How it works
Follow these 4 simple steps to start syncing loyalty points to contact profiles for better email personalization
Referrals Points Changed
Referrals Points Changed
List Contact
List Contact
Filter
Filter
Update Contact
Update Contact
Make it your own
Customize this workflow even further:
Add points expiration tracking
Connect additional steps to calculate and store points expiration dates, then trigger automated emails when customers' points are about to expire.
Segment high-value loyalty members
Extend the workflow to automatically tag contacts with "VIP Member" or "Gold Tier" labels in Omnisend when their points balance reaches specific thresholds.
Create points milestone campaigns
Chain together conditions to trigger different email sequences when customers hit 500, 1000, or 2500 points, celebrating their loyalty journey.
Track points earning patterns
Store points history data in MESA Tables to analyze how customers earn points over time and identify your most engaged loyalty members.
Frequently asked questions
What happens if a customer doesn't exist in Omnisend yet?
The workflow will skip the update step since the filter only allows it to proceed when exactly one matching contact is found. You'll need to ensure customers are added to Omnisend first, either by using Paths or through another workflow that syncs new customers.
Can I customize the name of the custom property that stores the points balance?
Yes, in the Update Contact step you can change "yotpo_loyalty_points" to any custom property name that makes sense for your campaigns, like "loyalty_points" or "rewards_balance". Just make sure to use the same name consistently in your Omnisend segments and campaigns.
Will this workflow sync historical points balances for existing customers?
No, this workflow only syncs points when they change going forward. To sync existing points balances, you'd need to trigger a points change for each customer in Yotpo (like a small adjustment) or use Time Travel to run a backfill.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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