POS Membership App for Shopify

We are here with the all-new POS membership app for Shopify.

With this app, you can have the feature of Loyalty Points and loyalty points redemption by customers for your sales channel or e-commerce store.

At POS channel admin can redeem customer’s points by opening the app and also set points that customer wants to redeem.

The App is Compatible with Shopify POS Pro

Click here to install this app and enter your Shopify store URL and then click on the install button.

After the installation is completed the app will be listed here in the apps section of your Shopify backend.

Moreover, after the installation is completed you will straight away be landed on the home page of the app.

The configuration is divided into two parts.

• General Configuration
• Mail Configuration

In General configuration, you can configure your domain name, logo, manage the setting of expiry tenure of memberships, redemption, and also the loyalty gain setting and much more.

Default Membership Expiry:- From here, you can set the expiry tenure of the customer’s membership.

Redemption Method:- From the below-two options, you can choose the one to create redemption rules for the customers.

1. Redemption rule based on points range:- Select this option if you want to create redemption rules based on the point range.

2. Redemption rule based on discount per point:- Select this option if you want to create redemption rules based on the discount per point.

Loyalty Gain Method:- Configure collection priority to determine how loyalty points are assigned when a product belongs to multiple collections.

Here, we have three options to configure how loyalty points are awarded based on collection rules.

• Collections have minimum points: Customers receive the lowest points available when an item falls into multiple collections.
• Collections have maximum points: Customers receive the highest points available when an item falls into multiple collections.
• Points from all Collections: Customers receive the combined points from all applicable collections

Understand the whole scenario with an example in the Loyalty Points Rule panel of this blog.

Whereas in Mail Configuration, the mail sent on two events (loyalty assigning and loyalty redemption) can be enabled or disabled and can also be edited.

In this section, you can easily create new membership plans within the app.

You can also view a detailed list of all the plans you’ve created, including important information such as duration, price, and more.

How to create new Plans ?

You can simply create new plans by clicking on the add plan button which will redirect you to a new page.

Here you have to add all the details of the plans like plan name , price , duration and description and then click on save button to create the plan .

Also, you can edit the current plan by clicking on the three dots and then edit the plan details accordingly .

ADDING A RULE

While adding the loyalty rule you will have to select the source for loyalty that :

If loyalty points will be based on the Purchase amount you set.
Or
The Loyalty points will be assigned by purchasing from a particular collection.

Further, based on these conditions, you will enter the value and loyalty points.

Based on Purchase Amount

Select the source as “Purchase Amount”.

Select the Membership Plan

Enter the minimum purchase amount required for the customers to get the loyalty points.

Further, enter the loyalty points you want to assign to customers on the mentioned purchase amount.

Example:-
If you select the source as Purchase Amount, set the amount to 1000, and assign 50 loyalty points, a customer who makes a purchase of 1000 USD will receive 50 loyalty points.

Based on Collection

Add loyalty points based on the collection.
In this case, the Loyalty points will be getting assigned to customers once they purchase items from a particular collection.

Firstly, select a collection from your Shopify store.
Then Select the Membership Plan .

Further, click the Assign Loyalty Rule.

Enter Loyalty Points for the added collection & select the plan and then Save.

This way, you can add Loyalty points to the added collection & also, create a rule based on the collection.

Now, you can configure the Loyalty Gain method in the app by choosing the below three options:-
Collections have minimum points
Collections have maximum points
Points from all Collections

For Example

Let’s suppose you create 2 loyalty point rules based on 2 different collections. Item A is added to both the collections C1 & C2 but…

in rule 1--> 10 Points will be assigned to customers by purchasing Item A added to collection C1
in rule 2–> 20 Points will be assigned to customers by purchasing Item A added to collection C2

CASE 1:-

Now, if you configure the Loyalty Gain Method as “Collections have minimum points,” the system will assign 10 points to the customer when they purchase Item A, as it falls within both collections.

CASE 2:-
If you configure the Loyalty Gain Method as “Collections have maximum points,” the system will assign 20 points to the customer when they purchase Item A, as it falls within both collections.

CASE 3:-
If you select the 3rd setting as Points from all Collections then, (10+20) points will get assigned to the customer for purchasing Item A (falling in both the two collections).

That is how the collection rule will be applied for the loyalty points to be given to the customer.

REDEEM LOYALTY POINT

This section of the app displays redemption rules listing from where you as admin can edit, delete and enable/disable any rule.

Moreover, redemption can be done on the basis of discounts per point or on the basis of points per range.

You can now add the rules for redemption on the basis of “Membership plans” which you have created .

Here you have to enter the points and the price of those points and then you have to select the plan in case of Redeem Loyalty Points based on point value.

Now to add the redemption points by Points range click on add rule and then you have to add the rules .

After adding the rules select the plan for which you want to add the rules then add the rules and click on save button.

By clicking on “View,” you can access a comprehensive overview of the customer’s details.

This includes all associated order IDs, the total loyalty points earned, and the customer’s overall spending history.

Additionally, it summarizes the membership plan that the customer is currently subscribed to, giving them a clear view of their engagement with the platform.

To create a membership of your customers, make sure to add customers as Shopify customers from the POS.

You can also update the membership details of the customer in bulk by using the CSV method.

NOTE- You can only add 500 customer membership details at a time using the CSV.

You just need to download the sample CSV file, edit it and upload it.

Moreover, we have also provided an Instruction file to assist you in creating the CSV. Do read the instruction file once before creating a CSV file.

How to Add a Customer?

From the POS, firstly, add a customer or select a customer who is already added.

Create Customer:-
Enter the complete details & create a customer.

Enter the customer’s details:

Further, you can proceed to create a membership for the customers that will be listed in the app.

Click on Generate Code or you can enter manually and then click on save button .

After this customer have to buy the plan according to their needs from the membership plan section.

Click on “Choose Plan” to activate one, and you’ll be redirected to the checkout page to confirm your payment for the plan.

Approve the payments to activate the selected plan and your membership will be activated.

Customers with membership cards will appear in the Membership Customer section of the app.

Further, let’s see how to renew the customers.

How to Renew the Customers in the App?

To renew a customer click on the Renew button from the options and simply increase the validity and expiry date.

Now, you can view the customer’s details and choose to extend the expiry or renew the customer’s membership.

This way, you can renew the customers.

Click App

Add the App Link

This way, you can add app to the POS pro.

On the cart page of POS for Shopify, here is the POS membership loyalty section.

Further, you can create the card if there is no pre-existing card in the App. This is the page to create a membership.

Then create/generate code for the membership and then click on save .

Clicking the “Redeem Points” button, you can redeem points for the customer. Thus, the discounted price will be shown in the customer’s cart on Shopify POS.

Once it is done, the full info will get displayed like this:

If the membership has expired, the system displays a message, and you can renew it by clicking the “Renew” button.

Thanks for reading this blog!!! 🙂