Drive More Repeat Sales with SMS and Loyalty
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Drive More Repeat Sales with SMS and Loyalty
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SMS and Loyalty Synergy Overview
The synergy between Yotpo SMS & Email and Loyalty will enable you to target customers with hyper-personalized messages at just the right moment, promote your Loyalty program to SMS subscribers, and increase sales by launching exclusive reward campaigns.
The following article will show you how to set up Loyalty flows.
Essential Understanding
Before proceeding, ensure you have both Yotpo SMS & Email and Yotpo Loyalty & Referrals installed on your Shopify store. You can get familiar with the basics by reviewing the following articles:
Setting Up Yotpo Loyalty Flows
Thanks to the Yotpo Synergy, the apps sync automatically once you have both SMS & Email and Reviews and UGC installed on your Shopify store. All you have to do is enable the review request flows.
Go to Flows & Automations > Flow Templates.
Now type loyalty in the search bar, and you’ll see all the flows you can enable. With Yotpo Loyalty, you can choose from 8 triggers and launch highly personalized SMS and email flows.
To set up a flow with the Loyalty triggers, all you have to do is click on the flow you wish to enable and follow the steps.
You can also create a brand-new flow on your own. Select a trigger manually, and continue setting up your flow as usual.
Loyalty Flow | Flow Description |
|---|---|
Abandoned Checkout (US Customers) with Loyalty | Encourages prospective customer to complete their checkout. This is a split flow based on redemption eligibility to create a unique experience for loyalty members. |
Added to Cart with Loyalty* | Encourages prospective customer to recover their cart. This is a split flow based on redemption eligibility to create a unique experience for loyalty members. |
Back in Stock with Loyalty | Notifies customers when their product of interest is back in stock. This is a split flow based on redemption eligibility to create a unique experience for loyalty members. |
Browse Abandonment with Loyalty* | Directs product browsers back to your website to make a purchase. This is a split flow based on redemption eligibility to create a unique experience for loyalty members. |
Low in Stock with Loyalty* | Alerts customers when the inventory of a browsed product decreases. This is a split flow based on redemption eligibility to create a unique experience for loyalty members. |
Price Drop with Loyalty* | Notifies customers when the price of a browsed product decreases. This is a split flow based on redemption eligibility to create a unique experience for loyalty members. |
Site Abandonment with Loyalty* | Directs site abandoners back to your website to continue browsing. This is a split flow based on redemption eligibility to create a unique experience for loyalty members. |
Welcome Flow with Loyalty | Welcomes new subscribers with a discount. Create a unique experience for loyalty members by outlining the type of program-related updates you'll send via SMS. |
Important:
Starred flows require our web pixel to be installed to function correctly.
If you are a Shopify Hydrogen
Loyalty Conditions
You can improve personalization by including various conditions in your flows. This way, you can send different messages to customers on different Loyalty tiers, with a different point balance and many more. You must simply add a condition step to your flow and choose the desired one.
Important:
Loyalty conditions can be added to almost every trigger, not just the Loyalty triggers.
The following conditions are available in the Yotpo SMS & Email flow builder:
Loyalty Flow Condition | Description |
|---|---|
Is eligible for redemption | Check if the customer has enough points to make a redemption. |
Points balance | Checks the customer’s Loyalty points. |
Points expiration date | Checks the customer’s Loyalty points expiration date. |
Credit balance USD | Checks the customer’s credit balance. |
Number of times redeemed | Checks the customer’s number of redemptions. |
Last redeemed date | Checks the customer’s last Loyalty redemption date. |
Shopper is Loyalty member | Checks if the customer is a Loyalty member. |
Last engaged with with Loyalty program | Checks when the customer with your program. |
Successful referrals | Checks the number of successful referrals. |
Current VIP tier | Checks which Loyalty tier the customer is on. |
Tier expiration date | Checks the customers Loyalty tier expiration date. |
Points earned in tier | Checks the customer’s accumulated points in the tier. |
Amount spent in tier USD | Checks the amount the customer spent while in the tier. |
Points to maintain tier | Checks how many Loyalty points are required for the customer to stay in the current tier. |
Amount to maintain iter USD | Checks how much money is required for the customer to stay in the current tier. |
Points to reach next tier | Checks how many Loyalty points are required for the customer to reach the next tier. |
Amount to reach next tier USD | Checks how much money is required for the customer to reach the next tier. |
Loyalty Personalization Tags
Adding useful information regarding a customer’s Loyalty status can be easily included in your text messages with the help of the Loyalty shortcodes. You will find them neatly separated under your text message editor.
Different triggers will enable different personalization tags however, this is the full list of personalization tags available in the Yotpo SMS & Email flow builder:
Loyalty Personalization Tags | Description |
|---|---|
Loyalty points balance | The customer’s current point balance. |
Loyalty points expiration | The date on which the customer’s Loyalty points will expire. |
Loyalty credit balance | The customer’s current point balance. |
Loyalty tier name | The customer’s current VIP tier. |
Loyalty tier expiration | The date or period with the customer’s current VIP tier will expire. |
Loyalty points earned in tier | The customer’s earned points in their current tier. |
Loyalty amount spent in tier USD | The amount the customer spent in the tier. |
Loyalty points needed to maintain tier | The points required for the customer to stay in the current tier. |
Loyalty amount needed to maintain tier USD | The money required for the customer to stay in the current tier. |
Loyalty points needed for the next tier | Loyalty points the customer needs to reach the next tier. |
Loyalty amount needed for next tier USD | The money the customer needs to reach the next tier. |
Important:
Suppose you decide to include one of these personalization tags in your text message for the first time in your flow. In that case, a pop-up will notify you that you must add the necessary Loyalty conditions, otherwise, your SMS might be sent without populated shortcodes to subscribers who are not Loyalty members.
You are now able to set up Yotpo Loyalty flows to promote your program via SMS effectively. This will help you drive more repeat sales and enhance customer engagement.
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