Grant Bonus Loyalty Points After Each Typeform Submission

3 min setup

No coding required

Runs automatically

Encourage engagement and strengthen customer loyalty by rewarding customers for completing your forms. This workflow template begins when a new Typeform submission is received and automatically adds bonus loyalty points to the customer’s account in your Loyalty Lion rewards program. Whether you are gathering feedback, sign-ups, or survey responses, this automation creates an immediate incentive for participation while reinforcing positive customer relationships. Please note that one of your Typeform questions must collect an email address for this template to work.

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Form Response Created

Get List of Customers

Add Points to Customer

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How it works

3 steps to start rewarding Typeform submissions with automatic loyalty points

App connector: Typeform • Time to complete: 1 minute

Why this matters: This trigger captures form submissions at the exact moment they're completed, enabling instant gratification through immediate point awards that reinforce positive engagement behavior.

You'll need to configure the Form ID field with your Typeform's unique identifier. To find this ID, open your form in Typeform and look at the URL - copy the code that appears after /to/ or /form/ (like AbCd12EF). The trigger automatically captures all form response data, including the customer's email address which gets used to identify them in your loyalty program. Once configured, this step runs completely in the background and processes every new form submission.

App connector: LoyaltyLion • Time to complete: 0 minutes (Auto-configured)

Why this matters: Locates the customer's LoyaltyLion account using their email address to ensure points are awarded to the correct loyalty profile and prevents errors from invalid customer IDs.

MESA automatically configures this step to search for customers using the email address captured in the previous step. The workflow queries LoyaltyLion's customer database and returns the matching customer record, including their unique merchant ID which gets used in the next step. If no customer is found with that email address, the workflow will skip the points addition step. This step processes automatically without any configuration needed from you.

App connector: LoyaltyLion • Time to complete: 0 minutes (Auto-configured)

Why this matters: Awards the loyalty points to the customer's account with a descriptive reason, creating an immediate reward for their participation and a clear record of why they received points.

The system automatically uses the customer's merchant ID from the previous step to identify the correct loyalty account. You can customize the number of points awarded (currently set to 100 points) and the reason message that appears in the customer's account (currently "Bonus points for survey response"). The points get added immediately to their balance and they'll see the bonus reflected in their loyalty account. This step only runs if a matching customer was found in the previous step.

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Frequently asked questions

What happens if someone submits the form but doesn't have a LoyaltyLion account?

The workflow will fail at the "Add Points to Customer" step because no merchant_id will be found. Consider adding a conditional path to check if {{loyaltylion.0.merchant_id}} exists, and if empty, either skip the point award or create a notification to manually review the submission.

Can customers earn points multiple times by submitting the same form repeatedly?

Yes, this workflow awards points for every form submission regardless of how many times the same customer submits. If you want to limit rewards to one per customer, you'll need to add logic that checks for previous submissions using a database table or customer tags.

How do I find my Typeform email field ID to map correctly?

After connecting your Typeform and selecting your form in the trigger step, submit a test response. The workflow will capture the response and display all field IDs. Look for the field that contains the email answer—it might be "field_email" or a unique ID. Use this exact ID in the "Get List of Customers" step.

Make this template your own!

Customize this workflow even further:

Award different point amounts based on form answers

Add conditional paths that check specific form responses and award different point amounts—give more points for longer surveys, detailed feedback, or specific answer choices that indicate high engagement.

Send confirmation emails with point balance

Connect an email step after points are added to notify customers they've earned rewards, include their new point balance, and remind them how to redeem their points for purchases.

Track form responses in Google Sheets for reporting

Add a Google Sheets step to log each submission with email, timestamp, points awarded, and form name, creating a detailed audit trail of your loyalty point distribution through forms.

Only award points to customers with active loyalty accounts

Add a conditional check after the customer search to verify the member exists before attempting to add points, preventing errors when non-loyalty members submit forms.

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