How to redeem rewards or email discounts in-store with Shopify POS - Staff Training
In this article:
- Types of discounts you can create with Shopify POS
- How to redeem a reward or discount using the Customer Rewards Tile
- Frequently Asked Questions
⚠️ Important: Please ensure you have installed the Loyalty Program Tile on every iPad you use to access the Shopify POS in-store. Learn more.
Types of rewards you can create with Shopify POS
These are the discount types that you can create with Shopify POS:
✨ $ off storewide
✨ % off storewide
✨ Free product
⚠️ Important: If you are using Rewards or Discounts with Advanced Options (ex. a minimum spend amount, discount is set to apply to specific collections/products) you will need to ensure your cashiers are correctly following the rules of the discount.
How staff redeem discounts in Shopify POS via the Loyalty Program Tile
1. Open your Shopify POS sale screen
2. Add products to the sale
3. Add the customer to the sale by searching by name or email address
Then, the Marsello Loyalty Program tile will update to show:
- Customer's current loyalty points balance
- Customer's number of available loyalty and email promotion discounts
5. Tap the reward or discount you would like to redeem
📝 Note: If the customer is redeeming a free product reward or discount, the product will need to be added to the cart before adding the reward or discount.
6. Complete the sale.
📝 Note: Currently you can only redeem available % and $ off the entire order discount codes this way. We are working with Shopify to explore advanced reward options through the loyalty program tile.
How to redeem a reward or discount using the Promotions Available Tile
You can also view the customer loyalty widget to show available rewards and discounts as well as a list all rewards and point values.
This method is helpful if your customer hasn't earned points yet and wants to learn more about rewards.
1. Open your Shopify POS sale screen
2. Add products to the sale
3. Add the customer to the sale by searching by name or email address
4. Tap the Promotions available tile:
📝 Note: If you have online advanced reward types, these will still show in POS. You will need to tell staff not to redeem these, unless you provide strict staff training to ensure the correct items are added to the sale and that any spend conditions are met. Read more about the rewards you can create and in-store redemption requirements.
Then, the loyalty discount will automatically be added to the sale and the points cost of that reward will be removed from the customers account straight away.
⚠️ Important: Once checkout is complete, you must click "done". This is to ensure reward redemptions may continue to run smoothly if the Shopify POS the order is completed, you must click "done" to ensure smooth reward redemptions going forward in the event the Shopify POS app gets backgrounded on your iPad.marse
💡Tip: If your customer changes their mind about the reward or would like to change the reward they've selected, you will need delete the discount code from the sale and refund their points from the Marsello Customer Profile. Learn More.
FAQ
Does the points cost get removed from their points balance when they redeem a reward?
Yes, as soon as a reward is added to the sale, the customer's points balance is adjusted, removing the points cost.
Can customers redeem more than one reward at a time?
The customer can only redeem one reward at a time. This is a rule created by Shopify to prevent discount stacking.
How do customers redeem rewards online?
Customers can claim a reward on your loyalty widget, and then redeem it by pasting the code into the discount bar at checkout.
How customers redeem rewards online
Have questions?
If you need a hand, please let us know via the chat icon on the bottom-right or send us an email to help@marsello.com.
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