Smartrr to Yotpo Loyalty Integration | MESA

Connect Smartrr to Yotpo Loyalty and automate your tasks

Why integrate Smartrr with Yotpo Loyalty

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

Sync subscription data with your marketing and CRM tools

When a customer subscribes, skips, or cancels in Smartrr, MESA updates their record across your connected platforms. Your email segments, loyalty program, and CRM always reflect current subscription status.

Trigger retention workflows the moment a subscriber churns

When a cancellation or failed payment happens in Smartrr, MESA kicks off the right response — a win-back email, a Slack alert, a tag update in Shopify. You catch churn signals before they become lost customers.

Tag and segment subscribers based on their behavior

As customers interact with their Smartrr subscription — upgrading, pausing, adding products — MESA updates their Shopify tags and customer fields in real time. Your segments stay accurate without manual list management.

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 Smartrr 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.

Payment Method Update

Starts when a payment method is updated.

Subscription Activate

Starts when a subscription is activated.

Subscription Cancel

Starts when a subscription is cancelled.

Subscription Create

Starts when a subscription is created.

Subscription Failed Payment

Starts when a payment failed for a subscription.

Subscription Gift

Starts when a subscription is gifted.

Subscription Pause

Starts when a subscription is paused.

Subscription Send Now

Starts when a subscription is sent now.

Subscription Set Next Date

Starts when a subscription's next date is set.

Subscription Skip

Starts when a subscription is skipped.

Subscription Successful Payment

Starts when a successful payment was made for a subscription.

Subscription Unskip

Starts when a subscription is unskipped.

Subscription Upcoming Order

Starts when a subscription has an upcoming order.

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.

Activate Purchase

Initiate a purchase.

Add Cancellation Reason

Append a cancellation reason.

Add Line Item To Purchase

Append a line item to a purchase.

Add Loyalty Points to Customer

Add loyalty points to an existing customer. Requires Smartrr's Excel plan.

Apply Discount on Purchase

Use a discount on a purchase.

Cancel Purchase

Cancel a purchase.

Complete Historical Orders Sync

Conduct a historical orders sync.

Create Purchase State

Create a purchase state.

Delete Cancellation Reason

Remove a cancellation reason.

Delete Discount on Purchase

Remove a discount on a purchase.

Get List of Addons Configs

Obtain a list of addons configs.

Get List of Bill Audit History

Obtain a list of bill audit history.

Get List of Bills

Obtain a list of bills.

Get List of Bills by Shopify Subscription Id

Obtain a list of bills by Shopify subscription id.

Get List of Cancellation Reasons

Obtain a list of cancellation reasons.

Get List of Customer Portal Themes

Obtain a list of customer portal themes.

Get List of Customer Relationships

Obtain a list of customer relationships.

Get List of Events by Shopify Subscription Id

Obtain a list of events by Shopify subscription id.

Get List of Formatted Orders

Obtain a list of formatted orders.

Get List of Orders

Obtain a list of orders.

Get List of Orders by Shopify Subscription Id

Obtain a list of orders by Shopify subscription id.

Get List of Payment Methods

Obtain a list of payment methods.

Get List of Purchasable Collections

Obtain a list of purchasable collections.

Get List of Purchasables

Obtain a list of purchasables.

Get List of Purchase State Line Items

Obtain a list of purchase state line items.

Get List of Purchase States

Obtain a list of purchase states

Get List of Selling Plan Groups

Obtain a list of selling plan groups.

Import Customer Relationship from Shopify Customer

Bring in a customer relationship from a Shopify customer.

Import Customer's Payment Methods from Shopify

Bring in a customer's payment method from Shopify.

Migrate Recharge Purchase State

Migrate a Recharge purchase state.

Pause Purchase

Halt a purchase.

Remove Line Item from Purchase State.

Delete line item from purchase state.

Retries Bill

Retries a bill.

Retrieve Purchase State by Shopify Subscription Id

Grab all details about purchase state by Shopify subscription id.

Retrieve Setup Status for Organization

Get the setup status for an organization.

Rollback Recharge Purchase State

Revert a Recharge purchase state.

Set Next Billing Date on Purchase

Establish a next billing date on purchase.

Set Selling Plan on Purchase

Establish a selling plan on purchase.

Skip Purchase

Omit a purchase.

Swap Purchase State Line Items

Swap the purchase state of line items.

Unskip Purchase

Resume a purchase.

Update Address on Purchase State

Modify address on purchase state.

Update Cancellation Reason

Modify a cancellation reason.

Update Customer Portal Theme

Modify a customer portal theme.

Update External Subscription Dates on Purchase State

Modify external subscription dates on purchase state.

Update Line Item on Purchase State

Modify the purchase state of a specific line item.

Update Purchasable Theme

Modify a purchasable theme.

Update Setup Status for Organization

Modify setup status for an organization.

Update Shipping Price on Purchase State

Modify shipping price on purchase state.