Introduction
Customize your post-purchase experiences and build customer loyalty with Loyoly's new feature. From the first purchase to becoming a true ambassador, create smart journeys that drive engagement and encourage repeat purchases.
Why use automations?
Automations let you create custom customer journeys, giving each person an experience that really suits them. They also directly help improve customer loyalty.
1.More personalization
Each interaction is tailored to your customers’ preferences and behavior: purchase history, VIP level, engagement with missions, or social media activity.
2.More engagement
Automations help you engage your communities all year long with targeted actions:
Rewards for loyalty
Exclusive offers for specific segments
Double points activities
3.More business
By combining personalization and engagement, automations have a direct impact on your performance:
Increased repeat purchases through post-purchase vouchers or loyalty points
Higher average order value with targeted rewards on specific products or multiple orders
Stronger customer retention, reducing churn and maximizing customer lifetime value (CLV)
Create your first automation in 3 simple steps
Step 1: Choose a trigger
Select the event that will start your automation. Currently, available triggers are:
Order placed
Mission completed
Referral completed by the referrer
Step 2: Add filters
Refine your automation by adding specific criteria to target your customers, for example:
Cart value
Total number of purchases
Customer VIP level
Purchase of a specific product
Step 3: Define the action to execute
Choose the action that will be applied automatically to your customers based on the defined conditions, for example:
Award extra points
Add the customer to a targeted list
Offer a specific reward
Analyze your automations with the Explorer
Once your automation is live, Explorer mode lets you track its performance directly on the flow, without leaving the editor.
In the automation editor, use the Explorer / Edit toggle. In Explorer mode, your scenario becomes read-only and shows performance data:
An Overview block with global data: how many customers entered the flow, how many are currently in the flow, and how many completed it.
Per-step analytics: how many customers went through each step of the scenario.
The percentage of customers waiting on delay steps.
💡 Since Explorer mode is read-only, you can review performance without any risk of changing your scenario by accident. Switch back to Edit mode to resume editing.
💡 You can also compare several variants of the same scenario and track their results in the Explorer: see the Automation A/B Test guide.
Shopify product or collection deleted: impact on your automations
⚠️ Available for Shopify merchants only.
An automation can be set up to grant a reward or trigger an action based on the purchase of a specific Shopify product or collection. If that product or collection is removed from your store, Loyoly automatically detects the issue.
In the Loyoly BO, on the automation list:
A clear warning is displayed on the affected automation, indicating which product or collection no longer exists in Shopify,
You are prompted to update the automation (reference another product / collection) or to deactivate it.
Automation behavior depending on how many products or collections are referenced:
If all the referenced products / collections have been removed from Shopify → the automation is automatically deactivated. Triggers no longer fire, preventing unintended behavior in production.
If at least one product / collection is still valid → the automation remains active and keeps running on the products that are still available. The BO warning stays visible so you can fix the broken reference without urgency.
💡 Best practice: regularly review your list of active automations when running catalog operations (revamps, seasonal unpublications) to quickly catch any broken references, even when the automation keeps running thanks to another product.
💡To learn more about setting up automations, use our guide.