---
title: "Creating Loyalty & Referrals Workflows in Shopify Flow"
slug: "creating-loyalty-referrals-workflows-in-shopify-flow"
tags: ["Shopify Plus", "Loyalty and Referrals", "Reviews ", "Email", "SMS"]
updated: 2025-09-24T13:18:41Z
published: 2025-09-24T13:18:41Z
canonical: "support.yotpo.com/creating-loyalty-referrals-workflows-in-shopify-flow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.yotpo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Loyalty & Referrals Workflows in Shopify Flow

Products

  

Loyalty & Referrals

###### Supported plans

Premium, Enterprise

###### eCommerce Platform

Shopify Plus

With the release of the Shopify Flow and Yotpo Loyalty & Referrals **connector**, it's easier than ever to reward your customers with points for completing any combination of actions, conditions, and triggers made on Shopify.

In this article, you’ll learn how to set up a Loyalty & Referrals workflow using Shopify Flow, including an example workflow that rewards shoppers for subscribing to your newsletter.

## Before You Start

If you haven’t used the Flow app yet, [head to the Shopify app store to install it](https://apps.shopify.com/flow).

## Setting up a Shopify Workflow

To set up a Shopify workflow:

1. From your Shopify admin, go to **Apps**.
2. Launch the **Flow** app.
3. Click **Create Workflow**.
4. Select **Add trigger** to start your workflow. This is the event you want to use to reward customers at the end of the workflow.

### Example Flow: Rewarding Points for Email Subscriptions

For example, let’s say you want to reward shoppers when they subscribe to email marketing.

1. In **Shopify Flow**, select the trigger:

**Customer subscribed to email marketing**.
2. (Optional) Add conditions if you’d like to further target the action. For example, you can add conditions for customer tags or segment membership.
3. Next, click **+Add Action** and select:

**Yotpo Loyalty & Referrals → Reward Points**.
4. Fill out the fields on the right:

![Example of configuring the workflow in Shopify Flow](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/example-workflow-configuration.png?sv=2026-02-06&spr=https&st=2026-11-04T21%3A25%3A59Z&se=2026-11-04T22%3A25%3A59Z&sr=c&sp=r&sig=uBFtwiv49yvdugJBPfuqV3Xpcas8UyqR79pc6PFGUqw%3D)
  - **Name of completed action** – Choose a descriptive name, such as `email_sub`. You’ll use this again in the Custom Action campaign in Yotpo Loyalty & Referrals.
  - **Email address of customer** – Use `{{customer.email}}`, since Yotpo uses the email address to identify the customer in Loyalty & Referrals.
  - **What type of campaign?** – Set this to CustomAction.
  - **How many points to award?** – Enter the number of points customers will earn for signing up.
  - **Description for customer’s history (optional)** – You can add a description here (e.g., “Email sign-up reward”). If left blank, it will use the **Action text** from your custom action rule.

![The example of the completed workflow](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/example-workflow.png?sv=2026-02-06&spr=https&st=2026-11-04T21%3A25%3A59Z&se=2026-11-04T22%3A25%3A59Z&sr=c&sp=r&sig=uBFtwiv49yvdugJBPfuqV3Xpcas8UyqR79pc6PFGUqw%3D)

### Connecting the flow to Yotpo Loyalty & Referrals

To connect the flow to Yotpo, you need to [create a custom action earning rule](https://support.yotpo.com/docs/setting-up-custom-action-earning-rules-on-shopify):

![Example of a custom action earning rule configuration](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/custom-action-rule-setup.png?sv=2026-02-06&spr=https&st=2026-11-04T21%3A25%3A59Z&se=2026-11-04T22%3A25%3A59Z&sr=c&sp=r&sig=uBFtwiv49yvdugJBPfuqV3Xpcas8UyqR79pc6PFGUqw%3D)

1. In your Yotpo Loyalty admin, go to **Rewards Program > Create earning rule**.
2. Select **Custom Action** and click **Next**.
3. Configure the rule:
  1. Under **Action Name**, enter the exact name you used in the Shopify Flow (for example, `email_sub`).
  2. Set the number of points you want to reward and add an **Action text**.
  3. Complete the setup by defining any restrictions in the **Advanced settings**.

> [!TIP]
> Tip
> 
> Configure the rule to award points only once per customer, so shoppers aren’t rewarded multiple times if their subscription status changes.
4. **Create** the rule.

You're all set. Anytime customers trigger this flow, they will receive the designated points you’ve set in Yotpo Loyalty & Referrals.

> [!WARNING]
> Note
> 
> - Rewards are based only on Shopify’s native email subscription field.
> - If you’re using Klaviyo or another ESP, make sure subscription events are forwarded to Shopify so that Yotpo can capture them. For Klaviyo, the “Forward to Shopify“ setting must be enabled.