How it works

Follow these 3 simple steps to start awarding bonus loyalty points automatically when customers complete orders

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store for new orders and kicks off the workflow whenever a customer completes a purchase, ensuring no eligible orders are missed for bonus points.

This step automatically detects when any customer places an order in your Shopify store. The trigger captures essential order information like customer email, order total, and purchase details that will be used to identify the customer in your loyalty program. No configuration is needed - it starts monitoring as soon as you activate the workflow.

List Customer
App connector: LoyaltyLion • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step locates the customer's existing loyalty account using their email address, which is essential for adding points to the correct customer profile in LoyaltyLion.

The workflow searches your LoyaltyLion customer database using the email address from the Shopify order to find the matching loyalty account. It automatically passes the customer's email from the order trigger and retrieves their LoyaltyLion merchant ID, which is needed for the next step. The search is limited to one result to ensure accuracy and speed.

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Add Points to Customer
App connector: LoyaltyLion • Time to complete: 2 minutes
Why this matters: This step actually awards the bonus points to the customer's loyalty account, completing the reward process and encouraging repeat purchases through your loyalty program.

This action adds 100 bonus points to the customer's LoyaltyLion account with the reason "Bonus points for online order." You can customize both the point amount and the reason message to match your loyalty program strategy. The workflow uses the merchant ID from the previous step to ensure points are added to the correct customer account. Points appear immediately in the customer's loyalty balance.

Make it your own

Customize this workflow even further:

Set different point amounts based on order value
Award more points for higher-value orders using conditional logic - give 50 points for orders under $100, 100 points for orders $100-200, and 200 points for orders over $200.
Award points for specific product categories only
Add filters to check product tags or collections, so bonus points are only given when customers buy from featured categories like "New Arrivals" or "Premium Products."
Send notification emails about bonus points
Connect email apps like Mailchimp or Klaviyo to automatically notify customers when they receive bonus points, increasing engagement with your loyalty program.
Track bonus point campaigns in spreadsheets
Add a Google Sheets step to log every bonus point award with customer details, order value, and timestamp for campaign performance analysis.

Frequently asked questions

What happens if a customer doesn't have a LoyaltyLion account yet?
The workflow will fail at the "List Customer" step if no matching loyalty account is found. You'll need to ensure customers are enrolled in your loyalty program before or during checkout, or add conditional logic to create new accounts automatically.
Can I award different point amounts for different products or order values?
Yes, you can customize the points field in the "Add Points to Customer" step to use dynamic values based on order total, product types, or customer segments. Replace the fixed "100" with formulas that calculate points based on your specific rules.
Will customers receive points for refunded or cancelled orders?
This workflow triggers on order creation, so points are awarded immediately when orders are placed. You'll need to add a separate workflow that monitors for refunds and deducts points accordingly to prevent customers from keeping bonus points for cancelled purchases.
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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