Integrating Loyalty and Referrals with Shopify Point of Sale (POS)

Goals and Outcomes

Integrate Yotpo Loyalty & Referrals with Shopify Point of Sale (POS) to create an Omnichannel Rewards Program that provides an incredible range of benefits:

• Capture emails - Your omnichannel rewards program is all the reason your customers will need to provide their email addresses while in-store. Use Yotpo Loyalty & Referrals to convert one-time shoppers into repeat buyers

• Connect with customers wherever they are - Many of your customers likely shop with you both in-person and online. Make sure they can sign up for your rewards program and redeem their points in both places.

• Build deeper relationships with customers - Use Yotpo Referrals' Customer Management section to track each customer's in-store and online purchases -- and create more personalized, tailored communication in turn.

How to Use Loyalty and Referrals in the Shopify POS System

To start, there are no separate apps to download or install; as long as you've installed Yotpo Loyalty & Referrals via the Shopify app store, you're good to go.

The Yotpo Loyalty & Referrals app allows you to complete two important actions in an in-person setting:

1. Enroll new customers or sign in existing customers into your rewards program

2. Help customers redeem points for a discount towards in-store purchases

Step 1: Enrolling / Signing in a customer

When you're ready to complete a transaction with a customer using the Shopify POS app, the first step is to obtain the customer's email address. Encourage customers to take part in your Rewards Programs by displaying a message such as:

This exchange alone is extremely valuable - customers normally would be unlikely to volunteer their email address, but enrolling them in the Rewards Program offers them an incentive to participate.

You can complete this part of the process either before or immediately after adding products to the cart. Once you're ready to add the information, just click the Add Customer button to get started:

If the customer says that they're not part of the program, then just click the Add new customer button to enter their information.

Alternatively, if the customer's email is already in your system, all you need to do is search for it and tap the corresponding name.

Once you've done that, the customer will automatically be "logged in" to the rewards program.

You can see their name on the right side of the screen. 

Here, you'll also see the "Rewards and Referrals by Yotpo Referrals" Card populate with their current points balance and available redemption options:

Step 2: Help a customer redeem points towards a purchase

Once you've identified the customer, you can use Yotpo Loyalty & Referrals to help them redeem points towards their purchase:

1. Add the product(s) to the customer's cart

2. Click on the point balance tile to see all the redemption options the customer qualifies for

   • You will only see the redemption options the customer is eligible for when clicking this CTA

   • If the customer is only eligible for 1 reward, you won't see the CTA but will see the single reward populated in the main checkout screen

3. You'll be presented with an Available Rewards modal. You're welcome to show or dictate the rewards the customer has available:
    

   Fixed Amount & Percentage Coupons ONLY

   Important to note that Shopify POS currently only accepts Fixed Amount and Percentage coupon types. If you have Variable Redemption options (slider) or a Free Product Redemption carousel on your online store, this will not be present at Shopify POS.

4. Once you're ready, click the preferred redemption option:

   • The discount will automatically be applied to the cart & the total price will adjust accordingly

   • The customer's points balance will automatically be reduced by the cost of the redemption option
      

If the customer decides they do not want the redemption for any reason, you can simply remove the applied discount from the order:

The customer's points will be returned to their balance immediately!

Shopify Online Discounts vs. Shopify POS Discounts

Shopify POS discounts are applied to a purchase in-store by the clerk as part of the checkout process. Unlike online discounts, there is no discount code applied at any point - the POS discount is added as a line item that adjusts the final price of the purchase. 

Settings that apply to both online and POS:

• The discount amount

• The number of points to deduct from the customer’s point balance

Any other setting, such as applying a discount to a specific product ID or customer tag, minimum spend amount, etc. will not apply in Shopify POS.

How to Use the New Shopify POS Extension

Adding the New Extension to the Shopify POS App

You don’t need to download anything to start using the new Shopify POS Extension. As with the old extension, all you need is the Yotpo Loyalty & Rewards app installed via the Shopify App Store.

To get started:

1. Open the Shopify POS app.

2. Click Add tile.

3. Select App.

4. Choose Yotpo Loyalty & Rewards.

5. Next to Yotpo Loyalty & Rewards (POS UI extension), click Add.

That’s it! You’re all set to start using the new POS extension.

Here’s what the process would look like in the app:

The tile for the new extension will include “(New)” at the beginning of its name, making it easy to distinguish from the old version. Each device that is connected to the same Shopify account will show the new tile.

What’s New

The new POS extension maintains a similar user interface and offers the same core functionalities as the old solution. It also introduces a major improvement that will allow you to provide a seamless and consistent shopping experience across both online and in-person channels. 

The new POS extension supports all discount limitations and configuration options, such as:

• Minimum spend

• Discount combinations

• Product-specific restrictions

Additional Upgrades:

• Pending Rewards

  • Apply only eligible rewards based on the current cart value.

  • Rewards above the cart value are marked as "pending," showing clerks how much to upsell to unlock them.

• Additional Details Section

  • Displays applied coupon codes and the number of loyalty points in the cart for added clarity.

To add a customer and complete their in-store order, follow these steps or watch the video below:

1. Click Add customer.

2. Search for the customer using the search bar. If they don’t have a profile already, create one for them.

3. Select the Loyalty and Referrals tile.

4. Choose which of the available rewards to apply to the cart.

5. Review the applied rewards in the cart and complete the checkout.

Enable In-Person Redemptions

To enable redemptions for in-person purchases, rewards must be configured for “In Store & Online” so they can appear as options in the Shopify POS.

1. For standalone fixed-amount rewards:

• Go to: Manage Program > Rewards Program > Ways to Redeem.

• Locate the reward you want to configure and click Edit.

• Under Where the coupon will be used, select In Store & Online.

2. For cash discount rewards (fixed amount only):

• Go to: Manage Program > Rewards Program > Ways to Redeem.

• Locate the reward and click Edit.

• Go to Advanced Settings and update the Purchase from field to include In Store & Online.

Note

You can track redemptions made through the new POS extension in the Redemptions History report.