Getting Started with Point of Sale

Be sure that the campaign(s) you wish to enable are set up and Connected via your Shop for Good dashboard. Please note that Point of Sale is supported for Donation Tiers, Custom Amount / $1 Donation, and Round Up campaigns only.

TABLE OF CONTENTS

• Setting up your campaigns for Point of Sale
• Installing your campaigns in the Shopify Point of Sale app
• Using your campaigns in the Shopify Point of Sale app
  • Donation Tiers
  • Round-up
  • Custom Amount / $1 Donation 

Setting up your campaigns for Point of Sale

1. To enable your campaigns for Point of Sale, open your store’s account in Shopify.

2. Go to “Products” and locate the product associated with your Shop for Good campaign:

   1. Product Name = Gift for Good (Please note that this might be different if you have previously changed the product name).

   2. Type:

      1. Custom Amount = tips-donation
      2. Round Up = roundup-donation
      3. Donation Tiers = flat-donation 
         

3. Click on the donation product you wish to enable for Point of Sale.

4. In the “Publishing” module on the right, click the kebab menu.

5. Click Manage “Sales Channels”. 

6. Select “Point of Sale” and click “Done”. 
7. Be sure to click “Save”.

Your Shop for Good campaign is now ready for Point of Sale! Now head on to your Shopify POS app for the next steps.

Installing your campaigns in the Shopify Point of Sale app

1. Download the Shopify Point of Sale app if you have not done so already.
2. Log in and click “Add tile”
3. Tap “Shop for Good Donation…”
4. On the next screen, tap “Add” on “shop-for-good POS UI extension”
5. Tap Save
6. You will now see the Point of Sale enabled campaigns on your POS App screen.

You're all set! Now share the following instructions with your staff to start processing donations at POS!

Using your campaigns in the Shopify Point of Sale app

To process a Point of Sale donation, open the Shopify Point of Sale app and tap the applicable campaign tile. Then follow the instructions below for the specific campaign type.

DONATION TIERS

1. Tap on the amount your customer wishes to donate. Note that adding a custom amount is not supported at Point of Sale.
2. If your campaign is set up to allow customer charity choice, select the charities the customer wishes their donation to go to
3. Tap the “Give equally to…” button. Note you may need to scroll down to access the button if you have multiple nonprofits to choose from
4. On the confirmation screen, confirm the information and tap Done
5. You will see the amount to be donated on the Donation Tiers tile
6. Tap the “# items - $x.xx” button and proceed with checkout

ROUND-UP

1. Be sure the product(s) your customer is buying are already added to the Point of Sale cart. Round Up cannot be processed without a purchase.
2. You will see the amount to be donated on the Round Up tile. Note that adding an additional amount is not supported at Point of Sale.
3. Tap the Round-Up tile.
4. If your campaign is set up to allow customer charity choice, select the charities the customer wishes their donation to go to
5. Tap the “Give equally to…” button. Note you may need to scroll down to access the button if you have multiple nonprofits to choose from
6. On the confirmation screen, confirm the information and tap Done
7. You will see the amount to be donated on the Round Up tile
8. Tap the “# items - $x.xx” button and proceed with checkout

CUSTOM AMOUNT / $1 DONATION

1. Tap the Custom Amount tile.
2. If your campaign is set up to allow customer charity choice, select the charities the customer wishes their donation to go to
3. Tap the “Give equally to…” button. Note you may need to scroll down to access the button if you have multiple nonprofits to choose from
4. On the confirmation screen, confirm the information and tap Done
5. You will see the amount to be donated on the Round Up tile
6. Tap the “# items - $x.xx” button and proceed with checkout

Check out our Point of Sale FAQs and Troubleshooting article for more helpful information.