Build automated workflows to use Schedule by MESA and Yotpo Loyalty together for your Shopify store. Using MESA'a visual workflow builder, you can define the automation workflow unique for your business. Transform the data during any integration step so it seamlessly fits however your business requires.
Start your Schedule by MESA to Yotpo Loyalty integration when this happens:
- 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.
- Customer Birthday Occurred
- 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.
Then build your Schedule by MESA to Yotpo Loyalty workflow to do this:
- Create Action
- Create an action by a customer.
- List Active Campaign
- 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 Cancellation Point Redemption
- 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.
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