Point of sale

Ask customers for feedback on your POS device after an in-store sale.

Use this when staff can hand the POS device to a customer, or read the questions aloud.

1. Open the survey and go to Channels → Point of sale.

2. At the top, turn on Show on POS.

3. Under Locations, pick All locations or Selected locations. For selected locations, allow Askly to see your locations if Shopify asks, then tick each location.

4. Under Display location, pick where staff find the survey:

   • Block on the post-purchase screen — a button after each sale.

   • Full screen, from the actions menu.

   • Smart Grid tile on the home screen — needs one more step, below.

   

   Choose where the survey appears on your POS device: post-purchase block (1), actions menu (2), or home screen tile (3).

   Screenshot placeholder · screenshot-pos-post-purchase-block.png

   • Open: The POS app on the Android emulator, on the screen right after a sale.

   • Set up: Use the shopify-pos-debug skill to boot the emulator. Complete a test sale with the survey set to Block on the post-purchase screen.

   • In the frame: The post-purchase screen with Askly's block and its button.

   • Annotate: Frame the block; label "Survey button".

   • Keep out: Real customer names or emails, store password, cursor, focus ring, chat bubble.

   • Done when: The block and its button are readable on the device screen.

   • Size: device (native screen size), see SCREENSHOTS.md

   Screenshot placeholder · screenshot-pos-actions-menu.png

   • Open: The POS app on the Android emulator, on the actions menu.

   • Set up: Set the survey to Full screen, from the actions menu. Open the actions menu on the device.

   • In the frame: The actions menu with Askly's survey entry.

   • Annotate: Frame the survey entry; label "Open the survey".

   • Keep out: Real customer names or emails, store password, cursor, focus ring, chat bubble.

   • Done when: The entry is readable on the device screen.

   • Size: device (native screen size), see SCREENSHOTS.md

5. Select Save.

Pick which stores show the survey, then where staff find it on the POS device.

Add the tile to your home screen

Askly can't add the tile for you. You add it once, in Shopify's Smart Grid editor:

1. In the POS settings, under Smart Grid tile on the home screen, select Open Smart Grid editor.

   

   Under Smart Grid tile on the home screen, select Open Smart Grid editor.
2. Under a page, select Add tile, then Embedded Apps.

3. Choose Askly Customer Surveys, then select Save.

In the Smart Grid editor, add a tile from Embedded Apps and choose Askly Customer Surveys.

Answers come in without a name when the sale has no customer attached, and every time they're given through the home screen tile.

Staff open the tile and hand the device to the customer, who answers one question at a time.

Next: see survey results.