How to Update Shopify Customer Metafields with Yotpo Loyalty Points
by
Ryan ODonnell
Last updated:
October 02, 2025
Running a loyalty program across multiple platforms creates complexity, even with existing integrations. While you might already connect Yotpo to Klaviyo for email campaigns or sync basic data with Shopify, these standard integrations often leave gaps in your customer data ecosystem.
Your checkout might not display real-time point balances, your product pages can’t show personalized rewards, and custom apps may not access the loyalty data they need. Even with popular integration tools, loyalty information often remains one step removed from where you need it most.
This disconnect creates missed opportunities for personalization and customer engagement. When loyalty data isn’t fully accessible across your entire tech stack, you’re limited in how you can leverage that valuable customer information.
The solution lies in syncing Yotpo loyalty points directly into Shopify customer metafields. This approach creates a comprehensive customer profile that goes beyond standard integrations, giving you complete control over how loyalty data flows through your ecosystem while maintaining accuracy across all platforms.
TL;DR: Skip the manual setup and use our pre-built template to sync Yotpo loyalty points to Shopify metafields in minutes.
Step-by-step guide: How to update Shopify customer metafield with Yotpo loyalty points
Time needed: 5 minutes
This automation monitors Yotpo Loyalty for point balance changes and immediately updates the corresponding customer’s metafield in Shopify with their current point total. The workflow uses Yotpo’s customer email to locate the matching Shopify customer record, then stores the point balance in a structured metafield for easy access by themes, apps, and marketing tools.
Set up Yotpo points change trigger
Start with the trigger to monitor when customer point balances change in Yotpo Loyalty, capturing the customer’s email and updated point balance to initiate the sync process.
Search for matching Shopify customer
Use the customer’s email from Yotpo to search Shopify’s customer database and retrieve the customer ID needed for the metafield update.
Update customer metafield with point balance
Assign the Customer ID variable from the results of the Search Customer step. Because we’re matching the search based on the email, we can simply grab the first results instead of having to loop through all the results first.
Store the current loyalty point balance in a Shopify customer metafield using the namespace “custom” and key “yotpo_loyalty_points” as a number integer type for consistent data structure.
Activate and test the workflow
Turn the workflow On and run a test point change in Yotpo to verify the automation successfully updates the Shopify customer metafield before allowing it to run automatically.
Get this workflow running today with our tested template.
Why update Shopify customer metafields with Yotpo loyalty points?
By syncing Yotpo points into Shopify metafields, you enable real-time personalization, advanced customer segmentation, and seamless integration with other Shopify apps and tools. This approach eliminates the technical complexity of managing multiple data sources while ensuring your loyalty program data enhances every customer touchpoint.
You can first create abandoned cart recovery emails that reference specific point balances, then build product recommendation engines that factor in reward eligibility, and finally develop VIP customer experiences triggered by point thresholds.
The metafield approach also enables offline point redemption tracking for businesses with physical locations, supports complex loyalty tier migrations, and creates audit trails for customer service teams resolving point disputes. Most importantly, it future-proofs your loyalty program automation by ensuring point data remains accessible even if you switch loyalty platforms.
Tips on optimizing loyalty point metafield management
Use structured metafield types
Set your metafield as “integer” type rather than plain text to enable mathematical operations, sorting, and proper data validation. This structure allows you to build dynamic customer segments based on point ranges and calculate reward values programmatically.
Implement point expiration tracking
Create additional metafields to store point expiration dates and tier status, enabling proactive marketing campaigns that encourage redemption before points expire. Store expiration dates as “date” type metafields and tier levels as “single line text” for maximum flexibility in campaign targeting.
Consider multi-currency point values
For international stores, store both raw points and localized currency equivalents in separate metafields to display meaningful reward values to customers in different regions. Use “decimal” type for currency values and include the currency code in your metafield naming convention for clarity.
Frequently asked questions
How do I view Yotpo loyalty points in Shopify admin?
Navigate to your customer’s profile in Shopify admin and scroll to the Metafields section. Look for the “custom.yotpo_loyalty_points” metafield to see their current point balance synced from Yotpo.
What automation tools work best for Yotpo Shopify integration?
MESA provides native Yotpo integration with pre-built templates specifically designed for loyalty point syncing.
How to display customer loyalty points on Shopify storefront?
Use Liquid code in your theme to access the metafield: {{ customer.metafields.custom.yotpo_loyalty_points }} to display the point balance anywhere in your customer account pages or checkout process.
What you should do now
Whenever you’re ready…here are 4 ways MESA can help you get more done:
Sign up for MESA. The best way to get started is sign up for MESA today. Every plan includes the first 7-days free so you can be assured your workflow is running properly.
Browse pre-made templates. Our customizable workflow templates are a great way to get started more quickly.
Talk to our automation experts. If you need help personalizing any workflow template, guidance how to make any automation or, simply want us to make your workflow, we can help.
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