Customer features and marketing

Marketing and retention

Enable only the Pro features your store will operate, then review HPB2B → Marketing and the corresponding WooCommerce screens.

• Wallet and points: customer balances are backed by transactional ledgers. Test top-ups, conversions, order use and refunds; do not edit legacy balance metadata directly.
• Gift cards: review issue, redemption and PDF delivery. Gift-card PDF links are bearer links and should be treated like the gift card itself.
• Affiliates: configure participation and commission rules, then test attribution and repeat order processing before launch.
• Favorites: place the favorite control and list where customers can use them; verify access for guests and logged-in buyers.
• Recommendations: Customers Also Bought and Products For You can appear through configured placements or shortcodes. Verify eligible products under each role.
• Birthday coupons and badges: check customer consent, eligibility, schedule, duplicate prevention and storefront placement.

Operational checks

For wallet, points, gift cards and affiliates, place a test order through the actual payment and refund lifecycle. For favorites and recommendations, test large-category pages and caches. For scheduled coupons, confirm the store timezone and cron execution. Keep test customer and payment details out of published demo screenshots.