Sync Yotpo Points to Omnisend Contacts | Accurate Email Marketing

Sync Yotpo Points Balance to Omnisend Contacts

5 min setup
No coding required
Runs automatically

Keep your email marketing campaigns up-to-date by syncing customer loyalty points from Yotpo to Omnisend. This MESA workflow template automatically updates the points balance in each customer's Omnisend contact profile whenever Yotpo Points change. Ensure that your marketing messages reflect accurate rewards information, improving campaign relevance and enhancing customer engagement.

How it works

4 steps to start syncing loyalty points to contact profiles for better email personalization

Referrals Points Changed

App connector: [Yotpo Loyalty](/content/apps/yotpoloyalty/integrate "View Yotpo Loyalty integration page"/index.html)• Time to complete: 2 minutes

Why this matters: This step detects when a customer's loyalty points balance changes in Yotpo, capturing the exact moment when points are earned, redeemed, or adjusted so the workflow can sync the updated balance.

List Contact

App connector: [Omnisend](/content/apps/omnisend/integrate "View Omnisend integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This step searches your Omnisend contact database to find the specific customer whose points balance changed, ensuring the workflow updates the correct contact record.

Filter: Single Contact Found

App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This step verifies that exactly one matching contact was found in Omnisend before attempting to update their points balance, preventing errors when contacts don't exist or when multiple matches occur.

Update Omnisend Contact with Points

App connector: [Omnisend](/content/apps/omnisend/integrate "View Omnisend integration page"/index.html)• Time to complete: 0 minutes (Auto-configured)

Why this matters: This step saves the customer's current Yotpo loyalty points balance as a custom property in their Omnisend contact profile, enabling you to create targeted email campaigns based on points levels.

Frequently asked questions

What happens if a customer doesn't exist in Omnisend yet?

The workflow will skip the update step since the filter only allows it to proceed when exactly one matching contact is found. You'll need to ensure customers are added to Omnisend first, either by using Paths or through another workflow that syncs new customers.

Can I customize the name of the custom property that stores the points balance?

Yes, in the Update Contact step you can change "yotpo_loyalty_points" to any custom property name that makes sense for your campaigns, like "loyalty_points" or "rewards_balance". Just make sure to use the same name consistently in your Omnisend segments and campaigns.

Will this workflow sync historical points balances for existing customers?

No, this workflow only syncs points when they change going forward. To sync existing points balances, you'd need to trigger a points change for each customer in Yotpo (like a small adjustment) or use Time Travel to run a backfill.

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