Shopify POS integration explained
In this article, we'll break down how your customers can earn and spend points on in-store purchases. This is a brilliant way to reward your most valuable customers with points and allow them to use those points both online and at your physical store locations.
✨ Shopify POS integration is available on all plans. See pricing →
Integration prerequisites
You must install Rivo Loyalty Rewards Referrals in your Shopify admin
You must download the latest version of Shopify POS on your mobile device (iOS or Android)
Your Points program must be enabled
You must have at least one POS reward created in your Ways to Redeem.
How to add Rivo on Shopify POS
To get started, add the Rivo Loyalty Rewards Referrals app to your smart grid. This extension allows customers to redeem points in-store.
Add extension from Shopify admin
Go to Point of Sale > Settings
Under Customize, click Smart grid
Click the smart grid of your location
Click Customize
In the sidebar, click Add tile > Embedded Apps
Select Rivo Loyalty Rewards Referrals
Add the POS Loyalty Program extension
Once added, drag and drop the tile to your preferred position, then click Apply
Save changes from the smart grid preview.
📝 Note: Changes made to any location's smart grid in the Shopify admin will automatically sync with your Shopify POS app and vice versa.
Add extension from mobile device
Open the Shopify POS app
From the home screen, tap Add tile
Tap the App option from the list
Tap Rivo Loyalty Rewards Referrals
Add the POS Loyalty Program app extension
Once added, drag and drop the tile to your preferred position, then tap Save.
💡 Pro Tip: Add the 'Go to app website' tile (app link) to quickly open the Rivo dashboard on your mobile device and access all its features.
How to redeem points for in-store orders
When you add a customer to the cart on Shopify POS, you will be able to access the rewards (promotions) that can be redeemed with the customer's existing points.
Open the Shopify POS app on your mobile device
Add a customer to the cart. The email must be associated with a member account
Add the product(s) to the cart
Tap the Rivo Loyalty tile to add the promotions
If your customer has enough points to redeem a reward, you will see all the options available on this screen. Tap the reward to spend the points
Once the promotion is applied, the points will be deducted from their balance
Review the cart details, including the Rivo discount, and tap Checkout to complete the purchase
📝 Important Note: The 'Reason for discount' used by Rivo should not be edited.
Setting up the ways to redeem points in-store
You can offer two types of discounts for in-store purchases: Fixed amount and percentage off.
From your Shopify admin, go to Rivo Loyalty Rewards Referrals
Go to Loyalty > Points
Scroll down to the Redeeming Points section
Click Add Another Reward and under POS (In-Store), select your preferred reward
After setting up your reward, make sure you save changes and enable the reward. Set up new rewards if you'd like.
📝 Note: POS rewards are only visible to you (merchant, staff) from Rivo's dashboard and the Shopify POS app.
How customers earn points through in-store orders
Customers eligible to participate in your loyalty program can earn points for purchases made through authorized order channels.
From your Rivo dashboard, go to Settings > Orders
Scroll down to Order Channels to Reward Customers and make sure to select an option that includes Shopify POS. Save changes if necessary
Go to Settings > General
Under Program Participants, select the customers who should earn points through authorized order channels and save changes if necessary
Keep in mind that this is a shared setting for both online and in-store purchases
From now on, customers with an email address will earn points for in-store purchases.
📝 Important Note: Guest customers can earn points for purchases, but they still need to enable a legacy account in your online store to become a member and redeem points both online and in-store.
Troubleshooting
Scenario | Possible reason | Solutions |
Customer did not earn points for the in-store purchase | Customer did not have an email address | Search for the customer on Shopify POS, edit their contact information, and add an email address. Next, search for their email on Rivo and manually add points (you can access the Rivo dashboard through the Go to app website tile) |
Customer has an email address but did not earn points for the in-store purchase | Customer is a guest, or Shopify POS is not an authorized channel to reward customers | From your Rivo dashboard, go to Settings > General to review your program participants or go to Settings > General to review the order channels to reward customers. Next, search for their email on Rivo and manually add points (you can access the Rivo dashboard through the Go to app website tile) |
Rewards are not visible in the POS Loyalty Program extension | No product has been added to the cart yet, or the customer added is a guest | In the case the product(s) were added to the cart but the customer is not enrolled in your loyalty program, ask them to visit your online store and create a customer account. Only members can redeem points |
Customer is a member, but rewards are not visible in the POS Loyalty Program extension | Customer has insufficient points | Customer must continue earning points to redeem new rewards |
Common questions
Can customers redeem online rewards in-store?
No, only POS rewards are visible and redeemable in-store. This is why you cannot view all the Ways to Redeem you've created on Shopify POs. Visit Ways to Redeem to learn more about rewards.
Can guest customers redeem points in-store?
No, your customers need to be members to redeem in-store rewards. Check their loyalty status within the Rivo dashboard and invite them to visit your online store and create an account.
Can I refund points from in-store reward purchases?
If a Rivo reward is applied to the POS cart, but you remove the discount before checking out, the points will be automatically refunded. You don't need to manually refund points.
Can I stack rewards?
No, Rivo rewards cannot be combined with other discounts.
How do I know if a customer used their points on a POS order?
On the Shopify order, you'll see a line item under Discounts with the points a customer used toward their purchase
On the customer's profile on Rivo, under Points Program Activity, you'll see the log
POS: Redeemed a Reward. If the discount was removed from the order before checking out, you'll seePOS: Points refunded - {{reward title}}instead.