# 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.
- 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

###### 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.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Create

Starts when a subscription is created.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Failed Payment

Starts when a payment failed for a subscription.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Gift

Starts when a subscription is gifted.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Pause

Starts when a subscription is paused.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Send Now

Starts when a subscription is sent now.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Set Next Date

Starts when a subscription's next date is set.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Skip

Starts when a subscription is skipped.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Successful Payment

Starts when a successful payment was made for a subscription.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Unskip

Starts when a subscription is unskipped.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### Subscription Upcoming Order

Starts when a subscription has an upcoming order.
- Total Estimated Tax
- Total Discounts
- Total Line Items Price
- Total Line Items Price After Discount
- Total Estimated Net
- Total Shipping
- Frequency Unit
- Delivery Frequency
- Payment Frequency
- Shopify ID
- ID
- Upcoming Three Deliveries
- Shipping Address
- Variants
- Status

###### 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.

###### Activate Purchase

Initiate a purchase.
- Cust Rel

###### Add Cancellation Reason

Append a cancellation reason.
- ID
- Reason Type
- Text
- Action
- Ui Idx
- Discount
- Has Customer Prompt
- Is Archived

###### Add Line Item To Purchase

Append a line item to a purchase.
- Selling Organization

###### 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.
- Selling Organization

###### Cancel Purchase

Cancel a purchase.
- Cust Rel

###### Complete Historical Orders Sync

Conduct a historical orders sync.

###### Create Purchase State

Create a purchase state.
- Start Date
- Shipping Info
- Lines
- Stripe Customer ID
- Billing Address
- Paypal Billing Agreement ID
- Shopify Payment Method ID
- Delivery Price
- Billing Policy
- Selling Plan ID
- Status

###### Delete Cancellation Reason

Remove a cancellation reason.

###### Delete Discount on Purchase

Remove a discount on a purchase.
- Selling Organization

###### Get List of Addons Configs

Obtain a list of addons configs.
- Selling Plans

###### Get List of Bill Audit History

Obtain a list of bill audit history.
- Bill ID

###### Get List of Bills

Obtain a list of bills.
- St

###### Get List of Bills by Shopify Subscription Id

Obtain a list of bills by Shopify subscription id.
- St

###### Get List of Cancellation Reasons

Obtain a list of cancellation reasons.
- ID
- Reason Type
- Text
- Action
- Ui Idx
- Discount
- Has Customer Prompt
- Is Archived

###### Get List of Customer Portal Themes

Obtain a list of customer portal themes.

###### Get List of Customer Relationships

Obtain a list of customer relationships.
- ID
- Created Date
- Updated Date
- Deleted At

###### Get List of Events by Shopify Subscription Id

Obtain a list of events by Shopify subscription id.
- ID
- Event Data
- Created By
- Event Date
- Event Type

###### Get List of Formatted Orders

Obtain a list of formatted orders.
- ID
- Created Date
- Updated Date
- Deleted At
- Cust Rel
- Sts

###### Get List of Orders

Obtain a list of orders.
- ID
- Created Date
- Updated Date
- Deleted At
- Cust Rel
- Sts

###### Get List of Orders by Shopify Subscription Id

Obtain a list of orders by Shopify subscription id.
- ID
- Created Date
- Updated Date
- Deleted At
- Cust Rel
- Sts

###### Get List of Payment Methods

Obtain a list of payment methods.
- ID
- Created Date
- Updated Date
- Deleted At

###### Get List of Purchasable Collections

Obtain a list of purchasable collections.
- ID
- Created Date
- Updated Date
- Deleted At

###### Get List of Purchasables

Obtain a list of purchasables.
- ID
- Created Date
- Updated Date
- Deleted At

###### 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
- Cust Rel

###### Get List of Selling Plan Groups

Obtain a list of selling plan groups.
- Selling Plans

###### Import Customer Relationship from Shopify Customer

Bring in a customer relationship from a Shopify customer.
- ID
- Created Date
- Updated Date
- Deleted At

###### Import Customer's Payment Methods from Shopify

Bring in a customer's payment method from Shopify.
- ID
- Created Date
- Updated Date
- Deleted At

###### Migrate Recharge Purchase State

Migrate a Recharge purchase state.
- ID
- Created Date
- Updated Date
- Deleted At

###### Pause Purchase

Halt a purchase.
- Cust Rel

###### Remove Line Item from Purchase State.

Delete line item from purchase state.
- Selling Organization

###### Retries Bill

Retries a bill.
- Cust Rel

###### Retrieve Purchase State by Shopify Subscription Id

Grab all details about purchase state by Shopify subscription id.
- Selling Organization

###### Retrieve Setup Status for Organization

Get the setup status for an organization.
- Selected Selling Plan ID
- Has Product Selected
- Snippets Theme ID
- Rendering Theme ID
- Is Setup Finished
- Optimization

###### Rollback Recharge Purchase State

Revert a Recharge purchase state.
- ID
- Created Date
- Updated Date
- Deleted At

###### Set Next Billing Date on Purchase

Establish a next billing date on purchase.
- Selling Organization

###### Set Selling Plan on Purchase

Establish a selling plan on purchase.
- Selling Organization

###### Skip Purchase

Omit a purchase.
- Selling Organization

###### Swap Purchase State Line Items

Swap the purchase state of line items.
- Selling Organization

###### Unskip Purchase

Resume a purchase.
- Selling Organization

###### Update Address on Purchase State

Modify address on purchase state.
- Company
- Shopify ID

###### Update Cancellation Reason

Modify a cancellation reason.
- ID
- Reason Type
- Text
- Action
- Ui Idx
- Discount
- Has Customer Prompt
- Is Archived

###### Update Customer Portal Theme

Modify a customer portal theme.
- Theme Shopify ID
- Updated Theme Properties

###### Update External Subscription Dates on Purchase State

Modify external subscription dates on purchase state.
- External Subscription Created Date
- External Subscription Cancelled At

###### Update Line Item on Purchase State

Modify the purchase state of a specific line item.
- Price
- Quantity

###### Update Purchasable Theme

Modify a purchasable theme.
- Primary Color
- Background Color
- Button Text Color
- Button Border Color
- Button Background Color
- Purchasable ID

###### Update Setup Status for Organization

Modify setup status for an organization.

###### Update Shipping Price on Purchase State

Modify shipping price on purchase state.
- Price