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How to set up Customer metafield earning actions

Learn how to automatically reward your customers when changes to their Shopify customer profile attributes match your set criteria.

Written by Simon Akhrameev

Overview

The Customer metafield actions allows you to reward customers automatically when specific metafields on their Shopify customer profile are updated and match your preset conditions.

This feature gives you the flexibility to tie point adjustments or other rewards directly to custom data tracked inside your Shopify admin panel. You can create an unlimited number of the Customer metafield actions to track different profile values.

πŸš€ Feature availability

The Customer metafield earning action is available starting from the Growth plan.


Key benefits & use cases

  • Automated syncing: Instantly trigger rewards as soon as a background process validates a qualifying change on a customer profile.

  • Flexible tracking: Tailor conditions dynamically based on numbers, text strings, or true/false fields.

  • Customer transparency: All earned rewards from this action are logged in the customer's history feed in the storefront widgets.


How the metafield trigger works

Growave acts as a listener for changes to your customer profile data. The metafiled value must be changed on the Shopify customer profile by an external event, Growave native system adjustment, or an integration to activate the rule. There are three primary ways you can utilize this workflow:

Option 1: Using a third-party app integration

You can use an external Shopify app (such as a custom form builder, a specialized quiz app, or a CRM platform) that automatically maps data into a customer metafield.

Example: A merchant uses a survey app. When a customer completes a profile quiz, the third-party app pushes the result to a Shopify customer metafield. Growave detects the new value update and instantly issues a reward if the conditions match.

Option 2: Custom development or Shopify Flow automations

If you have a development team or use automations like Shopify Flow, you can create your own workflows to update customer attributes based on store events.

Example: You build a workflow where a specific metafield changes to true when a customer fills out a wholesale verification sheet. As soon as your custom script updates the profile value in Shopify, Growave's background processor evaluates the change and grants the reward.

Option 3: Using native Growave metafields

You can also monitor specific non-date text and decimal fields that live under the Growave namespace. For instance, you can trigger specific rewards if external tracking elements are updated in the customer's system:

  • Growave loyalty points (Decimal)

  • Growave referral link / GW Referral link (Single line text)

  • Growave VIP tier (Single line text)

  • Customer QR code data / Customer barcode data (Single line text)


How to use Customer metafield rewarding action

Step 1: Copy your metafield details from Shopify

  1. In your Shopify admin panel, go to Settings β†’ Metafields and metaobjects β†’ Customers.

  2. Click the metafield title you want to use (e.g., Growave VIP tier).

  3. Look under the Name field to find your exact namespace and key data (e.g., app--144550.growave_vip_tier).

  4. Save these values for the next step.

Shopify admin panel, go to Settings β†’ Metafields and metaobjects β†’ Customers

Step 2: Build the earning action in Growave

  1. Open your Growave admin panel and navigate to Rewards β†’ Points β†’ Ways to earn.

  2. Click Add ways to earn and choose Customer metafield.

    Growave - Rewards - Points - Ways to earn - Customer metafield

  3. Enter Title (defaults to Customer metafield) and Description (empty by default). Localization settings appear after saving the rule. Learn more about Growave language editor.

  4. Input your unique Shopify configuration details:

    • Metafield namespace: Enter the target namespace identifier. For native Growave fields, use the default string: app--144550.

    • Metafield key: Input the specific custom key string you want the system to monitor (e.g., growave_vip_tier).

  5. Choose your Metafield value type from the dropdown menu. There are currently 4 supported formats:

    • Single line text field

    • Number integer

    • Number decimal

    • Boolean

  6. Define your Metafield condition rules. The available matching logic will automatically change based on the value type you selected:

    • Single line text field: equals, not equals, starts with, ends with, contains, not contains.

    • Number integer/Number decimal: equals, not equals, greater than, less than.

    • Boolean: equals, not equals.

  7. In the Metafield value field, enter the exact verification value, like text string (case sensitive), numeric value, or boolean type value needed to pass the check.

  8. Select your Reward type and define its value:

    • Points

    • Amount discount

    • Percentage discount

    • Free shipping

    • Free product

    • Gift card

  9. Configure any additional settings linked to your Reward type and click Save.

Growave - Rewards - Points - Ways to earn - Customer metafield settings

Additional sections in the Customer metafiled action

  • Status: Use the radio buttons to instantly enable or disable the rule at any time.

  • How it will work summary: Review the logic card on the right side of the page to double-check your reward values and default parameters, e.g.:

    • Customers metafield was updated

    • Get 100 point(s)

    • Reward frequency limit: 1 per lifetime

  • Action icon customizer: Upload a custom image file to change how this rule looks on your storefront. If left blank, it will default to our standard Person silhouette icon, like in the Custom action.

Reward type configurations

Depending on the Reward type you select, specific setup options will become available:

Reward Type

Available Configuration Fields

Points

  • Point Value: Define the exact number of points given upon meeting the criteria.

Amount discount

  • Discount value: The fixed monetary deduction amount.

  • Set reward lifetime: The number of days the coupon code stays valid.

  • Add prefix to discount codes: Custom code prefixes (e.g., VIP).

  • Applies to: Apply to the Entire order or Selected collections.

  • Set minimum purchase amount: The lowest cart total required to use the code.

  • Allowed discount combinations: Toggle stacking with Order discounts, Product discounts, or Shipping discounts.

Percentage discount

Includes all identical configuration fields as the Amount discount option above.

Free shipping

  • Set reward lifetime: The expiration window for the reward code.

  • Add prefix to discount codes: Custom prefix additions for the coupon string.

  • Set minimum purchase amount: The cart total needed to unlock the free shipping.

  • Set maximum free shipping rate: The cap limit on covered shipping costs.

  • Eligible countries: Choose to apply to All countries or limit to Selected countries.

  • Allowed discount combinations: Toggle stacking specifically with Order discounts or Product discounts.

Free product

  • Select product: Search and assign the individual product variant to be gifted.

  • Discount value: Define whether it is 100% off or a partial item discount.

  • Set reward lifetime: The code validity duration.

  • Add prefix to discount codes: Custom prefix identifier text strings.

  • Allowed discount combinations: Toggle stacking with Order discounts, Product discounts, or Shipping discounts.

Gift card

  • Gift card value: The monetary balance loaded onto the digital card.

  • Set reward lifetime: Set code expiration timeframes.


Rule logic and limitations

Non-available settings

The Customer metafiled earning action processes reward distributions instantly. Because of this, the Delay reward setting is not supported. Additionally, you cannot adjust frequency limits β€” the system enforces a default restriction of once per lifetime per individual metafield rule to safeguard against exploit loops.

Non-supported fields

Date-based or Date/Time value types are not supported in this release. If you need to offer specific rewards for calendar metrics like customer birthdays, please use our native Celebrate birthday rule instead.


Storefront visibility

Customers can view the details of the Customer metafield rule in the following places:

Since this rule triggers automatically, there is no action button in the Rewards widgets.

When a customer earns rewards through this rule, they can view the details in the storefront widgets:


FAQs

Can I delete a Customer metafield rule after creating it?

Yes, you can permanently remove any instance of this rule by editing the action in the admin dashboard and clicking Delete above the status block.

How fast are the rewards distributed?

Rewards issuance is immediate. As soon as an external app or native Growave adjustment modifies the customer's metafield value, a backend process checks for a match and issues the reward.


If you have any questions or need assistance setting up these custom identifiers, feel free to contact us at [email protected] or via the chat in the bottom-right corner of your Growave admin panel. We're here to help! πŸ€—

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