Redeeming points at checkout

Elevate the checkout experience with effortless point redemption for discounts and free shipping

Ana Rincon avatar
Written by Ana Rincon
Updated over a week ago

Introduction

Integrate each extension into the checkout process to empower customers to enjoy a seamless experience and make the most of their Loyalty points.

โœจ Checkout extensions are available to Shopify Plus merchants on the Rivo Plus plan who have upgraded to Checkout extensibility

โœ… Checkout extensions available on the Information, Shipping, and Payment pages


Redeem Points extension

By integrating rewards redemption into the checkout, customers are enticed to explore and redeem fixed rewards more frequently, boosting their engagement and encouraging repeat purchases.

  1. If the customer gets to the checkout page as a guest, the extension will display a 'Log in' link to incentivize them to sign in or create a store account to enroll in your Loyalty program

    Rivo's Redeem Points extension in logged-out state
  2. Once logged in, the page will show the points available and a dropdown list where the customer can select the rewards they can redeem with their current balance

    Rivo's Redeem Points checkout extension in logged-in state
  3. After the customer selects a reward, Rivo will deduct the points from the balance and generate a discount code that will be automatically added to the order

    Rivo discount applied

๐Ÿ“ Note: The Redeem Points extension supports Amount Discount, Percentage Off, and Free Shipping rewards.

Known limitations

  • Members can only add Amount Discount, Percentage Off, and Free Shipping rewards through the extension. Free Product rewards should be added to the cart before checking out

  • The dropdown will only display rewards that can be redeemed within the customer's existing points

  • If the order does not comply with the reward TOS/conditions, the points will still be redeemed but the discount will not be added to the order.

Advanced settings

Visit your order settings page if you want to change the default settings of the Redeem Points extension.

  1. From the Rivo Dashboard, go to Settings > Orders

  2. Scroll down to Checkout UI Extensions

  3. Select any of the following options:

    1. Show login - By default, the extension is only visible to logged-in customers. If you check this option, logged-out customers will see a link to log in

    2. Hide discounts selection when no available options - Automatically hide the checkout extension when no options are available for the member to redeem or when all the Ways to Redeem are disabled

  4. Click Save.

๐Ÿ“ Important Note: The Show Login is a global setting shared among other checkout extensions, such as Redeem Incremental Points and Redeemed Rewards.

Translation

Customize the default translation of your Redeem Points extension.

  1. From the Rivo Dashboard, go to Branding > Translation

  2. Search for Checkout UI Redeem Points within the page

  3. Edit the text

  4. Click Save.


Redeem Incremental Points extension

Stores that support the incremented points type of rewards can make redemption easier and more accessible during the checkout process with this extension.

  1. Make sure you have already created an 'Incremented Points' type of 'Amount Discount' reward in your Points program or create one

    Incremental reward settings in Rivo
  2. When the logged-in customer gets to the checkout page, the extension will be displayed so that the customer can enter the points amount in the input field

    Rivo's Redeem Incremental Points checkout extension
  3. After the customer clicks 'Redeem', Rivo will deduct the points from the balance and generate a discount code that will be automatically added to the order

    Rivo's Redeem Incremental Points checkout extension

Known limitations

  • The value of the points must be added as part of your text (Translation)

  • If the order does not comply with the reward TOS/conditions, the points will still be redeemed but the discount will not be added to the order.

Advanced settings

Visit your order settings page if you want to change the default settings of the Redeem Incremental Points extension.

  1. From the Rivo Dashboard, go to Settings > Orders

  2. Scroll down to Checkout UI Extensions

  3. Select any of the following options:

    1. Show login - By default, the extension is only visible to logged-in customers. If you check this option, logged-out customers will see a link to log in

      Log In link on checkout extension for logged-out customers
    2. Hide Redeem form when discount exists - If a customer adds a discount code to their order, the extension will be hidden

    3. Hide Redeem form unless order value is met - If you have set a minimum cart requirement in your incremental reward settings, the extension will be visible if the order meets the value

  4. Click Save.

๐Ÿ“ Important Note: The Show Login is a global setting shared among other checkout extensions, such as Redeem Points and Redeemed Rewards.

Translation

Customize the default translation of your Redeem Incremental Points extension.

  1. From the Rivo Dashboard, go to Branding > Translation

  2. Search for Checkout UI Redeem Incremental Earnings within the page

  3. Edit the text

  4. Click Save.


How to add the extensions

  1. From your Shopify admin, go to Settings > Checkout

  2. In the Customize your checkout section, click Customize next to the checkout that you want to edit

  3. At the top bar menu bar, select the checkout page where you'd like to add the extension: Information, Shipping, or Payment

  4. On the left side menu, click Add app block

  5. Select Rivo Loyalty & Referrals' Redeem Points Extension and/or Redeem Incremental Points Extension

  6. Optional: To change the location of your extension, click the โ‹ฎโ‹ฎ icon to drag the block and then drop it to another available location

  7. Click Save.


Common questions

Can I change the position of the extension?

Yes. Use the drag-and-drop button next to the checkout extension to move it between the sections.

My customer redeemed points by mistake, what can I do?

If your customer redeemed points but never paid the order with the discount, you can search for the customer in your Rivo admin and refund the points under the Program Activity section.

Where can I learn more about upgrading to Checkout extensibility?

To learn more you can check out this document from Shopify.

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