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
- 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.
- 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.
- We will go through:
- 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 Awarded | CouponAwarded | Customer 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 Created | DonationCreated | Customer Reward |
|
| 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 Reminder | PointsReminder | 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 | TierLost | Customer 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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