How it works

Follow these 3 simple steps to start rewarding Typeform submissions with automatic loyalty points

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Form Response Created
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.

Get List of Customers
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.

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Add Points to Customer
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.

Make it 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.

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.
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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