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Welcome to Recometic Loyalty & Reviews

This guide provides a high-level overview of how the app functions, helping you maximize customer retention and user-generated content.

1. The Brand Wallet (Checkout Widget)

The core of the customer experience happens right in the Shopify Checkout. When a customer enters their email, the app instantly displays their Brand Wallet.

  • Points Earned: The widget calculates exactly how many points the customer will earn for their current cart. It automatically factors in active multipliers and their VIP tier.
  • Redemption: Customers can instantly convert their points into discount codes and apply them to their order with a single click, entirely within the checkout flow.

2. VIP Tiers & Dynamic Multipliers

You can set up custom VIP tiers (e.g., Bronze, Silver, Gold) in the Rules tab.

  • Customers are automatically upgraded based on their total lifetime points.
  • Higher tiers can have custom multipliers (e.g., Gold members earn 1.5x points per dollar spent).
  • This incentivizes customers to consolidate their spending with your brand to unlock better reward rates.

3. Flash Campaigns & Promotions

In the Campaigns tab, you can launch temporary promotions to boost sales or UGC (User Generated Content) during slow periods.

  • Multipliers: E.g., "Double Points Weekend". These stack with VIP multipliers automatically.
  • Flat Bonuses: E.g., "Earn a flat 500 bonus points on all orders this week."
  • Scope: Campaigns can be applied strictly to Orders, strictly to Reviews, or both.

4. UGC & The Review Widget

Recometic completely replaces standard review apps by integrating reviews deeply with loyalty rewards.

  • Tiered Rewards: Offer different points based on the effort (e.g., 50 for text, 150 for photos, 300 for videos).
  • Anti-Abuse: The system strictly handles upgrades. If a user submits a text review and gets 50 points, then later upgrades to a photo review, the system automatically awards the exact difference (100 points) to prevent double-dipping.
  • Automation: Review request emails are dispatched automatically after an order is fulfilled, based on the delay set in your Rules tab.

Connecting Klaviyo Flow Integrations

Recometic publishes instant event metrics directly to your Klaviyo profile database. You use these metrics to trigger automated emails styled inside your Klaviyo dashboard.

Step 1: Create a Klaviyo Private API Key

  1. Log into your Klaviyo Dashboard.
  2. Click your profile name in the bottom-left corner and go to Settings > API Keys.
  3. Click the Create Private API Key button.
  4. Provide Full Access permissions for Events, Profiles, and Metrics.
  5. Copy the generated key, open your Recometic dashboard, navigate to Settings > Integrations > Klaviyo, paste the key, and click Connect.

Step 2: Available Custom Events & Triggers

The following metric events are pushed instantly by our system. Use these as your flow entry triggers:

Recometic: Review RequestTriggered when an order is completed/delivered to request a product review.
Recometic: Review Follow-UpTriggered as a secondary reminder if the customer hasn't submitted a review.
Recometic: Points EarnedTriggered instantly when points are credited for a purchase or activity.
Recometic: Points DeductedTriggered instantly when points are deducted or manually reverted from a customer's wallet.
Recometic: Tier UpgradeTriggered when a customer crosses a lifetime points threshold to enter a new VIP tier.
Recometic: Referral InviteTriggered when an existing customer shares an invitation code with a friend's email.
Recometic: Points ExpiringTriggered when a customer's points are close to expiring to encourage redemption.
Recometic: Points ReminderTriggered automatically on the recurring interval delay to remind customers of their points balance.

Step 3: Build the Automation Flow

  1. In Klaviyo, click Flows > Create Flow > Create From Scratch.
  2. Set the trigger type to Metric.
  3. Select Recometic: Review Request (or another metric) from the dropdown list.
  4. Set Timing Delays: Drag a Time Delay block from the actions sidebar and place it right after the trigger. Configure it to wait 7 to 10 days to let the customer receive and use their product. (Do not add a delay block for the Points Reminder flow, as the app handles the scheduling).
  5. Drag an Email action block right under the delay block to build your campaign template.
Important Note on Points Reminder: The Reminder Interval (Days) is calculated and controlled by our app's background scheduler. When the interval is met (e.g. every 90 days), the app automatically pushes the Recometic: Points Reminder event to Klaviyo. Inside Klaviyo, you should trigger your flow on this event and send the email instantly (do not add any Time Delay block for this specific flow).

Step 4: Mapping Dynamic Variables

You can personalize your Klaviyo emails by copying and pasting these exact variables directly into your email text fields or button URLs:

Review Request & Follow-Up:
  • {{ event.customer_name }} — Customer's name
  • {{ event.product_name }} — Product purchased
  • {{ event.points_amount }} — Reward points offered
  • {{ event.review_url }} — Submit review link
Loyalty & Referral Events:
  • {{ event.points_earned }} — Points credited
  • {{ event.points_deducted }} — Points deducted
  • {{ event.reason }} — Reason for points transaction
  • {{ event.points_balance }} — Current wallet balance
  • {{ event.tier_name }} — New VIP tier earned
  • {{ event.referrer_name }} — Friend who sent invitation
  • {{ event.referral_code }} — Friend's discount code
  • {{ event.discount_amount }} — Discount amount
  • {{ event.expiry_date }} — Points expiry warning date
  • {{ event.store_name }} — Your store name
  • {{ event.store_url }} — Your store URL
Important Note on Referral Invitations: When a customer refers their friend by entering their email in the storefront widget, the app triggers the Recometic: Referral Invite event. Recipient: The event is fired for the Friend's email address. Klaviyo/Mailchimp will automatically target the friend's email with this flow/tag. Referrer: The name of the customer who sent the invitation is stored in {{ event.referrer_name }}.
Important CTA Placement: Add a primary button block (like "Submit Your Review") inside your Klaviyo template, click the button settings, and paste {{ event.review_url }} directly into the Link URL field. This directs customers straight to their review page.

Connecting Mailchimp Customer Journeys

Mailchimp triggers campaigns based on audience tagging. When a loyalty event takes place in Recometic, we update the customer profile in Mailchimp and add corresponding tags.

Step 1: Link Mailchimp API Key

  1. In Mailchimp, click your profile and select Account > Extras > API Keys.
  2. Click Create A Key and copy the generated token string.
  3. Go to Recometic Settings > Integrations > Mailchimp, paste the API key, and click connect.

Step 2: Automate with Tag-Added Triggers

Recometic attaches the following tags to contact profiles in Mailchimp during transactional events:

🏷️ Review Invitation: Recometic: Review Request
🏷️ Wallet Balance Update: Recometic: Points Earned
🏷️ Wallet Balance Deduction: Recometic: Points Deducted
🏷️ VIP Milestone: Recometic: Tier Upgrade
🏷️ Referral Invitation: Recometic: Referral Invite
🏷️ Points Expiry Warning: Recometic: Points Expiring
🏷️ Recurring Points Reminder: Recometic: Points Reminder

Step 3: Design the Mailchimp Journey

  1. Go to Mailchimp Automations > Customer Journeys and click Create Journey.
  2. Choose the starting trigger as Tag Added.
  3. Select the tag Recometic: Review Request (or another tag).
  4. Drag a Time Delay block (e.g. wait 7 days) and place it under the tag trigger. (Do not add a delay block for the Points Reminder tag trigger, as the app handles the scheduling).
  5. Insert a Send Email block below the delay block to compose your email.
Important Note on Points Reminder: The Reminder Interval (Days) is calculated and controlled by our app's background scheduler. When the interval is met (e.g. every 90 days), the app automatically applies the tag Recometic: Points Reminder to the Mailchimp contact. Inside Mailchimp, you should trigger your customer journey flow on this tag and send the email instantly (do not add a Time Delay block for this specific journey).

Direct Sending Channels (SMTP/Resend/SendGrid)

If you prefer not to use third-party marketing automation platforms, Recometic compiles and dispatches emails directly using the HTML editors built into the settings page.

Step 1: Select Your Protocol Gateway

Option A: Custom SMTP Credentials

Provide host connection parameters inside a JSON config object inside the integration form:

{ "host": "smtp.yourserver.com", "port": 587, "secure": false, "user": "mail@yourdomain.com", "pass": "your_smtp_password" }
Option B: Resend / SendGrid API

Simply enter your API Key or Authorization Token into the corresponding gateway field. Make sure your authenticated sender email domain matches the verified email domain in your Brand profile settings.

Step 2: Customize Delivery Delay

Because emails are delivered directly from our server without external flows, timing delays and reminder intervals are configured inside the Edit modal for each respective email template:

  1. Navigate to the Settings page and scroll to Email Templates.
  2. Click Edit Template on the Review Request, Review Follow-Up, or Points Reminder templates.
  3. Configure the delay duration (in days) or the recurring interval (in days) directly in the form.
  4. Our app runs background jobs periodically to check these intervals and dispatch your direct emails automatically.

Step 3: Customizing Templates

Go to Settings > Email Templates to modify subject lines and HTML bodies. You can copy/paste these dynamic tags:

{{customer_name}} {{referrer_name}} {{product_name}} {{points_amount}} {{points_earned}} {{points_deducted}} {{points_balance}} {{reason}} {{tier_name}} {{store_name}} {{referral_code}} {{discount_amount}} {{expiry_date}} {{store_url}} {{review_url}}

Shopify Customer Segments

Recometic natively syncs loyalty data to Shopify's Customer Metafields. This allows you to build powerful Shopify Customer Segments based on points and tiers to send marketing emails via Shopify Email, or any other app that integrates with Shopify segments.

Step 1: Verify Metafield Setup

Recometic automatically provisions two custom metafields on your customers during app installation:

  • Loyalty Points: (custom.loyalty_points) — Tracks the customer's exact wallet balance.
  • Loyalty Tier: (custom.loyalty_tier) — Tracks the customer's current VIP level (e.g., Bronze, Silver, Gold).

You can verify these definitions exist by going to your Shopify Admin, clicking Settings > Metafields and Metaobjects > Customers.

Step 2: Create the Segment

You can filter your customers directly inside the Shopify admin using these metafields.

  1. In your Shopify admin, navigate to Customers > Segments.
  2. Click the Create segment button.
  3. Depending on which version of the segment builder your store uses, follow one of the methods below.
Method A: Shopify Magic (AI)

If you see a "Describe your segment" box with a robot icon, simply type in plain English:

Customers with more than 500 loyalty points and a loyalty tier equal to 'Gold'

Hit enter, and Shopify will automatically write and execute the code for you.

Method B: Dropdown Menu

If your text box appears frozen or rejects raw code pastes, build the query manually:

  • Click into the empty Search customers box to open the dropdown menu.
  • Scroll down and select Customer Metafields (or type it to search).
  • Select custom.loyalty_points or custom.loyalty_tier.
  • Select your operator (e.g., >= or =).
  • Type your value (e.g., 500 or 'Gold') and hit Enter.
Method C: ShopifyQL Advanced Editor

If you prefer writing SQL, you can use the advanced query notebook. Paste this exactly:

FROM customers SHOW customer_name, email_subscription_status, date_customer_updated WHERE metafields.custom.loyalty_points > 500 AND metafields.custom.loyalty_tier = 'Gold'

Frequently Asked Questions

Find quick answers to common questions about Recometic.

Customers earn points for purchases and activities. Points are stored in their Brand Wallet and can be redeemed for discounts at checkout.
We support native Klaviyo and Mailchimp integrations, direct SMTP/Resend/SendGrid delivery, and Shopify Customer Segments.
Need help? Write to contact@recometic.com