# Rare.io integrations

> Connect Rare.io to your marketing and commerce stack to drive retention, reward customers automatically, and put loyalty data to work.

**Canonical page:** https://tray.ai/connectors/rare.io-integrations/
**Categories:** Marketing, Finance

## Overview

Rare.io is a loyalty and rewards platform that helps ecommerce brands build points-based programs, referral campaigns, and VIP tiers to increase customer lifetime value. When you integrate Rare.io with your CRM, email platform, and ecommerce tools, loyalty events trigger personalized actions instantly — no manual intervention needed. With tray.ai, teams can run the full lifecycle of a loyalty program across their tech stack, syncing points, tiers, and rewards with the tools their customers and marketers already use.

## Use cases

### Real-Time Points Sync Across Commerce and CRM

When a customer earns or redeems points in Rare.io, those changes should immediately show up in your CRM so sales and support teams have accurate loyalty context. Manually exporting points balances and importing them into Salesforce or HubSpot creates lag and data drift. tray.ai automates bidirectional sync so every transaction in Rare.io updates the corresponding contact record in real time.

- Eliminate stale loyalty data in CRM contact records
- Give support agents instant visibility into points balance and tier status
- Trigger CRM workflows based on loyalty milestones without manual imports

### Automated Email and SMS Campaigns on Loyalty Events

Loyalty milestones — earning enough points to redeem, reaching a new VIP tier, referring a friend — are high-intent moments for personalized outreach. Without automation, these moments get missed or handled with generic batch emails. tray.ai listens for Rare.io events and triggers targeted campaigns in Klaviyo, Mailchimp, or Attentive the moment they happen.

- Send tier-upgrade congratulation emails within seconds of the event
- Trigger SMS reminders when customers are close to a reward threshold
- Personalize campaigns with live points balances and reward availability

### Loyalty-Driven Customer Segmentation

Rare.io tier and points data is one of the richest signals for predicting customer behavior, but most teams never use it for segmentation outside the loyalty platform itself. tray.ai pipes this data into your data warehouse or analytics tool so marketers can build segments like high-points/low-redemption or lapsed-VIP customers and act on them in any channel.

- Build advanced loyalty-based segments in Segment, Amplitude, or BigQuery
- Identify at-risk VIP customers before they churn
- Power paid retargeting audiences with loyalty tier data

### Referral Program Tracking and Attribution

Rare.io referral events need to flow into your attribution and analytics stack to close the loop on which campaigns drive the highest-quality referred customers. Without integration, referral data sits siloed in Rare.io and never informs marketing spend decisions. tray.ai routes referral conversion events to your BI tools, ad platforms, and CRM automatically.

- Attribute referral revenue to specific campaigns or channels
- Auto-create deals or opportunities in CRM when a referral converts
- Feed referral LTV data back into paid ad platforms for audience optimization

### Tier Change Notifications and Internal Alerts

When a high-value customer drops a VIP tier or a new customer rapidly climbs tiers, account managers and CX teams need to know right away. tray.ai monitors Rare.io for tier change events and routes structured alerts to Slack, Teams, or your helpdesk so the right team can respond before it becomes a problem.

- Alert account managers when VIP customers downgrade tiers
- Celebrate top-tier promotions with internal Slack announcements
- Log tier history in a data warehouse for cohort analysis

### Order-to-Points Automation from Ecommerce Platforms

Every qualifying purchase in Shopify, WooCommerce, or BigCommerce needs to correctly trigger a points award in Rare.io — and auditing that manually is tedious and error-prone. tray.ai builds reliable event pipelines from your ecommerce platform to Rare.io so no purchase goes unrecognized, and edge cases like refunds or partial orders are handled with custom logic.

- Guarantee points are awarded within minutes of order confirmation
- Handle refunds and cancellations by automatically reversing points
- Apply custom multipliers for promotional periods or product categories

### AI Agent Enrichment with Loyalty Context

AI-powered sales and support agents need real-time loyalty data to give relevant responses — a customer asking about their reward balance or VIP perks expects an accurate, personalized answer. Connect Rare.io to tray.ai's agent-building tools and you can surface live points balances, tier status, and available rewards directly inside AI agents deployed in chat or email.

- Enable AI agents to answer loyalty questions with live Rare.io data
- Trigger point-award actions from within an AI support conversation
- Reduce support ticket volume by automating common loyalty inquiries

## Templates

### Shopify Order → Rare.io Points Award

Automatically awards points in Rare.io whenever a new paid order is created in Shopify, including handling refunds to reverse points accordingly.

Connectors used: Shopify, Rare.io

### Rare.io Tier Change → Klaviyo Personalized Email

Sends a personalized congratulations or re-engagement email in Klaviyo whenever a customer reaches a new loyalty tier or drops below their current tier in Rare.io.

Connectors used: Rare.io, Klaviyo

### Rare.io Loyalty Events → HubSpot Contact Update

Keeps HubSpot contact records in sync with a customer's latest loyalty tier, points balance, and last activity date from Rare.io.

Connectors used: Rare.io, HubSpot

### Rare.io Referral Conversion → Salesforce Opportunity Creation

Automatically creates a new Salesforce opportunity and tags the referral source when a referred customer completes their first purchase via a Rare.io referral link.

Connectors used: Rare.io, Salesforce

### Rare.io VIP Tier Drop → Slack Alert + Retention Task

Notifies a customer success manager in Slack and creates a follow-up task in your project management tool whenever a VIP customer drops a tier in Rare.io.

Connectors used: Rare.io, Slack, Asana

### Loyalty Data → BigQuery Nightly Sync

Exports all Rare.io member profiles, points transactions, and tier history into BigQuery nightly for BI reporting and customer cohort analysis.

Connectors used: Rare.io, Google BigQuery

## Challenges Tray.ai solves

### Rare.io Webhook Reliability and Event Deduplication

Rare.io events like points awards and tier changes can occasionally fire duplicate webhooks, especially during high-traffic sale periods. Without deduplication logic, downstream systems like CRMs or email platforms receive redundant updates that corrupt data or send multiple emails to the same customer.

**How Tray.ai helps:** tray.ai workflows include built-in conditional logic and state storage so each incoming webhook can be checked against a unique event ID before processing. Duplicate events are safely discarded, so every downstream action fires exactly once.

### Mapping Rare.io Customer Identities Across Platforms

Rare.io identifies customers by email, but your CRM may use an internal ID, your data warehouse uses a UUID, and your email platform uses its own subscriber ID. Without a reliable identity resolution layer, loyalty data ends up duplicated or orphaned.

**How Tray.ai helps:** tray.ai workflows handle multi-step identity lookups — searching CRM by email, creating records where they don't exist, and maintaining a mapping table in a database or Google Sheets — so every Rare.io event lands on the right customer record across all systems.

### Handling Rare.io API Rate Limits During Bulk Syncs

Nightly or on-demand bulk exports of loyalty data from Rare.io can quickly hit API rate limits, causing syncs to fail partway through and leaving downstream systems with incomplete datasets.

**How Tray.ai helps:** tray.ai supports configurable delays, retry logic, and pagination handling natively within workflows. Bulk sync workflows can be throttled to stay within Rare.io API limits while automatically resuming from the last successful page if an error occurs.

### Keeping Loyalty Data Fresh Without Overloading Systems

Teams want real-time loyalty data in their CRM and analytics tools, but polling Rare.io too frequently strains both the API and the destination systems. Poll too infrequently and you're back to stale data.

**How Tray.ai helps:** tray.ai supports event-driven architectures using Rare.io webhooks for real-time triggers alongside scheduled batch syncs for reconciliation. Key events update downstream systems instantly, and a nightly reconciliation catches anything that slipped through.

### Synchronizing Rare.io with Multiple Ecommerce Storefronts

Brands running multiple Shopify stores, a direct website, and a wholesale portal all need to award points and sync loyalty data from disparate order sources into a single Rare.io program. That fan-in pattern breaks quickly with point-to-point integrations.

**How Tray.ai helps:** tray.ai can receive order events from multiple source connectors and normalize them into a standard payload before sending to Rare.io. A single canonical workflow handles the fan-in, applies per-storefront business logic like different multipliers, and ensures all channels contribute to one unified loyalty ledger.

## Agent features

### Fetch Customer Loyalty Profiles (Data Source)

Retrieve detailed loyalty program profiles for individual customers, including point balances, tier status, and membership history. An agent can use this data to personalize outreach or decide who qualifies for rewards.

### Look Up Reward Redemption History (Data Source)

Pull historical redemption records to see how customers are engaging with rewards and which incentives are actually working. An agent can use this to spot high-value members or flag unusual redemption activity.

### Query Program Performance Metrics (Data Source)

Access aggregate metrics on loyalty program performance such as enrollment rates, active member counts, and points issued versus redeemed. An agent can surface these to help teams keep tabs on program health.

### Retrieve Available Rewards Catalog (Data Source)

Fetch the current catalog of available rewards and offers within the Rare.io program. An agent can use this to recommend relevant rewards based on a customer's preferences or purchase history.

### Look Up Member Tier Status (Data Source)

Check a customer's current loyalty tier and the thresholds needed to advance or hold their status. An agent can use this to communicate tier benefits proactively or warn customers who are close to a downgrade.

### Enroll New Loyalty Members (Agent Tool)

Register new customers into the loyalty program directly from connected platforms like a CRM or e-commerce store. An agent can trigger enrollment automatically after a qualifying purchase or sign-up.

### Award Loyalty Points (Agent Tool)

Manually award points to a customer's loyalty account for specific actions, campaigns, or service recovery. An agent can use this to reward customers for completing surveys, making referrals, or resolving support interactions.

### Adjust or Deduct Points (Agent Tool)

Correct or remove points from a member's balance when errors occur or when points need to be reversed due to returns or policy changes. This keeps loyalty balances accurate without someone doing it by hand.

### Issue a Reward or Offer (Agent Tool)

Send a specific reward, coupon, or bonus offer to a targeted member or segment. An agent can use this to automate win-back campaigns, milestone rewards, or event-driven promotions.

### Update Member Profile Attributes (Agent Tool)

Modify customer profile fields within Rare.io such as contact information, preferences, or custom attributes. An agent can keep loyalty profiles in sync with changes happening in a CRM or support platform.

### Trigger Loyalty Campaign (Agent Tool)

Activate a predefined loyalty campaign for a specific member segment or in response to a business event. An agent can fire campaigns off external signals to coordinate timing across channels.

### Sync Loyalty Data to Other Systems (Agent Tool)

Push loyalty data like point balances and tier changes to downstream systems such as a CRM, marketing platform, or data warehouse. An agent can make sure all connected tools reflect the latest loyalty state in real time.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/