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Integrating rediem with Shopify POS

Embed rediem in Shopify POS application to let customers redeem rewards at physical retail stores


How It Works

When the Place an Order action is turned on in rediem's Merchant Admin, customers automatically earn points on every POS purchase. Customers can redeem rewards at any retail store that has installed rediem in its Shopify POS app.

Store staff see everything they need in the rediem tile at POS: tier, point balance, point expiry, points history, redeemable rewards, and available rewards.

Guest customers cannot redeem points in-store. A customer needs an account to redeem rewards at POS.

How To Set It Up

Requirements

Before getting started, ensure you have:

  • rediem installed on the Shopify admin.

  • The latest version of the Shopify POS app downloaded.

We can add the rediem tile in any one of the following ways

Add The rediem Tile From Shopify Admin

  1. Go to Point of Sale → Settings.

  2. Click the POS app.
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  3. Expand the Page 1 under the Smart grid template.

  4. Click Add Tile → Embedded Apps.

  5. Select rediem

  6. Click rediem POS UI extension.

  7. Click Save

Add The rediem Tile From A Mobile Device

  1. Open the Shopify POS app.

  2. Click Add Tile → App.

  3. Select rediem.

  4. Click Add on rediem POS UI extension.

  5. Drag and drop the tile to the preferred position.

  6. Tap Save.

Configure Rewards For Redemption in POS

  1. Go to Program → Points → Ways to Redeem.

  2. Locate the reward to configure and click Edit or Create any new reward

  3. Set the redemptions as online only or in-store only or online & in-store

Order Discount rewards show on both the online store and POS by default.

Amount Discount and Percent Discount rewards have three redemptions settings: Online only, In-Store only, and Online & In-Store. Rewards set to In-Store Only or Online & In-Store appear in POS.

Enroll Or Sign In A Customer At POS

  1. Inside the shopify POS app, click Add tile → Action

  2. Tap Add Customer.

  3. Click Add Customer tile and search for the customer using the search bar.

  4. If a profile exists, tap the customer's name in the search results.
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  5. If no profile exists, create one using Add new customer. Refer to Shopify's guide on creating customer profiles in the POS app.

  6. Customer enrollment depends on rediem's program settings

  • If the customer is not a loyalty member, tap Activate Member. If the customer agrees to join, add them as a loyalty member.

Redeem Points At Checkout by POS staff

  1. Add the product to the customer's cart.

  2. Let the customer know they have points and can redeem a discount coupon.

  3. If the customer agrees, redeem the coupon for whichever discount reward the brand has configured.
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  4. The discount is applied to the cart.
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  5. The customer pays the effective purchase value.

  6. Once the purchase is complete, the customer tile clears and is ready for the next customer.

  7. Show the customer their points history after purchase if needed

Key Notes

  • rediem must be installed on the Shopify admin and the latest Shopify POS app must be downloaded before setup.

  • Getting a customer's email address or name is the first step to completing a transaction with rediem at POS.

  • Enrollment at POS is automatic or manual depending on the program's opt-in setting.

  • Rewards must be set to In-Store & Online to be redeemable at POS. Rewards can also be restricted to In-Store only.

  • Guest customers cannot redeem points in-store; they need an account.

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