Set Up and Enable Buy with Points

Loyalty Points gives you the ability to let customers redeem their reward points on a direct point-to-dollar-amount ratio. This allows them to manually select how much of a reward they wish to redeem their current balance for (ie. use 175 points for $3.50 off their purchase).

When enabled, the storefront widget will show the customer the value of their current reward points in a redeemable dollar amount.

Depending on the mode you select, they can either redeem these as a coupon code, or pay with their points directly in the checkout.

 Alert

Bold Cashier is required in order to use the Buy With Points feature. At this time, Bold Cashier is unavailable for installation via Shopify due to the re-evaluations and restrictions on third-party payments processed by third-party checkouts.

If you have installed Bold Cashier prior to January 20th, 2020, you will be able to continue using the app as it is grandfathered on your store.

 


 

Setup

  1. From the Shopify Admin, select Apps.
  2. Select Bold Loyalty Points.
  3. Select Rewarding Customers, then Buy With Points.

    From the side navigation bar, select Rewarding Customers. From within the Rewarding Customers dropdown menu, select Buy With Points (third option down)

  4. Select one of the following options:

    Note: If you do not have Bold Cashier installed on your store, the Buy With Points feature will not appear. Only Use Dynamic Discount codes will be available on this page.

    Select either Use Dynamic Discount Codes (left side) or Allow Customers to Use Points in Checkout (right side)

    • Use Dynamic Discount codes: Customers are able to select how much of a reward they would like through the storefront widget. This displays a slider on the storefront widget for them to select their discount amount. This method creates a single-use coupon code for the customer to redeem when they go to check out from the site.

      Note: These coupons cannot be combined with other discount codes.

      Picture shows a storefront widget with a customer's balance, informing them that they can use 500 points to get a $10 discount

    • Allow customers to use points in checkout: Customers are given the ability to directly pay for their purchase, using reward points, within Bold Cashier's checkout. This method displays an additional payment option that allows your customers to specify how many points they wish to redeem for their current purchase. They're able to pay for products, taxes, and shipping with this redemption method.

      Note: If you already have Cashier installed, you just need to enable Loyalty Points within the Marketplace.

      Picture shows payment methods within the checkout screen that include a checkbox to Pay with Store's Loyalty Points, and shows the customer's balance, with how much they can use (500 points) to convert to a discount ($10)

  5. Select a Point Value.

    Note: This amount is how many points your customers must redeem per dollar (IE. 50 points = $1.00).

    Using the Point Value text box, enter in how many points a customer needs to redeem to equal $1

  6. Select Enable.

    Under Buy With Points, select the toggle button to enable this

  7. Select Save Changes.
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