Before you start
After integrating Connectif with your Loyoly account and creating your events, you can set up your recommended automations as workflows in Connectif.
💡 If you haven't completed the integration yet, first follow the guide Integrating Loyoly with Connectif, then Set up your events and workflows with Connectif to create your reception events and their variables.
How emails work in Connectif
Unlike other CRMs, Connectif doesn't use a "starting metric". Emails are sent via workflows:
A start node Inicio (Start) then a trigger node "Déclencheur [event name]" (Trigger, e.g. Déclencheur reward_redeemed) start the workflow when a Loyoly event is received.
An "Enviar email" (Send email) node sends the email. In its Variables step you map (Asignar) the event fields to the email variables.
Variables are inserted into the email "Text" elements with the double-brace syntax, for example {{reward_name}}.
To show a block depending on the contact profile (e.g. VIP tier), use conditional blocks (condition on a contact field or a segment).
📝 Note: remember to manually disable the matching emails in your Loyoly account to avoid your customers receiving duplicate emails once the workflows are set up in Connectif.
Recommended automations
Here are the emails we recommend setting up first:
Points earned
Reward
Reward reminder
Unused reward
Referral
Referral reminder
Referral validated
Unused referrer reward
Post-purchase
Point expiration
If VIP tiers are enabled: Tier reached, Birthday.
If product testing is enabled: Product test validation, Product test rejection.
💡 Each email matches a Loyoly event. Make sure you have created the matching reception event in Connectif (see the guide Set up your events and workflows with Connectif) before building the workflow.
Email templates
For each automation, create an email (Content → Emails, or directly from the "Enviar email" node), insert the variables between double braces, then map them in the node's Variables step. Here is our recommended content.
Section 1: Missions
Points earned
Sent when a mission is completed successfully. Loyoly event: points_earned.
Variables: points_earned, mission_name.
Subject: You earned {{points_earned}} points!
Email body:
You just earned {{points_earned}} points!
You completed the mission {{mission_name}}.
Keep earning points by completing other missions to unlock exclusive rewards.
CTA: Earn points
Point expiration
Targets customers whose last activity date is approaching the expiration threshold. In Connectif, create a dynamic Segment based on the Loyoly_Point_Balance contact field and the last activity date, then trigger the workflow on entry into that segment.
⚠️ Use this only if your point expiration mode is "expiration after a period of inactivity". Otherwise, schedule the send on your side.
Subject: Quick! Your points are about to expire
Email body:
Hello,
We noticed you haven't used your points in a while. Your current balance is {{Loyoly_Point_Balance}} points.
Heads up: without activity within 1 month, your points will expire. Log in to discover your available rewards!
CTA: Save my points
Section 2: Rewards
Reward
Sent when a user redeems points for a reward. Loyoly event: reward_redeemed.
Variables: reward_name, reward_points, reward_image, reward_code, reward_link, reward_expiration, reward_condition.
Subject: Your reward {{reward_name}}
Email body (code distribution):
Enjoy your reward {{reward_name}}.
Well done! You used {{reward_points}} points to get the reward {{reward_name}}.
Here's how to claim your reward:
Code to use: {{reward_code}}
On the site: (add your store link)
Before: {{reward_expiration}}
Minimum purchase: {{reward_condition}} €
CTA: Use my reward
Reward reminder
Sent when a user has enough points for a reward. Loyoly event: reward_reminder.
Variables: reward_name, reward_points, next_reward_name, next_reward_points. The point balance can be shown via the Loyoly_Point_Balance contact field.
Subject: Claim your reward
Email body:
Your reward is waiting!
Congratulations, you have {{Loyoly_Point_Balance}} points, you can unlock the reward {{reward_name}}.
Or keep earning to get the reward {{next_reward_name}} at {{next_reward_points}} points.
CTA: See rewards
Unused reward
Sent when a redeemed reward is not used after 30 days. Loyoly event: reward_unused.
Variables: reward_name, reward_date, reward_code, reward_link, reward_image, reward_expiration.
Subject: Use your reward
Email body:
Your reward {{reward_name}} is waiting to be used!
You redeemed points for a reward on {{reward_date}}.
Here's how to claim your reward: {{reward_code}} on the site {{reward_link}}
Expiration date: {{reward_expiration}}
You can find this information anytime in the program!
Section 3: Referrals
Referral
Sent to the referred friend (if they have never ordered). Loyoly event: referral_friend_link.
Variables: referral_customer_firstname, referral_link.
Subject: Referral: (add your reward) for free
Email body:
Enjoy (add your reward) for free!
Thanks to your friend {{referral_customer_firstname}}, you get (add your reward) free on your first order.
Go to {{referral_link}} and use your code now.
PS: your code expires in (add number of days) days.
CTA: Claim my offer
Referral reminder
Reminder sent to the referred friend if they haven't purchased. Loyoly event: referral_reminder.
Variables: customer_firstname, referral_code, referral_expiration.
Subject: Only a few days left to use your referral code
Email body:
Hello,
Thanks to your friend {{customer_firstname}}, you get (add your reward) free on your first order.
Your code expires on {{referral_expiration}}, don't miss this offer.
Go to our site (add your store link) and use your code now: {{referral_code}}
CTA: Claim my offer
Referral validated
Sent to the referrer when the referred friend makes a purchase. Loyoly event: referral_success.
Variables: friend_email, referral_code, referral_expiration.
Subject: Congratulations, your referral is validated
Email body:
Congratulations!
Your friend {{friend_email}} placed their first order!
You get (add your reward) free on your next order.
Go to our site (add your store link) and use your code: {{referral_code}}
Note: your code is available until {{referral_expiration}}
CTA: Claim my offer
Unused referrer reward
Sent to the referrer who hasn't used their code after X days. Loyoly event: referral_reminder_success.
Variables: friend_name, referral_code, expiration_period.
Subject: Your referral reward is still available
Email body:
Hello,
Good news: your friend {{friend_name}} placed their first order!
Thanks to them you get (add your reward) free on your next order.
It looks like you haven't used your code yet. It's still valid for {{expiration_period}}.
Your code: {{referral_code}}
See you soon!
Section 4: Loyalty
Post-purchase (attribution delay)
Sent when a customer places an order. Loyoly event: post_purchase.
Variables: points_earned, attribution_date.
Subject: Your points are on the way!
Email body:
You just earned {{points_earned}} points!
You earned points thanks to your latest purchase.
Your points will be available on {{attribution_date}}.
CTA: Access the program
Section 5: VIP tiers
If VIP tiers are enabled, set up these two emails.
Tier reached
Sent when a user reaches a VIP tier. Loyoly event: new_tier_reached.
Variables: tiers_name, plus the tier rewards. The contact's tier is also available via the Loyoly_Tiers_name contact field.
💡 In Connectif, to show different content per tier, use the email editor's conditional blocks (condition on the Loyoly_Tiers_name contact field or on a segment) rather than If/Else logic. Create one block per tier.
Subject: New tier reached
Email body:
Congratulations!
You just reached the new tier {{tiers_name}}.
Here are the new rewards and benefits of this tier:
- {{vip_reward_1_name}} — code: {{vip_reward_1_code}}
- {{vip_reward_2_name}} — code: {{vip_reward_2_code}}
You can use your rewards now from your account, "Rewards" section.
CTA: Access the program
Birthday gift
Sent on the customer's birthday (VIP tier reward). Loyoly event: birthday_gift.
Variables: reward_name, reward_icon, reward_code, reward_link.
Subject: Happy birthday, discover your gift!
Email body:
We wanted to wish you a wonderful birthday!
To celebrate your birthday, here is your gift: {{reward_name}}.
Here's how to claim your reward:
Code to use: {{reward_code}}
On the site: {{reward_link}}
CTA: Use my reward
Section 6: Product testing
If the product testing feature is enabled, set up these two emails.
Product test: validation
Sent when you accept a product test request. Loyoly event: application_accepted.
Variables: product_test_name, reward_code, reward_link, brand_name.
Subject: Application accepted
Email body:
Application accepted
Congratulations, your application to test {{product_test_name}} has been accepted.
You will be contacted by {{brand_name}} to receive your product.
Once you receive the product, log in to your account and join the program to complete the related missions.
CTA: Access the program
Product test: rejection
Sent when you reject a product test request. Loyoly event: application_refused.
Variables: product_test_name.
Subject: Application not selected
Email body:
Application not selected
Unfortunately, your application to test {{product_test_name}} was not selected.
No worries, (add your brand name) will contact you to apply for the next tests!
CTA: Access the program
Activate your automations in Connectif
Once your emails are created, build the workflow for each automation:
In Workflows, create a new blank workflow (Inicio node).
Add the trigger node "Déclencheur [event name]" and select the relevant event (e.g. reward_redeemed).
Add an "Enviar email" node next, and select the matching email.
In the node's Variables step, map (Asignar) each event field (e.g. Déclencheur reward_redeemed | reward_name) to the email variable (e.g. {{reward_name}}).
Click Aplicar (Apply), then save and start the workflow.
And that's it! All you have to do now is activate your automations. ✅
If the issue persists, contact our support team via chat.