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
Typical interaction
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
Support use cases
Members earn points through purchases captured in Shopify POS (purchases must contain a member's registered email address).
In-store staff can view a member's tier, points balance, coupons redeemable and coupons previously redeemed.
In-store staff can convert a member's points into coupons in Shopify POS.
In-store staff can view and apply a member's existing coupons in Shopify POS (subject to coupon and Shopify conditions).
Unsupported use cases
Enabling new member enrolments in Shopify POS (customers still have to do this online):
Customer accounts created in Shopify POS, will not sync to Okendo Loyalty as
pendingmembers.Customers accounts created in Shopify POS AND added to sales in-store will show up as
pendingmembers in Okendo Loyalty.
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.
Typical interaction
A typical interaction with the Okendo Loyalty POS UI extension is as follows:
Viewing a member's loyalty profile in Shopify POS
To view a member's loyalty profile:
Select Go to cart and then 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 tile, until their program is launched.