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 let them use those points both online and at your brick-and-mortar locations.
✨ The POS integration is available on all paid plans. See pricing →
Video walkthrough demo
Setting up Rivo on Shopify POS
Before you get started, make sure you have Rivo Loyalty & Referrals installed in your Shopify admin and Shopify POS installed on your mobile device (iOS or Android). Once it's done, you can follow the steps below.
On your mobile device, open the Shopify POS app.
From the POS home screen (Home), tap Add tile.
Tap the App option from the list.
Select Rivo: Loyalty & Referrals from the apps screen.
Select the Loyalty app option and you're done!
Setting up the Ways to Redeem 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 Dashboard, 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 set up new rewards if you'd like.
📝 Note: POS rewards are only visible to you (the merchant) from Rivo's backend and the POS app. Online customers cannot see them under the Ways to Redeem, only under Rewards once the reward has been redeemed.
💡 Pro Tip: Rivo automatically adds the prefix (POS) to every in-store reward you create so keep your naming conventions simple and organized!
How do customers earn points through in-store orders?
Your customers can earn points for both online and in-store purchases they make.
To ensure they receive their points, add them to the customer profile before checking out.
From the Shopify POS screen, tap Add customer. 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 to add the customer to the order.
💡 Pro Tip: Edit your Program Participants settings to make guests earn points too.
How do 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.
From the Shopify POS screen, tap Add customer. The Rivo tile should now display the customer's points balance and promotions (rewards) available
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 discount will be applied to the cart
Make sure the order is correct 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 don'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.
Why can't I select the Rivo tile for my customers when they have enough points to redeem?
The customer needs to be a Member to redeem their points for in-store rewards. Check their Loyalty status within the app to make sure they are not a Guest.
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 the log POS: Redeemed a reward - {{reward title}}. If an order was refunded, you'll see POS: Points refunded - {{reward title}} instead.
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.