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.