Bonuses, cashback, and referral program

What this solution does

The loyalty module for 1C-Bitrix online stores enables bonus points and cashback accrual based on flexible rules. Functionality includes paying for orders with bonuses, a customer tier system, referral and partner programs, promo code generation, and notifications via email, SMS, Telegram, and MAX. Buyers have access to a personal cabinet, while offline locations can use a web cash register. Integration with 1C is performed via API.

When bonuses are used as a discount, the cart is processed correctly: the total order amount, fiscal receipts, and data export to 1C remain accurate, and bonus distribution across product items is calculated to the kopeck.

Bonus accrual rules can be configured for various scenarios: percentage of the total, fixed amount, points per unit of product, points for every X rubles, a value from a product property, or a formula. Conditions can depend on order parameters (total amount, payment and delivery methods, first or Nth order, order properties), customer profile (group, tier, days until birthday, registration age), and product characteristics (sections, specific items, prices, discounts, markups).

To protect profitability, the system enforces limits: a cap on accrual as a percentage of the order total or product markup, and a maximum number of points per order or per order portion. No new bonuses are awarded on the portion of an order already paid with bonuses. The system supports time-based promotions by date or day of the week, such as doubling points on weekends or tripling them on Black Friday, with the option to display banners on the storefront.

Bonuses are accrued after order fulfillment, payment, shipment, or delivery, taking into account the return period. If an order is cancelled or its amount is reduced, the system automatically recalculates the bonuses.

The validity period of bonuses can be set in days, until the end of the month, or until the end of the year. When spending bonuses, priority is given to those expiring sooner. The buyer receives a reminder before expiration.

Bonuses are awarded for specific actions: registration, birthday, product review, newsletter subscription, and completed survey.

The program features loyalty levels (Bronze, Silver, Gold, and custom levels). Each level defines the accrual percentage and the maximum portion of payment allowed via bonuses. Users advance to higher levels based on total spending or number of purchases, which automatically updates their user group.

A bonus block is displayed in the shopping cart and checkout process without requiring template modifications. It shows the amount to be accrued, the amount available for spending, a slider for selecting the sum, and a "Max" button.

Usage is subject to restrictions: the portion of the order, minimum order amount, minimum product price after applying bonuses, and the list of products and delivery services eligible for payment.

Two usage modes are available: a discount on products (recommended) or separate payment via the "Bonuses" line. A manager can manually adjust the deduction method for a specific order.

When saving an order, the system validates the balance to prevent the same points from being spent twice across different tabs.

The module also includes tools for attracting new customers.

Referral program: personal link and friend code. The referrer receives a percentage or points for the first or all orders; the invited friend receives a bonus. Multi-level network supported with anti-fraud protection: blocking on matching phone, email, device, or address.

Partners (bloggers, studios): generation of link and promo code, monetary reward, payout tracking, self-employed status verification. The module only tracks amounts due for payment; calculations and payments are handled manually.

Creation of promo codes for bonuses and batches of single-use codes for flyers and gift certificates.

"Buy more" hint in cart: display of amount needed for a bonus or next level, product selection.

Points display: "+N" on product cards and lists, "from +N" for items with special offers.

Personal account: balance, pending and expiring points, level and progress, transaction history, card with QR code and barcode for checkout, friend link.

Program rules and personal data consent pages generated from settings.

Notifications for accrual, deduction, expiration, and new level: e-mail, SMS, Telegram, and MAX (chatbot, linked from personal account, balance request).

Integration in the store.

Module for managing bonuses, cashback, and referral programs. The dashboard displays the store's current liability to participants, amounts of accrued, spent, and expired bonuses, the share of orders using bonuses, and daily trends.

The participants section includes a client card with manual accrual and deduction capabilities, an operation log with accrual validity periods, CSV export, and an employee activity log.

Reporting tools analyze program economics as a percentage of revenue, perform RFM segmentation, and evaluate program impact on a control group.

The simulation tool allows running program rules against real orders from a past period to calculate potential costs and accumulated liabilities, and to compare two rule variants.

Mass operations by segment are supported, including gift accruals for levels, bonuses for inactive users, and balance deductions. Balances can be transferred from an internal Bitrix24 account or imported from CSV files.

The web POS for offline stores (operating on a cashier's phone or tablet) supports client search by phone number, card, or QR code, bonus deduction with code confirmation, accruals based on receipts, and receipt cancellation.

The REST API for integration with 1C, POS systems, and CRM manages keys and permissions, implements two-phase deduction (reservation and confirmation), and sends signed webhooks for operations. An example processing script is provided for 1C (Enterprise Management, Retail, and Comprehensive Automation).

Integrations include synchronization with the MySklad bonus program via the "Synchronization with MySklad" module, and display of client balance and level in the Bitrix24 contact card.

The diagnostic module checks agent functionality, cart rules, balance reconciliation with the log, and template integration correctness. Access rights are managed by user groups: view, operations, and cash register.

Before installation, note that no external paid services are required. SMS messages are sent via the Bitrix message service (such as SMS.ru or SMSC) according to that service's tariffs. Telegram and MAX bots are created by the store free of charge. AI advice functions through the "AI Content Generator" module using your provider keys.

Data transfer to third parties occurs only according to your settings. Notifications are sent to services you have connected: the site's mail server, SMS service, Telegram, or MAX. Messages include the buyer's name, amount, and bonus balance. Integrations connect to your MySklad account (bonus operations), your Bitrix24 portal (balance, level, and card number in the contact card), or to the webhook addresses of your API keys (operations). For AI advice, the provider receives only summary figures and program rules without personal data. The module sends no information to the developer's servers.

The Bonuses, Cashback, and Referral Program module stores participant personal data in the site database, including name, phone number, email address, date of birth, and messenger links. To secure the referral system, device signatures and IP addresses are also recorded. Consent for data processing and program participation is configured separately; when a user account is deleted, their bonus account is anonymized.

Hosting requirements include PHP 8.2 or newer with the json and mbstring extensions, the main module version 20.0 or higher, and a site encoded in UTF-8. The Information Blocks, Trade Catalog, and Online Store modules must be installed. Cron agents are required. For bots and webhooks to function correctly, the site must be accessible from the internet via the HTTPS protocol.

The module modifies the order process by adding a cart rule for Bonus Payment and automatically applying bonus discounts to customer orders. If the Separate Payment mode is enabled, a dedicated Bonus payment system is created.

The module source code is fully open and contains no obfuscated parts.

General iT can connect “Bonuses, cashback, and referral program”, install and configure the module, and make sure the integration works correctly.