Before you start

After integrating HubSpot with your Loyoly account, you will be able to set up your recommended flows.

💡 If you haven't completed the integration yet, follow our guide to integrate Loyoly with HubSpot.

Set up your flows

In HubSpot, “flows” are email sequences triggered by specific events and can include one or more steps.

📝 Note: Please make sure to manually disable emails in your Loyoly account to prevent your customers from receiving duplicate emails after setting up email flows in HubSpot.

For each new flow, go to "Workflow" and click on "Create a workflow" (no worries, we’ve prepared some templates for you).
Choose "When an event happens" from the triggers list, then pick your specific criterion from the custom events.

✅ Pensez à cocher la case de réinscription pour permettre aux contacts de se réinscrire une fois le workflow terminé.

Creating Emails

After defining the enrollment criteria, you will need to create the email.

For each email, it is essential to add custom tokens. This means that all variables used must be populated from the properties of the triggering event.

Here is the list of emails you can create, along with sample body text. All variables must be added manually.

Section 1: Missions

New mission

This email is triggered when a new mission is activated.

For the trigger, select the starting metric: new_mission
List of event-related variables:

custom.mission_name: name of the new mission

custom.mission_points: number of points required to unlock it

custom.mission_icon: icon of the new mission added

How to configure it:

Subject:

New mission available!

Email body:

Good news, {{first_name}}!
A new mission is now available in our program.
Here is an overview of the mission to complete:{{custom.mission_points}} points{{custom.mission_name}}Complete it to keep earning points.CTA: View the new mission

Points earned

This email is automatically generated when a mission is successfully completed.

For the trigger, select the starting metric: points_earned
List of event-related variables:

custom.points_earned: points earned from the completed mission

custom.mission_name: name of the completed mission

How to configure it:

Subject:

You’ve earned {{custom.points_earned}} points!

Email body:

You’ve just earned {{custom.points_earned}} points!
You have completed the mission: {{custom.mission_name}}.
Keep earning points by completing more missions to unlock exclusive rewards.
CTA: Earn points

Section 2: Rewards

Rewards

When a user redeems their points for a reward, an email is sent.

For the trigger, select the starting metric: reward_redeemed
List of event-related variables:

custom.reward_name: the reward the user unlocked

custom.reward_points: number of points for the reward

custom.reward_image: image of the reward

custom.reward_code: the reward code

custom.reward_link: link to the reward

custom.reward_expiration: code expiration date

custom.reward_condition: minimum purchase condition

How to configure it:

Subject:

Your reward: {{custom.reward_name}}

Email body: Distribution via code

Enjoy your reward: {{custom.reward_name}}.
Congratulations! You have used {{custom.reward_points}} points to claim the reward {{custom.reward_name}}.
Here is how to redeem your reward:
Code to use: {{custom.reward_code}}On the site: (add your store link)
Before: {{custom.reward_expiration}}
Minimum purchase amount: {{custom.reward_condition}}
You can access this information anytime from the program.
CTA: Use my reward

Email body: Manual sending

Enjoy your reward: {{custom.reward_name}}.
Congratulations! You have used {{custom.reward_points}} points to claim the reward {{custom.reward_name}}.
(Your brand name) will contact you shortly to send your reward.
You can access this information anytime from the program.
CTA: Use my reward

Reward reminder

This email is generated when a user has earned enough points to unlock a reward.

For the trigger, select the starting metric: reward_reminder
List of event-related variables:

custom.reward_name: the reward the user can unlock

custom.reward_points: value of the reward

custom.next_reward_name: the next reward the user can unlock

custom.next_reward_points: points needed for the next reward

How to configure it:

Subject:

Claim your reward

Email body:

Your reward is waiting for you!
Congratulations, you have {{Loyoly_Point_Balance}} points and can unlock the reward {{custom.reward_name}}.
Otherwise, keep earning points to get the next reward {{custom.next_reward_name}} at {{custom.next_reward_points}} points.
You can redeem your points now or save them for future rewards.
CTA: View rewards

Unused reward

This email is sent when a user has redeemed points for a reward but has not used it after 30 days.

For the trigger, select the starting metric: reward_unused
List of event-related variables:

custom.reward_name: name of the reward
custom.reward_date: date the reward was obtained
custom.reward_link: link to the reward
custom.reward_image: image of the reward
custom.reward_expiration: expiration date of the code

How to configure it:

Subject:

Use your reward, {{first_name}}

Email body:

Your reward {{custom.reward_name}} is waiting to be used!
You redeemed points for a reward on {{custom.reward_date}}.
{{custom.reward_image}}
Here’s how to redeem your reward:Code: {{custom.reward_code}}On the site: {{custom.reward_link}}
Expiration date: {{custom.reward_expiration}}
You can find this information anytime in the program!

Section 3: Referrals

⚠️ Information: Referral emails cannot be sent to the referred person because Loyoly cannot create a contact record in HubSpot.

The referral email and the follow-up email must be sent from Loyoly.

Referral confirmed

This email flow is triggered when the referred friend makes a purchase. It is then sent to the referring customer. The referral is confirmed when the friend completes a purchase and the referrer receives this email.

For the trigger, select the starting metric: referral_success
List of event-related variables:

custom.friend_email: email of the referred friend

custom.referral_code: code to use the reward in your store

custom.referral_expiration: expiration date of the code

How to configure it:

Subject:

Congratulations, your referral is confirmed!

Email body:

Congratulations, {{first_name}}!
Your friend {{custom.friend_email}} has placed their first order!
You have received (add your reward) off your next purchase.
Visit our website (add your store link) and use your code now:
{{custom.referral_code}}
Note: Your code expires on {{custom.referral_expiration}}.
CTA: Claim my (add your reward)

Section 4: Loyalty

Reward issuance delay

This email is sent when a customer places an order. Points are calculated based on the order amount, excluding taxes and shipping fees.

For the trigger, select the starting metric: post_purchase
List of event-related variables:

custom.points_earned: total points earned (order amount * points)
custom.attribution_date: date when points will be credited

How to configure it:

Subject:

Your points are on the way!

Email body:

You’ve just earned {{custom.points_earned}} points!
You earned points from your recent purchase.
Your points will be available starting {{custom.attribution_date}}.
Keep earning points by completing missions to unlock exclusive rewards.
CTA: Access the program

Points expiration

This email is sent when a customer’s points are nearing expiration and the expiration mode is set to a fixed date. It is sent 60 days before the points expire.

For the trigger, select the following starting metric: points_expiry
Event variables:

custom.expiration_date: points expiration date

How to configure it:

Subject:

Your points are expiring soon!

Email body:

Hello,
Your loyalty points will expire on {{custom.expiration_date}}.
Use your points to enjoy discounts or exclusive gifts.Log in to your account at [Link to your store] to redeem them before they expire.
If you don’t have enough points for a reward yet, don’t worry—you can keep earning points and unlock even more offers.
Thank you for your loyalty!
CTA: Access the program

Section 5: VIP Tiers

If VIP tiers are enabled, you can configure these two emails.

Tier reached

This email is sent when a user reaches a VIP level. You will need to create as many branches as there are VIP levels.

For the trigger, select the following starting metric: new_tier_reached.

📝 Note: The tier name must be added manually for each conditional split. The tier name should exactly match your tier.

For the email setup:

Subject:

New Level Reached

Email body:

Congratulations {first_name},
You have just reached the new level {tier_name}.
Here are the new rewards and benefits of this level:
{example}
{example}
You can start using your rewards right away. Simply go to your account in the “Rewards” section, then click on “Redeem”.
CTA: Access the program

💡 The benefits and rewards related to the tier must be added manually in each email.

Birthday Gift

This email is sent on your customer’s birthday as a VIP tier reward.

For the trigger, select the following starting metric: birthday_gift
List of variables related to the event:

custom.reward_name: the reward the user has unlocked

custom.reward_icon: the image of the reward

custom.reward_code: the reward code, to use in your store

custom.reward_link: the link to access the reward

To configure it:

Subject:

Happy Birthday – Here’s your gift!

Email body: (Reward via code):

We wanted to wish you a wonderful birthday! 🎉
To celebrate, here’s your gift: {{custom.reward_name}}
{{custom.reward_icon}}
Here’s how to redeem your reward:Code to use: {{custom.reward_code}}On this site: {{custom.reward_link}}
CTA: Redeem my reward

Email body: (Manual delivery)

We wanted to wish you a wonderful birthday! 
To celebrate, here’s your gift: {{custom.reward_name}}
{{custom.reward_icon}}
{{Your brand name}} will contact you directly to send your reward.
You can always find this information in your loyalty program dashboard.
CTA: Redeem my reward

Section 6: Product Testing

If the product testing feature is enabled, you can set up these two emails

Product Test: Approval

This email is sent when you approve a product test request from a user.

For the trigger, select the following starting metric: application_accepted
List of variables related to the event:

custom.product_test_name: name of your product test

custom.reward_code: code added in the settings

custom.reward_link: link added in the settings

To configure it:

Subject:

Application Approved

Email body: Manual delivery

Application Approved
Congratulations {{first_name}}, your application to test "{{custom.product_test_name}}" has been accepted.
You will be contacted by {{custom.brand_name}} to receive your product.
Once you've received your product, log in to your account and join the program to complete the related missions.
CTA: Access the program

Email body: Code distribution

Application Approved
Congratulations {{first_name}}, your application to test "{{custom.product_test_name}}" has been accepted.
Use {{custom.reward_code}} on {{custom.reward_link}} to claim "{{custom.product_test_name}}".
Once you've received your product, log in to your account and join the program to complete the related missions.
CTA: Access the program

Product Test: Rejection

This email is sent when you reject a product test request from a user.

For the trigger, select the following starting metric: application_refused
List of variables related to the event:

custom.product_test_name: name of your product test

To configure it:

Subject:

Application Not Selected

Email body:

Application Not Selected
Unfortunately, your application to test "{{custom.product_test_name}}" was not selected.
No worries — {{custom.brand_name}} will contact you to apply for future product tests!
CTA: Access the program

Section 7: Points Expiration

This email is sent when a user's points are about to expire.

Points Expiration

For the trigger, select the following starting metric: points_expiry
List of variables related to the event:

custom.expiration_date: Points expiration date

How to configure it:

Hello,
Your loyalty points will expire on {{custom.expiration_date}}.
Use your points to get discounts or exclusive gifts.Log in to your account on [Merchant’s website link] to redeem them before they expire.
If you don’t have enough points for a reward, don’t worry! You can keep earning points and unlock offers.
Thank you for your loyalty!
CTA: Access the program

Congratulations! ✅

Your integration is complete and your emails have been configured.