2. Configure the Workflow Steps

On the Yotpo Loyalty & Referrals Points Changed action, follow the instructions under the Webhook URL to add it to your Yotpo Loyalty & Referrals setting.

Next, MESA will pull contacts assigned with Yotpo Loyalty Points into Omnisend through a series of steps. First, select or create an Omnisend Credential on the Omnisend List Contact action.

Under the configuration settings of this Omnisend step, you'll see the email address token from Yotpo is being used to match list all contacts in Omnisend by that email.

So we don't get any failures running this automation, we add a MESA Filter step to check that the size of the contact list from Omnisend is at least a single record.

Almost there! Now, you'll need to select or create an Omnisend Credential again on the Omnisend Update Contact action to assign contacts with updated points balance.

We match the Omnisend Contact List ID record from the previous step to the Contact ID for this Update Contact step.

Scroll down to the Custom Properties section of this step. This is where we set a value called yotpo_loyalty_points to the point balance value from Yotpo Loyalty.

From there, you can reference this custom property value in any Omnisend email or SMS campaign.

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