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The Checkout rewards extension lets a signed-in Profile apply their Omneo reward balance as a discount at Shopify checkout. The Profile sees their balance in the checkout, chooses how much to apply, and the discount is applied to eligible items in the cart before payment.
This extension ships with the Omneo CX Shopify app. See the Shopify extension overview for the full extension picture, and Rewards for how rewards work in Omneo.

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How it works

  1. A Profile reaches checkout signed in to their Shopify Account.
  2. The Store Rewards block shows the Profile’s available reward balance.
  3. The Profile enters the amount to apply, up to the maximum the cart allows.
  4. The app-managed CX Redemption Discount applies the amount as a discount across the eligible items in the cart.
  5. Omneo records the redemption against the Profile when the order completes.
The applied amount can never exceed the eligible cart total: the value of the cart after removing gift cards, free items added by benefits, and any excluded products. When Full price items only is enabled on the discount, already-discounted lines are also removed from the eligible total.

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The redemption discount

Reward redemption runs through a single Shopify automatic discount, the CX Redemption Discount, created automatically when the app is installed. To check its status, go to Settings > Discounts in the Omneo Shopify app. The Reward redemption discount card shows whether the discount exists and is active, and offers: The card also warns when more than one redemption discount exists (remove the duplicates in Shopify admin) and when the app deployment is misconfigured, in which case contact Omneo support.

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Cart rules

Open the discount from Settings > Discounts (or from the Shopify admin Discounts list) to configure how much can be redeemed:

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Product exclusions

You can stop rewards being applied against specific products, for example gift card products or items excluded from your incentive program terms.
1

Create the metafield definition

In Shopify admin, go to Settings > Custom data > Products and add a definition with namespace omneo and key exclude-from-discounts. A true/false type works well, since the extension checks for the value true.
2

Flag the products

On each product to exclude, set the metafield to true. The metafield is product level: it excludes every variant of the product.
If your catalogue already uses a different metafield to flag excluded products, point the discount at it instead: open the redemption discount editor and set Exclusion metafield namespace and Exclusion metafield key in the Product exclusions section. Leave both blank to use the default (omneo / exclude-from-discounts). At checkout, excluded products behave as follows:
  • Excluded lines never receive any part of the reward discount, and their value does not count toward the eligible cart total or the redeemable maximum.
  • When every item in the cart is excluded, the reward field is disabled and the Profile sees a message (configurable via the Excluded Cart Message setting).
Product exclusions apply to reward redemption only. Benefit discounts do not use the exclusion metafield: see Benefits. Gift card products are always excluded from reward redemption, with no metafield required.

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Enable the block in checkout

In the Shopify checkout editor, add the Store Rewards block to the checkout layout. Without the block, the discount exists but Profiles have no way to apply their balance.

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Block settings

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Stacking with your own discounts

Shopify applies two product discounts to the same item only when each one allows a tag the other carries. A discount’s own tags are on its Discount tags card, and the tags it allows are under Combinations → Product discounts → Combine on same product with discounts tagged. Tag-based stacking on the same product needs Shopify Plus. Omneo’s own discounts use a fixed, one-way pair: To let one of your own Shopify discounts stack with Omneo, choose its mode in the Omneo CX app under Settings → Discounts → Discount Stacking: The app only adds or removes the two Omneo tags in each list. Any mode other than Off also turns on combining with other product discounts, which tag stacking needs. Your own tags and the discount’s order and shipping combination settings are left as they are. The same page can set a mode automatically on new discounts (including codes from apps such as Klaviyo), once the discounts/create webhook is turned on under Settings → General. It can also apply a mode to every active or scheduled discount that does not stack yet. Your own discounts follow the same rule with each other. Two discounts in the same one-way mode (both Rewards, or both Benefits) never stack together. A Rewards discount and a Benefits discount do, because each allows the tag the other carries.
A discount set to Both carries both tags and allows both, so it stacks on the same product with every discount set to Both, Rewards or Benefits. Two promotions that should never combine (a VIP 10% off and a “$99 each when you buy 2” bundle, for example) will both apply to one item if either is set to Both and the other is set to any mode but Off. To keep two promotions apart, set both of them to Rewards (or both to Benefits): each still stacks with reward redemptions (or benefits), but not with the other.

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Limitations

  • The Profile must be signed in to their Shopify Account for the block to appear.
  • Whether the reward discount can combine with benefit discounts on the same order is controlled by the combination settings on the redemption discount.
  • Your own Shopify discounts stack with a reward on the same product only when set up as described in Stacking with your own discounts.
  • Exclusions are product level. Individual variants cannot be excluded separately.
See Benefits for the parallel benefits flow and Credits and gift cards for applying Credit balances at checkout.