Earn and spend points in-store using Shopify POS
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 let them use those points both online and at your brick-and-mortar locations.
✨ The POS integration is available on the Starter plan and up. Compare plans →
Video walkthrough demo
Setting up Rivo Loyalty on Shopify POS
Before you get started, make sure you have Rivo Loyalty installed in your Shopify admin and Shopify POS for iOS or Android installed on your mobile device. Once it's done, you can follow the steps below.
On your mobile device, open Shopify POS from your home screen.
From the POS home screen, tap Add tile.
Tap the App option from the list.
Select Rivo from the apps screen and you're done!
Setting up Ways to Redeem points through in-store purchases
Now that we've set up Rivo on Shopify POS, we need to set up specific ways for your customers to redeem their points on in-store purchases. There are 2 types of rewards you can offer in-store: A fixed amount and a percentage off.
From your Rivo Loyalty Dashboard, go to Programs > Points.
Scroll down to Redeeming Points.
Click Add another reward and under POS (In-store), select the type of reward.
After setting up your reward, make sure you save changes and set up new rewards amount if you'd like.
📝 Note: POS rewards are only visible to you (the merchant) through the back end of Rivo and the POS app. Online customers cannot see them under the Ways to Redeem.
💡 Pro Tip: Rivo automatically adds the prefix (POS) to every in-store reward you create so keep your naming conventions simple and organized!
How customers earn points through in-store orders
Customers can also earn points by making in-store purchases on the POS system. To ensure they receive their points, just make sure to add them to the customer profile before checking out.
Tap Add customer from the Shopify POS screen. The Rivo tile should now display the customer's points balance and promotions (rewards) available.
Add a product to the cart.
Check out or complete the order.
The customer will receive an email that they earned points.
📝 Important Note: Before checking out, always make sure of adding the customer to the order
💡 Pro Tip: Edit your Program Participants settings to make guests earn points too.
How customers spend points through in-store orders
When you add a customer to the POS cart, their points balance will be displayed on the Rivo tile along with the rewards that can be redeemed within the customer's existing points.
Tap Add customer from the Shopify POS screen.
Add a product to the cart.
Tap the Rivo tile and select the reward. The points balance won't be updated right away, but the points will be deducted once you select the reward
Make sure the order has the discount applied and process the order.
📝 Note: If you remove the Loyalty discount from the order before checking out, the points will be refunded.
Troubleshooting
Please follow the instructions below in case your customers didn't get points for their in-store orders.
Possible reason | Solution |
You do not award points for POS orders | Go to Settings > Orders > Order channels to reward customers and select 'Online and POS (Default)' |
You added the customer after placing the POS order | Adjust the customer's points balance manually to reward them for the order, and make sure to add the customers before checking out |
Common questions
Can my customers redeem my online rewards in-store?
Only your POS rewards are redeemable in-store. To add new rewards, visit Ways to Redeem.
Why aren't my other Ways to Redeem visible in the POS app?
This is expected as only your POS Ways to Redeem are available on the Shopify POS app.
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 in Rivo, under Points Program Activity, you'll see POS: Redeemed a reward - {{reward title}}. If an order was refunded you'll see POS: Points refunded - {{reward title}}.
Do customer points get refunded if I remove the discount from the cart, or clear the customer from the cart?
Yes, the points will automatically be refunded back into their account if you clear the customer or the cart.
Why isn't the customer's point balance being pulled in correctly?
This may be because the customer has multiple emails – you can search for the customer by email address to ensure you're adding the correct customer profile.