Yotpo Loyalty


Yotpo's loyalty, referral, and rewards platform enables businesses to track customer events and loyalty events and reward them using a points and VIP system.


Rule's integration with Yotpo synchronizes Yotpo's loyalty, referral, and rewards platform with Rule so you can set up automatic triggers based on events occurring within your Yotpo account.



We will go through:


1. Installation

2. Usage

3. Data fields sent to Rule

4. Examples of flows that can be activated with the integration



  1. Yotpo's loyalty, referral, and rewards platform allows businesses to track customer events and loyalty events and reward them using a points and VIP system.
  2. Rules integration with Yotpo synchronizes Yotpo's loyalty, referral, and rewards platform with Rule, allowing you to set up automatic triggers based on events that occur within your Yotpo account.
  3. We will go through:
  4. Installation


Installation


Setting up the integration is just a few clicks and can be done entirely within your Yotpo admin panel.


1. Inside the Yotpo admin panel, click on 'General Settings' and then on 'General'.



2. Scroll to the bottom of the page to the webhook section.



3. In the 'Webhook URL' field, enter the following URL: https://ix.rule.io/yotpo

4. In the 'Webhook Authentication' field, enter your Rule API key. If you haven't already created a key, you can do so under Settings > Developers > New API Key > Name it > Copy. 

5. Click 'Save' - your integration with Yotpo is now complete! Events and data from Yotpo will now be sent to your Rule account.

Once you have finished your settings, make a test call to Rule for all of your flows, and you will be able to see in your Rule account what data you are receiving and to which tag.



Events in Yotpo
Tag in Rule
Data sent to Rule
Description
Coupon AwardedCouponAwardedCustomer Reward Perk

This event is triggered every time a customer earns a discount by completing a campaign (e.g., Newsletter sign-up). This event is useful for sending an email with the coupon code to the customer

Coupon Redeemed
CouponRedeemed
Customer Reward

This event is triggered every time a customer redeems points and receives a coupon code. This event is useful for sending an email with the coupon code to the customer.

Custom Birthday
Birthday
Customer Reward Perk

This event is triggered on a customer's birthday. This is great for sending an email to congratulate them and update them if they received points or a coupon as per an existing birthday campaign. Customer birthday events will trigger every day at 1:00 PM UTC

Customer Birthday Captured
-

Customer Birthday


This event is triggered when a customer enters their birthday via your storefront


Customer Anniversary

 
Anniversary
Customer Reward Perk

This event is triggered on a customer's anniversary. This is great for sending an email to congratulate them and update them if they received points or a coupon as per an existing anniversary campaign. Anniversary Birthday events will trigger every day at 11 AM UTC.

Customer Anniversary Captured-
Anniversary
This event is triggered when a customer sets their anniversary through your storefront

Donation CreatedDonationCreated
Customer Reward


This event is triggered every time a customer redeems their points for a donation to charity through Yotpo's integration with Shopping Gives



Loyalty Opt In
LoyaltyOptIn
Customer OptIn

This event is triggered when a customer chooses to opt in or out of the loyalty program. A customer who has opted in can earn points, progress through levels, redeem points, etc. In contrast, a customer who is opted out cannot participate in any of these activities

Points Earned
PointsEarned
Customer Perk

This event is triggered every time a customer earns points


Points ReminderPointsReminder

Customer Reward

PointsReminder


This event is triggered after a certain number of days of inactivity. This is useful for sending an email to remind the customer that they are close to receiving a reward. Point reminder events will trigger every day at 5:00 PM UTC

Redemption Reminder
RedemptionReminder
Customer Reward

This event is triggered after a certain number of days of inactivity. This is useful for sending an email to remind the customer that they have enough points for a reward. Redemption reminder events will trigger every day at 5:00 PM UTC


Referrel Link Share
RefferlLinkShare
RefferlShare

This event is triggered after a certain number of days that a referred customer hasn't made a purchase. This is useful for sending an email to remind the referred customer to use their friend's referral link to give both the referrer and referred customer a reward

Referrel Share Reminder
ReferrelShareReminder
ProductRefferlShare

You can use this event to trigger the email about product sharing

Referrel Product Share Reminder
RefferlProductShareReminder
ReferralProductShare

This event occurs if a referred friend has not made a purchase after a certain number of days. This is useful for sending an email to remind the referred friend to use their referral link to give both them and the referring customer a reward.

Referrel Completed
ReferrelCompleted

Customer Perk

ReferralCompleted


This event is triggered every time a customer refers a friend who meets the requirements of the referral program. This event is useful for sending an email thanking the customer for the referral.

VIP Tier Earned
VIP Tier Earned

Customer Tier


This event is triggered when a customer meets the requirement for a new level. This is great for letting a customer know they have reached a certain status level

VIP Tier Lost
TierLostCustomer Tier

This event is triggered when a customer does not meet the requirement for a level after the specified period of time has passed

VIP Tier Status Change
TierStatusChanged
Customer TierStatus

This event is triggered when a customer gets closer or further away from maintaining their current level and from entering the next level







Data fields sent to Rule


The following data fields apply to all events.


Yotpo.StoreName

Customer


Subscriber.FirstName
Subscriber.LastName
Yotpo.TotalSpendCents
Yotpo.TotalPurchases
Yotpo.LastPurchaseAt (datetime)
Yotpo.PerksRedeemed
Yotpo.PointsEarned
Yotpo.PointsBalance
Yotpo.PointsExpireAt (datetime)
Yotpo.LastSeenAt (datetime)
Yotpo.IsMember (boolean)

Reward


Yotpo.RedemptionRewardText
Yotpo.RedemptionName
Yotpo.RedemptionDescription
Yotpo.RedemptionAmount

Perk


Yotpo.PerkID
Yotpo.PerkCampaignID
Yotpo.PerkRewardPoints
Yotpo.PerkHistoryTitle

Birthday


Subscriber.Birthday (date)


Anniversary


Subscriber.Anniversary (date)


OptIn


Yotpo.OptIn (boolean)
Yotpo.OptInDate (datetime)

PointsReminder


Yotpo.RedemptionPointsNeeded

ReferrelShare


Yotpo.ReferredByEmail
Yotpo.ReferredByFirstName
Yotpo.ReferredByLastName
Yotpo.ReferredByReferralLink


ProductReferrelShare


Yotpo.ProductReferredByEmail
Yotpo.ProductReferredByFirstName
Yotpo.ProductReferredByLastName
Yotpo.ProductReferralLink
Yotpo.ProductID
Yotpo.ProductName
Yotpo.ProductImageURL

ReferrelCompleted


Yotpo.ReferredToEmail
Yotpo.ReferredToFirstName
Yotpo.ReferredToLastName

Tier


Yotpo.NewTierID
Yotpo.NewTierName
Yotpo.NewTierDescription
Yotpo.NewTierPointsEarned
Yotpo.NewTierAmountSpentCents
Yotpo.NewTierPurchasesMade
Yotpo.NewTierPointsMultiplier
Yotpo.NewTierRank
Yotpo.OldTierID
Yotpo.OldTierName
Yotpo.OldTierDescription
Yotpo.OldTierPointsEarned
Yotpo.OldTierAmountSpentCents
Yotpo.OldTierPurchasesMade
Yotpo.OldTierPointsMultiplier
Yotpo.OldTierRank

TierStats


Yotpo.TierStatsCurrentPoints
Yotpo.TierStatsCurrentAmountCents
Yotpo.TierStatsCurrentPurchases
Yotpo.TierStatsCurrentReferrals
Yotpo.TierStatsNeededMaintainPoints
Yotpo.TierStatsNeededMaintainAmountCents
Yotpo.TierStatsNeededMaintainPurchases
Yotpo.TierStatsNeededMaintainReferrals
Yotpo.TierStatsNeededNextPoints
Yotpo.TierStatsNeededNextAmountCents
Yotpo.TierStatsNeededNextPurchases
Yotpo.TierStatsNeededNextReferrals




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