Loyalty data is attached to customers in Shopify, in the form of metafields. This information can be used for a wide range of applications and uses.
In this article, you'll learn about:
The types of loyalty data incorporated into metafields.
How Okendo Loyalty metafields can be used in Shopify.
⚠️ NOTE
To display Okendo Loyalty metafields in Shopify, merchants will have to grant Okendo Loyalty permissions to update customer records. See the permission in the screenshot below.
Loyalty Data as Metafields
The following loyalty data is saved as metafields, against customers in Shopify:
Okendo Loyalty Points Balance
Okendo Loyalty Status:
Okendo Loyalty VIP Tier
They can be found by selecting a customer in Shopify Admin.
Use cases for loyalty data as metafields
The following are a few examples of how Okendo Loyalty metafields can be used in Shopify.
Customer Segmentation
Merchants can combine Okendo Loyalty metafields and values with other data in Shopify to create customer segments. In the example below, a segment has been created that includes customers with a VIP Tier of 'Insider' AND have placed at least 20 orders, with the merchant. Visit the Shopify Help Center for more information on creating customer segments.
Targeting discounts to specific VIP Tiers
Customer segments unlock other use cases. One such example is targeting promotions to specific customer segments. In the example below, a limited time promotion targets customers within the 'Platinum Tier Segment'. Visit the Shopify Help Center for more information on creating discounts.
Using metafields in Shopify Flow creation
Okendo Loyalty metafields can also be used automation tools like Shopify Flow. In the example below, a flow is triggered to send a post-purchase upsell email to Platinum VIP Tier customers, once an order is created. Visit the Shopify Help Center for more information on creating flows.
If you have any other specific questions or need further assistance, feel free to reach out to our support team.