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This feature is only available for ShopKeep merchants on select pricing packages.
ShopKeep Loyalty
Use ShopKeep Loyalty to reward regular customers and bring in new faces by allowing customers to earn and accumulate points toward store rewards with every dollar spent. Customers can earn and redeem rewards via the ShopKeep Register app.
Table of Contents
Upgrade to ShopKeep Loyalty
If ShopKeep Loyalty is not part of your current pricing package, follow the steps in this section to upgrade to a package that includes this feature.
If your current package includes ShopKeep Loyalty, follow the steps in the setup section below to get started.
Sign into BackOffice as the Business Owner or as an employee with 'Manage Account' and 'Manage Loyalty' permissions.
Learn more about customizing BackOffice access here.
Click ‘Marketing’ and select ‘Loyalty’.
Click ‘Add ShopKeep Loyalty’.
Don’t see this page? Contact us to ask about upgrading your pricing package.
If ShopKeep Loyalty is part of your pricing package, you will receive an email to initiate setup of the feature. Follow the steps below to learn how to set up, choose point thresholds and reward values, and enable your registers for ShopKeep Loyalty.
Can’t find the setup email? Contact Customer Care for assistance.
Open an email similar to the one below, then click the 'Complete Loyalty Setup' link.
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Enter your business information in the form. Click the arrow to continue.
Store Name (DBA) | Your customer-facing store name. Account Owner Email Address | Email address of the account owner. Have you previously set up a ShopKeep Loyalty program at any other ShopKeep Location? | Select ‘Yes’ or ‘No’ based on whether ShopKeep Loyalty is set up at another store.
Click 'Next' to go to the rewards program page.
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Enter a 'Value' and 'Reward Name' for your rewards structure.
You may add up to 5 discount or item-based rewards. Items for item-based rewards will only show up in search if they have been sold on the register since your ShopKeep Loyalty was created.
Get updates on the iOS or Android register to sync the changes to the register.
You can now enroll / link customers to earn rewards at your location. Continue to the section below to learn how customers earn points at the register.
Earn Points
As customers visit and make purchases, link their ShopKeep transactions to their phone numbers to allow rewards points to accumulate. Reward points equal the number of whole dollars spent (not counting taxes and tips) and points always round down, so if a customer spends $25.76, they will receive 25 points.
In ShopKeep, add items to a sale, select a tender, and complete the transaction as usual.
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With Loyalty enabled, a screen appears where the customer will enter their phone number and tap 'Earn Points' to earn points for that transaction.
If the customer is on your Customer List, you can tag them to the sale at any time during checkout before the transaction is tendered. A customer will not have to re-enter their phone number if they already provided it and will skip this screen if they previously earned points.
If an existing customer does not have a phone number and has not been tagged to the sale, entering a phone number here will create a new customer in ShopKeep. Duplicate customer records cannot be merged later.
When customers inquire if they have earned enough points for a reward, use the ShopKeep Register app to view their current points total and any earned rewards.
In ShopKeep, tap 'Select Customer' (iOS) or the customer icon (Android) and search for the customer's phone number.
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Tap the ⓘ icon next to the customer to see more detailed information.
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Scroll to the 'Loyalty' section to view points and rewards information (iOS) or see available points under ‘Loyalty points’ (Android).
To view a customer’s earned rewards on the ShopKeep Register for Android, follow steps 1 – 3 in the Redeem Points section.
Once customers have earned enough points for a reward, they can redeem those points at the register to receive that reward. The specific steps to redeem points will vary based on whether you use the ShopKeep Register app on an iOS or Android device.
On iOS
For the ShopKeep Register on iOS, follow the steps below to redeem a customer’s earned loyalty points at the register for a reward.
Tap 'Select Customer', enter the customer's phone number, and select them.
Tap the star icon to view and apply available rewards.
The star icon (or gift, when a reward has been selected) shows cashiers a selected customer’s loyalty status at a glance. Empty Star | Customer has not signed up for loyalty or does not have enough points for a reward. Yellow Star | Customer has earned enough points for a reward. Gift | A reward has been selected. Tap to display a popup box asking if you want to remove the reward.
A star next to the customer icon on the New Sale screen shows the customer’s loyalty status. Full Star | Customer has earned enough points for a reward. Half Star | Customer has earned points, but not enough for a reward. Empty Star | Customer currently has no points. No Star | Customer has not yet signed up for loyalty.
