Introduction
The Shopify POS integration allows your retail teams to identify a customer, view their points balance and VIP status, redeem and apply rewards, manually adjust points, and view their missions. This new version introduces several important improvements detailed below.
Installation and Access
To get started, you need to add the Loyoly extension to your POS interface.
From the Shopify POS home screen, click Add tile, select Apps, then choose Loyoly and save.
The Loyoly widget is now permanently active with the message ‘Select a Customer’. Unlike the previous version, it is no longer necessary to have a customer or items in the basket to open the extension and view a loyalty profile.
Identify a Customer
From the POS home page, click on the Loyoly tile → Select a Customer.
Two options appear:
Add Manually
If you select Add Manually, you can search for the customer directly using the dedicated search field.
Scan & Add a Customer
If you select Scan & Add a Customer, the device camera automatically opens.
If the customer is recognized, their profile opens automatically and they are added to the cart.
If the customer is not recognized, no action is triggered.
The scan works with both the iPad or phone camera and a barcode scanner connected via USB or Bluetooth. The system automatically detects the first scan received. Barcodes can be read via camera or scanner.
QR codes can be read via camera or a compatible 3D scanner.
Once the customer is selected, the screen displays their name, VIP status, current points balance, and the number of points required to reach the next tier.
A button allows you to remove the customer from the cart.
A Refresh button also allows you to update the customer’s data, particularly if a mission has just been completed.
Remove a Customer
The Remove customer from cart button removes the customer from the current transaction and deletes any discounts that were applied.
Available Rewards
The Available Rewards tab displays the rewards already earned by the customer.
Each card shows the reward name, any usage conditions, and the expiration date if applicable.
💡 Rewards are sorted by expiration date.
Tags may appear on the cards:
New: the reward was earned less than 24 hours ago.
VIP: the reward is linked to a VIP tier.
Referral: the reward is linked to the referral program.
If the terms of use are not met, for example if a minimum purchase amount is not reached, the reward will appear as Not applicable and cannot be clicked on.
When you click Apply, the discount is added to the basket.
Rewards to Redeem
The Rewards to Redeem tab lists the rewards that the customer can obtain by exchanging their points.
The number of points required is displayed for each reward.
If the customer does not have enough points, the message Insufficient balance appears.
⚠️ When you click Redeem, the reward is no longer automatically applied to the cart.
Instead, it is first moved to the Available Rewards tab with the New tag.
You must then click Apply to add it to the cart.
💡 Rewards linked to future VIP tiers may also appear to indicate how many points are needed to unlock them.
Custom Rewards
Custom rewards are visible in the Available Rewards tab and include a Mark as used button.
Once marked as used, the reward remains visible as used during the current session.If you leave the session and return later, it will no longer appear.
The rewards remain visible in the Loyoly back office.
VIP Tier Management
The customer profile displays the current VIP tier and the number of points required to reach the next tier.
VIP programs configured in euros are not displayed on Shopify POS.
Only point-based systems allow the display of the next tier.
Edit Points
A Edit Points button allows you to manually adjust the customer's points balance.
The screen displays the current balance. You can enter a positive value to add points or a negative value to remove them.
The new balance is automatically calculated before confirmation.
Validation is only possible after entering a value.
View Missions
A View Missions button allows you to see the missions completed and not completed by the customer. It is also possible to see when no missions are currently available.
Missions linked to a VIP tier are also visible from this screen.
This view allows retail teams to better understand the customer’s level of engagement within the loyalty program.