Answer Points Balance Questions on WhatsApp with Yotpo Loyalty
Yes. AeroChat works directly with Yotpo Loyalty. When a member asks about their points, AeroChat checks who they are, finds them in Yotpo Loyalty and replies with their points balance, when points expire and the best reward they can get now.
This recipe answers "how many points do I have?" and "are my points about to expire?" in chat, from your own Yotpo Loyalty data. Part of connecting Yotpo Loyalty to WhatsApp and AI chat.
What happens today
Members rarely open the rewards page. They ask in chat, often with an item in their cart. Your team looks them up in Yotpo, reads the balance and works out which reward fits. If the reply comes after checkout, the points stay unspent, and points that expire unused make members feel the program did not work for them.
The flow that works
- The member asks about their points.
- AeroChat checks their email or phone number against their Shopify orders.
- It finds them in Yotpo and reads their balance and next expiry, plus your active rewards.
- It replies in one line, names the best reward they can afford, and offers to redeem.
What it looks like on WhatsApp
Customer: Do I have any points left? (example)
AeroChat: Yes, you have 860 points. 200 of them expire on 30 November. You can get $5 off for 500 points now, or you are 140 points away from $10 off. Would you like the $5 code?
In Yotpo Loyalty: nothing changes. AeroChat read the member’s balance, expiry and your active rewards.
The recipe
Copy this into AeroChat
When a member asks about their points, balance or rewards, follow these steps.
- Check who they are first: match the email or phone number they give, or the WhatsApp number they are messaging from, to their Shopify orders.
- Find them in Yotpo Loyalty by that email and read their points balance and next points expiry.
- Reply with the balance in one line. If points expire soon, give the amount and the date.
- Read our active rewards from Yotpo. Name the best reward they can afford now, and the next one with the points they still need.
- Offer to redeem a reward, and use the redeem workflow if they say yes.
- If they are not a member, explain how to join from the knowledge base.
Never share another member’s points. Never promise points Yotpo has not recorded. Reply in the customer’s language.
Add how members join and earn points to the knowledge base before you paste it.
What to connect
- Your Shopify store. Built in. Install AeroChat from the Shopify App Store and connect your store in the dashboard, so AeroChat can check who the member is from their orders.
- Yotpo Loyalty. In your Yotpo Loyalty admin, open Settings and copy the API key and the GUID. Yotpo’s API docs do not name a plan for API access. If you do not see the API key in your settings, ask Yotpo. Paste both in when AeroChat asks.
- Your knowledge base. Add how members join, how they earn points and how codes are used at checkout.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Yotpo Loyalty, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Yotpo Loyalty’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Whether AeroChat suggests a reward with every balance, or only when asked.
- How a member proves who they are before AeroChat shares a balance.
- Your earning rules and rewards, which stay in Yotpo.
The result to expect
Members see their points and what those points buy while they are still shopping. More points turn into redeemed rewards before they expire, and your team stops looking up balances by hand.
Measure it with your own numbers: points questions answered in chat without your team, and rewards redeemed, for a month before and after.
Next: see every Yotpo Loyalty workflow, including redeeming points for a discount.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your store and email, with the same Yotpo Loyalty connection behind it. See what each channel does on the Yotpo Loyalty integration page.
Answer your first points question in chat
Install AeroChat, paste the recipe, add your Yotpo API key and GUID, and ask your own chat how many points you have.
7-day free trial.