Okendo Loyalty now integrates with Shopify POS, through POS UI extensions. In-store staff can help members redeem and apply Okendo Loyalty coupons, to these purchases.
In this article, you'll learn about:
Installing Okendo Loyalty POS UI Extensions
Enrolling customers into your loyalty program, via Shopify POS
Viewing a members loyalty data in Shopify POS
Redeeming and using coupons
Prerequisites
Hardware meets Shopify POS requirements
Shopify POS installed (POS Lite or POS Pro versions)
Okendo Loyalty program live, with at least one redemption rule enabled.
No restrictions placed on Okendo Loyalty plans
Installing Okendo Loyalty POS UI Extensions
There are two ways to install the Okendo Loyalty POS UI Extension:
⚠️ NOTE
Before commencing this process, please ensure that you have the appropriate permissions to manage, install and use apps on Shopify POS. Generally admin users are required to perform this task.
Refer to the following Shopify support articles for more information.
- Give staff permissions with POS roles
- Required staff permissions for Shopify POS
Option 1 - Adding the extension to each Shopify POS device separately
In this option, admins install the Okendo Loyalty POS UI extension to each Shopify POS device (associated with the store) separately.
Open your Shopify POS app on your hardware device. If required, enter your Shopify credentials and/or PIN
Select Add tile from the Shopify POS smart grid
Select App and then Okendo: Reviews & Loyalty
Select Add against Okendo Loyalty (POS UI Extension)
You should now see a new Okendo Loyalty tile added to the Shopify POS smart grid
Option 2 - Adding the extension to all Shopify POS devices simultaneously
In this option, admins can install the Okendo Loyalty POS UI extension to every Shopify POS device (associated with the store) at the same time.
Log into Shopify Admin
Go to Sales Channels > Point of Sale > Settings
Select POS Apps
4. Select Okendo: Reviews & Loyalty
5. Against the Smart grid tile option, select Add. This will add the extension to all Shopify POS devices associated with the store
⚠️ NOTE
It is possible to add the Okendo Loyalty tile to the smart grid more than once, so please check the smart grid layout (per store or across stores), especially if you have multiple pages.
Enrolling customers into your loyalty program, via Shopify POS
It is now possible for in-store staff to enrol customers into your loyalty program, via Shopify POS. To do this:
In the cart, select Add customer
2. Search for the customer's Shopify account in the search bar (if it exists already) or create one by adding their details to the fields provided in Shopify POS.
⚠️ NOTE
In-store staff must add the customer's email address, to enrol them in your loyalty program.
3. Once the customer has been added to the cart, the Okendo Loyalty tile will become active. Select the tile.
4. At this stage, in-store staff members will be presented with the following screen. They should turn over control of the POS terminal to customers, to complete the enrolment process.
5. The customer is presented with Okendo's terms and conditions and privacy policy. They join your loyalty program, by selecting Join and agree.
6. And that's it! The customer is now an enrolled member of your loyalty program. The Okendo Loyalty tile will now show the points balance, VIP Tier (where applicable) and any active rewards.
Viewing a member's loyalty profile in Shopify POS
To view a member's loyalty profile:
In the cart, select Add customer
2. Search for the member and add them to the cart
3. Go back to the Shopify POS smart grid and select the Okendo Loyalty tile. It should now be illuminated and show (if any) the member's points balance and available coupons to redeem
4. The member details page shows the member's email address, their point's balance and their current VIP tier (if they have enrolled). In the Redeem section, you can also view coupons that can be redeemed (marked as available) or switch to Coupons section, to view coupons previously redeemed
Redeeming coupons
⚠️ NOTE
The Okendo Loyalty POS UI extension uses smart logic to only display eligible coupons for redemption:
A coupon will be marked
Unavailableto a member (and cannot be selected), if they have insufficient points to redeem itA coupon will be marked
Unavailableto a member (and cannot be selected), if their cart contents do not meet certain coupon restriction requirementsA coupon will not be shown to a member, if excluded from their current VIP tier, in the reward setup (Okendo Loyalty > Points Rules > Redeem Rewards)
A coupon will not be shown to a member, if its purchase type is set to Subscription only
Store credit rewards are not be shown in Shopify POS (currently not support by Shopify)
To redeem a coupon:
Go to the Redeem section, within the member's loyalty profile
2. Select from the eligible (Available) coupons. Ineligible coupons (ie coupons that the merchant can't redeem due to insufficient points or their cart contents do not meet coupon restrictions) are marked as Unavailable
3. Select Redeem and apply, to convert the required points into a coupon. The Okendo Loyalty POS UI extension will apply the coupon to the existing cart contents. In the event it cannot be applied to the cart, the coupon will be retained under the Coupons section.
Applying redeemed coupons to the cart
To apply a previously redeemed coupon
Go to the Coupons section, within the member's loyalty profile
Select a redeemed coupon to use. You cannot select a coupon that is marked
UsedIn the coupon details page, you can see the coupon code. Select Apply to cart. You'll receive an onscreen notification that the coupon has been applied to the cart value. You can check this by opening your cart
Collect payment for the balance of the transaction (if any) and complete the purchase
Frequently Asked Questions
Can in-store staff combine coupons on Shopify POS?
Yes, provided that coupons are marked to combine (see here on how to enable coupons from Okendo Loyalty to be combined with others) and subject to Shopify's coupon combination rules.
For returned/refunded goods, are points and coupons treated the same way on Shopify POS, as they are in the online store?
Yes
Do merchants have to create new coupons or modify existing coupons in Okendo Loyalty, for them to show in Shopify POS?
No
Do I need to need to have my Loyalty program launched, before I can add the Okendo Loyalty tile to Shopify POS terminals?
Technically no. You simply need to have activated billing against your plan (which includes Okendo Loyalty). However, to ensure a smooth launch we would recommend that merchants not add the Okendo Loyalty tile, until their program is launched.