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Shopify POS Integration

Integrating LoyaltyLion with Shopify POS

Duraan Makwana avatar
Written by Duraan Makwana
Updated over a week ago

In this article:

  • How to add LoyaltyLion to your Shopify POS?

  • Activity rules

  • Rewards

  • Using LoyaltyLion within Shopify POS

  • Seamless Free Product rewards

  • Disabling "add points" function

  • How customers are given accounts

  • FAQ

How to add LoyaltyLion to your Shopify POS?

To access LoyaltyLion from within Shopify POS, first you'd need to make sure LoyaltyLion is installed. There are 2 separate tiles you will need to add in order for the integration to work. There is also a third LoyaltyLion tile which will give you a direct link to the LoyaltyLion Dashboard.

Loyalty App Tile

App Link Tile

Website Link Tile

Activity Rules

Below is a list of the Rules (activities) that are supported in POS:

  • Create an account

  • Make a purchase

  • Bonus points: purchase a specific product

  • Bonus points: from a specific collection

The list below shows the Rules (activities) that are NOT supported in POS:

  • Refer-a-friend

  • Newsletter signup

  • Social media following

  • Birthdays

  • Custom

Rewards

Below is a list of rewards, that are NOT supported in POS.

  • Redeem at checkout

  • Gift cards

  • Free shipping voucher

  • Fixed discount on a collection

  • Percentage discount on a collection

  • Money off or percentage (%) off, with collection restriction

Important! If you have rewards in place that have a minimum spend restriction (I.e: $150 off, Minimum spend $50) these will only appear via the App Link tile, not the Loyalty App tile

Collection restriction (I.e: sale items not included in reward) rewards will not appear in the POS.

Using LoyaltyLion within Shopify POS

Discount Rewards (via the Loyalty App Tile)

Free Product Rewards (via the Loyalty App Tile)

Discount Rewards with a minimum spend restriction (via the App Link Tile)

Rewards that customers have already redeemed online (via the App Link Tile)

If a customer has already redeemed a reward online, you can refund it, so the points are added back onto their account, or you can apply it directly to their order via the App Link tile.

Disabling "add points" function

The LoyaltyLion App Link Tile supports the "Add points" button, where the employee in the brick and mortar store can give extra points to customers for whatever reason they like. Points are immediately rewarded and can be used with the purchase in the store.

We understand that as the store owner, you might want to give different permissions to your employees. This is why we can help you hide the "add points" button and LoyaltyLion Website Link Tile.

In order to disable the "add points" button and restrict the LoyaltyLion Website Link Tile from POS, follow the steps below:

  1. Please get in touch with our Support Team via the on-site chat or support@loyaltylion.com and our Developer Team will remove the button for you.

  2. To remove the Website Link Tile access, go to https://your-store.myshopify.com/admin/settings/accounts

  3. Select the staff account you’d like to edit

  4. Scroll down to Point of Sale access and select POS Role → Associate

Alternatively, you can manually edit the permissions, but you want to make sure that Settings → Customize smart grid for device’s location is denied:

This will essentially stop employees from being able to add and remove tiles themselves.

How customers are given accounts via POS

Customers will be given a guest account if they are signed up via POS. If the customer then makes a purchase, they are given an 'enrolled' LoyaltyLion account, even if they have not created a full Shopify account on the website.

This is different from the online method, in which customers need to have a full Shopify account in order to be enrolled in LoyaltyLion. The reason for this is to ensure that POS customers, who may not visit your store's website, can still make use of the loyalty program.

If you'd like to turn off the auto-enrol for guest customers that purchase in POS, please contact us at support@loyaltylion.com and we will turn this off for you.

Note: Customer Name, email, phone number and address is shown in Shopify POS under their customer account. However, their birthday information is not shown.

FAQ

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 by accessing LoyaltyLion on the main screen.

​Note: All POS-ready rewards that the customer can access will be displayed.

If a customer earns points in-store, do they automatically get updated in their online account in real time?
Yes

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.

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.

Can multiple LoyaltyLion discounts be applied to a single order?
No, but we hope to support this in the future.


​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.

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.

Is there a limit to how many POS locations I can have?

No, there's no limit.

What if I have more than one store?
You can add all of your stores to have one unified loyalty program.

If a customer signs up online with the same email as they've used in-store, will the points be synced?
Once the customer has created their account online, they'll share points and rewards with their POS account (it's the same account).

If someone purchases on POS, will they appear in customers section in LL?
A customer will be a 'guest' when they sign in POS, but as soon as they make a purchase they will enrol.

Do you integrate with Shopify POS Go?

Shopify POS Go is essentially a case that you attach to a mobile device that allows you to scan barcodes and take card payments. It still runs off the standard Shopify POS app, so LoyaltyLion will work as usual.

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