Generic Yotpo SMS & Email Installation Guide for New Reviews Customers

      Generic Yotpo SMS & Email Installation Guide for New Reviews Customers

        Article summary


        Supported plans

        Free, Starter, Pro, Premium, Enterprise

        eCommerce Platform


        Integrating Yotpo's SMS & Email product can easily be accomplished via two phases: Backend development and platform configuration.

        The platform configuration side can be easily done by an eCommerce manager, and it includes basic settings, campaign settings, flows & automation settings, and creating subscriber collection methods (popup, embedded forms, etc.). The backend development part includes:

        1. Importing existing data to Yotpo’s SMS application: importing orders and customers via API.
        2. Creating API flows for ongoing store activity - send an update to Yotpo for new orders, products, customers, and checkouts (for abandoned cart campaigns).
        3. Adding an opt-in checkbox to the storefront checkout and registration form that sends the customer with the SMS consent to Yotpo’s SMS application (Optional).

         Yotpo’s SMS & Email, Reviews, and Visual UGC products now benefit from our brand new API - Not only is this API more robust, it allows for greater flexibility, ease of integration, and enhanced functionality for connections to other platforms and data sources.

        Step 1: Setting up an account

        Create a Yotpo SMS & Email account that you can then connect with your store. Click here to create an account.

        If you already have a Yotpo Reviews account, please use this integration guide

        Configure basic settings

        Once you’ve created an account, you’ll need to configure some of the basic settings. Go to the Settings section of your SMS & Email admin and, under the ‘General’ tab, configure the following details:

        • Store URL
        • Store name
        • Timezone
        Make sure not to configure any automations or flows at this point (step #6).

        Step 2: Importing data

        In this step, we will import relevant product and customer data into your SMS & Email account.

        1. Product information - Run the Create product API endpoint to create a product catalog with SMS. 
        2. Customers - Run the Create or update customer API endpoint to import customer data. This should include all customers, even those who haven’t made a purchase yet.
        3. Orders - Run the Create order API endpoint to import all order-related information.
        4. Collections (optional for segmentation)- To associate the product with their respective collections: 
          1. Perform the Create collection API endpoint
          2. Perform the Add product to collection API endpoint
        Make sure no flows are activated at this point!

        Step 3: Configuring subscriber collection methods

        Yotpo SMS & Email allows you to set up various subscription collection methods. There are two main ways to add these methods to your store - Code pasting and API:

        • Code pasting - this allows you to create and customize the subscription collection method within your SMS & Email admin, Once you’re done, you’ll be presented with a code snippet that can easily be added to the relevant pages of your store. Simply go to the Subscribers Collection section of your SMS & Email admin and set up the methods relevant to your store. 
        • API - You can choose to add your own HTML element that includes compliance text and a subscription checkbox. You can then use Yopto’s API to send the subscription information to Yotpo. 

        If you add a subscription element to your checkout page, use the Create order API endpoint and make sure to mark the accept _marketing parameters as “true”:

        If you add it to a registration page, use the Create or update customer API endpoint and make sure to mark the accept _marketing parameter as “true”.

        Step 4: Setting up API flows

        In this step, you’ll create API flows that will ensure ongoing communication between your store and Yotpo. The following information needs to be sent out to Yotpo via API:

        • New products, updated product info (including deleted products)
        • New collections and new products associated with collections - optional
        • New customer registrations and customer information updates
        • New checkout information and checkout updates
        • New orders, updated orders, order fulfillment

        Step 5: Integrations

        Make the most of your eCommerce apps by integrating them with one another. Combining different app capabilities can help you create a more comprehensive solution both for your store and for your shoppers. Here are some examples:

        • Yotpo Reviews and UGC - Collect customer reviews, photos, and videos with SMS.
        • Yotpo Loyalty - Inspire loyalty with an enticing rewards program
        • Zendesk - Don't miss a text  from your customers with the New Zendesk Integration
        • Klaviyo - Connect Klaviyo to Increase SMS engagement

         To view all available SMS integrations, click here.

        Step 6: Setting up flows and automations

        Now that your eCommerce platform is integrated with the SMS & Email product, you can start creating SMS campaigns and automation to engage your customers. Click on the link below to learn more:

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