The Shopify POS integration is available on Shopify, on the Classic plan and above. To compare plans, see our pricing page.
In this article:
Overview
Our Shopify POS integration brings your loyalty program into your physical stores. Your staff can look up a customer’s points, apply their rewards, and give them points for in-store activities, all inside the Shopify POS app.
How the POS integration can help you
Let customers spend their points and rewards at the register
Reward in-store activities, such as bringing back packaging for recycling
Keep the line moving, because everything happens inside Shopify POS
The integration adds 6 apps to Shopify POS:
App | What it does | Where it appears |
Shows the customer’s points and applies their rewards to the cart | Smart grid tile | |
Adds a birthday and completes custom rules at the register | Smart grid tile | |
Finds members across your whole program | Smart grid tile | |
Scans a customer’s loyalty pass QR code | Smart grid tile | |
Shows the points earned on an order | After checkout | |
Shows the customer’s membership, points and tier | Customer details screen |
Add the apps you need. Most stores use Loyalty and rewards, Give points for activities, Points earned for purchase and Customer loyalty details. Search loyalty program members is most useful for multisite programs, and Scan loyalty pass needs Loyalty Pass.
Redeem rewards
The Loyalty and rewards tile shows your customer’s points balance and the rewards they can use, and applies them to the cart. See what are rewards for the rewards you can offer.
These rewards work in Shopify POS:
Discount, fixed amount or percentage
Free product (voucher)
Product discount (voucher)
Collection percentage discount and Collection fixed discount
Free product (seamless)
Redeem points at checkout, with fixed amounts, increments or an amount your staff type in
These rewards do not work in Shopify POS:
Gift card
Free shipping
Active subscription discount and Free product (subscriber)
A reward only appears in POS if POS is one of its sales channels, and if it is available in your customer’s country. A minimum spend is enforced in store, and collection restrictions apply in store as they do online.
Applying a reward
Add the customer to the cart.
Add the products they are buying.
Tap the Loyalty and rewards tile to see their points and rewards.
Select a reward and apply it. The cart updates with the reward.
To remove a reward added by mistake, tap the three dots to open More actions, then tap Remove all discounts.
If a reward claimed in POS is removed from the cart, or the order is not completed, we refund it to the customer automatically after 30 minutes.
Give points for activities
The Give points for activities tile lists your purchase, birthday and custom rules. Your staff can add a customer’s birthday and complete custom rules. Purchase rules show here for reference, and earn from the order itself.
Adding a birthday
To add your customer’s birthday:
Tap the Give points for activities tile.
Find your birthday rule, tap Add birthday, enter the date and save.
Once a birthday is saved, the button shows how many days to wait, and you can tap Edit beside the date to correct it.
Completing a custom rule
Reward in-store activities, such as bringing back used clothes or boxes, with a custom rule. If the rule needs manual approval, the customer gets their points once you approve it.
Tap the Give points for activities tile.
Find the rule and tap Complete.
The customer’s points balance updates straight away, or shows the activity as pending approval.
Other rules in store
Some rules earn from in-store activity without the tile:
Purchase, and bonus points on products and collections, apply to in-store orders when a customer is added to the sale.
Create an account. A customer you add in POS joins your program on their first in-store purchase, if they have an email address, and earns the points then.
Newsletter signup. If staff turn on email marketing for a customer who is already a member, they earn the points once.
Refer-a-friend and social media rules cannot be completed in POS. A member can still share their referral link online, and the friend can give their referral code to your staff to apply to their order.
Custom rules you create for in-store activities also appear on your loyalty page. To keep them off it, you can hide them with CSS.
Search loyalty program members
This tile searches every member of your program, by email address or full name, and adds them to the cart. It is most useful for multisite programs, where a customer may never have shopped at that store before. It finds customers who have an email address.
Scan loyalty pass
This tile scans the QR code on a customer’s loyalty pass to bring them into the sale.
Loyalty Pass is a paid add-on. To add it, contact your Account Manager or our Support team.
Points earned for purchase
After checkout, this block shows how many points the customer earned on the order, so your staff can tell them before they leave.
Customer loyalty details
This block appears on the customer details screen in POS, so your staff can tell a customer where they stand. It shows:
Member status, enrolled or not enrolled
Approved points
Tier, and the date it is valid until if it expires
Tier points earned, tier spend or tier orders placed, depending on how your tiers work
Points, spend or orders needed to reach the next tier
Birthday
Manually adjusting points
This is off by default. Turn it on in LoyaltyLion under Settings, then Program settings, then POS. Under Manual points adjustments, choose Allow staff to add or remove customer points in-store.
Each adjustment is recorded against the staff member who made it. To adjust points in store:
Add the customer to the cart.
Open the Loyalty and rewards or Give points for activities tile.
Under the customer’s points balance, tap Adjust points.
Choose Add or Remove, and enter the points amount.
Add a reason if you want to, up to 40 characters, and confirm.
The adjustment then shows on the customer’s profile in LoyaltyLion.
How to install the integration
From your Shopify admin (recommended)
This sets everything up once for all of your store locations.
In Shopify, go to Sales channels and select Point of Sale.
Click Settings, then under Configure click POS app. If you do not have a smart grid, create one now. It is used across all your locations.
If you are moving from the old integration, select Customize and remove any old LoyaltyLion tiles with the trash can icon. Save and exit.
Go to Settings, then under General click POS apps. You see the LoyaltyLion apps, each with the LoyaltyLion logo. Click each one you want and select Add.
Go back to your smart grid to arrange the tiles and choose their colors.
From a single tablet in store
Skip this if you installed from your Shopify admin. Changes made on one tablet do not apply to your other locations, so we do not recommend it.
Open the Shopify POS app on the tablet and tap Add tile.
Select App, then search for and tap LoyaltyLion.
Add the Loyalty and rewards and Give points for activities tiles, then save.
Troubleshooting
The LoyaltyLion tiles show a message when something stops them working. Quote the message when you contact our Support team.
Message | What it means |
No customer added | Add a customer to the sale. The apps only work with a customer selected. |
Customer not found | We could not find this customer in LoyaltyLion. |
Customer not enrolled | The customer is not a member of your program yet. |
Customer blocked | The customer is blocked in LoyaltyLion and cannot use loyalty features. |
Subscription is inactive | Your LoyaltyLion subscription is not active, so the apps cannot load. |
No activities available | You have no rules that can be used in POS. |
Loading customer… / Loading rewards… / Loading activities… | The app is connecting to LoyaltyLion and may need a little longer. |
Loading… | Shopify is loading the app. |
App failed to load | Shopify could not load the app. Now and then, this is usually connectivity. If it happens often, raise it with Shopify. |
Failed to authenticate | Usually a setup or permissions problem. Follow the steps below. |
Failed to load | The app reached LoyaltyLion but something went wrong. Tap the tile again to retry. |
Failed to load [code] | As above, with an error code you can quote to our Support team. Tap the tile again to retry. |
Not available | A fallback for anything the messages above do not cover. |
Fixing “Failed to authenticate”
This is usually because the tiles were added the wrong way, or the staff member does not have the right permissions.
Re-add the tiles. Open the smart grid, select Customize, remove the LoyaltyLion tiles with the trash can icon and save. Then go to Settings, then POS apps, and add the LoyaltyLion apps from there.
Check Shopify user permissions. An admin needs to do this. Go to Settings, then Users and permissions, open each staff user, and make sure LoyaltyLion is selected under App permissions.
Check POS staff permissions. In your Shopify admin, go to Settings, then Apps and sales channels, then Point of sale, and open the sales channel. Click Staff, then Manage POS roles, select the staff member’s role, make sure it can access POS apps, and save.
If you still see the error, record a video of these steps and send it to support@loyaltylion.com.
FAQ
Do points earned in store show in the customer’s online account straight away?
Yes. As soon as the purchase is made, your staff see the points awarded on screen, and the customer’s balance updates.
Can a customer use a reward in store that they claimed online?
Yes. A claimed reward appears in the Loyalty and rewards tile, and your staff apply it to the cart.
Can a customer use more than one reward on a sale?
Yes, if your Shopify discount combination settings allow those discounts to combine. For example, a free product and a discount.
How many free products can go in one sale?
Up to 10 seamless free products per sale, and each variant once.
Is there a limit on POS locations?
No. Make sure each location uses the smart grid with the LoyaltyLion tiles, as covered in how to install the integration.
Will a customer added in POS appear in LoyaltyLion?
Yes. They are a guest at first, and join your program on their first purchase if they have an email address.
Can customers opt in to marketing emails at POS?
Yes. Turn on email marketing when you add or edit the customer. If they are already a member and have not earned your newsletter points yet, they earn them then.
Which countries is Shopify POS available in?
Shopify POS is available where Shopify Payments supports both online and in-person payments. See Shopify’s list of supported countries.
Can customers use gift cards in store?
They cannot redeem points for a gift card at the register, but gift cards they already have work in Shopify POS as usual.