If you obsess over relationship marketing and are using Shopify POS in your retail space, then our Happy Birthday app has a great feature to enhance the in-store customer experience.
What does this feature do?
In short, Happy Birthday can display if a customer has an available Birthday discount to use on their purchase during the checkout. Here is how the interaction would typically work:
- A Sales Assistant will enter the Customer's email address during checkout.
- The Happy Birthday app will automatically check to see if that Customer has joined your Birthday Club and if they have a valid Birthday discount to use.
- If there is a valid discount, it will be presented within the checkout screen.
- The Sales Assistant can then apply the discount to the checkout immediately.
There's no need to navigate away from the checkout, the entire process is fast and easy.
Here is a video showing these steps:
Why we like this feature
This feature has the potential to really make a Customer's day and build on the importance that you place on the customer experience. The customer may have forgotten to use their discount code online, or, they may have misplaced their Birthday Email containing their discount code, so you now have the opportunity to remind and delight them at the counter and even start a conversation if that's your thing.
For your peace of mind, we've built in checks to ensure that discount codes auto-generated by our app can not be used more than once... so if a Customer has already used their unique auto-generated birthday discount code, then it won't be visible within the POS checkout to use again.
How will the discount appear in the checkout?
After enabling the feature, you will see a tile that says "Happy Birthday Email" on the left hand side of the POS screen. At this stage, the tile will likely be 'greyed-out' and state that 'No promotions available':
When you select a Customer that has a valid Birthday discount, you will see the discount information on the same tile as was mentioned previously on the left-hand side:
When you click on the tile, this selects the available birthday discount to be applied to the order, you will then see that the order summary has updated to reflect that the discount has been applied:
This feature will only work if you are offering a simple "Percentage Off" Birthday discount
- No minimum spend
- No specific collections or products are required to qualify for the discount
If you have a more complex birthday discount configured, then please let us know and we will see if we can set-up a simple discount for your in-store POS usage only.
How do I enable this feature?
Set-up Time: Less than 1 minute - no technical knowledge required
This feature is available to all Happy Birthday Merchants and is very simple to enable.
- Within the app, go to the Settings view
- Under the Collecting birthdays section, click on the Manage button in the POS Birthday Sign-up card:
You will then see a setting to enable the POS Discounts feature. Please enable it.
If your discount code is currently set-up in a way that is not compatible with this feature, then it will appear like so:
In this instance, you would need to amend your discount code so that it did not have a minimum spend restriction.
Once enabled, hit Save!
Give it a shot!
If you're looking to offer your customers a better in-store experience, the ability to apply birthday discounts automatically at the point of sale will go a long way to building better and deeper relationships.
Please do get in touch if you have any questions about this feature or if you need any help with your set-up.