Integration with Shopify Point of Sale (POS)
How to set up integration with Shopify POS to apply Loyalty & Rewards program to your offline customers.
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The integration between Growave and Shopify POS will let you store and track both online and offline purchases, enroll all your customers into a rewards program, and redeem their points in both places. Thereby, due to this integration, you can grow your business by converting one-time shoppers into repeat buyers.
Shopify POS is a great app for enabling business owners to sell products in person- from almost anywhere, i.e. it will let you sell across multiple locations, and channels, accept payments, and offer standout customer experiences. Moreover, it will sync with your online Shopify store so that you will be able to track and manage both your orders and your inventory across all your sales channels.
You can download the app to either your iOS or Android devices.
- This integration is available on any plan of Growave.
Step 1. Download the Shopify POS app on the App Store or Google Play. If you already have a Shopify account, you’ll be prompted to log in. Then the app will automatically fill up with all the products you sell.
Step 2. Install the Growave platform and enable the Loyalty & Rewards product in the admin panel. It automatically will be added to Shopify POS’s list.
Step 3. Proceed to use the Rewards program within Shopify POS.
You will be able to complete the following actions:
- create new or choose among existing members from your Rewards program;
- apply available discounts to the checkout
- and make a refund.
But prior, you just need to take the next easy steps:
1. Add the Growave extension to the POS dashboard
1.1. Press "Add tile"
1.2. Select "App"
1.3. Choose Growave and Save it
2. Afterwards go to the 'Products' section and add the products to the Cart
3. And then add a customer
3.1. Press on the 'More actions' button
3.2. Select 'Add customer':
3.3. Seach for the needed customer and select the user
3.4. And there you go, the customer is added
4. Then go back → choose the available discounts → the discount will be automatically applied.
Here you may select an available discount and it will be applied to the order:
(P.S. Please note, that on the POS app, only two types of discounts are available: Fixed amount discounts and Percentage discounts) (Giftcards are not included).
However, if a customer exchanged points for a Variable discount on the Online store, the discount will be displayed in POS. Variable discounts can be applied to the order only in this case.
In a new POS UI extension admins can add an additional widget in their POS device to use redeemed discounts of customers in offline sales. This feature makes it much easier for sellers and customers to find discounts.
If you have set up a limitation for your discounts to be applied only to certain products or collections - this rule won't work on the new POS app.
Shopify doesn't provide us with information about customers' shopping bags, so we cannot track which product is being purchased, which is why the discount will be applied.
Earning points while placing an order in Shopify POS
When a customer with active account purchases offline and the order is placed in Shopify POS, the points for Place order, Punch card, and Buy X to get Y will be awarded.
Also, if during this period the Boost campaign is enabled, points will be multiplied according to the settings of 'Points Multiplier'.
In the article below, you may learn more details about how the spending rules work and how you can set discounts for certain sales channels (Only for POS, Online, or both).
How can customers spend their points?
Let your customers redeem the rewards for points they've earned for the on-site actions.
There are 5 types of Spending rules and you can choose which exact rewards to enable from all the offered ones here: Dashboard > Loyalty and Rewards > Points.
How to set up the rewards?
Sales channel options
Here you can select a sales channel that is more convenient for you. It gives you more flexibility in terms of rewarding options both for your Online and Physical store.
Online Store - Discounts will be available only on the Online Store.
Shopify POS - Discount will be available only on Shopify POS.
Both - Discounts will be available in both of the Sales Channels.
Exception for Free Shipping, Free Product, and Gift Card Rules
If you use the Shopify POS channel all additional parameters except for an Inclusive Tag will be ignored. Parameters such as are ignored:
- Minimum Purchase amount
- Discount Expiration
- Specific collection
It occurs due to the restrictions of Shopify POS.
As for the Discount type, Shopify POS works only with the Fixed Discount. In case you select Both, then parameters will be ignored on Shopify POS but applied on the Online store.
NOTE: The following option applies only to Cash and Percentage discounts. Online store option is selected by default for the new stores.
Cash discount
There are two types of discounts - Fixed and Variable.
The Fixed Discount reward allows a customer to exchange points for a discount. You can put any amount you wish and the customer will get a discount off after redeeming the reward.
Also, you can choose whether to apply the discount to all products, or selected collections. Add an inclusion tag, set the minimum purchase amount, and put the duration of the discount validity.
Variable discount
It allows your customers to easily redeem the needed number of points and use them more actively. This is how it looks and works for your customers:
You may set up a minimum or maximum points expendable:
Percentage discount
Percentage discount works as a usual discount. Just the specified percentage is off from customers' total order's cost for doing the earning action.
Free shipping
Let your customers redeem a 'Free shipping' discount for points they have earned for on-site activities. Please check the following article to get a detailed explanation of how to set the Free Shipping Spending rule.
Free product
This is a brand new feature that helps to redeem a free product for some amount of points. You may set up a discount name and click on the "Choose product" button to get started with the discount:
Then in the next pop-up, you may type the product name, and select the variant:
You may add the title, put the points price, and the discount value:
Gift card
Now Growave allows creating Gift cards in exchange for points. Learn how to create and set up the reward in this guide.
By the way, customers see these rewards on a separate page or the tab:
The available rewards will have a discount code that can be copied and applied at the checkout. And the ones, to redeem which customers don't have enough points, will have a call to action button like "Earn points". By clicking on them, customers will be redirected to the "Earn points" section.
More options
Each discount has More options settings that allow:
1. Applying to the entire order, or collections.
You can select certain products or collections on which the discount can be used.
2. Making the discount available only to users with a certain tag.
If you add the tag to the customer in Shopify's "Customers" section and add the same in the Rewards setting, then only these customers will be able to use the discount.
3. Requiring a minimum purchase.
Customers should purchase the amount that you will set up in the settings and only after making a purchase for this amount they will be able to use the discount.
4. Defining discount expiration in days.
Set up after how many days the discount will be unavailable to use.
NOTE: The discount code that has already been redeemed, will not be disabled even if the spending rule is deleted or has altered eligibility. It will work according to the settings of the spending rule at the moment of redemption.
That is it! Hope it was clear and interesting 😊. If not, please contact us and we'll gladly help you with your requests and questions.
Contact us if you have any further questions or need any assistance😊.
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