Form to Yotpo Loyalty Integration | MESA

Connect Form to Yotpo Loyalty and automate your tasks

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Activity reports

Fully supported

MESA's Form to Yotpo Loyalty integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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Start your first automated workflow

Use pre-made workflow templates to get started quickly.

Save Customer Birthdays to Yotpo Loyalty

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Why integrate Form with Yotpo Loyalty

The Form to Yotpo Loyalty integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Start a product return with MESA Forms.

Let customers start the return process directly form the Shopify order details.

Send contact page forms to an email inbox.

Collect contact form submissions and route them to your company's inbox.

Collect customer birthdays for loyalty campaigns.

Create marketing campaigns to connect with customers on their birthdays.

Keep loyalty status current across your marketing and CRM tools

When a customer earns or redeems points in Yotpo Loyalty, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Enroll customers in Yotpo Loyalty based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a specific product category — MESA adds them to Yotpo Loyalty and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Yotpo Loyalty action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any Form and Yotpo Loyalty automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Coupon Earned (Awarded)

Starts when a customer earns a discount.

Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

Customer Anniversary Captured

Starts when a customer establishes their anniversary.

Customer Anniversary Occurred

Starts on a customer’s anniversary.

Customer Birthday Captured

Starts when a customer establishes their birthday.

Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

Loyalty Donation Created

Starts when a loyalty donation is created.

Loyalty Opted In / Out

Starts when a customer opts in or out to a loyalty program.

On Customer's Birthday

Starts on a customer's birthday.

Points Changed

Starts when a customer’s points are modified.

Points Earned

Starts when a customer earns points.

Points Reminder Triggered

Starts when a reminder about a customer’s points is triggered.

Redemption Cancellation Request Received

Starts when a customer wants to undo their redemption and receive points back.

Redemption Fell Below Threshold

Starts when a custom coupon is running low on uploaded coupon codes.

Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

Referral Completed

Starts when a referral has been used.

Referral Reminder Triggered

Starts after a certain amount of days that a referred customer had not submitted a purchase in.

Referral Shared

Starts when a customer shares a referral.

Tier Changed

Starts when a customer gets closer or farther from retaining their current tier and next tier.

Tier Earned

Starts when a customer meets the requirement for a new tier.

Tier Lost

Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.

Form Submitted

Triggered when a MESA Form is submitted

Approve Point Redemption Cancellation

Confirm point redemption cancellation request.

Create or Update Customer

Create or modify a customer.

Create Order

Create an order made by a customer.

Create Point Redemption

Redeem a customer’s points for a specific redemption option.

Create Refund

Create a refund.

Delete Customer’s Anniversary

Remove customer’s set anniversary date.

Identify Referral Referrer

Create or find a referral link for an email address.

List Active Campaigns

Obtain a list of active campaigns.

List Recently Updated Customer

Obtain a list of all customers who were updated in the last 7 days.

List VIP Tier

Obtain a list of VIP tiers.

Record a Customer Action

Create an action by a customer.

Redemption Options: Get Active Options

Obtain a list of redemption options available for customers to redeem.

Redemption Options: Get Redemption Code Data

Obtain a list of email addresses who has redeemed a discount.

Redemption Options: Upload Options

Transfer coupon codes to Yotpo Loyalty account.

Retrieve Customer

Grab all details about the customer.

Retrieve Customer’s Anniversary by Email

Grab customer’s anniversary by email.

Send Referral Emails Referral Referrer

Share referral links by email to a list of email addresses.

Set Customer’s Anniversary

Establishes a customer’s anniversary.

Set Customer’s Birthday

Establish a customer’s birthday.

Integrate Form with Yotpo Loyalty today.

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