How to Integrate Friendbuy with Shopify POS for Loyalty and Referral
Integration Overview
Friendbuy’s Shopify POS Integration allows merchants to seamlessly extend their referral and loyalty programs to in-store purchases. Store associates can easily enroll customers, check loyalty points, and apply rewards at checkout. Customers earn points for purchases, redeem discounts, and access rewards in real-time. This seamless integration boosts customer engagement and loyalty
Benefits of integrating Friendbuy with Shopify POS:
- Customers can manually opt-in to the Loyalty program in-store
- Advocates and Referred Friends can redeem referral rewards and incentives in-store
- Loyalty members can redeem points for discounts that can be used in-store
- Loyalty members can redeem discounts on in-store transactions
- In-store purchases will be tracked and sent to Friendbuy and customers can earn rewards for these purchases
Prerequisites
Must have an active Friendbuy account, have the POS integration enabled and POS installed on your Shopify store in a production environment
To learn more about enabling Shopify POS in your Friendbuy account reach out to your Customer Success Manager or email enterprise@friendbuy.com.
Installation Instructions
Follow these steps to successfully install the Friendbuy: Referral and Loyalty app on your Shopify POS system:
Video: How to Install Friendbuy POS app
- On your store’s physical POS device (iPad, tablet, or mobile), open the Shopify POS app.
- On the main screen of Shopify POS, tap + Add Tile
- Under Add Tile tap App
- In the Apps section, tap Friendbuy: Loyalty & Referrals app
- Under App Extensions tap Add
- Tap Save
- After installation, you wll see that the Friendbuy Loyalty, Referrals app is installed on your POS system.
How to create a customer in the Shopify POS app
Video: Creating a customer
- Open the Shopify POS App: Begin by launching the Shopify POS app on your device.
- Tap Add Customer: On the main screen, tap the Add Customer button to start the process.
- Enter Customer Information: A new page for adding a customer will appear. Enter the customer’s details, including: First Name, Last Name, Email Address
- Additional fields as needed, like phone number or address.
- Save the Customer Profile: After filling in all necessary information, tap the Save button to create the customer’s profile in Shopify.
- Access the Customer’s Profile in Friendbuy Loyalty: To view the customer’s loyalty and rewards information, tap on the Friendbuy Loyalty and Rewards app tile on the POS app’s main screen.
- Review the Customer’s Loyalty Details: The Friendbuy app will display all the available information for the newly created customer.
POS Integration For Referrals
How Advocates Can Redeem Rewards
Video: Redeeming Advocate Rewards
- Start by selecting the customer in the Shopify POS app.
- Add the product(s) the customer wants to purchase to the cart.
- Navigate to the Friendbuy Loyalty and Rewards app within the POS app.
- In the Friendbuy app, scroll down to the Available Rewards section.
- Select your preferred Advocate reward from the available options.
- Tap the Apply Discount button next to the chosen reward.
- Once the button changes to Remove Discount you can exit this page.
- Return to the cart to confirm that the Advocate reward discount has been successfully applied to the purchase.
How Referred Friends Can Redeem Incentives
Video: Redeeming Referred Friend Incentives
- Start by adding the product(s) the customer wants to purchase to the cart.
- Look up the customer’s profile by entering their name or email address in the POS app, then select the customer.
- Tap on the Friendbuy Loyalty and Rewards app within the POS app.
- In the Friendbuy app, scroll down to the Available Rewards section.
- Locate the friend incentive reward and click the Apply Discount button.
- Once the button changes to Remove Discount exit this page.
- Go back to the cart to confirm that the friend incentive discount has been successfully applied.
- Proceed to checkout by clicking the “Checkout” button, select the customer’s preferred payment type, and complete the transaction.
POS Integration For Loyalty
How to Opt-in A Customer to your Loyalty Program
Video: Opt-in to the Loyalty Program
- Tap Add Customer in the Shopify POS app to find the customer’s profile.
- Use the customer’s name or email address to locate and select their profile.
- With the customer selected, tap the Friendbuy Loyalty and Rewards app.
- Under the customer’s profile in the Friendbuy app, scroll down to the Opt-in to Loyalty Program section.
- Tap the Opt-in button to enroll the customer in the loyalty program.
- Once you see the success message indicating the customer is opted in, the process is complete.
How to Capture a Customer's Birthday
Video: Capture a customer's birthday
- In the Shopify POS app, go to the Add Customer section and search for the customer by their name or email address.
- After locating the customer’s profile, select it to proceed.
- Tap on the Friendbuy Loyalty and Rewards app tile.
- In the Friendbuy app, scroll down to find the Birthday section.
- Input the customer’s birth month and day in the designated fields.
- Tap the Save button to update the information.
- Once you see the confirmation message, Birthday updated successfully the process is complete.
How to Redeem Loyalty Points for Coupons
Video: Redeeming Loyalty Points for Coupons
- Start by selecting the customer in the Shopify POS app, then tap the Friendbuy Loyalty and Rewards app tile for the customer you wish to redeem points for.
- Review the customer’s points balance displayed at the top of their profile (e.g., “215 points” for Jim Smith).
- Scroll down to the Redeem Rewards section, where you’ll see the rewards available for redemption.
- Select a reward to redeem, such as the “$10 discount” for 200 points.
- Tap Redeem to the right of the point value and discount.
- Once you see the success message indicating the points were exchanged for a discount coupon, the $10 discount coupon will be added to the list of available rewards.
- You can now apply the $10 discount coupon to the transaction,
How to Redeem Loyalty Rewards
Video: Redeeming Loyalty Rewards
- Select the product(s) the customer wants to purchase and add them to the cart.
- Tap the Add Customer button and search for the customer using their email address.
- Choose the correct customer from the search results (e.g., Samantha) to proceed.
- With the customer selected, tap the Friendbuy Loyalty and Rewards app tile.
- In the Friendbuy app, scroll down to the Available Rewards section to view all rewards the customer can redeem.
- Select the loyalty reward you want to apply and click on the Apply Discount button.
- Once the button changes to Remove Discount, exit this page.
- In the cart, confirm that the discount has been applied to the transaction.
- Click the “Checkout” button, choose the payment option, and complete the checkout process.
