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Shopify POS integration: Earn and spend points in-store

Extend your loyalty program scope by enabling earning and spending points with Shopify POS

Written by James Dohm
Updated over a week ago

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 paid plans that include POS access. See pricing β†’


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 staff to see customer points at a glance and lets customers redeem points in-store.

Add extension from Shopify admin

  1. Go to Point of Sale > Settings

  2. Under Customize, click Smart grid

  3. Click the smart grid of your location

  4. Click Customize

  5. In the sidebar, click Add tile > Embedded Apps

  6. Select Rivo Loyalty Rewards Referrals

  7. Add the POS Loyalty Program extension

  8. Once added, drag and drop the tile to your preferred position, then click Apply

  9. Save changes from the smart grid preview.


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πŸ“ Note: Changes made to any location's smart grid in the Shopify admin will automatically sync with your Shopify POS app and vice versa.
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Add extension from mobile device

  1. Open the Shopify POS app

  2. From the home screen, tap Add tile

  3. Tap the App option from the list

  4. Tap Rivo Loyalty Rewards Referrals

  5. Add the POS Loyalty Program app extension

  6. Once added, drag and drop the tile to your preferred position, then tap Save.


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πŸ’‘ 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.
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What the POS tile displays

Once added to your smart grid, the Rivo Loyalty tile dynamically updates based on the customer in the cart:

  • No customer in cart: The tile shows "Rivo Loyalty" with "Apply for promotions"

  • Customer added to cart: The tile updates to show the customer's current points balance (e.g., "1,228 points") and the number of POS rewards available to redeem (e.g., "5 rewards available")

This gives staff a quick glance at the customer's loyalty status without needing to tap into the extension.

Recommended POS settings

You can fine-tune POS behavior in Rivo > Settings > POS Extension:

  • Disable Refunds: Controls whether points are automatically refunded if a POS discount is removed before checkout.

  • Auto-convert POS customers to Members: Automatically converts POS customers to member status after their POS purchase.


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.

  1. Open the Shopify POS app on your mobile device

  2. Add a customer to the cart. The customer must be eligible in your loyalty program settings.

  3. Add the product(s) to the cart

  4. Tap the Rivo Loyalty tile to add the promotions

  5. 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

  6. Once the promotion is applied, the points will be deducted from their balance

  7. Review the cart details, including the Rivo discount, and tap Checkout to complete the purchase

Point of Sale app in the Shopify admin

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.

  1. From your Shopify admin, go to Rivo Loyalty Rewards Referrals

  2. Go to Loyalty > Points

  3. Scroll down to the Redeeming Points section

  4. Click Add Another Reward and under POS (In-Store), select your preferred reward

  5. After setting up your reward, make sure you save changes and enable the reward. Set up new rewards if you'd like.

πŸ“ Note: POS rewards are only visible to you (merchant, staff) from Rivo's dashboard and the Shopify POS app.

How to Check the Status of POS-Issued Rewards

To determine if a customer's rewards have been redeemed, follow these steps:

  1. Access the Customer Profile: From your Rivo dashboard, go to Customers and search for the customer by name or email.

  2. View Redemption Details: Under their Points Program Activity, look for entries labeled POS: Redeemed a Reward. If a discount was removed before checkout and refunds are enabled, you'll see POS: Points refunded instead.


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.

  1. From your Rivo dashboard, go to Settings > Orders

  2. Scroll down to Order Channels to Reward Customers and make sure to select an option that includes Shopify POS. Save changes if necessary

  3. Go to Settings > General

  4. Under Program Participants, select the customers who should earn points through authorized order channels and save changes if necessary

  5. Eligible customers will earn points for in-store purchases that match your points settings.


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πŸ“ Important Note: If your Program Participants setting is members-only, guests need to become members before they can redeem points. If needed, you can enable auto-conversion for POS customers in Settings > POS Extension.
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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 not included in Program Participants, 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 > Orders 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, the customer is not eligible for the points program, or no POS rewards are enabled

Make sure at least one product is in cart, confirm the customer is included in Program Participants, and verify you have at least one enabled POS reward in Ways to Redeem.

Customer is eligible, but rewards are not visible in the POS Loyalty Program extension

Customer has insufficient points

Customer must continue earning points to redeem new rewards

Tile still shows static "Rivo Loyalty" text after adding a customer to the cart

Shopify POS app or Rivo extension is not up to date

Make sure your Shopify POS app and the Rivo extension are updated to the latest version. Close and reopen the POS app after updating.


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?

It depends on your Program Participants setting. If your program allows only members, guests must become members before redeeming points.

Can I refund points from in-store reward purchases?

If a Rivo reward is applied to the POS cart, then removed before checkout, points are automatically refunded when POS refunds are enabled. If Disable Refunds is enabled in POS Extension settings, points are not auto-refunded.

Can I stack rewards?

For POS orders, Rivo rewards cannot be combined with other discounts. For online orders, discount stacking may be available depending on your plan β€” see Rivo Discount Combinations and Stacking for details.

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 see POS: Points refunded - ########{{reward title}} instead.

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