Integrate Yotpo Loyalty & Rewards with Rule
About integration
Yotpo's loyalty, referral and rewards platform enables companies to track customer events and loyalty events and reward them using a points and VIP system.
Rules integration with Yotpo syncs Yotpo's loyalty, referral, and reward platform with Rule so you can set up automatic triggers based on almost all events occurring within your Yotpo account. This enables hyper-personalized emails using Rules' advanced template builders.
Some examples of flows that can be enabled through this integration are:
- VIP level earned (send your customers an email when they reach a new level).
- Points reminder (send your customers an email to remind them of their points balance).
- Redemption reminder (send your customers an email to tell you they have enough points for a discount).
- Coupon earned (send your customers an email confirmation every time they redeem their points for a coupon).
- Happy birthday (send your customers an email on their birthday).
- Referral Share Email (it's an email that your customers send to refer their friends about your store).
- Referrer Thank you (send a thank you message to your customers when they refer someone to your store).
For more information about Yotpo's events and data, see
here.
Please note that this integration can only be used by accounts with the Gold plan and above.
Use
Yotpo Events
Events in Yotpo | Grab Rule* | Data sent to Rule (See below) | Description |
Coupon Awarded | CouponAwarded |
Customer Reward Perk |
This event is triggered every time a customer earns a discount by completing a promotion (e.g. Newsletter Registration). 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 Reward Redeemed | CustomRewardRedeemed | Customer Reward |
This event is triggered every time a customer redeems their points for a custom reward redemption, or when they are awarded a custom reward when they complete a promotion. |
Customer 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 under an existing birthday campaign. Customer birth day events will be triggered every day at 13:00 UTC. |
Customer Birthday Captured | - | Customer Birthday |
This event is triggered when a customer enters their birthday through your storefront. |
Customer Anniversary | Anniversary | Customer Reward Perk |
This event is triggered on the anniversary of a customer. This is great for sending an email to congratulate them and update them if they received points or a coupon under an existing anniversary campaign. Anniversary Birthday events will be triggered every day at 11am UTC. |
Customer Anniversary Captured | - | Customer Anniversary |
This event is triggered when a customer sets their anniversary through your storefront. |
Donation Created | DonationCreated | 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 participate in or out of the loyalty program. A customer who has opted in can earn points, enter levels, redeem points, etc. Unlike a customer who is opted out who is unable to 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 great for sending an email to remind the customer that they are close to receiving a reward. The points reminder events will be triggered every day at 17:00 UTC. |
Redemption Reminder | RedemptionReminder | Customer Reward |
This event is triggered after a certain number of days of inactivity. This is great for sending an email to remind the customer that they have enough points for a reward. The redemption reminder events will be triggered every day at 17:00 UTC. |
Referral Link Share | ReferralLinkShare | ReferralShare | This event is triggered when a customer shares their referral link with their friends. This is a great way to tell new customers that someone they know likes your store. |
Referral Share Reminder | ReferralShareReminder | ReferralShare | This event is triggered after a certain number of days that a referred customer had not made a purchase. This is great for sending an email to remind the referred customer to use their friend's referral link to give both the referring and referred customer a reward. |
Referral Product Share Link | ReferralProductShareLink | ProductReferralShare | You can use this event to trigger the product sharing email. |
Referral Product Share Reminder | ReferralProductShareReminder | ReferralProductShare | This event occurs if a referred friend has not made a purchase after a certain number of days. This is great for sending an email to remind the referred friend to use their referral link to give them and the referring customer a reward. |
Referral Completed | ReferralCompleted | 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 | TierEarned | Customer Tier |
This event is triggered when a customer meets the requirement for a new tier. This is great for letting a customer know that 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 at a level after the specified time period has passed. |
VIP Tier Status Changed | 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. |
* All events will also have a "Yotpo" tag on the subscriber
Data groups
The following data fields are applied 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
ReferralShare
Yotpo.ReferredByEmail Yotpo.ReferredByFirstName Yotpo.ReferredByLastName Yotpo.ReferredByReferralLink
ProductReferralShare
Yotpo.ProductReferredByEmail Yotpo.ProductReferredByFirstName Yotpo.ProductReferredByLastName Yotpo.ProductReferralLink Yotpo.ProductID Yotpo.ProductName Yotpo.ProductImageURL
ReferralCompleted
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
Installation
Setting up this integration takes just a few clicks and can be done entirely in your Yotpo admin panel.
On yotpo admin panel, navigate to the page
General settings by clicking on "Settings" and then on "General"
Scroll to the bottom of the page to the webhook section.
In the "Webhook URL" field, enter the following URL:
https://ix.rule.io/yotpo
In the "Webhook Authentication" field, enter your Rule API key. You can create a new rule API key from Rule
developer side.
Click on "Save" - your integration with Yotpo is now complete! Events and data from Yotpo will now be sent to your Rule account.
When you have finished your settings, make a test call to Rule for all your feeds, then you will be able to see in your account in Rule what data you are getting in and to what tag.