This feature is only available to merchants on select pricing packages.

ShopKeep Loyalty

Use ShopKeep Loyalty to reward regular customers and bring in new ones by allowing customers to earn points toward in-store rewards, such as discounts on future sales. After setting up this feature in BackOffice, customers can earn loyalty points on every purchase and redeem points for 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 does include ShopKeep Loyalty, skip this section and follow the steps in the setup section below to get started.

  1. 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.

  2. Click ‘Marketing’ and select ‘Loyalty’.
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  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 from ShopKeep, then follow the steps below to set up ShopKeep Loyalty.

ShopKeep Loyalty Setup

If ShopKeep Loyalty is part of your pricing package, you will receive an email asking you to complete loyalty setup. Follow the steps below to learn how to set up ShopKeep Loyalty, set point thresholds and reward values, and enable your registers to use this feature.

The setup email will arrive soon after signing up for or upgrading to an eligible pricing package. Can’t find the email? Contact Customer Care for help.

  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, then click the arrow to continue.

    Store Name (DBA) | Your customer-facing store name.
    Account Owner Email Address | Email address of the Business 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 previously set up ShopKeep Loyalty for another store, enter the other store(s) into the form, then click the arrow to submit.
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  4. Wait 3 - 5 business days to receive an email indicating your ShopKeep Loyalty account was created.
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  5. Sign into BackOffice as the Business Owner.
  6. Click '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 the ‘Business Address’ entry prompt here.
    b Click the edit pencil for ‘Logo’ to upload your business logo.
    Preview the ‘Logo’ upload prompt 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 'Hours of operation' fields.
    a Click the edit pencil for ‘Location Address’ to enter the location address and phone number.
    Preview the ‘Location Address’ entry prompt here.
    b Click ‘Hours of operation’ to enter the business hours for the location.
    Preview the ‘Hours of operation’ entry prompt here.
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  12. Click 'Next' to go to the rewards program page.
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  13. Fill in the fields to set up your first discount or item-based reward.

    Select Item | Choose an item to redeem the reward for or leave blank for a discount-based reward. Items will only appear if they were sold at the register after your ShopKeep Loyalty account was created.
    Value | Number of points a customer must earn before they are eligible for the reward. Customers earn 1 point for every whole dollar they spend in the ShopKeep Register app (not including tax or gratuity).
    Reward Name | What the reward is called in the ShopKeep Register app (e.g. ‘$5 Off’ or ‘Free Burger’).

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  14. (Optional) Click ‘Add another reward’ to set up additional rewards.

    Up to 5 rewards can be added to the portal.

  15. Click 'Save' to finish rewards setup.
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  16. In BackOffice, click 'Enable', then 'Save' to turn on the ShopKeep Loyalty feature.
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  17. Follow the steps here to create a matching discount to use for each reward created.

    Creating a specific discount for each reward, such as ‘Loyalty – $5 Off’ or ‘Loyalty – Free Burger’, allows you to track how often each reward is redeemed via the Sales by Discount report.

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  18. Get updates on the iOS or Android register to sync the changes made in BackOffice to the register.

    After completing this step, you will be able to enroll customers to earn rewards at your location.

  19. Read through the sections below to learn how customers earn points, view their balance, and redeem 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.

Points can only be earned through sales performed on a ShopKeep register. Points do not expire and cannot be assigned to a customer after a sale is complete.

  1. In the ShopKeep Register app, add items to a sale, select a tender, and complete the sale as usual.

    If the customer is in your Customer List, tag them to the sale before tendering it. Tagged customers who previously earned points will be able to skip step 2 below.

    Need help performing sales? Visit our Running Sales at the Register article.

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  2. Customer enters their phone number on the register and taps 'Earn Points' to earn points for the sale.

    This screen will only appear when ShopKeep Loyalty is enabled.

    • Tagged customers who have never earned points will have their phone number prefilled. If they do not have a number on file, the one entered here will be added to their record on the Customer List.
    • If no customer is tagged to the sale, entering a phone number here will add a new customer to the Customer List. Duplicate customer records cannot be merged later.
    iOS ShopKeep Register App              

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    Android ShopKeep Register App

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

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

    iOS ShopKeep Register App              

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    Android ShopKeep Register App

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View Current Points

When customers ask if they have enough points for a reward, use the ShopKeep Register app to view their current points total and earned rewards. Points do not expire, so customers can save them up until they are ready to redeem.

  1. In the ShopKeep Register app, tap 'Select Customer' (iOS) or the customer icon (Android) and search for the customer's phone number.
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  2. Tap the ⓘ icon next to the customer to see more detailed information.
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  3. 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 in the Android ShopKeep Register app, follow steps 1 – 3 in the Redeem Points section.

    iOS ShopKeep Register App              

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    Android ShopKeep Register App

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Redeem Points

Once a customer earns 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 iOS or Android ShopKeep Register app.

On iOS

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

  1. In the ShopKeep Register app, add items to a sale.
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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.

    This icon shows the loyalty status of the selected customer at a glance:
    Empty Star | Customer has not signed up for loyalty or does not have enough points for a reward.
    Full Yellow Star | Customer has earned enough points for a reward.
    Gift | A reward has been selected. Tap to display a popup box allowing you to remove the reward.

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  4. Scroll to the 'Loyalty' section, and tap an available reward.

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

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  5. Tap 'Continue' on the popup to confirm the reward selection.
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  6. Add the applicable reward item and/or discount to the transaction if it has not already been added.

    For item-based rewards, you must add a discount to the sale after adding the item to make the item free.

  7. Complete the transaction.

On Android

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

  1. In the ShopKeep Register app, add items to a sale.
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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 New Sale screen shows the customer’s loyalty status at a glance:

    Empty Star | Customer currently has no points.
    Full Yellow Star | Customer has earned enough points for a reward.
    Half-full Yellow Star | Customer has earned points, but not enough for a reward.
    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 to confirm the reward selection.
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  6. Add the relevant reward item and/or discount to the sale if it has not already been added.

    For item-based rewards, you must add a discount to the sale after adding the item to make the item free.

  7. Complete the transaction.