Using Custom Events to Enhance Flows

Goals and Outcomes

Unlock the power of custom events provided by third-party products and zero-party data. In this article, you'll learn how to effortlessly create segments, define flow conditions, and personalize communications using custom profile properties.

Custom Events Overview

Custom events consist of data that Yotpo SMS & Email receives from your integrations. These integrations can be our pre-built integrations found in the Integrations section or custom integrations that you build with your team. Yotpo SMS & Email then uses the data as custom events to create triggers and conditions for flows as well as attributes for segments.

Using Custom Events in Flows

As Flow Triggers

Yotpo SMS & Email can receive custom triggers to build flows. These custom triggers include Event Properties- personalization tags related to the event, such as a tracking number.

Examples include any event that comes from a third party versus from Yotpo, such as:

• From Shipping platform: “order in transit”

• From a Quiz provider: “Quiz completed”

• From an Analytics platform: “intent to purchase”

Pre-built Integrations

If you are using a pre-built integration, once the integration is installed, you can find your triggers under Flows ->  Create Flow from Scratch.

Custom Integrations

If you are building a custom integration, once you start sending us custom events, you will have access to this Custom Triggers tab within your Yotpo SMS & Email admin to view, manage, and create flows using these triggers.

As Conditions in Flows

Custom event properties will appear in the dropdown menu for your flow conditions so that you can define the branches of your flows according to the custom events. These conditions work the same way as other Yotpo SMS & Email flow conditions.

As Personalization Tags

Custom event properties will appear when selecting personalization tags for your flow messages. Both SMS & email messages can use these personalization tags, and they can be inserted anywhere in the text of your message, similarly to any other personalization tag.

In Segmentation

Custom event will appear under the Custom Attributes category when you are building segments. You can select from the custom events to segment your customers and better customize messages.