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!

  1. Sign into BackOffice as the Business Owner.
  2. Click ‘Marketing’ and select ‘Loyalty’.
  3. Click ‘Add ShopKeep Loyalty’.

    Don’t see this page? Contact us to ask about upgrading your pricing package.

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  4. Follow the prompts to upgrade to a pricing package that includes ShopKeep Loyalty.
  5. Wait for an email and follow the steps to set up ShopKeep Loyalty.

ShopKeep Loyalty Setup

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.

  1. Open an email similar to the one below, then click the 'Complete Loyalty Setup' link.
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  2. 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.

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  3. If you have previously set up a loyalty program for another store, enter your other store(s) in the form, then submit.
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  4. When your form is processed, you will receive an email. Click the link to be taken to BackOffice to finish setup.

    This may take up to 3-5 business days.

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  5. Sign into BackOffice as the Business Owner.
  6. In BackOffice, go to 'Marketing' and select 'Loyalty'.
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  7. Click the 'ShopKeep Loyalty Management Portal' link to continue setup
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  8. Click 'Get Started' in the loyalty portal.
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  9. Update the mandatory 'Business Address' and 'Logo' fields.
    a Click the edit pencil for ‘Business Address’ to enter the business address and phone number. Preview this here.
    b Click the edit pencil for ‘Logo’ to upload your business logo. Preview this here.
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  10. Click 'Next' to proceed to the location information.
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  11. Update the mandatory 'Location Address' and 'Opening Hours' fields.
    a Click the edit pencil to enter ‘Location Address’ information. Preview this here.
    b Click the ‘Opening Hours’ link to enter the business hours for the location. Preview this here.
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  12. Click 'Next' to go to the rewards program page.
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  13. 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.

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  14. Click 'Save' to finish rewards setup in the portal.
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  15. In BackOffice, click 'Enable', then 'Save' to complete BackOffice setup.
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  16. In 'Settings', create a matching discount to use for each reward created.

    Creating a specific discount for each reward allows you to track how often each reward is redeemed via the Sales by Discount report.

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  17. In the ShopKeep Register app, tap 'Get Updates from BackOffice' from the Main Menu (ShopKeep for iOS) or 'Get Updates' from the register menu (ShopKeep on Clover).

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.

  1. In ShopKeep, add items to a sale, select a tender, and complete the transaction as usual.
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  2. 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 in the transaction. They 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.
    ShopKeep for iOS

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    ShopKeep on Clover

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  3. Customer taps 'Done' (iOS) or anywhere on screen (Clover) to complete the transaction.

    If using The Station, Built by Clover, rotate the screen back to face the cashier to dismiss this screen.

    ShopKeep for iOS

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    ShopKeep on Clover

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View Current Points

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.

  1. In ShopKeep, tap 'Select Customer' (iOS) or the customer icon (Clover) and search for the customer's phone number.
    ShopKeep for iOS

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    ShopKeep on Clover

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  2. Tap the 'i', information icon, from the menu to see the customer's more detailed information.
    ShopKeep for iOS

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    ShopKeep on Clover

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  3. Scroll to the 'Loyalty' section to view points and rewards information (iOS) or see available points under ‘Loyalty points’ (Clover).

    To view a customer’s earned rewards on the ShopKeep Register on Clover, follow steps 1 – 3 in the Redeem Points section.

    ShopKeep for iOS

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    ShopKeep on Clover

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Redeem Points

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 Clover 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.

  1. In ShopKeep, add items to a sale as usual.
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  2. Tap 'Select Customer', enter the customer's phone number, and select them.
  3. 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 | Displays a popup box asking if you want to redeem a reward.

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  4. Scroll to the 'Loyalty' section and tap an available reward.
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  5. Tap 'Continue' on the popup that appears.
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  6. Add the qualifying item (if not already added) and/or discount to the transaction.
  7. Complete the transaction.

On Clover

For the ShopKeep Register on Clover, follow the steps below to redeem a customer’s earned loyalty points at the register for a reward.

  1. In ShopKeep, add items to a sale as usual.
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  2. Tap the customer icon, enter the customer's phone number, and select them.

    A star next to the customer icon on the Transaction 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.

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  3. Tap the + next to ‘Reward item’ to view available rewards.
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  4. Select an available reward and tap ‘Apply’.

    Rewards the customer does not have enough points for will be grayed out.

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  5. Tap ‘OK’ on the popup that appears.
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  6. Add the qualifying item (if not already added) and/or discount to the transaction.
  7. Complete the transaction as normal.

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