Yotpo Loyalty
Integration
The following is a guide on how to integrate Yotpo Loyalty with Bloomreach Engagement.
With the Yotpo Loyalty, you can enrich your marketing strategy with subscription, and loyalty-based customer data to double the engagement rates of your customers.
Yotpo Loyalty integration allows you to analyze customer loyalty and execute omnichannel marketing campaigns. You can also use Bloomreach Engagement's AI-driven capabilities on your Yotpo data in real time.
How the integration works
Yotpo Loyalty is a one-direction integration, that sends data from Yotpo Loyalty to Bloomreach Engagement. Data is synced in real time and events are present in Bloomreach Engagement as loyalty_ events.
Customer Attributes
When syncing your data from Yotpo, these customer attributes are tracked in Yotpo Loyalty:
| Yotpo Customer Attributes | Description |
|---|---|
yotpo_loyalty_points_balance | Number of points |
yotpo_loyalty_tier | Loyalty tier |
yotpo_points_expire_at | Points expiration date |
Events Tracked
When you sync your data from Yotpo, these events are tracked in Bloomreach Engagement:
| Event name in Bloomreach Engagement | Yotpo Trigger |
|---|---|
loyalty_coupon | Coupon Earned (Awarded), Coupon Earned (Redeemed), Custom Reward Redeemed |
loyalty_birthday | This event is triggered on the customer's birthday, which allows for a congratulatory email and updates on any birthday campaign points or coupons |
loyalty_anniversary | Customer Anniversary |
loyalty_points | Points changed, Points earned, Points Reminder |
loyalty_tier | VIP tier earned, VIP tier lost |
loyalty_referral | Referral Link Share, Referral Share Reminder, Referral Product Share Link, Referral Product Share Reminder, Referral Completed |
consent | Loyalty Opt-In / -Out |
How to set it up
1. Add new integration
To integrate with Yotpo Loyalty in Bloomreach Engagement:
- Go to Data & Assets > Integrations
- Press + Add new integration.
- Search for Yotpo Loyalty and press + Add integration.
2. Authenticate the integration
To authenticate with Yotpo Loyalty select Customer ID mapping, to decide which customer ID should be used for identification of events from Yotpo based on:
- External Customer ID (optional)
3. Decide which data you want to track
You can decide which customer properties from Yotpo you want to keep receiving and under which customer attribute it should be tracked in Bloomreach Engagement.
- Points balance
- Loyalty tier
- Expire at
4. Decide to track consents
You can decide if you want to track Yotpo Loyalty consents inside Bloomreach and under which consent category.
5. Save the integration and create a webhook
Once all the steps are done, press Save integration and see the automatically generated Webhook URL.
Copy and paste the Webhook URL inside the General Settings inside your Yotpo Loyalty account.
6. Additional security
For additional security, it is recommended to create a password inside the Webhook Authentication field in your Yotpo Loyalty account.
7. Finish the integration setup
Once you are done, save your configuration inside Yotpo and come back to your integration window inside Bloomreach.
Provide Webhook Authentication inside Bloomreach by using exactly the same password that has been used in Yotpo and save your configuration inside Bloomreach.
Now, once a new loyalty event is triggered by Yotpo Loyalty you should automatically see it inside Bloomreach.
How to uninstall Yotpo Loyalty integration
Follow the steps below to uninstall the Yotpo integration:
- Navigate to the integration page and search for the Webhook URL.
- Proceed to the general settings in Yotpo. Find the Webhook URL from the integration page under the Webhook URL section and remove it manually.
- Uninstall the integration in Engagement.
Use Cases
Yotpo Loyalty integration helps you configure many use cases, a few of them listed here:
- Segment customers based on their loyalty data.
- Personalize communications by injecting customer-level loyalty data.
- Trigger loyalty messages based on loyalty events such as VIP tier achieved, and points.
- Display loyalty data about customers to hyper-personalize their experience and drive action (only x points away from next tier & benefit, etc.).
Limitations
The Yotpo Loyalty integration is available on some instances only. This means that some single-tenant instances and new multi-tenant instances may need manual activation of the Yotpo Loyalty integration by the engineering team first. This is generally requested during a new instance setup or can be requested any time later by contacting our Live chat or your Customer Success Manager.
Updated 5 months ago