Set up automations with Yotpo

This article goes through how to set up some commonly used automations for Rules integration with Yotpo. These instructions assume that you have already configured Yotpo Loyalty integration with Rule. You can find more information about the Yotpo integration for Rule här.

Note: If the tag does not exist yet (i.e. in cases where the event has not been triggered), you can create the tag manually so that you can set up the automations before using the integration. In the Rule app, navigate to the page Taggar och Filter and click on "New tag". In the Name field, enter the name of the event tag you want to create. Please note that the tag name must be the same as the tag used by the integration, which can be found in Yotpo-integreringsdokumentationen.

Referral Link Share

The Referral Link Share event is triggered when an existing customer refers someone who is not yet a member.

You can use the fields from the Referral Link Share event to build a referral email, as in the example below:

The following fields are saved for this event and can be used in the email templates:

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

Referral Completed

When a referral has been completed, the Referral Completed event is triggered for the original referrer. This automation will use the trigger tag named "ReferralCompleted".

Using the available fields, you can let the customer know who they referred, and how many points were given for that particular referral. See below for a template example:

The following fields are available for this event:

Subscriber.FirstName
Subscriber.LastName 
Yotpo.TotalSpendCents 
Yotpo.TotalPurchases 
Yotpo.LastPurchaseAt (datetime) 
Yotpo.PerksRedeemed 
Yotpo.PointsEarned 
Yotpo.PointsBalance 
Yotpo.PointsExpireAt (datetime) 
Yotpo.LastSeenAt (datetime)
  
Yotpo.PerkID 
Yotpo.PerkCampaignID 
Yotpo.PerkRewardPoints 
Yotpo.PerkHistoryTitle  
Yotpo.ReferredToEmail 
Yotpo.ReferredToFirstName 
Yotpo.ReferredToLastName

VIP Tier Earned

This event is triggered when the customer has received a VIP level in the Yotpo platform. For this automation you should use the trigger tag "TierEarned".

In the email template, you can notify the customer of their old and new level, as well as the points that were the trigger for the new level.

The following fields are updated for this event:

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

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

Birthday

You can send a Happy Birthday message by email or SMS to a subscriber if their birthday has been captured through Yotpo.

Note: There are two webhook events related to a customer's birthday from Yotpo. The first is the Birthday webhook, which is triggered on the actual day of the customer's birthday at 13 UTC. This webhook contains benefit data, which is needed to include reward information in the email. The second webhook is the Birthday Captured webhook, which only saves the customer's date of birth. These instructions precede the first webhook, but if you want to use the trigger based on the customer's date of birth, you can read further on the article här to set annual triggers

Create a new automation that is triggered with the tag "Birthday".

Below is a sample template using some of the available fields from this event. You can notify the customer of any rewards given to them on their birthday.

See below for a list of fields that are available for this event:

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

Yotpo.RedemptionRewardText 
Yotpo.RedemptionName 
Yotpo.RedemptionDescription 
Yotpo.RedemptionAmount 
 
Yotpo.PerkID 
Yotpo.PerkCampaignID 
Yotpo.PerkRewardPoints 
Yotpo.PerkHistoryTitle