control over the
way customers earn and redeem points.
In minutes, store administrators can create and employ a unique and fully featured rewards
campaign. Through this document you will learn how Sweet Tooth is simple, flexible and
traceable, and built with only the highest software quality standards in mind.
The enclosed document was prepared by WDCA, a registered organization under Trade
Business Technology Corp in Cambridge, Ontario, Canada. Contained is everything you need to
know about the Sweet Tooth customer loyalty system. The content is geared towards readers
with any level of technical understanding.
Sweet Tooth is a turn-key commercial open-source plug-in for any supported Magento
platform. With your purchase of a license, we will guarantee twelve (12) months of Sweet
Tooth system bug fixes and security updates subject to the terms and conditions of the license.
Please direct any further questions or inquiries you may have to me or Steve through
nelkaake@wdca.ca or sdeckert@wdca.ca respectively.
Regards,
Jay El-Kaake
President & Systems Analyst
Web Development Canada
This document was last updated 18/05/09 by Lisa Soares. All information in this document can only be modified by an
authorized WDCA representative, and can be modified without prior consent. WDCA is a registered trade name of Trade
Business Technology Corp.
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Table Contents
1.0 Introduction ...............................................................................................4
1.1 Why Implement a Customer Loyalty Program into Your Store? ..................................... 4
1.2 Why Your Retail Business Needs a Sweet Tooth ............................................................. 5
2.0 Sweet Tooth Fundamentals .......................................................................6

2.1 Custom Templates and Skins ........................................................................................... 6
2.2 Sweet Tooth Promotion Rule System .............................................................................. 6
2.3 Customer Groups ............................................................................................................. 7
3.0 How Customers Earn, Spend & Manage Points .......................................... 8

3.1 How Customers Earn Points ............................................................................................. 9
3.2 How Customers Redeem Points ..................................................................................... 11
3.3 Customer Points Management ...................................................................................... 13
3.4 Interacting with Other Customers ................................................................................. 14
4.0 Creating a Loyalty Program with Sweet Tooth.......................................... 15

4.1 Rule Creation .................................................................................................................. 15
4.2 Conditions ...................................................................................................................... 16
4.2.1 Catalog Conditions .............................................................................................................. 16
4.2.2 Shopping Cart Conditions.................................................................................................... 17
4.2.3 Customer Behavior Conditions ........................................................................................... 18
4.3 Actions ............................................................................................................................ 20
4.3.1 Distributing Fixed Amounts of Customer Points................................................................. 20
4.3.2 Distributing Variable Amounts of Customer Points ............................................................ 21
4.4 Point Redemption .......................................................................................................... 21
4.4.1 Deduct a Fixed Number of Customer Points....................................................................... 21
4.4.2 Deduct Points Based on Variable Amount Spent................................................................ 21
4.5 Point Status .................................................................................................................... 22
5.0 Technical Specifications ........................................................................... 23

5.1 Optimization and Efficiency ........................................................................................... 23
5.2 Modularity and Scalability.............................................................................................. 23
6.0 Roadmap: Sweet Tooth Upgrades ............................................................ 24

7.0 Ending on a “Sweet” Note ........................................................................ 25
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1.0 Introduction
1.1 Why Implement a Customer Loyalty Program into Your Store?
Regardless of the market, consumers have many options to choose from when making a
purchase. The companies that will survive are those that manage to retain customers. The
businesses that retain customers are increasingly using the same method: customer loyalty
programs.
Loyalty programs add extra value for customers and create strong, long lasting customer
relationships. They increase revenue: it has been proven that loyal customers not only spend
more on each visit, but are twice as likely to refer a new customer.1 They also decrease cost: a
new customer is six to eight times more costly to acquire than to maintain an existing
customer.2 The global retail industry trend is towards loyalty programs: reward programs have
doubled between 2006 and 2007 alone.3 Implementation of a loyalty program will pay for itself.
Figure 1: Image of a Rewards Card
1
Reichheld, Fredrick F. Loyalty Rules: How Today's Leaders Build Long Lasting Relationships. Boston: Harvard
Business, 2003. Print.
2
September 2007 Express Market Brief
3
September 2007 Express Market Brief
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1.2 Why Your Retail Business Needs a Sweet Tooth

Sweet Tooth is the most innovative loyalty program on the market. It sets itself apart using its
promotion rules system, its transfer system and its marketing power.
This system provides store administrators unparalleled flexibility to create and control virtually
any incentive program that is based on customer points. Sweet Tooth achieves this by using its
adaptable promotion rule system; a system that is as configurable as it is intuitive. If your
loyalty program involves customer points, the promotion rule system can configure it.
Sweet Tooth distinguishes itself from other e-commerce loyalty systems using its transfer
system. Rather than storing customers’ point balances in a lump sum and debiting or crediting
that lump sum like other loyalty programs, Sweet Tooth records each customer point
transaction individually ensuring that each change in points balance is accounted for.
Administrators will be able to determine where each of their customers’ points has come from.
Powerful marketing is another key feature of Sweet Tooth. Administrators can allow their new
and frequent customers to earn points for referring friends, signing up for a customer account,
rating products, writing reviews, and signing up for newsletters to name a few. Not only will
these create store-loyalty, but they will also provide an opportunity for administrators to gather
valuable feedback from customers.
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2.0 Sweet Tooth Fundamentals

The open source Sweet Tooth system is built upon Magento, a powerful open source e-
commerce framework. Sweet Tooth matches Magento’s excellent open source coding
standards without touching a single Magento core file! The following sections will detail the
fundamental concepts of Sweet Tooth.
2.1 Custom Templates and Skins

Sweet Tooth is completely customizable to any website design. The Sweet Tooth template,
skins and layouts can easily be changed to seamlessly integrate with the appearance of any
Magento e-commerce store.
2.2 Sweet Tooth Promotion Rule System

Sweet Tooth utilizes a comprehensive rule system to create point rules that control how points
are distributed or redeemed. This rule system is extremely flexible and limitless in the types of
customer loyalty programs it can generate. There are three types of rules that can be created:
catalog, shopping cart and customer behavior. Catalog rules are specific to a certain product,
whereas shopping cart rules are specific to a customer’s checkout shopping cart. Customer
behavior rules are based on a customer’s actions that are not tied to a purchase.
Figure 2: Screen Shot Showing Customer Points They Will Earn
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2.3 Customer Groups

Administrators are able to create customer group specific promotions using Sweet Tooth. For
instance, customers can be organized into groups such as Gold members, Silver members and
VIP members. Each group can have different promotions applicable. See Table 1 for an
example.
Customer Group Points earned for Can redeem points Can redeem points to
Status writing reviews. to get a free get a free wooden
hammer? duck?
John Doe Silver 10 points NO NO
Stacey Allen Gold Member 10 points YES YES
+ 1 Gold Point
Mike Foo VIP Member 10 Points NO YES
+ 10 Additional
Points
Table 1: Shows how customer group status affects how customers can redeem or earn points.
Administration can create a rewards program in which customers have to pay a fee to be a
member of a certain group (and receive that group’s specific promotion rules).
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3.0 How Customers Earn, Spend & Manage Points

Sweet Tooth presents many features that allow customers to manage, track and use their
points. The following sections demonstrate the customer end of Sweet Tooth.
Figure 3: Customer Point Management
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3.1 How Customers Earn Points

Earning points on the customer end is simple. If a customer meets certain conditions defined in
the rule system, such as buying a product or participating in a poll, then an action, such as
“rewards 10 Gold points”, is performed. When a customer successfully earns points, a notice is
displayed. Customers are able to earn points for a multitude of interactions. Examples of these
are:
Purchasing products
Customers will receive points for specific purchases. Using points on a specific product is an
effective way to sell excess inventory, or perhaps persuade customers towards products with
higher profit margins.
Purchasing product combinations
Customers will receive points for specific purchases. Using points on a specific product is an
effective way to sell excess inventory, or perhaps persuade customers towards products with
higher profit margins.
Voting in a poll
Rewarding customers for voting is valuable because these polls will not only increase customer
site browsing, but also provide a method for administrators to collect feedback on products,
experience and recommendations to name a few.
Signs up for a new customer account
A great way to infuse new customers into a client base is to reward them simply for creating an
account. Even if the customer does not make an initial purchase, a sales lead is generated.
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Figure 4: A notice showing the customer receiving points for signing up a new customer account
Figure 5: Notice displayed showing a customer has earned points for signing up to a newsletter, for making a purchase and
has redeemed points on a purchase as well.
Purchases using a specific payment and shipping methods
Customers are able to be rewarded for purchases that are made using specific payment and
shipping methods. Keep customers away from costly payment methods by rewarding them
with points for those that take less off your bottom line.
These are only a few of the multitude point distribution rules that Sweet Tooth is able to create.
See section 4.0 for a more in depth view on point rule creation.
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3.2 How Customers Redeem Points

Customers are able to redeem points in the two ways that rules are created: on a catalog level
as well as on a shopping cart level. Both are simple and intuitive for the customer.
Catalog redemptions are viewable on the product page that they correspond to. For instance,
redemption on a specific laptop is shown on that laptop’s product page. All redemptions that
are applicable to that product are shown on that product’s page, showing the customer the
point-spending options available. When a customer selects which redemption to apply, the
checkout process proceeds normally: the customer selects the quantity of purchases desired,
then proceeds to the shopping cart. See figure 6 for an example of a catalog redemption.
Figure 6: Showing a customer an available catalog redemption
Once at the shopping cart page, the customer is able to apply the desired points to any
shopping cart redemptions that are available. The customer is able to see all applicable
redemptions, selects the desired shopping cart redemption (if any), and proceed to checkout
normally.
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Figure 7: A shopping cart view showing both catalog redemption, “$5 off notebooks for 1 Silver”, as well as shopping cart
redemption, “$15 off when you spend 30 Gold points”.
At any point during the checkout process the customer can remove any redemption without
losing the shopping cart. Points earned, points spent and associated discounts or prizes will be
updated accordingly.
Point and purchase combinations
Depending on shopping cart redemption rule conditions, is it possible for customers to redeem
discounts or prizes on products by redeeming points and purchasing other products. If the rule
requires that the cart contents meet a certain criteria as well as the customer redeem points,
the customer will not receive the benefits of the rule such as discounts or free shipping until the
cart conditions are met.
Customer Rewards
Shipping, product and/or shopping cart discounts are reflected in the shopping cart totals as
well as in the final checkout section of the checkout process.
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3.3 Customer Points Management

Upon logging in, a message displays the customer’s point balance (see figure 8).
Figure 8: Message Displaying Points Balance
For more detailed point information, the customer can visit the “My Points and Rewards” page.
This page under a customer’s “My Account” tab clearly summarizes the customer’s point
history. Here, customers are presented with their point balance, points earned and points spent
in a simple format.
Figure 9: recent point earnings
Figure 10: Recent Points Earnings and Recent Rewards Points Spent
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The My Points & Rewards page is the go to page on the front end for a customer’s point
information. Not only will it display recent earnings and spending, it will also display the status
of a transfer. There is also a selection of products customers can use their points on displayed
in the My Points & Rewards page. Constant reminding of what customers are able to spend
points on reinforces interest in the store’s points program and will keep customers excited
about purchases.
Figure 11: My Points & Rewards page, showing Send Points to a Friend, Redeem Your Points and point balance.
3.4 Interacting with Other Customers

Another feature in the My Rewards page is a point transfer function. Customers are able to
select an amount of points from their balance to be transferred to a friend’s point balance,
simply by entering the friend’s email address. Future feature proposals include a Points
Customer Ranking feature that will display the customers with the most points, among other
features.
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4.0 Creating a Loyalty Program with Sweet Tooth

Total control over point distribution and redemption is granted to store administrators.
Administrators have the power to approve points, set statuses on points, create both point
distribution and redemption rules, and manage transfers. The following section will detail the
administrative end of Sweet Tooth.
Figure 12: Customer Rewards tab in the Magento administration panel
4.1 Rule Creation

Creating a rule to govern how points are distributed or redeemed is simple and logical with the
rule creation system. Rules are created by setting situational conditions that, if met, will trigger
an action. Conditions, followed by actions, are both further detailed later in this section.
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4.2 Conditions
The conditions of a rule define the situation that must be present for an action to occur.
Conditions that are available depend on whether a catalog, shopping cart or customer behavior
rule is being created.
4.2.1 Catalog Conditions

Catalog promotions are created within Sweet Tooth’s Catalog rules. These rules create
conditions that can be applicable to a particular product. Store administrators can create
product promotions based on various conditions of a product, such as: price, category, color,
SKU or manufacturer to name a few. Examples of product conditions are:
• Store administrators can grant customers points/discounts for any purchase:
“Receive 10 Gold points for every purchase”
• Store administrators can grant customers points/discounts for a specific product

purchase:
“Receive 10 Gold points for every notebook purchase”
• Store administrators can grant customers points/discounts based on attributes as a

product such as:
Price: “Receive 10 Gold points for every purchase that has a price greater than $499”
Category: “Receive 10 Gold points for every product in the category Laptop Computers”
• The Sweet Tooth rules system also has the ability to specify which dates the points
promotions begin and end:
“Receive 10 Gold points for every purchase this weekend only.”
• A combination of product attributes can be used to grant points/discounts to customers

as well:
“Receive 10 Gold points for every product in the category Laptop Computers that is priced greater than
$499 between the dates of June 1st – June 3rd.”
• All product promotion rules can be used to create discounts as well, where the
customer would opt to spend points to receive the discount:
“Deduct 10 Gold points for every product in the category Laptop Computers between the dates of June
1st – June 3rd and grant the customer a 15% discount on price.”
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4.2.2 Shopping Cart Conditions

Shopping cart promotions are created with Sweet Tooth’s shopping cart rules. These rules
create conditions that are applicable to the customer’s shopping cart. These rules are similar to
Sweet Tooth’s catalog point rules with the exception being they are applied to only the
shopping cart rather than a specific product. Store administrators can create shopping cart
promotions based on various aspects of a shopping cart, such as: cart subtotal, product
quantities, coupon codes applied, date, and payment method, to name a few.
• Shopping cart promotions can be based on the subtotal of the shopping cart:
“Receive 30 Gold points for every order greater than $300”
Figure 13: Shows customer that they will earn 30 Gold points for purchases over $300
• Shopping cart promotions can be based on the product quantities of the shopping cart:
“Receive 30 Gold points for every order that contains 3 or more notebooks”
• Shopping cart promotions can be based on a coupon code. Coupon codes can be
configured to only be used once or to have multiple uses:
“Receive 10 Gold points when using coupon code VIP123 during checkout”
• Shopping cart promotions can be based on payment methods as well:
“Receive 10 Gold points for all orders purchased with VISA”
• A combination of shopping cart attributes can be used to grant points/discounts as well:
“Receive 30 Gold points for all orders containing 3 or more notebooks that is greater than $300 subtotal
between the dates of June 1st – June 3rd using the coupon code VIP123”
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• All shopping cart promotion rules can be used to create discounts as well, where the
customer would opt to spend points to receive the discount:
“Deduct 30 Gold points for every order subtotal greater than $300 and grant a 15% discount on price”
4.2.3 Customer Behavior Conditions

The customer behavior system rule system is another feature exclusive to Sweet Tooth. It
allows store administrators to grant points based on conditions that are not tied to a purchase.
Using the customer behavior rules system allows administrators to generate point promotions
in a variety of creative ways. Call out boxes can be created, “Answer this, and earn X points” to
remind customers they can earn points on reviews, tags and polls. Some customer-interactive
features include:
Points for Rating and Reviewing Products Points

Reviews must be approved by a store administrator before points are distributed. This ensures
that customers will receive points only for legitimate reviews that are accepted by
administration. See figure 14 for a screen shot of a review for a notebook.
Figure 14: Shows that these points from review need to be approved by an administrator
Points for Newsletter Subscription Points

Customers who subscribe to a store’s newsletter can receive either a lump sum of points or
recurring points for each newsletter they receive.
Points for Referring Friends

This Sweet Tooth Premium upgrade feature allows customers can earn points for referring
someone they know to the store. Customers can type in their friends’ e-mail addresses for
referral and receive an administrator-specified amount of points for each friend referred. This
special rule is an extremely cost-effective way to expand a customer base.
Points for Participating in a Poll

Customers can receive points for participating in a poll, an example of which is shown in Figure
15. Store administrators can use these polls for valuable customer feedback regarding an array
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of topics such as: the website, a product, a promotion, and customer demographics, to name a
few.
Figure 15: An example of a community poll
Sell Points
Administrators can create virtual products that represent an amount of points that customers
are able to purchase. A catalog rule would be tied to this product that would distribute points
to the customer upon purchase. For example, if a customer is 28 points away from buying a
product with their points, the customer can buy the product “30 Points” for $10.
Figure 16: An example of points for sale
Points for Signing-up

Customers earn points for creating a customer account. New customers are drawn into the
store using a point bonus. For example, all new customers who sign up this weekend will be
given 50 Gold points.
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4.3 Actions
If the conditions of a rule are met, then an action takes place. The following section will
highlight these actions and how they may be applied to create various promotions.
4.3.1 Distributing Fixed Amounts of Customer Points

Store administrators can distribute points to customers simply with the “Give X Points” function
in the administrative features. This option allows the distribution of “X” points, X being the
point amount (See Figure 17).
Figure 17: A fixed amount of points will be distributed if conditions are met
These distribution actions work directly in all rules: shopping cart, catalog and customer
behavior. Following is an example of each.
Catalog: “Give 10 points to a customer who purchases a notebook”
Shopping Cart: “Give 10 points to a customer whose subtotal is over $300”
Customer Behavior: “Give 10 points to a customer who writes a product review”
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4.3.2 Distributing Variable Amounts of Customer Points

These distribution actions work directly in all rules except for customer behavior. They award
points variably based on a dollar amount. This follows the “for every Y amount spent give X
points” format. Following is an example of each.
Catalog: “For every $10 price give 1 Gold point”
Shopping Cart: “For every $10 subtotal give 1 Gold point”
Figure 18: Administrator view of point distribution
4.4 Point Redemption

Customers can redeem their points for discounts or free products. Administrators have control
of point redemptions through the creation of specific actions. For example, for 1000 Gold
points customers can receive a 100% discount (free product) on a laptop: an administrator
would set the condition to be category is “laptop” and the action would be “deduct 1000 Gold
points”. The following sections outline these actions.
4.4.1 Deduct a Fixed Number of Customer Points

Store administrators can deduct fixed points from customers. For example: deduct 100 Gold
points from a customer and in turn customer will receive a discount amount of $20.
4.4.2 Deduct Points Based on Variable Amount Spent

Store administrators can set a redemption that deducts a customer’s points based on how
much the price. This follows the “for every Y amount spent deduct X points” format. For
example: deduct 1 Gold point for every $10 price.
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4.5 Point Status

Store administrators can set statuses on points, and a point transfer can be in one of several
statuses. A transfer’s status can easily be changed by administrators. This is useful for
controlling purposes, such as for ensuring a customer who receives points for writing a review
only does so if the review is valid and does not violate the website’s policies. Following is a list
of point statuses. See table 2, and figure 18 for more information.
Status Description
On Hold The coordinators have not yet decided whether the transfer is valid. The store coordinator should
comment on the status of the transfer.
Cancelled The order or transaction was cancelled before points were changed.
Approved The changes have been made to the customer’s point balance. No further action is required.
Retracted The changes created by a previously approved transfer were recalled. Customer points should revert to
the same status as before the transfer was initiated.
Pending A store coordinator needs to approve the points to be transferred to the customer’s account.
Table 2: Point statuses with description
Begin
Cancelled Pending On Hold
Retract Approved
Figure 19: Point Status Diagram with the initial state being pending.
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5.0 Technical Specifications

Sweet Tooth is a commercial open-source system engineered from the ground up to be
completely modular, without touching a single core Magento file. It is for this reason that
Sweet Tooth is comprised of almost 200 files with nearly 10,000 lines of code.
5.1 Optimization and Efficiency

The Sweet Tooth system makes extensive use of heavily optimized functions from the Zend
Framework, which has been tested and assured in web technology for years. This methodology
holds all Sweet Tooth source code to a controlled system of security and efficiency.
The built-in caching mechanisms of Magento are utilized in all Sweet Tooth components,
meaning that web pages and data will be cached and reloaded only if there are changes made
to their content. This drastically increases performance by ensuring that resource-heavy
computations are only performed as often as they are absolutely required.
5.2 Modularity and Scalability

Sweet Tooth is designed to interface with your store seamlessly, allowing you to modify the
look and feel of your website at any time without the need to change anything you don’t want
to. All the system functionality and logic exists outside of the design files, leaving the system
unaffected by any changes you make to templates, layouts or skins, and yet still fully accessible.
Sweet Tooth is geared to be 100% modular with the rest of your store, including core Magento
components as well as any other extensions you may have. The system focuses on using class
rewrites and Magento’s observer technology to execute tasks when the Magento core
performs specific actions, ensuring that everything happens when it needs to without
modifying a single core file.
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6.0 Roadmap: Sweet Tooth Upgrades

Sweet Tooth will have a second edition released as an upgrade in the near future. Sweet Tooth
Premium Upgrade(s) (formally referred to as Sweet Tooth Enterprise Edition) will encompass
more advanced features including additional special rules, advanced analytics, and multiple
point currencies. The following table will highlight the similarities and differences between
Sweet Tooth and Sweet Tooth’s Premium Upgrade. See Table 3.
Sweet Tooth Sweet Tooth
Premium Upgrade
General Features
• Rules System    
• Detailed Transfer System    
• Skin & Template Support    
• Points Expiration   
• Points Hold (cannot be spent for # days)   
Administrative Features
• Customer Group Rules & Transfers    
• Buy Points    
• Export Transfer History to CSV/XML    
• Mass Points Transfer System    
• Incremental Point Application    
• Multiple Point Currencies   
• Point Currency Conversion   
• Forced Point Redemption   
• Rules Based on Points Balance   
• Advanced Analytics   
• Year to Date Point Summaries   
• Integration with Other Points System   
Customer Interactive Features
• Point Summary page    
• Send Points to a Friend    
• Product Review Points    
• Voucher Support (store credit)    
• Coupon Support    
• Show Points Earnable with Purchase    
• Sign Up Points    
• Refer a Product to a Friend Points    
• Newsletter Points    
• What You Can Buy page    
• Affiliate Program Points   
• Log-In Points   
• Time on Website Points   
• Special Date Points (Birthday, etc)   
• Automatic Email of Points Balance   
Table 3: Sweet Tooth & Sweet Tooth Premium Upgrade feature list
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7.0 Ending on a “Sweet” Note

Rewards systems can be extremely effective if properly created and managed. Entice new
customers and retain existing customers. Give them more than just a product with a rewards
system that will enhance their experience. Give your business the advantage of a rewards
system that will increase sales and improve customer satisfaction. Get a “Sweet Tooth”.

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Customer Points & Rewards Loyalty System

Prepared by Lisa Soares, Jay El-Kaake and Steve Deckert

President & Systems Analyst

Web Development Canada

2.0 Sweet Tooth Fundamentals .......................................................................6

3.0 How Customers Earn, Spend & Manage Points .......................................... 8

4.0 Creating a Loyalty Program with Sweet Tooth.......................................... 15

5.0 Technical Specifications ........................................................................... 23

6.0 Roadmap: Sweet Tooth Upgrades ............................................................ 24

Figure 1: Image of a Rewards Card

1.2 Why Your Retail Business Needs a Sweet Tooth

2.0 Sweet Tooth Fundamentals

2.1 Custom Templates and Skins

2.2 Sweet Tooth Promotion Rule System

Figure 2: Screen Shot Showing Customer Points They Will Earn

2.3 Customer Groups

3.0 How Customers Earn, Spend & Manage Points

Figure 3: Customer Point Management

3.1 How Customers Earn Points

Purchasing product combinations

Signs up for a new customer account

Purchases using a specific payment and shipping methods

3.2 How Customers Redeem Points

Figure 6: Showing a customer an available catalog redemption

Point and purchase combinations

3.3 Customer Points Management

Figure 8: Message Displaying Points Balance

Figure 9: recent point earnings

3.4 Interacting with Other Customers

4.0 Creating a Loyalty Program with Sweet Tooth

Figure 12: Customer Rewards tab in the Magento administration panel

4.1 Rule Creation

4.2.1 Catalog Conditions

• Store administrators can grant customers points/discounts for any purchase:

“Receive 10 Gold points for every purchase”

• Store administrators can grant customers points/discounts for a specific product

“Receive 10 Gold points for every notebook purchase”

• Store administrators can grant customers points/discounts based on attributes as a

“Receive 10 Gold points for every purchase this weekend only.”

• A combination of product attributes can be used to grant points/discounts to customers

4.2.2 Shopping Cart Conditions

“Receive 30 Gold points for every order greater than $300”

• Shopping cart promotions can be based on payment methods as well:

“Receive 10 Gold points for all orders purchased with VISA”

• A combination of shopping cart attributes can be used to grant points/discounts as well:

4.2.3 Customer Behavior Conditions

Points for Rating and Reviewing Products Points

Points for Newsletter Subscription Points

Points for Referring Friends

Points for Participating in a Poll

Figure 15: An example of a community poll

Figure 16: An example of points for sale

Points for Signing-up

4.3.1 Distributing Fixed Amounts of Customer Points

Catalog: “Give 10 points to a customer who purchases a notebook”

Shopping Cart: “Give 10 points to a customer whose subtotal is over $300”

Customer Behavior: “Give 10 points to a customer who writes a product review”

4.3.2 Distributing Variable Amounts of Customer Points

Catalog: “For every $10 price give 1 Gold point”

Shopping Cart: “For every $10 subtotal give 1 Gold point”

Figure 18: Administrator view of point distribution

4.4 Point Redemption

4.4.1 Deduct a Fixed Number of Customer Points

4.4.2 Deduct Points Based on Variable Amount Spent