Linking customers (loyalty schemes)

Another feature built into the integration is the ability to link customers from the website to your till.

When web orders are sent to the till we create a customer or associate the order to an existing customer

There’s 2 benefits to linking your customers together
Firstly your Epos Now reports provide more information about repeat orders from customers
Secondly and more importantly it means if you’ve got Epos Now’s instore loyalty scheme enabled then website orders will contribute to a customers in store loyalty

If a customer orders online and they are connected to the right Epos Now user then the order will contribute to their instore loyalty scheme.

Please note however that the loyalty scheme is intended to run with Epos Now
It’s possible for us to set up a loyalty scheme on your e-commerce website, but it will not connect to your Epos Now loyalty scheme.

Using our integration when it comes to loyalty schemes you can

a) Allow web sales to contribute to instore loyalty, redeemable only instore
Or
b) Operate separate instore and online loyalty systems

To map your customers together….

Using our bulk upload & download tool you can upload all customers to the till or download to the website.

You can override the Epos Now customer ID via Users > Edit

You may need to get a list of customers from Epos Now to manually map existing customers if you have customers in both the website and the till.

Note: if you download customers from the till, the customer will need an email sent to them asking to update their password. Or they will need to complete the forgotten password process.