In this article:
Note: Starting from September 2019, you can easily apply customer rewards directly within the Shopify POS cart thanks to POS Cart Extension.
Click here to learn more.
Installing Shopify POS
When you install LoyaltyLion from the app store, you will automatically have LoyaltyLion for Shopify POS.
- Create an account
- Make a purchase
- Bonus points: purchase a specific product / from a specific collection
Not supported activities:
- Newsletter signup
- Social media following
Using LoyaltyLion within Shopify POS
1. To access LoyaltyLion from within Shopify POS, tap the menu icon during checkout
2. Then tap the LoyaltyLion app in the list
3. If a customer is attached to the checkout, you'll see their points and have the option to use their rewards or claim new rewards on the spot.
If the customer has enough points for a reward, you can claim it immediately from within the app and it'll be applied to the current order
4. The discount will be applied to the checkout. The name of the discount will correspond to the discount code
5. If needed, you have the option to refund a reward to a customer (points will be added back into their account).
You also have the ability to manually give points to your customers. This quick demo shows how shop assistants can use LoyaltyLion & Shopify POS to add points for loyal customers as needed, and redeem custom, ad-hoc rewards like free cups of coffee.
Q. How do customers claim/redeem a reward in-store using Shopify POS?
The cashier finds the customer account by email address. Once the customer is selected, rewards can be redeemed via POS cart extensions or by accessing LoyaltyLion via the menu.
Note: all POS-ready rewards that the customer can afford will be displayed in the menu. Just click on a reward to apply it to the cart.
Q. If a customer earns points in-store do they automatically get updated in their online account in real time?
Q. Do I need to do anything special to ensure my customers receive points?
If a new customer purchases from your physical store for the first time, all you need to do is create a Shopify account for them on the POS interface using their email address.
If the customer was already an online customer, entering their email upon checkout will ensure he/she collects points for the purchase on their account.
Q. If a customer only buys from us in store, do they still have to go online to register or will it still be tracked just in the POS system?
If a customer buys from you in-store and they give an email address, we'll track them and give them points. If they come back in-store again and you find them (by name, email, etc), you can open up LoyaltyLion within the POS app and use their points there and then. Optionally, they can register for a full account online (with the same email) and have access to their points there too.
Q. Can multiple LoyaltyLion discounts be applied to a single order?
No, but we hope to support this in the future.
Q. Can a customer use a discount in-store that they claimed online?
Yes. If a customer has used their points to claim a voucher online but has not yet used that voucher, it will appear in the list and can be applied to the POS order.
Q. Can a LoyaltyLion discount be partially applied?
No, you'll only be able to add the discount to the order if the current cost of the order is equal to the discount's value or higher. If the cart value changes after the discount has been applied, it will be removed.
Q. What if I have more than one store?
You'll need to bring your own Single Sign-On - ie, something to sync customers between the stores so they don't need to sign up multiple times. With SSO, we can merge all of those accounts in LoyaltyLion -- so they share one point balance, rewards, etc.
Q. Is there a limit to how many POS locations I can have with Multi-Link?
No - you can link any number of POS stores to a single primary website.
Q. If a customer signs up online with the same email as they've used in-store, will the points be synced? ( Multilink + normal POS)?
Once the customer has created their account online, they'll share points and rewards with their POS account (it's the same account). With multi link, assuming everything is set up in LoyaltyLion and you have Single Sign On -- the points and rewards will also be shared.
Q. If someone purchases on POS, will they appear in customers section in LL?
A customer will be 'guest' when they sign in POS but as soon as they make a purchase they will be enrolled.