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POS - Assign Loyalty Card
POS - Assign Loyalty Card
Adam Smith avatar
Written by Adam Smith
Updated over a week ago

Introduction πŸ“–

Using the POS App, you are able to assign loyalty cards to your customers. Optimal for brick-and-mortar stores offering physical loyalty reward cards!

Navigation πŸ“

To add the Assign Loyalty Card tile you'll need to click Add Tile > App > Influence.io > Assign Loyalty Card & then click Save πŸ‘‡

Instructions βš™οΈ

When you have added the tile to your Shopify POS, you will be able to assign loyalty cards to existing and new customers.


Assign to an existing customer

To assign a Loyalty Card to an existing customer click the Add Customer tile and use the search tool to enter either their name or email address πŸ‘‡

Once this customer has been added to the POS app click the Assign Loyalty Card tile and scan the QR code on their new Loyalty Card πŸ‘‡

Once you have confirmed this assignment then you have completed this process and this loyalty card has been assigned to the customer! πŸŽ‰ If they have an existing points balance then this can be applied to their order!


Assign to a new customer

First, you'll need to click the Add Customer tile > Add New Customer πŸ‘‡

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When you've filled out these details then click the Save button - this will create a new customer for you to then assign a loyalty card to. You'll need to then click the Assign Loyalty Card tile and scan your desired QR code!

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