How do I notify customers about their points balance?

Introduction

Letting customers know about their points balance is a great way to encourage repeat purchases and boost engagement. With Roadmap, you can automatically send points balance updates through your store or via email using Klaviyo — no manual work required.

This guide walks you through all the ways you can notify customers about their loyalty points balance and how to set them up.

1. Show Points Balances in Your Store

The easiest way to keep customers informed is by displaying their points balance directly on your storefront using Roadmap's built-in widgets.

Use the Loyalty Points Widget:

• Add the Loyalty Points Widget to customer account pages using Shopify’s theme editor.
• This widget shows the customer’s current points balance whenever they’re logged in.
• It updates automatically with each purchase, referral, or redemption.

How to add it:

1. Open your Shopify admin → Online Store → Customize.
2. Navigate to the Account or Header template.
3. Add the Roadmap Loyalty Points Block.
4. Save and preview the changes.

👉 Tip: You can also show redeem options in the cart or checkout to remind customers what they can use their points for.

2. Send Points Balance Emails with Klaviyo

If you want to actively notify customers via email, connect Roadmap to Klaviyo and automate balance updates.

What you can send:

• Monthly or weekly points summaries.
• “You have enough points to redeem!” nudges.
• Tier upgrade or loyalty status changes.
• Birthday or post-purchase reminders to use points.

How to set it up:

1. Go to Roadmap → Integrations → Klaviyo.
2. Connect your Klaviyo account and enable syncing.
3. Roadmap will sync the following:
   • Total points balance
   • Tier name
   • Referral status
4. In Klaviyo, create flows using these synced properties:
   • Trigger: Loyalty point threshold reached
   • Message: “You’ve earned 500 points — that’s $5 off your next order!”

👉 Pro Tip: Add dynamic reward suggestions in your email templates (“Redeem 1,000 points for a free product!”).

3. Include Point Balances in Order Confirmations or Account Emails (Optional)

If you’re customizing your Shopify notification templates or using Klaviyo for transactional messages, consider adding the customer’s current point balance as a footer.

This keeps them aware of their rewards without needing a separate email.

FAQs

Can customers check their own points without logging in?

 No — for privacy and accuracy, points are only visible after login, either via the storefront or in an email sent to their address.

Do I need a developer to add the widget or integrate with Klaviyo?

 No — the storefront widget is added through Shopify’s theme editor, and Klaviyo syncing is a no-code integration built into Roadmap.

Can I notify customers when their points are about to expire?

 Yes — if you’ve set expiration rules in your loyalty settings, use Klaviyo to create flows like “Your points expire in 7 days!”

Summary

You can notify customers of their loyalty points balance by:

• ✅ Adding a loyalty widget to their account page.
• ✅ Sending personalized email flows via Klaviyo.
• ✅ Including balance reminders in order or account emails.

Keeping your customers informed helps them stay engaged, spend more, and return often. Set it up once and let Roadmap + Klaviyo handle the rest.