To effectively scan Loopy Loyalty cards using Square, you will need to set up two Zapier automations (Zaps).
You will need:
Loopy Loyalty Account
Zapier account (Paid Plan)
Square POS account
A scanning system integrated with Square
Step 1: Issue the Card and Add the Customer in Square
Navigate to Zapier and create a Zap:
Trigger:
Choose Trigger App:
Search for “Loopy Loyalty” and select it.
Select Trigger Event:
Choose “New Enrollment”
Connect Loopy Loyalty Account:
Sign in and authorize Zapier to access your Loopy Loyalty account.
Set Up Trigger:
Select the Loyalty card that you want to trigger on
Test Trigger:
Run the test and verify the sample data.
Action: Create Customer in Square
Choose Action App:
Search for “Square” and select it.
Select Action Event:
Choose “Create Customer”
Connect Square Account:
Sign in and authorize Zapier to access your Square account.
Set Up Action:
Map the
Customer Idfrom the trigger step to the fieldReference Idin the action tab as well as any other information you wish to carry across
Test Action:
Run the test and verify the results
This ensures that when the Loopy Loyalty card is scanned using Square, the customer will be identified and linked to the order.
See the help article here from Square on how to scan the barcode to add the customer to the order.
Step 2: Add Stamps to an Order
Create the Second Zap:
Trigger:
Choose Trigger App:
Search for “Square” and select it.
Select Trigger Event:
Choose “New Order in Square”
Connect Square Account:
Sign in and authorize Zapier to access your Square account.
Set Up Trigger:
Select the Location that you want to trigger on
Select the order status that you want to trigger on
Test Trigger:
Run the test and verify the sample data.
Action 1:
Choose Action App:
Search for “Square” and select it.
Select Action Event:
Choose “Find Customer by ID in Square”
Connect Square Account:
Sign in and authorize Zapier to access your Square account.
Set Up Action:
Map the
Tenders Payment Customer Idfrom the trigger step to the fieldCustomer IdMake your choice for the field
Should this step be considered a "success" when nothing is found?
Test Action:
Run the test and verify the results
Action 2:
Choose Action App:
Search for “Loopy Loyalty” and select it.
Select Action Event:
Choose “Add Stamp(s) in Loopy Loyalty”
Connect Square Account:
Sign in and authorize Zapier to access your Loopy Loyalty account.
Set Up Action:
Map the
Reference Idfrom the Action 1 step to the fieldCustomer IdSelect the number of stamps you would like to issue
Test Action:
Run the test and verify the results
Optional Step: Changing the number of stamps depending on the order
If you prefer to issue stamps based on the order you can use a third action step in the second zap between action 1 (Find Customer by ID in Square) and action 2 (Add Stamp(s) in Loopy Loyalty).
The action step below covers how to issue points based on money spent, in this case $10 = 1 stamp:
Action 2:
Choose Action App:
Search for “Formatter by Zapier” and select it.
Select Action Event:
Choose “Numbers”
Set Up Action:
In the transform field select
Spreadsheet-Style FormulaIn the formula field input the below with the value
Total Money Amountfrom the trigger step as shown below:FLOOR(
Total Money Amount, 10)/10
Test Action:
Run the test and verify the results
You will also need to change the Add Stamp(s) in Loopy Loyalty step in the action tab so that it would pull the Output field from the formatter step.
There are more spreadsheet functions available to use in Zapier which can be found here.
Summary
First Zap: Links the customer in Square with their Loopy Loyalty card.
Second Zap: Adds stamps to the customer's order after payment.
By setting up these two Zaps, you can streamline the process of scanning Loopy Loyalty cards and managing customer orders in Square, ensuring a smooth and efficient loyalty program experience for your customers.