[Shopify] Metafields
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Written by Success team
Updated over a week ago

Shopify metafield sync is available for Shopify mechants on our Classic plan and above.

What are metafields?

LoyaltyLion can push customer properties to Shopify customer metafields when a customer changes. For example, when a customer earns points we can update a metafield on the corresponding customer resource in Shopify.

Metafields can be accessed in Liquid templates as well as from the API, which enables some powerful integrations and custom interfaces.

LoyaltyLion fields

The following fields can be pushed as customer metafields. You can enable or disable the exact metafields we'll push from the Integrations section of the LoyaltyLion admin. 

Description -  Example  - Metafield name

Total points -  1000 - loyaltylion.points_total 

Approved points  - 800 - loyaltylion.points_approved 

Pending points - 200 - loyaltylion.points_pending 

Lifetime points  - 2000 - loyaltylion.points_lifetime 

Spent points  - 1000 - loyaltylion.points_spent 

Number of rewards claimed - 3 - loyaltylion.rewards_claimed 

Date enrolled in program (YYYY-MM-DD)  - 2017-09-20 -  loyaltylion.enroll_date 

Referral URL -  http://prz.io/KzByQ2Fa -  loyaltylion.referral_url 

Loyalty Tier  - Silver - loyaltylion.loyalty_tier 

Loyalty Tier (customer tag) - tag: Silver

Birthday (YYYY-MM-DD)  - 1970-03-15 - loyaltylion.birthday

How to integrate Shopify metafields?

  1. Login to your LoyaltyLion account

  2. Click on the tab Manage

  3. On the left, find Integrations and click Manage

  4. Find Shopify on the list and click Install Integration button

  5. Click Enable Shopify sync

  6. Done! Now you can move to your Shopify admin and add definitions.

Steps for filling in the metafields

You will need to fill in the metafields to show the customer's LL data in Shopify.

  1. Go to Settings in Shopify -> Custom data -> Customers and select Metafields without definition

  2. After clicking Add definition, I only added the name, ticket Expose to storefront API, and then select the type depending on the field (as on the screenshot below).

    Remember not to put validations when creating metafields and leave them empty.

    Anything different other than what is shown above will result in the integration not working.

  3. After saving, the metafield appeared in Definitions with the added “customer.metafields”.

Using metafields

Within Liquid templates

You can reference metafields in most Liquid templates like so:

{{ customer.metafields.loyaltylion.points_total }}

For example, to display the customer's unique referral link:

 referral url: #{{ customer.metafields.loyaltylion.points_total }} 

Caveats

Although we generally sync metafields straight away, usually within a few minutes of a customer changing in LoyaltyLion, the sync can be delayed, particularly if many customers change at once, due to Shopify API rate limit restrictions.

If you're using metafields in an integration or in a template, you should account for their values being slightly out of date, or, in the case of new customers, blank.

References

FAQ
Q. What's the difference between Loyalty Tier and Loyalty Tier (customer tag)?

Loyalty Tier just syncs a metafield, which is referrencable in Shopify in your theme, but it’s not visible in the UI

Loyalty Tier (customer tag) adds a tag, which appears in the UI as a tag

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