Missing points explained
Sarah Chen, support lead at Acme Ltd, had a customer asking why their points had not appeared. Memtro found the member by email and showed the purchase activity still pending, with the points it carried.
LoyaltyLion + Memtro
How many points does this customer have, and what can they claim?
LoyaltyLion connects Memtro to your loyalty programme. It reads members by email with points, tier, rewards claimed and segment, points activities, the points ledger and the rewards a member can claim now. It syncs new points activities into memory. When asked, and once an administrator has granted them by name, it can give or take points with a reason the member sees, claim or refund rewards, approve, decline or void activities, block a member, enable or disable rewards, and unsubscribe an email address. A claim may issue a voucher or gift card, and a refund cannot be undone.
In Memtro
What you can do with LoyaltyLion in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right LoyaltyLion tool, reads what it needs, and answers with the source cited.
What it does
- 01Finds members by part of an email or by date updated, with points approved, pending and spent, tier, segment and rewards claimed
- 02Lists points activities, newest first, with the rule or flow that fired, points, state and the member's email
- 03Reads the points ledger: each change to a member's points with its kind, such as claimed reward, manual adjustment or expiry, narrowed to one member if asked
- 04Lists the rewards one member can claim now, with points cost, discount type and amount, and minimum spend
- 05When asked and granted, gives or takes points with a reason the member sees, claims a reward for a member (which may issue a voucher, gift card or free product) or refunds one, which cannot be undone
- 06When asked and granted, approves, declines or voids an activity, tracks one so its rule awards points, sets a birthday or blocks a member, enables or disables a reward, and unsubscribes an email address from programme emails
Acts when asked
When you ask it to
These tools change something in LoyaltyLion. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Give a member points, with a reason the member can see
- 02Take points from a member, with a reason the member can see
- 03Claim a reward for a member, spending their points
- 04Refund a claimed reward, returning the points
- 05Approve, decline or void a points activity
- 06Track an activity so its rule awards a member points
- 07Set a member's birthday, or block or unblock them
- 08Enable a reward in the programme
- 09Disable a reward in the programme
- 10Unsubscribe an email address from programme emails
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with LoyaltyLion for you. Each event can start a job, with the event as its input, and can be remembered where you choose. LoyaltyLion signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A customer joined the programme
- 02A customer earned points
- 03A customer claimed a reward
- 04A customer moved up a tier
- 05A customer moved down a tier
- 06A referral completed
- 07A customer completed an earning rule
- 08A customer is close to a tier upgrade
- 09A customer moved to the at-risk segment
- 10A customer moved to the defected segment
- 11A customer moved to the loyal segment
- 12A customer's points are about to expire
- 13A customer's reward is about to expire
- 14A reward became available to a customer
- 15A reminder that a reward is available
- 16A customer's receipt was approved
- 17A customer's receipt was declined
- 18A customer completed a challenge
- 19A customer reached a challenge milestone
- 20A receipt needs manual approval
- 21A customer changed
- 22A customer unsubscribed from loyalty emails
In practice
Ask it like you would a colleague
Once LoyaltyLion is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
LoyaltyLion + MemtroHow many points does jessica@example.com have?
Who earned points this week?
Which members are in the At Risk segment?
What rewards can jessica@example.com claim right now?
Give jessica@example.com 200 points for the late delivery.
Making up for a late parcel
Dan Fletcher, retention manager at Northwind, asked Memtro to give a member 200 points for a late delivery. Memtro added the points with the reason he approved, which the member saw in their account, and the adjustment appeared in the points ledger.
Teams
Where it fits
The teams that lean on LoyaltyLion most, a question each of them asks, and what they connect beside it.
- MarketingSpend, leads and reputation in one conversationMarketing lead, Performance marketer, Content and SEO, Brand and community“How did last week's LinkedIn and Google campaigns do, and which leads reached the pipeline?”Used alongside Google Ads, Meta Ads, HubSpot, Google Analytics 4, Brevo and 7 more.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
Better together
Works with
A record in LoyaltyLion is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesLoyaltyLion with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesLoyaltyLion with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesLoyaltyLion with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- AnalyticsLoyaltyLion with Google Analytics 4Ask your traffic questions in plain English and get the numbers back.
- AnalyticsLoyaltyLion with Plausible AnalyticsAsk about your website traffic in plain English.
- AnalyticsLoyaltyLion with UmamiAsk about your website traffic in plain English, without sending anybody to a dashboard.
- Content and webLoyaltyLion with AhrefsBacklinks, rankings and keyword data from Ahrefs, on demand, and tracking set up when asked.
- Content and webLoyaltyLion with WordPressYour blog and site content, searchable in Memtro, and edited when asked.
- Content and webLoyaltyLion with WebflowSite pages, CMS content, form leads and orders from Webflow.
Also in Marketing automation
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
ActiveCampaign- Brevo
- Customer.io
- Marketo Engage
- Account Engagement (Pardot)
- Mailchimp
Klaviyo- beehiiv
- Kit
MailerLite- Campaign Monitor
GetResponse
Instantly
lemlist
Drip- EmailOctopus
Omnisend- Buttondown
Mailjet
Moosend
Smartlead- Formbricks
- listmonk
- Mautic
- Loops
Iterable
Dotdigital
Flodesk
Benchmark Email- Bento
Braze
Sender- SendPulse
- Bitly
Rewardful
Mailshake
SurveySparrow
Retently
Setup
How to connect
Connect withAPI key
- 1
In LoyaltyLion, open Manage → API keys and choose Create API key.
- 2
Grant read_customers, and read_orders for the points ledger. Add write_customers, write_configuration or write_unsubscribes only for the actions Memtro may take, then copy the key, which is shown once.
- 3
In Memtro, open Connections → LoyaltyLion and paste it into API key. The older token and secret are not accepted.
- 4
Ask your first question: who earned points this week?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The LoyaltyLion tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in LoyaltyLion?+
Only when you ask, and only what it has been granted: give a member points, with a reason the member can see; take points from a member, with a reason the member can see; claim a reward for a member, spending their points; refund a claimed reward, returning the points; approve, decline or void a points activity; track an activity so its rule awards a member points; set a member's birthday, or block or unblock them; enable a reward in the programme; disable a reward in the programme; unsubscribe an email address from programme emails. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a LoyaltyLion connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my LoyaltyLion data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed LoyaltyLion records into memory as entities.
How do I connect LoyaltyLion?+
API key. In LoyaltyLion, open Manage → API keys and choose Create API key.
Can LoyaltyLion start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with LoyaltyLion for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect LoyaltyLion in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.