Yotpo Loyalty + Form made easy.
MESA is the easiest way to create Yotpo Loyalty and Form integrations so you can automate any work - no code required.
MESA empowers you to build any solution. Scale faster and more efficiently than ever before. When you're able to build your ideas, you're free to explore unique ways to expand your role and business. What will you make today?
How does Form work with Yotpo Loyalty?
With Yotpo Loyalty and Form by MESA integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.
Start a product return with MESA Forms.
Let customers start the return process directly form the Shopify order details.
Send contact page forms to an email inbox.
Collect contact form submissions and route them to your company's inbox.
Collect customer birthdays for loyalty campaigns.
Create marketing campaigns to connect with customers on their birthdays.
Share customer feedback in your Slack channels.
Collect shopper's feedback then route responses to you company chat apps.
Build forms for any page on your Shopify store.
Drag and drop fields to make any form anywhere on your Shopify theme.
Solve more business-critical tasks
MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challeneges can be solved through the power of no-code automation solutions.
Popular Yotpo Loyalty to Form Templates
These workflow templates are 100% customizable. One-click add them to your store then start personalizing any step to your exact requirements — no code required.
Loved by 1k+ brands using Shopify & Shopify Plus.
How to connect Yotpo Loyalty to Form
Connecting Yotpo Loyalty to Form has never been easier. With MESA, making complex integrations between Yotpo Loyalty and Form by MESA only takes a few minutes — no code required. Automate basic data entry or connect the systems that run your business. Solve more business-critical problems with MESA and accomplish more with less resources.
- First, create a new workflow in MESA.
Workflows are simply the steps of an automation that runs automatically.
- Next, pick one of the apps as a trigger step - this will start your workflow.
This is what kicks off your automation to run automatically.
- Then, choose an action step from another app for unique customization.
This is where the magic happens. 🪄
- Lastly, personalize the data being sent from one app to another.
Use the various fields within each stel to personalize your workflow. Test your automation to ensure everything is running properly.
- Finished!
Just turn on this Yotpo Loyalty to Form workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!
Build your own Yotpo Loyalty Form by MESA workflows using these steps
Quickly make any workflow between two or more apps.
These are triggers. They're what start your workflow to run automatically. Use any of these trigger steps to start your workflow when…
- Form Submitted
- Triggered when a MESA Form is submitted
- Customer Anniversary Captured
- Starts when a customer establishes their anniversary.
- Customer Anniversary Occurred
- Starts on a customer’s anniversary.
- Customer Birthday Captured
- Starts when a customer establishes their birthday.
- On Customer's Birthday
- Starts on a customer's birthday.
- Coupon Earned (Awarded)
- Starts when a customer earns a discount.
- Coupon Earned (Redeemed)
- Starts when a customer receives a coupon and redeems points.
- Loyalty Custom Reward Created
- Starts when a loyalty custom reward is created.
- Loyalty Donation Created
- Starts when a loyalty donation is created.
- Loyalty Opted In / Out
- Starts when a customer opts in or out to a loyalty program.
- Points Changed
- Starts when a customer’s points are modified.
- Points Earned
- Starts when a customer earns points.
- Points Reminder Triggered
- Starts when a reminder about a customer’s points is triggered.
- Redemption Fell Below Threshold
- Starts when a custom coupon is running low on uploaded coupon codes.
- Redemption Reminder Triggered
- Starts when a reminder about an inactive redemption is triggered.
- Redemption Cancellation Request Received
- Starts when a customer wants to undo their redemption and receive points back.
- Referral Shared
- Starts when a customer shares a referral.
- Referral Reminder Triggered
- Starts after a certain amount of days that a referred customer had not submitted a purchase in.
- Referral Completed
- Starts when a referral has been used.
- Tier Earned
- Starts when a customer meets the requirement for a new tier.
- Tier Lost
- Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.
- Tier Changed
- Starts when a customer gets closer or farther from retaining their current tier and next tier.
These are actions. Workflows can multiple actions to make personalized integrations. Use any of these action steps to make your workflow do…
- Record a Customer Action
- Create an action by a customer.
- List Active Campaigns
- Obtain a list of active campaigns.
- Set Customer’s Anniversary
- Establishes a customer’s anniversary.
- Retrieve Customer’s Anniversary by Email
- Grab customer’s anniversary by email.
- Delete Customer’s Anniversary
- Remove customer’s set anniversary date.
- Create or Update Customer
- Create or modify a customer.
- Retrieve Customer
- Grab all details about the customer.
- List Recently Updated Customer
- Obtain a list of all customers who were updated in the last 7 days.
- Set Customer’s Birthday
- Establish a customer’s birthday.
- Create Point Redemption
- Redeem a customer’s points for a specific redemption option.
- Approve Point Redemption Cancellation
- Confirm point redemption cancellation request.
- Redemption Options: Get Redemption Code Data
- Obtain a list of email addresses who has redeemed a discount.
- Redemption Options: Upload Options
- Transfer coupon codes to Yotpo Loyalty account.
- Redemption Options: Get Active Options
- Obtain a list of redemption options available for customers to redeem.
- Identify Referral Referrer
- Create or find a referral link for an email address.
- Send Referral Emails Referral Referrer
- Share referral links by email to a list of email addresses.
- Create Order
- Create an order made by a customer.
- Create Refund
- Create a refund.
- List Vip Tier
- Obtain a list of VIP tiers.
One-day Workflow Wizards
Not interested in learning another app? Oooh, we get it. Alternatively, turn to a fast, efficient team who is all about getting your perfect workflow up and running in a flash. That's us by the way. In case that wasn't clear.
- Tell us about your workflow. Reach out and explain all the nuances to the challenges you're currently facing. Whether it's repetative tasks, keeping business systems in sync or creating new shopping experiences for your customers, our experts will listen
- We'll make it in 1 business day. Our experts will hand-craft the workflows to meet your exact needs. They'll setup each the automation on your store with each step configured to match your requirements so all you have to do is turn it on.
- Boom! Problem solved. Sit back and relax knowing you have MESA reliably handling this work automatically. Start exploring more ways to strealine your efforts and enjoy the automation lifestyle! 🚀
Learn more about Form by MESA integrations
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