Connect OPTIS Product Options to Yotpo Loyalty and automate your tasks

Why integrate OPTIS Product Options with Yotpo Loyalty

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

Keep production in sync with cart edits

When a customer revises their options on the cart page, MESA updates the corresponding order note or production record before it reaches your team. No orders move forward with outdated specs.

Route uploaded files to the right production team

When a customer uploads a PSD, PDF, or image file, MESA reads the file type and sends the order to the correct workflow — print prep, digital production, or manual review. Every file reaches the right hands.

Apply B2B and locale rules to option orders

OPTIS works natively with Shopify B2B and multi-language storefronts. MESA uses the customer's account type and storefront language to apply the correct pricing, fulfillment, and approval rules automatically.

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 OPTIS Product Options 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.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer
• Perk

Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Customer Anniversary Captured

Starts when a customer establishes their anniversary.

• Topic
• Name
• Email
• Customer

Customer Anniversary Occurred

Starts on a customer’s anniversary.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Customer Birthday Captured

Starts when a customer establishes their birthday.

• Topic
• Name
• Email
• Customer

Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

• Topic
• Name
• Redemption
• Redemption Option
• Email
• Customer

Loyalty Donation Created

Starts when a loyalty donation is created.

• Topic
• Name
• Redemption
• At Checkout
• Is Pos
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Email
• Customer

Loyalty Opted In / Out

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

• Topic
• Name
• Email
• Customer

On Customer's Birthday

Starts on a customer's birthday.

• Topic
• Name
• Email
• Customer
• Perk
• Redemption
• Redemption Option

Points Changed

Starts when a customer’s points are modified.

• Topic
• Name
• Email
• Customer
• Previous Balance
• Current Balance
• Difference
• Added Or Removed
• Points Changed Reason

Points Earned

Starts when a customer earns points.

• Topic
• Name
• Email
• Customer
• Perk

Points Reminder Triggered

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

• Topic
• Name
• Email
• Customer
• Points Needed
• Redemption Option

Redemption Cancellation Request Received

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

• Topic
• Name
• Point Redemption ID
• Reward Text
• Customer

Redemption Fell Below Threshold

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

• Topic
• Name
• Redemption Option
• Redemption Option ID
• Redemption Option Name
• Number Of Unused Codes

Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

• Topic
• Name
• Email
• Customer
• Redemption Option

Referral Completed

Starts when a referral has been used.

• Topic
• Name
• Perk
• Email
• Referrer
• Referral Code
• Referred Customer

Referral Reminder Triggered

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

• Topic
• Name
• Email
• Referral Link
• Referral Code
• From
• Customer

Referral Shared

Starts when a customer shares a referral.

• Topic
• Name
• Email
• From
• Customer
• Referral Link

Tier Changed

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

• Topic
• Name
• Email
• Customer
• Vip Stats
• Vip Stats Needed Maintain
• Vip Stats Needed Next

Tier Earned

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

• Topic
• Name
• Email
• Customer
• New Tier
• Old Tier

Tier Lost

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

• Topic
• Name
• Email
• Customer
• Old Tier
• New Tier

Order Created

Starts when a Shopify order with line item details is created.

• Fields
• Variant ID
• Quantity
• Title
• Sku
• Price
• Properties
• Applied Discount

Approve Point Redemption Cancellation

Confirm point redemption cancellation request.

Create or Update Customer

Create or modify a customer.

• ID
• Email
• First Name
• Last Name
• Phone Number
• Country Iso Code
• Has Account
• Opted In
• Opted In At
• Pos Account ID
• Tags

Create Order

Create an order made by a customer.

• Customer Email
• Customer ID
• Total Amount Cents
• Currency Code
• Order ID
• Status
• Created At
• Coupon Code
• Ip Address
• User Agent
• Ignore Ip Ua
• Discount Amount Cents
• Tags
• Clerk Employee ID
• Clerk Name
• Store Address
• Store City
• Store State
• Channel Type
• Items
• Customer

Create Point Redemption

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

• Customer External ID
• Customer Email
• Phone Number
• Redemption Option ID
• Delay Points Deduction
• Currency
• Points To Redeem

Create Refund

Create a refund.

• ID
• Order ID
• Total Amount Cents
• Items
• Item
• Currency

Delete Customer’s Anniversary

Remove customer’s set anniversary date.

Identify Referral Referrer

Create or find a referral link for an email address.

• ID
• Merchant ID
• Email
• Referral Link
• Referral Discount Code
• Reward Points
• Referral Receipts

List Active Campaigns

Obtain a list of active campaigns.

• ID
• Created At
• Updated At
• Details
• Expires At
• Type
• Username
• Share Text
• Entity ID
• Hashtags
• URL
• Question
• Title
• Display Order
• Default Email Body
• Reward Text
• Icon
• Cta Text
• Min Actions Required
• Action Name
• Ask Year
• Max Completions Per User

List Recently Updated Customer

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

• Next Page Info

List VIP Tier

Obtain a list of VIP tiers.

• ID
• Name
• Description
• Points Multiplier
• Entry Threshold
• Retain Threshold
• Regain Threshold

Record a Customer Action

Create an action by a customer.

• ID
• Created At
• Updated At
• Merchant ID
• Customer ID
• Type
• Referral ID
• Ip Address
• User Agent ID
• Parent Perk ID
• Name

Redemption Options: Get Active Options

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

• ID
• Name
• Description
• Icon
• Cost Text
• Amount
• Applies To Product Type
• Duration

Redemption Options: Get Redemption Code Data

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

• ID
• Code
• Third Party ID
• Email

Redemption Options: Upload Options

Transfer coupon codes to Yotpo Loyalty account.

• ID
• Name
• Description
• Icon
• Cost Text
• Amount
• Applies To Product Type
• Duration
• Type
• Discount Amount Cents
• Discount Rate Cents
• Discount Percentage
• Discount Type

Retrieve Customer

Grab all details about the customer.

• Total Spend Cents
• Total Purchases
• Perks Redeemed
• Last Purchase At
• Email
• Points Earned
• Points Balance
• Points Expire At
• First Name
• Last Name
• Last Seen At
• Thirty Party ID
• Third Party ID
• Pos Account ID
• Has Store Account

Retrieve Customer’s Anniversary by Email

Grab customer’s anniversary by email.

• Day
• Month
• Year

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.

Get List of Orders

Obtain a list of Shopify Orders that have OPTIS Product Options fields

• Line Items
• Order

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.