Loyalty Points in Chat for Shopify
Yes. Customers check their loyalty points and rewards in the chat, with your Shopify store built in. AeroChat verifies the customer against Shopify, reads their points and tier from your loyalty app, and reads any Shopify store credit on their account. It tells them what they can redeem now and how close they are to the next reward, in the same conversation.
This recipe handles “how many points do I have?” and “can I use them on this order?” for stores that run a points program on Shopify. Part of connecting Shopify to WhatsApp and AI chat.
What happens today
Customers forget their points. They ask in chat before they buy, or after checkout when they notice the points were not used. Someone opens the loyalty app, searches the customer, reads the balance and explains the reward rules again. Many stores never answer this question at all, so points pile up unused and the program does little for repeat sales.
The flow that works
- The customer asks about their points, rewards or credit.
- AeroChat verifies them with the email or phone on their Shopify customer account.
- It reads their points balance and tier from your loyalty app through the app’s API.
- It reads any Shopify store credit on their account, in each currency they hold.
- It tells them what they can redeem now and how many points the next reward needs.
- If they want to redeem, it does it through the loyalty app where its API allows, or tells them where to apply it at checkout.
What it looks like on WhatsApp
Customer: How many points do I have? I’m about to order. (example)
AeroChat: I can check. What email is your account under?
Customer: kai@example.com
AeroChat: Thanks, Kai. You have 820 points, Silver tier (example). 500 points gets you US$5 off, and at 1,000 you get US$12 off. You also have US$10 store credit, which applies at checkout when you’re logged in.
Customer: I’ll use the 500.
AeroChat: Done. Here is your US$5 code: PTS-5-K82 (example). You have 320 points left.
In Shopify and your loyalty app: 500 points are redeemed in the loyalty app, which creates the discount code. The US$10 store credit stays on Kai’s Shopify account.
The recipe
Copy this into AeroChat
When a customer asks about loyalty points, rewards or store credit, follow these steps.
- Ask for the email or phone number on their account. Find the customer in Shopify.
- Read their points balance and tier from our loyalty app.
- Read their store credit balance in Shopify.
- Tell them their points, tier and store credit. List the rewards they can redeem now, and how many points they need for the next one.
- If they want to redeem points, redeem the reward they choose in the loyalty app and send the code. Tell them to enter it at checkout.
- Remind them store credit applies at checkout when they are logged in to their account.
- If their balance looks wrong, for example points missing from a recent order, hand the conversation to our team with the order number.
Never add points or credit by hand. Never share another customer’s balance. Reply in the customer’s language.
Change the reward amounts to match your program before you paste it. Leave out the store credit steps if you don’t use it.
What to connect
- Your Shopify store. Built in. Install AeroChat from the Shopify App Store and connect your store in the dashboard. AeroChat verifies the customer, and reads their Shopify store credit through its Admin API in the workflow you describe.
- Your loyalty app. Points live in the loyalty app, not in Shopify, so AeroChat reads and redeems them through that app’s API with a key you create in it. See Smile.io, Joy Loyalty, Rivo, Yotpo Loyalty and Appstle Loyalty for what each one supports.
- Your knowledge base. Add how customers earn points and what each reward costs.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist of what is left: add your loyalty app’s key, then switch it on.
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 redeems points in the chat or only reports the balance.
- Whether it reminds customers about their points when they ask about a product.
- Which balance problems go straight to your team.
The result to expect
Customers know what their points are worth at the moment they decide to buy. Your team stops looking up balances one customer at a time.
Measure it with your own numbers: points redeemed per month, and repeat orders from customers who asked about points in chat.
Next: see the loyalty points workflow across every channel and how to show a points balance in chat.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your Shopify store and email, with the same Shopify connection behind it. See what each channel does on the Shopify integration page.
Channel versions: WhatsApp loyalty.
Answer your first points question in chat
Install AeroChat, connect your loyalty app, paste the recipe, and ask your own store chat how many points you have.
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