AfterShip - Yotpo Integration Guide

      AfterShip - Yotpo Integration Guide


        Article Summary

        Products


        SMS & Email

        Loyalty & Referrals

        Reviews

        Supported plans

        Free, Starter, Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus

        The AfterShip tracking and Yotpo integration allow merchants to send personalized and targeted emails based on the shipping events and status of orders tracked by AfterShip.

        This integration will send AfterShip tracking information back to Yotpo, so you can incorporate shipping data into automated flows in near real-time.

        In this article, you’ll learn how to integrate AfterShip with Yotpo SMS & Email, Yotpo Reviews, and Yotpo Loyalty & Referrals.

        About AfterShip

        AfterShip provides shipment tracking, returns management, estimated delivery prediction, multi-carrier shipping, shipping protection, and carbon footprint accounting software. Partnering with 1000+ carriers, AfterShip supports multi-carrier tracking APIs.

        AfterShip has an unmatched carrier network more suited for global enterprise brands. With 70% of AfterShip’s employees being engineers, AfterShip’s highly customizable product suite is constantly innovating. Brands can automate almost every aspect of their post-purchase experience with sophisticated flows.

        Integrating with Yotpo SMS & Email

        Integrate AfterShip Tracking with Yotpo SMS & Email to provide your customers with real-time updates about their shipment status via your preferred communications method.

        This can help increase customer satisfaction and reduce the amount of time your support team spends answering shipment-related inquiries.

        Connecting Yotpo SMS & Email with AfterShip Tracking:

        Tip:
        If you’ve already integrated AfterShip with a different Yotpo product, you can skip this step and go straight to configuration

        To connect Yotpo SMS & Email with AfterShip Tracking:

        1. In your Yotpo SMS & Email main menu, go to the Yotpo Integration page, and click Install app.
        2. Open a new tab and log into your AfterShip Tracking account.
        3. Select the appropriate organization if you have multiple organizations configured in your AfterShip Tracking account, and then click Connect.
        4. In the OAuth confirmation page, click Next, and then click Connect.

        You can now start using your Yotpo SMS & Email integrations. To access your Yotpo connection in AfterShip, go to the apps section of your AfterShip Tracking Admin.

        Important:
        If you’re using Yotpo SMS, make sure to disable AfterShip Tracking SMS notifications to avoid sending duplicate SMS notifications to your customers.

        AfterShip tracking metrics

        The Yotpo SMS & Email and AfterShip integration supports the following events as triggers you can use to set up new Yotpo SMS workflows:

        • In transit
        • Out for delivery
        • Failed Attempt
        • Delivered
        • Available for Pickup
        • Exception
        • Expired
        • Pending
        • Info Received

        Shipment Shortcodes

        All the AfterShip events are exported with the following data as shortcodes in Yotpo SMS flows and as personalization tags in Yotpo Email.

        Shortcode


        Description


        Example


        Tracking Slug


        Courier Slug


        “dhl”


        Tracking Number


        Tracking Number


        “9333993434”


        Tracking Title


        By default, this field shows the Tracking Number, but you can customize it as you wish with any info when you import the shipment (e.g. the order number)

        “#343433”


        Tracking Note


        A note accompanying your shipment details when you import to AfterShip Tracking admin


        “just a note”


        Tracking Latest Substatus


        Current tracking substatus of the shipment


        “Delivered_002”


        Tracking Latest Status


        Current tracking status of the shipment


        “Delivered”


        Tracking Latest Substatus Message


        Standardized tracking message with relevant shipment information


        “Picked up by customer”


        Tracking URL


        The URL for the buyer to track the package. It can be Branded Tracking Page or AfterShip Public Tracking Page


        “https://www.aftership.com/track/2342423423424%E2%80%9D


        Tracking EDD


        The shipment’s original estimated delivery date. It could be provided by the carrier, AfterShip AI, or based on your custom settings.


        “2020-01-02 00:00”


        Tracking Pickup Location


        Shipment pickup location for the package receiver


        “13th Street, New York, NY 10011, USA, United States"

        You can use the triggers and shortcodes to build customized SMS and email notifications.

        See how to create a new flow in the Yotpo SMS dashboard step-by-step.

        Setting up SMS flows

        1. In your Yotpo SMS & Email main menu, go to Flows > My Flows.
        2. Click Create flow from scratch.
        3. Click AfterShip and select a flow trigger based on the tracking event you want to set up.

        4. Choose SMS/MMS Message as an action when the previous conditions are met. This means SMS/MMS message will be sent as an outcome once the trigger, i.e., shipment status, is updated to Shipment pending in AfterShip Tracking.
        5. Click on SMS/MMS Message. A text message window will open.
        6. Select Shortcodes below the text message box to open the list of available events delivered to Yotpo via AfterShip Tracking.
        7. Create the text message with the help of shortcodes. In place of the shortcodes you select, the customer, order, and tracking data will be auto-populated with relevant information.

        8. Click Save and give this new flow a name.

        Your Yotpo flow is active and will start sending out SMS messages. Your customer will now receive an SMS notification when their shipment is updated in AfterShip Tracking.

        You can repeat this process with email personalization tags to create email notifications.

        To learn more about personalization tags, go to Adding Dynamic and Personalized Content With Merge Tags.

        Having issues with the integration?
        Reach out to support@aftership.com for support

        Integrating with Yotpo Reviews

        Integrating AfterShip with Yotpo Reviews can help automate the process of requesting customer reviews by sending out review requests right after the package is delivered.

        This helps ensure businesses only ask for reviews once they know the user has received the product, helping boost the quality of reviews.

        Connecting Yotpo Reviews with AfterShip Tracking:

        Tip:
        If you’ve already integrated AfterShip with a different Yotpo product, you can skip this step and go straight to configuration
        1. In your AfterShip main menu, go to Apps.
        2. Click View more apps, and you will be redirected to the AfterShip Tracking integration page.
        3. Find Yotpo and select it to land on the detailed integration page.
        4. Click Install app.
        5. If you have multiple organizations configured in AfterShip Tracking, select the relevant organization (online store) and click Connect.
        6. On the OAuth confirmation page, click Next, and then click Connect.
        Please note:
        To access your Yotpo Reviews connection in AfterShip, go to the apps section of your AfterShip Tracking Admin

        Configuring a Yotpo Reviews email

        1. From the Yotpo Reviews main menu, go to Emails > Review Request Email.
        2. Under the Review Request Trigger settings, select Delivery as a trigger from the dropdown.

        Now your customers will receive a review request email when a package status is updated to Delivered in AfterShip Tracking.

        Having issues with the integration?
        Reach out to support@aftership.com for support

        Integrating with Loyalty & Referrals

        Integrating AfterShip with Yotpo Loyalty & Referrals helps you create a seamless and personalized post-purchase experience for your customers. You can compensate customers for their delayed or lost packages with rewards and loyalty points to retain customer loyalty.

        Connecting Yotpo Loyalty & Referrals with AfterShip Tracking:

        Tip:
        If you’ve already integrated AfterShip with a different Yotpo product, you can skip this step and go straight to configuration
        1. In your AfterShip main menu, go to Apps.
        2. Click View more apps, and you will be redirected to the AfterShip Tracking integration page.
        3. Find Yotpo and select it to land on the detailed integration page.
        4. Click Install app.
        5. Select the right organization (online store) if you have multiple organizations configured in AfterShip Tracking for which you are establishing this integration and click Connect.
        6. On the OAuth confirmation page, click Next and then Connect.
        Please note:
        To access your Yotpo Loyalty & Referrals connection in AfterShip, go to the apps section of your AfterShip Tracking Admin

        The next step is to set up the AfterShip events that are sent to Yotpo.

        Syncing event triggers

        To sync ShipTrack event triggers with Yotpo Loyalty & Referrals:

        1. From the Apps page of your AfterShip Tracking Admin, click Store connections.
        2. Click Actions and select Configure from the dropdown menu.

        3. In the Yotpo Loyalty Reward Settings page, enable the triggers and set the trigger time you need.
        4. Click Save.
        Important:
        Please make sure that the Yotpo Loyalty action name matches the exact action name given in the custom action in Yotpo Loyalty

        Now you’ll need to create an earning rule in Yotpo Loyalty & Referrals.

        Creating a Yotpo Loyalty & Referrals earning rule

        1. In your Yotpo Loyalty & Referrals main menu, go to Set up program.
        2. Select Reward program and click + Create earning rule.
        3. In the popup dialog, select Custom Action and click Next.
        4. Configure the earning rule settings, and define the action and points to reward customers. To learn more about the different settings, go to the Custom Action Earning Rule article.
        Rewarding customers with a discount code
        If you choose to reward customers with a discount rather than points, you will need to create the reward and choose it when setting up the earning rule.


        5. Under Action name, fill in AfterShip Shipment Delayed or AfterShip Shipment Lost, to match the relevant action.

        Important:
        • Make sure that that Action name matches what you’ve configured in AfterShip Tracking. This is necessary for the Custom Action earning rule to successfully authenticate the connection
        • If you want customers to receive this award only once, update the Maximum Times Completed Per User field to 1


        6. Fill in the rest of the settings. For more information about the Custom Action settings, check out the Custom Action Earning Rule article.

        Your customers will be rewarded based on your campaign settings when the package status is updated to Lost or Delayed in AfterShip Tracking.

        Having issues with the integration?
        Reach out to support@aftership.com for support



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