How to use TapMango Connect with your Shopify Integration (In-Store POS)

This guide will acquaint you with the in-store workflow for TapMango Connect on Shopify POS. Whether a customer is redeeming a discount or simply earning points, these steps will ensure you can confidently utilize the platform for your loyalty program.

Sale with a Reward Redemption

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Step 1: Ask Customer to Sign into TapMango Tablet

The customer can sign in before or during the sale. What's important is that they sign in before you proceed to payment.

The customer will be automatically attached to the sale once they sign in to the tablet.

Step 2. Start a Sale as Normal

Start your sale as normal by adding the desired items to the customers cart.

Step 3. Apply Discount to Sale from the TapMango Connect Tile

Tap on the TapMango Connect tile and the profile of the checked in customer will automatically load.

Select Apply on the Reward or Voucher to apply the discount to the sale and then tap Back to Cart to return to the cart to complete payment.

Note: If you have one register paired to one tablet, the customer profile will attach automatically.

If you have multiple registers and tablets paired together, you must select the customer from the list in the TapMango Connect Tile to attach them.

Step 4. Complete Payment on Shopify

Tap Checkout and complete payment as normal.

Shortly after payment is complete, the customer's account will update: points for the sale will be issued, and any used points or vouchers will be deducted. 

The customer's profile will then automatically sign out of the TapMango tablet.

Sale Without a Reward Redemption

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You do not need to attach the customer with TapMango Connect if they are not using a discount.

Step 1: Ask Customer to Sign into TapMango Tablet

The customer can sign in before or during the sale. What's important is that they sign in before you proceed to payment.

The customer will be automatically attached to the sale once they sign in to the tablet.

Step 2. Start a Sale as Normal

Begin your sale in the Shopify Register as normal by adding items to the customers order.

Step 3. Complete Payment on Shopify

Tap Checkout and complete payment as normal.

Shortly after payment is complete, the customer's account will update: points for the sale will be issued, and any used points or vouchers will be deducted. 

FAQ

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How do I increase my tablet session timeout limit?

The Tablet Session Timeout determines how long a customer remains signed in on the tablet during periods of inactivity. Increasing this duration provides cashiers with a larger window to manage complex orders or engage with clients without the customer being prematurely logged out.

① Sign into http://portal.tapmango.com

② Navigate to Settings > Advanced Settings

③ Adjust the Tablet Session Timeout (seconds) value to your preferred duration.

④ Click Save at the bottom to save.

If a customer is checked in on the TapMango tablet, will tapping the TapMango Connect tile automatically open their rewards account?

Yes - If you have only one Shopify register and one TapMango tablet connected at your location, the customer profile will attach automatically. 

No - If you have multiple Shopify registers paired to multiple TapMango tablets at one location, you will be required to manually select the customer from a list of recently checked in customers in the TapMango Connect tile. 

I clicked the TapMango Connect tile but don't see any rewards.

This is likely due to one of two issues:

The TapMango discounts do not have the required Shopify mapping in Portal. 

• Discount mapping is what bridges your TapMango rewards to your integrated POS. If this mapping is missing, rewards will only exist internally within TapMango and cannot be recognized by your integrated POS.

Your discounts are mapped to specific items and categories that have not been added to the sale. 

• If a customer has a reward that's mapped to apply on specific items, one of the mapped items will need to be in their cart. If not, the reward will not be available to select on the POS.
• For example: if a customer has a '10% off Chocolate Chip Cookies' reward, it will be visible on the customer-facing tablet but will not appear on the POS until a qualifying cookie is added to the sale. Once the cashier adds the item to the transaction, the reward will become available for selection.

Additional Questions?

As always, if you have any additional questions that aren't covered in this guide do not hesitate to contact us and we'll be happy to help.