Below is a step by step walkthrough with pictures for setting up Autopunch with your Shopify Store.
This process requires a Loyalty Rewards Pro account and for you to have Admin access to the Shopify Store you wish to connect to. Unlike our other Autopunch methods, Shopify does not require a Gmail email address. If you have a secondary Point Of Sale Solution, Shopify and that secondary Point Of Sale System can co-exist.
STEP 1) Go to the Autopunch Dashboard and ensure that AutoPunch is Enabled - See Figure 1) below.
Punch Discount Options
STEP 2) You can choose that if items are either below a certain price or are discounted below a certain price, they will not generate a punch. The default $0.00 setting means this feature is disabled. For example, if you set this to $15.00, then an Item that is $15.00 or higher in cost will pass this test and can be punched. If the item is $14.99 or lower after any discounts, then the item will not generate a punch. You can change this setting at any time and it will affect future purchases going forward and for your initial import of legacy purchases. See Item Fig 2) below.
STEP 3) For Shopify specifically, we offer one additional discount rule. If any item is discounted beyond the listed percent off, it will not punch. Above 100% means the feature is disabled.
Let's walk through an example:
You have earrings for $5
You have a Shirt for $25
You have a Dress for $35
You have a Necklace for $50
You have Don't Punch under $20 set.
You have Don't punch if item discounted above 30%
The customer uses a 40% off coupon for 1 Shirt
Customer buys the following:
1 pair Earrings for $5
1 Shirt for $25
1 Dress for $35 (Coupon reduces costs to of dress to $21)
1 Necklace for $50
We will record all 4 purchases in the Customers History File
The Pair of Earrings are below your minimum punch level of $20 and won't punch.
The Shirt is above the minimum purchase level and will punch.
The Dress (after the coupon is above the minimum purchase price for punching, but greater than the set maximum 30% discount rate. So due to exceeding the discount rule, the dress won't punch.
The Necklace is $50 so neither the minimum purchase level is hit, nor was it discounted above 40%. This item will punch.
So the customer bought four items but will receive two punches for the Shirt and the Dress. Since the two other items are either just too low of a cost to offer towards a free item or is heavily discounted, they do not generate a punch.
So take a moment and think through what settings you wish for these options. It's important to decide now, because, during this setup, we will give you an opportunity to import up to 30 days of previous purchases into your account and the rules you set now will be applied to those orders.
Once you have made your selections to the Punch items under this amount and Items are discounted above X%, then proceed onto Step 4 below the Graphic.