By using the Shopify integration feature of dotdigital, you can sync easyPoints data such as point-related information to dotdigital’s customer custom fields.
This integration allows you to send targeted campaigns related to point balance and expiration notifications.
Point Information Available for Sync
The following values can be synced.
Point balance
Expiration date
Current tier uid
Advancement tier uid (the next tier customers will aim for)
Amount required for tier maintenance
Amount required to rank up
If next tier rollover is skipped
birthday (only when the reward is activated and customer has submitted)
Amount of customers referred by the customer
Setting it up
1. Applying the easyPoints info as Shopify metafields
First, define expiration, point balance, and tier as metafields in Shopify. Check the following page for detailed setup instructions.
2. installing and connecting dotdigital with Shopify
Install dot digital and create an account. Please be sure to follow the onboarding instructions provided by dotdigital during setup.
Next, connect your dotdigital account with Shopify. For detailed connection steps, refer to the official guide.
Additionally, dotdigital provides recommended configuration options for integration. Please review those as well. (Note: dotdigital’s help desk currently does not offer Japanese support, but feel free to contact us if you need assistance.)
3. Configure Field Mapping
Create Custom Fields
After completing the Shopify connection, link easyPoints metafield data to dotdigital.
From your dotdigital settings, navigate to "Contacts" → "Contact data fields" → "Custom data fields".
Create the custom fields you will use to map the Shopify metafield value. (names are free to decide).
Mapped data | Data type in dotdigital |
Point balance | Number |
Expiration date | Date |
Current tier uid | Text |
Advancement tier uid | Text |
Amount required for tier maintenance | Number |
Amount required to rank up | Number |
If next tier rollover is skipped | Yes/No |
Birthday | Date |
Amount of customers referred by the customer | Number |
Configure the Sync Mapping
From the sidebar, select "Connect", then choose Shopify and open the Field mapping tab.
Scroll to the bottom of the page — the predefined easyPoints metafields will be displayed under Custom fields.
From the dropdown list, select the corresponding dotdigital custom field for each metafield.
This will complete the sync.
Depending on the number of customers, it may take some time for the data to appear in dotdigital. After waiting for a while, please confirm that the integration has been successfully completed.