Factor4 Gift Cards

POS systems

Shopify Gift Card Integration | Factor4

How the Shopify connection works

Factor4 connects directly to Shopify. Gift card activation, redemption and balance lookups run through the platform your staff already use, against one real-time balance ledger — no second device and no nightly batch.

Connection
Direct integration
Category
POS systems

Announced May 2024.

Setup steps

Onboarding follows the same sequence on every platform: confirm the configuration, connect the program, load card stock, test at the register, then go live. Timelines depend on how many locations and devices are in scope.

  1. 1Confirm your Shopify store, and whether you also run Shopify POS in store, with a Factor4 specialist.
  2. 2Connect the Factor4 integration to the Shopify store.
  3. 3Publish the gift card product and enable the gift card tender at checkout.
  4. 4Confirm digital delivery, physical card stock, or both.
  5. 5Place test orders and redemptions online, and at the register if Shopify POS is in use.
  6. 6Go live. Typical elapsed time from kickoff to first live card: [TODO: verify].

What the workflow looks like at the terminal

Four actions cover almost everything a clerk does with a gift card: activate, redeem, redeem part of a balance, and check a balance. Each one runs against the same real-time ledger, so a card sold at one location works instantly at another.

  • Activate: a customer buys a gift card on the storefront and the card is issued against the shared balance ledger; physical cards sold in store activate at the register.
  • Redeem: the customer enters the card number at checkout and the balance is applied to the order in real time.
  • Partial redemption: the remaining balance is applied and the customer pays the difference with a card at checkout.
  • Balance check: the customer or a clerk can look up the current balance without moving funds.

Factor4 features supported on Shopify

These are the capabilities available on this platform. Anything not listed here should be confirmed with a specialist before you plan around it.

  • Gift card activation, reload and redemption
  • Real-time balance across every location on the program
  • Partial redemption and split tender
  • Balance inquiry at the terminal
  • Reporting on issuance, redemption and outstanding liability
  • In-house US support, seven days a week
  • One balance shared between the online store and the physical counter

Supported models and versions

Coverage varies by hardware and software version. Where a version is marked [TODO: verify], confirm it with support rather than assuming it is covered.

  • Shopify plan and POS hardware coverage: [TODO: verify]

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