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How to use Yotpo Loyalty data in Seguno Email Marketing

Personalize customers' emails with point balances, tier, and opt-in date using Yotpo Loyalty metafields in Seguno Email Marketing.

Yotpo Loyalty syncs real-time loyalty data, including points balance, tier, opt-in status, and enrollment date, to Shopify customer metafields. Seguno Email Marketing can insert these metafields as liquid tags in automations and emails to dynamically personalize for each subscriber.

Use this integration to showcase loyalty members based on their engagement level, enrollment history, or points activity.


Requirements

To use Yotpo Loyalty data in Seguno Email Marketing, you need:

  • A Yotpo Loyalty account on the Pro, Premium, or Enterprise plan (metafield sync is not available on lower plans)

  • Yotpo Loyalty is installed and active on your Shopify store

  • Seguno Email Marketing is installed on your Shopify store


What data can be accessed by Seguno

Yotpo Loyalty writes the following data to Shopify customer metafields in real time. All metafields are accessible in Seguno Email Marketing for personalization and Shopify's customer page for segmentation.

Metafield name

Metafield key

Description

Points balance

`yotpo.loyalty_current_points_balance`

The customer's current redeemable points balance

Loyalty opt-in

`yotpo.loyalty_opt_in`

Whether the customer is enrolled in the loyalty program

Opt-in date

`yotpo.loyalty_opt_in_date`

Timestamp of when the customer enrolled

Opt-in source

`yotpo.loyalty_opt_in_source`

Where the customer first joined (e.g., Customer purchase, Referrals Program, POS, API)

Has Shopify account

`yotpo.loyalty_has_shopify_account`

Whether the customer has a legacy Shopify account

Note:

yotpo.loyalty_opt_in behavior depends on your Yotpo opt-in strategy. If set to "All customers," this field is automatically set to true after account creation. If set to "Only members who signed up," it becomes true only after explicit enrollment.

For full metafield documentation, see Yotpo Loyalty metafields in Shopify.


Shopify Flow

Yotpo Loyalty includes a full Flow Connector with custom actions and triggers.

  • Available triggers: Loyalty program events (e.g., tier change, points earned)

  • Available actions: Custom loyalty actions via Flow

Use Shopify Flow to trigger Seguno: Email Marketing automations based on Yotpo loyalty events; for example, sending a loyalty anniversary email on the customer's one-year enrollment date.

Warning:

If a customer is not subscribed to your email marketing, they will not receive any of the automated emails. Seguno Email Marketing operates on a consent-based system and will only send emails to individuals who have actively subscribed to your email marketing.


Email use cases

The following are common ways merchants use Yotpo Loyalty data with Seguno Email Marketing.

Points expiry nudge

Segment customers with a high yotpo.loyalty_current_points_balance who haven't purchased recently (combine with Shopify's last_order_date). Send a "don't let your points go to waste" email with a clear call to action to redeem before points expire, featuring an available point balance call-out, unique to each recipient.

Lapsed member win-back

Segment opted-in members (yotpo.loyalty_opt_in = true) who haven't purchased in 90 or more days. Send a re-engagement offer that includes a bonus points incentive and their current point balance to bring them back.

Loyalty anniversary email

Segment customers whose yotpo.loyalty_opt_in_date falls 12 months in the past. Send a "happy anniversary" email with a bonus points reward and their current point balance to celebrate their loyalty and encourage continued engagement.


Common errors

Issue

Cause

Solution

Yotpo metafields are not available in the segment builder

Metafields sync is not enabled, or the Yotpo plan doesn't include it

Enable metafield sync in Yotpo Loyalty settings; confirm plan is Pro, Premium, or Enterprise

'loyalty_opt_in' is 'true' for all customers unexpectedly

Yotpo opt-in strategy set to "All customers"

Review the opt-in strategy in Yotpo settings; this behavior is expected for that configuration

Automation is not triggering on loyalty events

Shopify Flow workflow not configured

Set up a Flow workflow connecting the Yotpo trigger to a Seguno automation

'loyalty_opt_in_date' shows N/A

Customer has not opted in to the loyalty program

This is expected; filter your segment to only include customers where the field is not empty


FAQs

Does Seguno Email Marketing connect directly to Yotpo Loyalty?

  • No. Seguno Email Marketing reads Yotpo Loyalty data through Shopify customer metafields and Shopify Flow. There is no direct API connection between the two apps.

Which Yotpo loyalty plans support metafield sync?

  • Metafield sync is available on Pro, Premium, and Enterprise plans only.

Can I target customers who joined through a specific source?

  • Yes. Use the yotpo.loyalty_opt_in_source metafield to segment by enrollment source.

    • Example: Targeting customers who joined via a referral with a different message than customers who joined through a purchase.

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