Establishment & configuration of Shopify POS
Introduction
In this article, we'll explore how to seamlessly integrate AiTrillion with the Shopify Point of Sale (POS) system. Aitrillion is a customer engagement and marketing automation platform that can be integrated with Shopify POS. This integration allows businesses to use Aitrillion's features and tools to gain insights into their customers and improve their marketing efforts, while still using Shopify POS to process in-person transactions and manage their inventory.
Overview🗂️
Supported Module – Loyalty Rewards
​Using AiTrillion within Shopify POS
How to help customers redeem their available points?
🚨AiTrillion supports POS.
Sellers can use this for Loyalty program, email marketing, SMS marketing and other features in which we are able to sync the data from POS to the Shopify store and in AiTrillion
To integrate Aitrillion with Shopify POS, businesses will need to sign up for an Aitrillion account and connect their Shopify store to Aitrillion. They can then use the Aitrillion platform to track customer data, such as purchase history and behavior, and use this data to segment their audience and personalize their marketing efforts.
Supported Module – Loyalty Rewards
Loyalty programs encourage shoppers to return to stores where they frequently make purchases. Some of the incentives may include advanced access to new products, additional discounts, or sometimes free merchandise.
Increase Customer Engagement With Points Based Reward & Referral Program
Supported Activities
Not Supported Activities
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Refer a Friend – Give points when the customer refers a friend.
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Visit Store – Give points when a customer visits your store.
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Buy $X get Y points – Give points when customers make X amount of purchase.
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On X Orders get Y points – Give points when customers make X times purchase.
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Happy Birthday – Give points on the customer’s birthday.
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Follow/Share on Social Media – Give points when a customer follows you on Instagram.
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Allow Push Notification – Give points when the customer allows the web push notification
Supported Rewards
Not Supported Rewards
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Free Shipping – A Free shipping voucher for your customer
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Free Product (Voucher) – A 100% discount on a specific product
🚨The minimum cart amount can be set here but on POS it won't apply the restriction of minimum cart value, because we do not receive the cart amount from the Point of Sale (POS) system, which we receive on the website.
Using AiTrillion within Shopify POS
It allows you to perform the following two actions:
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Register new customers into your loyalty rewards program using the Shopify POS app.
Register new customer
Step 1. Click on the Customers tab from the bottom tab and click on the Plus icon.
Step 2. Enter necessary details like First Name, Last name, Email address, Phone number. You can also add optional details like Address, Notes, Tags, Accept marketing and Collect taxes, and click Save.
Now, the customer has been added to the list.
Once saved, the customer will automatically be “logged in” to the loyalty program. The system gives points to the new customer specified to create an account activity.
🚨If the customer’s email is already in your system, you can do a search for it and tap the corresponding name.
Help customers redeem their available points
Step 1: Click on the Add customer tile.
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Step 2: Search the customer by name, email, etc, and click on the customer name.
Step 3: Click on the Add tile and choose a product to add to the customer’s cart.
Step 4: Click on Product and Search a Product or Select a Product from the available products.
Step 5: Click on the Save button on the top.
Step 6: Click on Add tile and add a new tile for AiTrillion.
Step 7. Click on App.
Step 8: Click on AiTrillion.
Step 9: Click on Add.
Step 10: Click on the Save button.
Step 11: Click on the AiTrillion tile.
Step 12: Select a discount code that you want to apply.
Step 13: Click on the action button at the bottom.
Step 14: The discount will be applied and it looks like this.
Step 15: Now you can complete the checkout process.
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The discount will automatically be applied to the cart & the total price will adjust accordingly.
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The customer’s points balance will automatically be reduced according to the selected discount.
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