Okendo Loyalty now offers a Loyalty checkout extension, that captures new enrolments and enables discounts to be applied at checkout, increasing member participation and engagement.
In this article, you'll learn:
How to add the Loyalty checkout extension to your theme
How members access the extension
What does the extension do
Adding the Loyalty Checkout UI Extension
Before you install the Loyalty checkout extension, you must have already migrated, from checkout.liquid to checkout extensibility AND be a Shopify Plus customer. Refer to this document on how to migrate to checkout extensibility.
To install the Loyalty checkout extension:
Go to Shopify Admin > Sales Channels > Online Store.
Select Themes and then select Customize against the desired theme.
3. At the top of the page, change the template to Checkout and Customer Accounts.
4. Select the Apps icon in the left hand pane and then All. You should see the extensions called Okendo Loyalty.
5. Select the
symbol and then select the section in customer accounts. Depending on whether you've set checkout to be 1-page or 3-pages, you will be provided with options to add the extension to the order summary in the Checkout page, or in the Information, Shipping or Payment pages.
1-page and 3-page options for the Loyalty checkout extension
Additionally, the extension can be added to post-checkout experiences, via the Thank You page.
⚠️ NOTE
When added to the Thank You page, the Loyalty checkout extension will behave differently. It will display a call to action to non-enrolled (but logged in) customers and a points balance for enrolled customers.
Different views of the Loyalty checkout extension in the Thank You page
6. The extension is added to the checkout. You can also select the checkbox Include app block in Shop Pay, if you would like the app block to appear in Shop Pay. The extension is removed by selecting Remove app block.
7. Select Save and exit the theme customizer.
Different views of the Loyalty checkout extension
The Loyalty checkout extension provides different views, depending on whether the customer is logged in and whether they are a member.
To view the extension at checkout, a customer must first be logged into their Shopify store account. Once logged in, they extension will either display a call to action to enrol (for non-members) or available rewards to redeem.
View of the Loyalty checkout extension, for non-members
View of the Loyalty checkout extension, for enrolled members
Redeeming rewards at checkout
For rewards redeemed at checkout, the checkout UI extension will only show redemptions, that meet the following criteria:
Active redemption rules only
In instances where the Convert Your Points reward has been enabled, Okendo Loyalty will display rewards options:
That require fewer points than the member's current balance
That are up to and slightly above the order value
Where the minimum purchase amount is met by the order value (eg a reward that requires a minimum spend of $40 will not show against an order totalling $25, but will appear against an order with a total of $60)
This logic is designed to ensure that only the most relevant rewards (relative to the order) are shown to the enrolled member. This logic does not consider any collection restrictions.
Rewards redeemed at checkout will be automatically applied to the order.
Using existing rewards at checkout
For rewards previously redeemed, these will be displayed in the checkout UI extension, provided they:
Have not been used
Have not expired; or
Have been revoked by the merchant
The enrolled member can select the desired reward and apply it against their order.
If you have any specific questions or need further assistance, feel free to reach out to our support team.