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Applying customer's point information into metafields

Manage easyPoints information as metafields

Updated over 2 weeks ago

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.


Components that can be defined as a single metafield

The following information can be separated a single metafields.

Point balance

Customer's point balance

Expiration date

Customer's current expiration date

Tier uid

Customer's tier uid.

※This field can not be changed into the tier name.

Defining the metafields

These metafields do not have a definition as default, and therefor is not visible in Shopify.

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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loyalty.balance = Customer's point balance

loyalty.expires_at = Expiration date

loyalty.tier_uid = tier uid

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

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When defining, you will set a name, type, and others such as description and min/max values if need. Please enter what ever name you would like it to be called, and set the type as

"Integer" for balance,

"Date and time" for expiration,

"Single line text" for tier uid.

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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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