Yotpo - Set up automations

This article goes through how to set up some common automations for Rules integration with Yotpo. These instructions assume that you have already configured Yotpo Loyalty integration with Rule.

If the tag does not exist yet (i.e. in cases where the event has not been triggered), you can create the tag manually so that you can set up the automations before the integration is used. In the Rule app, navigate to the 'Tags' page and click on "New tag". Under the Name field, enter the name of the event tag you want to create. Note that the tag name must be the same as the tag used by the integration, which can be found in the Yotpo integration documentation.

The event Referral Link Share is triggered when an existing customer refers someone who is not yet a subscriber.

When creating the automation, select "ReferralLinkShare" as the trigger tag.

You can use the fields from the Referral Link Share event to build a referral email, as shown in the example below:

The following fields are saved for this event and can be used in email templates:

When a referral is completed, the event Referral Completed is triggered for the original referrer. This automation will use the trigger tag called 'ReferralCompleted'.

Using the available fields, you can inform the customer about who they referred, as well as how many points were given for that specific referral. See below for an example template:

The following fields are available for this event:

This event is triggered when the subscriber has reached a VIP tier in the Yotpo platform. For this automation, you should use the trigger tag 'TierEarned'.

In the email template, you can inform the subscriber about their old and new tier, as well as the points that were the triggering factor for the new tier.

The following fields are updated for this event:

You can send a Congratulations message as an email or SMS to a subscriber if their birthday has been captured through Yotpo.

There are two webhook events related to a customer's birthday from Yotpo. The first one is the Birthday webhook, which is triggered on the actual day of the customer's birthday at 1 PM UTC. This webhook contains benefit data, which is needed to include reward information in the email. The second webhook is the Birthday Captured webhook, which only saves the customer's birthdate. These instructions come before the first webhook, but if you want to use the trigger based on the customer's birthdate, you can read more in the article here to set up annual triggers.

Create a new automation triggered by the tag 'Birthday'.

Below is an example template that uses some of the available fields from this event. You can notify the customer about any rewards given to them on their birthday.

See below for a list of fields available for this event: