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Applying customer's point information into metafields

Manage easyPoints information as metafields

Updated today

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 needs definition

The following information can be separated a single metafields when manually difined.

  • Point balance

Customer's point balance

  • Expiration date

Customer's current expiration date

Components that are automatically added as a metafield

The following information will be added automatically by easyPoints as a defined metafield.

  • Tier uid

Customer's tier uid.

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

Defining the metafields

Point balance and expiration dates 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

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,

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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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