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Shopify Checkout Extension for Splio Rewards

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Provided by: Splio
Connector type: Web Kit
Third-party system: E-commerce
Required add-on: "Loyalty"

Introduction

Shopify's checkout UI extensions introduced an exciting opportunity for Splio, as a Shopify Partner, to enhance the checkout experience with additional functionalities.

Merchants using Splio Loyalty & Rewards can seamlessly integrate a checkout extension into their store, enabling customers to use their rewards during the checkout process.

In this article, we'll guide you into how the extension operates and its installation and testing.

To sync data from your Shopify Store to Splio, please check the Splio Shopify App guide.

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This feature is only available for stores on Shopify Plus plan.
It's usable on Shopify PoS as part of the Early Access program.

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Early access feature

Please note that this is accessible only through an early access program. As such, it may be subject to changes, including additions, modifications, or removals, as we continue to refine and optimize the product. If you are interested to join the early access program, please reach out to [email protected] or to your Splio contact and feel free to share any feedback.

1. Overview

The app allows you to add a dropdown element to your checkout page, where logged-in customers can use rewards provided by Splio. The dropdown will only display granted rewards to a member, not used, nor expired.

Guest users will see a call to action instead of the dropdown to encourage them to log in or create an account to benefit from your Loyalty program.

2. Pre-requisites

In order to install the Rewards Extension, you must have:

3. Create and personalize your rewards assets

3.1 Loyalty Web Kit configuration

Note that customization is mostly managed directly on Splio Customer Platform to avoid creating duplicated contents and branding assets. You need to customize the texts of the rewards on your Loyalty Web Kit. The name and cost of the reward will be used for display on the rewards dropdown.

3.2 Reward types

The Rewards dropdown supports the following reward types in Shopify:

  • Fixed amount off
  • Percentage off
  • Free shipping

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Note that you need to set a monetary value to be displayed on the checkout dropdown.

If you want to add Shopify specific properties to your rewards, you can use the following Reward Custom Fields that are created at the setup:

  • shp_discounts_min_amount: discount requires a minimum purchase amount
  • shp_discounts_min_quantity: discount requires a minimum quantity of items
  • shp_discount_combines_with_order_discounts: discount can be combined with order discounts
  • shp_discount_combines_with_product_discounts: discount can be combined with product discounts
  • shp_discount_combines_with_shipping_discounts: discount can be combined with shipping discounts

Specific to Amount/Percentage off reward type

  • shp_discount_customer_gets_items_products: discount applies on a list of Shopify product IDs
  • shp_discount_customer_gets_items_product_variants: discount applies on a list of Shopify product variants IDs
  • shp_discount_customer_gets_items_collections: discount applies on a list of Shopify collection IDs

Specific to Free shipping reward type

  • shp_discount_type: needs to be set to free_shipping
  • shp_discounts_destination_selection_countries: discount applies on a list of destination countries
  • shp_discount_maximum_shipping_price: discount requires a maximum shipping price

3.3 How to setup free products rewards?

Our Checkout Extension for Rewards manages "free products" types of reward to fully match your loyalty programs tactics. Users can either select a product from the catalog and apply a discount code at checkout, or choose the discount directly during checkout, where the product will be automatically added to the order for a better customer experience. To ensure this feature works correctly, the following requirements must be met:

  • Only product IDs or variant IDs for single-variant products are supported.
  • Products must have available stock in your Shopify store inventory.
  • The product price cannot be set to 0€.

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As Shopify does not support usage limits per customer for "Percentage off" discounts, which could allow customers to claim free products without restriction, we strongly recommend using fixed-amount rewards instead. The monetary value set on your Rewards catalog must match the exact price of the product in your Shopify product catalog

4. How to setup the extension?

  • To handle your different translation, you need to configure your Loyalty Web Kit on Splio Customer Platform
  • Install Splio Shopify App by following the guide through the public app

Splio: Marketing Automation - Turn customer data into intelligent marketing automation | Shopify App Store

  • Install the Splio extension
    • Open your Shopify checkout editor.
    • Click Add App.
    • Select the Splio Checkout Extension
    • Click Save.

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We will automatically associate a configuration of Loyalty Web Kit to your Shopify Extension UI. It is mandatory to setup your Loyalty Web Kit but choose not to integrate the front on your e-commerce.

FAQ

What is the user flow from an email?

If you want to create a marketing campaign to attribute unique codes to a large volume of users, you can create an automation in Splio. Here the flow will create a batch of codes in Splio, display the code in the email, apply a link redirecting to either the Loyalty Web Kit specific reward page or another page of your website. Here’s an exemple:

Burning rewards in the Shopify checkout process

Each time a Loyalty member proceeds to a checkout, he can use the discount codes granted beforehand. If it is done, the app will burn the attribution reward in Splio, making it impossible to use it again.

The earned and burned rewards are visible for each member in the Loyalty Web Kit reward history if installed on your Shopify.

Updated about 1 month ago