Introduction
Note: This features requires the Shopify POS integration to be enabled on OMNI and is only eligible for merchants on certain plans. Contact us to learn more.
OMNI is integrated with Shopify POS and merchants with the Shopify POS integration enabled can utilize our POS tiles to achieve the following use caes:
Look up existing customers and create new customer profiles directly on Shopify POS
Instantly see customer statuses, preferences, and other information to provide a personalized CX
Reward customers by helping them earn points online and offline
Provide a VIP anywhere experience by letting customers use their rewards everywhere.
Setting up POS Tiles
Please ensure that you are logged into a POS account with the “Customize smart grid for device's location” permission before you begin.
Log in to your POS device and select the location that you would like to add the tile to.
Press "Add tile"
Select "App" > "OMNI Loyalty & Rewards" > "App extensions"
Add "Search customer" and "View customer"
Arrange the tile into the desired position on your POS an click "Save"
POS Tile - Search customer
Launch the "Search customer" tile to initiate a customer search when a customer is at your POS location.
You can search for the customer by their phone, name, or email. You can also scan their member QR code if you have the member QR code feature enabled on your storefront. Upon successful match, you can see basic loyalty information for the customer and add the customer to cart to earn points for this order.
Contact us if you would like to enable the member QR code on your storefront.
If no existing customer can be found with your search, you can also create a new customer directly with the email and phone you have inputted following the steps shown on screen. The customer will be able to earn points for their first order too.
POS Tile - View customer
After adding the customer to cart using "Search customer", click on the "View customer" tile to access the full customer profile of the customer in cart.
On the view customer tile, you can you can view information about:
Customer details: name, email, phone number, account tags
Loyalty progress: points balance, points history, current tier, amount to spend till next tier
You can also use this page to:
Add and remove points
Redeem new rewards
Apply existing rewards to cart
Recommended staff user flow
We recommend POS staffs to follow our recommended user flow when using the OMNI POS tiles on your Shopify POS device.
Ask the customer for their phone, email, or name. Search for the customer or create a new customer with our Search customer POS tile
Add the customer and relevant products to cart on the POS tile
If the customer needs to use any existing rewards or redeem new rewards, access their full profile with our "View profile POS tile" and apply or redeem new rewards to cart
Checkout on the POS