Member Credits System

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000086306

Overview


Incentivize members to take action by rewarding them with credits and preserve revenue by issuing credits instead of processing refunds.


Manually assign credits to member accounts or give credits to members automatically after signup or an upgrade. Credits take the form of the website’s primary currency and can be used as payment for future purchases on the site.


Easily add or deduct credits from specific members and quickly identify which member payments were made with credits – all from the website’s admin area.


How To Get This Add-On
  1. Websites with the VIP Add-Ons Club automatically have this add-on available: 
Join The VIP Add-Ons Club
  2. Purchase Individually: Member Credit System Add-On


Important: Locate the setting enable_credit_system and ensure that it is turned on.


How Credits work


  • Available credits will automatically be used for the member’s next payment(s)
  • Credits work for all purchases (renewals, upgrades, lead & post purchases, etc.)


Using the Add-on


  1. Manually add & deduct credits to individual member accounts
  2. Automatically add credits to member accounts after they signup and/or upgrade
  3. Credits from a member's perspective



Add & Deduct Credits 


1. Go to Members > Search Members:




2. Search for the member that will receive or be deducted credits then click on Actions > Payment History:




3. Click on Credits > Add or Deduct Credits:




A pop-up form will open with the following fields:




1. Credit Options: Even after clicking on Add Credits or Deduct Credits this dropdown allows the admin to pick one of these 2 options

2. Credit Amount: Add the numerical value of the credits that will be applied or deducted using the website currency.

3. Internal Note: as an option add a note for internal use, for future reference.



Automatically Add Credits After Signup Or Upgrade


1. Go to Finance > Membership Plans > select the plan > Edit:




Under Sign Ups and Upgrades tab, when scrolled down there will be 5 options to add credits:




1. Display Available Credits Inside Member's Dashboard? : If YES, the member will see the credit balance inside their member dashboard on the billing details page. 

     

2. Reward Credits to Assign After Sign Up: Entering a value greater than $0 will assign credits to this member after successful sign-up.

3. Reward Credits After Successful Membership Plan Change: Entering a value greater than $0 will assign credits that will be added to the member’s account after they change to this plan from inside their member dashboard area.


4. Assign Referral Credits to Members Who Refer New Sign Ups: If enabled, an input field on sign-up pages to enter a referring member's ID number:




5. Credits Assigned to Referring Member: Entering a value greater than $0 will add credits to the referring member's account for new member sign-ups who use the referring member ID number.


Important Note: Credits can't be assigned or awarded for "completed tasks" like filling out forms, publishing posts or uploading documents, etc.


Credits for Digital Products


In combination with the Digital Products add-on, the admin will have two additional fields in the Digital Products form:



  • Credits to Add After Purchase: Buyers will receive this credit amount one time after initial purchase. Leave blank if no credits are granted.
  • Allow Use of Existing Credits for Purchase?: Select 'Yes' to allow buyers to use existing credits towards this purchase, or 'No' to require the use of a payment method.


Search For Members with Credits


To look for members that have credits available in their profile go to My Members > Search Members > Transaction Type > Credits Available:




Credits History


For the member to see the available credits, the option Display Available Credits Inside Member's Dashboard?  needs to be set to YES in their Membership Plan:



These members will be able to see the number of credits available in their Billing Information section and see the historical usage of the credits in the Credits History tab.


Log in as a member >Account > Billing Information




Credits Usage

  • Available credits will automatically be used for the member’s next payment(s)
  • Credits work for all purchases (renewals, upgrades, leads, digital products, post purchases, etc.)


This means that the next purchase that this member tries to process will automatically use the credits available.


If the amount of credits cover the full amount of the renewal, upgrade, post or lead purchase it will automatically be deducted.


Example #1

Member has $3 credit available and wants to create a post, the cost to publish it is $2 + taxes. The system will use the available credits to cover the cost, the remaining balance will still be available in the member's account:




If on the contrary, the amount is not enough to cover the full amount of the purchase, the system will use the available credits to cover a part of the total cost and the remaining amount will be charged to the credit card on file.



Example #2

Member wants to use his available credits to create a post, the cost is $2 but he only has $1 credit. The system will deduct the available credits from the total and will charge the credit card on file with the remaining amount:



Credit Transaction Types


Select the types of transactions where member credits can be applied. If an item is unchecked, member credits will not be used for those types of transactions.


MEMBER CREDITS: Select Transaction Types Credits Can Be Applied To




Video Walkthrough