Update Shopify Customer Metafield with Yotpo Loyalty Points

3 min setup
No coding required
Runs automatically

Centralize loyalty data within Shopify to enable real-time personalization, improved segmentation, and easier access for teams, apps, and analytics. This template is triggered when a customer’s points change in Yotpo Loyalty. It then locates the corresponding customer in Shopify and updates a metafield with their current point balance, ensuring loyalty data remains accurate and accessible. Note, point balances are stored in an unstructured metafield within Shopify.

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Points Changed
Search Customer
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Set Customer Metafield

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How it works

3 steps to start syncing Yotpo loyalty points to Shopify customer metafields automatically

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Points Changed

App connector: Yotpo Loyalty • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures every Yotpo loyalty points transaction in real-time, ensuring Shopify customer data stays synchronized with your loyalty program without requiring batch updates or manual syncing.

This step automatically watches for any point balance changes in your Yotpo Loyalty program and captures the customer's email address and updated point balance. When a customer earns points from a purchase, redeems points for rewards, or has points manually adjusted by your team, this trigger activates and passes the customer data and new point total to the next step. No configuration is needed - MESA connects to your Yotpo Loyalty account and monitors all point balance changes across all customers.

Search Customer

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: Locates the matching Shopify customer record using the email address from Yotpo, ensuring points are synced to the correct customer profile even if customer IDs differ between systems.

The workflow automatically searches your Shopify customer database using the email address captured from the Yotpo points change event. It queries Shopify's customer search API with the email parameter and limits results to 1 customer to find the exact match. This step retrieves the customer's unique Shopify ID number, which is required for updating their metafield in the next step. The search happens instantly and passes the customer ID forward if a matching email is found.

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Set Customer Metafield

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: Stores the current loyalty points balance directly on the Shopify customer profile as a metafield, making points data accessible to themes, email templates, flows, and other Shopify automations without API calls to Yotpo.

The workflow creates or updates a custom metafield called "yotpo_loyalty_points" in the customer's Shopify profile with their current point balance from Yotpo. It uses the customer ID from the previous search step and stores the points as a number_integer type metafield under the "custom" namespace. This metafield can be displayed on customer account pages, used in email templates, or referenced by apps and themes. The point value gets updated every time the customer's balance changes in Yotpo, keeping Shopify data in sync.

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Make it your own!

Customize this workflow even further:

Add additional Yotpo data to metafields
Expand the workflow to store other Yotpo information like VIP tier, redemption history, or points pending from unpaid orders by adding more "Set Customer Metafield" steps with different keys and values from the Yotpo payload.
Display points in customer account pages
Use the metafield in your Shopify theme's customer account template to show loyalty points balance, adding custom Liquid code that reads {{ customer.metafields.custom.yotpo_loyalty_points }} to display the value.
Trigger emails when points thresholds are reached
Add a filter after the metafield update that checks if points exceed certain milestones (like 500 or 1000 points) and sends congratulatory emails or reward notifications when customers reach significant balances.
Segment customers by points balance
Use the metafield to create customer segments in Shopify that group customers by points ranges, enabling targeted marketing campaigns to high-point customers or re-engagement campaigns for low-point customers.

Common questions

What happens if a customer doesn't exist in Shopify?

Can I customize the metafield name or namespace?

Will this workflow create duplicate metafields?

Ready to start syncing Yotpo loyalty points to Shopify customer metafields automatically?

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Need help? Our automation experts will help you personalize this workflow for free. Contact support