Responses are generated using AI and may contain mistakes.
IMPORTANT: We're updating product naming across our documentation. Engage is now Customer Engagement and Elevate is now Product Discovery. This doesn't change Voyado's services, functionality, or terms of your agreement. Be aware as these changes happen that you may see both the old and new names being used.
To enable the use of promotions (discounts) and vouchers in your Shopify POS app, the setup on the Shopify side has to be complete. During that setup you’ll need to have selected the options below. The first enables promotions, and the second enables vouchers:
Enabling promotions and vouchers
You can now view a customer’s loyalty information in the Shopify POS app. To do this, add a customer to the cart. When you then select the “Manage Voyado discounts” tile, and assuming you have enabled both promotions and vouchers during the setup in Shopify, you’ll see two tabs:Personal discounts: Here you can see any discounts (promotions) that are available for that customer.Reward vouchers: Here are listed the vouchers available for that customer.
A Personal discount is created in Customer Engagement as a multichannel promotion.
1
Create promotion
Under the “Promotions” side-menu in Customer Engagement, select “New Promotion” and then “Multichannel promotion”.
2
Pick type of promotion
Now choose either “Monetary discount” or “Discount in Percent” as the value type.
Enabling promotions and vouchers
Don’t pick “External promotion code” for a promotion that you intend to be used in the Shopify POS.
3
Assign promotion
Now assign this promotion to your customers. When a customer with this promotion assigned is identified in the Shopify POS app, selecting the “Manage Voyado discounts” tile will generate the appropriate discount based on the promotion you just created in Customer Engagement, in the local currency. This discount can now be added to a purchase during checkout in the POS app.
4
Redeem promotion
Once the order is placed, the promotion will be redeemed in Customer Engagement.
In Customer Engagement, a contact’s reward points can be converted to a loyalty voucher / reward voucher, which is an amount of money that can then be used for purchases.This is done under Promotions > New Promotion > Reward voucher.To learn how to convert points to vouchers, see here:
Read about creating reward vouchers
Any vouchers from Customer Engagement will be created as discounts in the Shopify POS app, in the local currency, when a customer is identified there.Apply the voucher by selecting it once the customer has an item in their cart.Once the order is placed, the voucher will be redeemed in Customer Engagement.
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POS.`})})]}),_jsxs(Step,{title:`Assign promotion`,children:[_jsx(_components.p,{children:`Now assign this promotion to your customers. When a customer with this promotion assigned is identified in the Shopify POS app, selecting the “Manage Voyado discounts” tile will generate the appropriate discount based on the promotion you just created in Customer Engagement, in the local currency. 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Engagement.`}),_jsx(OptimizedImage,{src:`https://mintcdn.com/voyado-partners/AmxzS8xNbouUGz-m/images/shopify/shopify-pos-15.png?fit=max\u0026auto=format\u0026n=AmxzS8xNbouUGz-m\u0026q=85\u0026s=3e938d2c083b4d4aac0fb83a1cbd8859`,style:{width:`300px`,height:`auto`},alt:`Manage Voyado discounts`,\"data-og-width\":`1170`,width:`1170`,\"data-og-height\":`2532`,height:`2532`,\"data-path\":`images/shopify/shopify-pos-15.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/voyado-partners/AmxzS8xNbouUGz-m/images/shopify/shopify-pos-15.png?w=280\u0026fit=max\u0026auto=format\u0026n=AmxzS8xNbouUGz-m\u0026q=85\u0026s=e15f34195aa7f37eccc09773b896d4e7 280w, https://mintcdn.com/voyado-partners/AmxzS8xNbouUGz-m/images/shopify/shopify-pos-15.png?w=560\u0026fit=max\u0026auto=format\u0026n=AmxzS8xNbouUGz-m\u0026q=85\u0026s=aa953d78ef006dbdbb94e4702fa1c16a 560w, 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vouchers`,href:`https://help.engage.voyado.com/hc/en-gb/articles/17234946364444-How-to-convert-reward-points-to-vouchers`,icon:`https://mintcdn.com/voyado-partners/0IxEIB2Y6a--gNYY/icons/help-center-link.png?fit=max\u0026auto=format\u0026n=0IxEIB2Y6a--gNYY\u0026q=85\u0026s=4e7f518f776580d7cdae461a964ea2dc`,horizontal:true,\"data-og-width\":`128`,width:`128`,\"data-og-height\":`128`,height:`128`,\"data-path\":`icons/help-center-link.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/voyado-partners/0IxEIB2Y6a--gNYY/icons/help-center-link.png?w=280\u0026fit=max\u0026auto=format\u0026n=0IxEIB2Y6a--gNYY\u0026q=85\u0026s=ecf88b6d1319565c3814de4e47d290ea 280w, https://mintcdn.com/voyado-partners/0IxEIB2Y6a--gNYY/icons/help-center-link.png?w=560\u0026fit=max\u0026auto=format\u0026n=0IxEIB2Y6a--gNYY\u0026q=85\u0026s=4dcc072c5640c85c703920be7f642b0c 560w, 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there.`}),`\n`,_jsx(_components.p,{children:`Apply the voucher by selecting it once the customer has an item in their cart.`}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/voyado-partners/AmxzS8xNbouUGz-m/images/shopify/shopify-pos-16.png?fit=max\u0026auto=format\u0026n=AmxzS8xNbouUGz-m\u0026q=85\u0026s=84e161dfef4ced042cd0f09cc51e551f`,style:{width:`300px`,height:`auto`},alt:`Applying a voucher`,\"data-og-width\":`1170`,width:`1170`,\"data-og-height\":`2532`,height:`2532`,\"data-path\":`images/shopify/shopify-pos-16.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/voyado-partners/AmxzS8xNbouUGz-m/images/shopify/shopify-pos-16.png?w=280\u0026fit=max\u0026auto=format\u0026n=AmxzS8xNbouUGz-m\u0026q=85\u0026s=d4625e4a3f89c9f5ad94f1af83593965 280w, https://mintcdn.com/voyado-partners/AmxzS8xNbouUGz-m/images/shopify/shopify-pos-16.png?w=560\u0026fit=max\u0026auto=format\u0026n=AmxzS8xNbouUGz-m\u0026q=85\u0026s=e68adcec2c39b2bc02a2d399fafb35b6 560w, 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Engagement.`}),`\n`,_jsx(OptimizedImage,{src:`https://mintcdn.com/voyado-partners/AmxzS8xNbouUGz-m/images/shopify/shopify-pos-17.png?fit=max\u0026auto=format\u0026n=AmxzS8xNbouUGz-m\u0026q=85\u0026s=23113e27b1ecc67ff980cae75994e003`,style:{width:`300px`,height:`auto`},alt:`Redeeming the voucher`,\"data-og-width\":`1170`,width:`1170`,\"data-og-height\":`2532`,height:`2532`,\"data-path\":`images/shopify/shopify-pos-17.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/voyado-partners/AmxzS8xNbouUGz-m/images/shopify/shopify-pos-17.png?w=280\u0026fit=max\u0026auto=format\u0026n=AmxzS8xNbouUGz-m\u0026q=85\u0026s=a3526341dd7b661039562d80e91fea85 280w, https://mintcdn.com/voyado-partners/AmxzS8xNbouUGz-m/images/shopify/shopify-pos-17.png?w=560\u0026fit=max\u0026auto=format\u0026n=AmxzS8xNbouUGz-m\u0026q=85\u0026s=3c80c3add22da9633c673de8b13edecf 560w, 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