With Smile and Shopify POS, you can reward customers for in-store purchases by giving them points at checkout. They can redeem those points for rewards online or in-store. This guide walks you through the setup so your loyalty program runs seamlessly across channels.
š” Important: The Smile loyalty program tile is required for earning and spending points in POS. Use this guide to add Smile to Shopify POS before completing the steps below.
Enable POS points earning
POS features must be enabled in your account settings before customers can earn points in-store. You can enable earning in-store only, online only, or both.
To enable in-store earning:
In Smile Admin, navigate to Settings > General > Platform.
In the Orders settings card, click Edit.
Select Online and in-store or In-store only (POS).
Click Save.
Add ways to earn points in-store
After enabling in-store loyalty, youāll need to define how many points customers will earn on their purchases.
To add an earning rule:
In Smile Admin, navigate to Program > Points.
Click Add ways to earn.
Select Place an order.
In the Earning value card, enter the number of points you want to offer for this action.
Click Save.
š” Important: āPlace an orderā is currently the only earning rule compatible with POS. If you're selling both in-store and online, this rule applies to both sales channels. It's not possible to restrict earning rules to a single channel. Any points earned in-store can also be redeemed online, and vice versa.
ā¹ļø Note: If you've been using Smile for several yearsāor you have more than one earning rule due to VIP - your POS setup may look slightly different. You may need to create a POS-specific earning rule in addition to an online earning rule. Please reach out to our team (help@smile.io) if you're unsure whether your setup is correct.
How customers join and earn points in-store
Customers can earn points in-store when you set up POS earning rules following the steps above. Points are issued whenever an order is linked to a customer using any identifierāemail, name, or phone number.
Customers who earn points in-store will:
Earn points on all orders linked to their identifier.
Progress through VIP tiers based on points or dollars earned.
Need to create an account on your online store with their email to become a Member and complete other actions and earn online rewards, including sign-up points.
Have all points and activity automatically linked to the same customer profile when they use the same email for both in-store and online purchases.
