Introduction
This article will give an overview of how you can add a customer to your loyalty program and ensure they earn points for their in-store purchase using Shopify POS.
✅ This tutorial is only applicable to Shopify merchants
📋 Note: In order for customers to be able to earn points for their in-store orders, please ensure that you have the Order settings for POS setup properly in Settings > Platform > Order settings
Adding a customer to an order on Shopify POS
1. When a customer is making a purchase through your POS store - click Add customer to add your customer to the order - please make sure that the customer has an email address associated to their profile in order for them to earn points
📋 Note: If you are adding a brand new customer without an existing account: click Add new customer after selecting Add Customer - then enter the customer's First name, Last name, and Email - and hit Save 🔐
2. Once you've added your customer to the order, you'll be able to see their current points balance if:
you have the correct Smile tile added (here's how)
the customer has points associated to this email address
When the purchase is completed, the customer will earn points for their order based on the 'Place an Order' earning rule you've set up under 'Program' > 'Points' > 'Ways to earn'.
Sign up points
On Shopify POS, a customer will not be able to earn points for signing up until they create an account online. If a customer makes a POS purchase first, and then signs up online with the same email address and a password, they will be awarded sign up points.
📋 Note: Purchases made via POS will automatically connect in the online instance of your store as long as your customer uses the same email address they used in store for their online account & purchases.
What's next?
Comparing in-store to online orders
Learn more