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.

Set this up in 3 minutes → Related article

Points Changed

Search Customer

Set Customer Metafield

Trusted by 1,000+ Shopify merchants — from solo operators to scaling brands.

How it works

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

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.

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.

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.

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

Get setup in 3 minutes.

Try this template →

Frequently asked questions

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

The search step will return empty results and the workflow will fail at the metafield update step because there's no customer ID to use. This typically happens if a customer has a Yotpo loyalty account but hasn't placed a Shopify order yet. Consider adding error handling or a filter to skip metafield updates when no customer is found.

Can I customize the metafield name or namespace?

Yes, edit the "Set Customer Metafield" step and change the namespace and key fields to match your preferred naming convention. For example, you could use namespace "loyalty" and key "points_balance" which would make it accessible as customer.metafields.loyalty.points_balance in Liquid.

Will this workflow create duplicate metafields?

No, Shopify's metafield system uses namespace + key as a unique identifier. Each time the workflow runs, it updates the existing metafield value rather than creating duplicates. The customer will always have only one "custom.yotpo_loyalty_points" metafield with the most recent balance.

Make this template 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.

"MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful."

PetFriendly

"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

Zailys

"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

Rothy's

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

7-day free trial • 3 min setup • Cancel anytime

Start with this template — It's free

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