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Applying customer's point information into metafields

Manage easyPoints information as metafields

easyPoints data is usually stored in:

  • The easyPoints data base

  • easyPoints customer metafield

but the metafield is a json format with all the point related information, and is hard to directly use in places outside of easyPoints.

However we offer a function to separate this information and define it as a single metafield.

Metafields are all output data from the easyPoints system data. You cannot modify the internal data by editing the metafield, since it is a one-way sync.

Components that can be defined

The following metafields can be defined.

Contained information

name space.key

type

Point balance

loyalty.balance

integer

Bonus point balance

loyalty.gift_balance

JSON

Expiration date

loyalty.expires_at

date and time

Birthday

loyalty.birthday

date

Current tier's uid

loyalty.tier_uid

single line text

Advancement tier uid

(the next tier customers will aim for)

loyalty.tier_advancement_uid

single line text

Amount required for tier maintenance

(0 when reached)

loyalty.tier_maintenance_spend*

integer

Amount required to rank up

(0 when the highest tier is acheived)

loyalty.tier_advancement_spend*

integer

If next tier rollover is skipped

loyalty.skip_next_tier_check

boolean

Amount of customers referred by the customer

loyalty.easypoints_referral_count

integer

Reset date for the login reward

loyalty.next_login_reward

date and time

*Metafields for the spend requirements are not updated by default among tier rollovers. Please contact support to activate the auto updates if you wish to use them in automated flows and marketing templates.

Defining the metafields

First open the "Custom data" settings in your Shopify admin, and click on "Customers".

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Click on the "View unstructured metafields" button.

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You can define the metafields by clicking "Add definition" for each field.

mfe_3.png

When defining, you will set a name, type, and others such as description and min/max values if need.

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Once defined you can check each customer's value in the metafield section of each customer page in Shopify. If the goal is to display the information, you can also use the admin app block feature, but the metafields are also available in integration with third party apps and customer exports through Shopify, so please select with function suits your needs the most.

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