How to Connect and Use ReCharge in Yotpo SMS & Email

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Recharge is a powerful and popular app that offers several recurring billing options and helps Shopify store owners grow the list of customers who subscribe to receive their products.

By connecting Recharge with Yotpo SMS & Email, you will be able to send out the following flows:

(SMS & Email) Subscription Confirmation: Inform customers that they have successfully subscribed to recurring billing. Use a text message to let them know when their next payment is due.
(SMS & Email) Subscription Cancelled: Automate a quick SMS notification to confirm with customers that their subscription to recurring billing has officially been canceled and they will no longer be charged.
(SMS) Subscription Order Abandoned: Remind customers who’ve abandoned their subscription order to complete their checkout with the link provided in the automated text message.
(SMS & Email) Upcoming Charge Reminder: Notify customers of an upcoming payment — either on the day it is due or a specific number of days before payment is due.
(SMS) Product Upsell via keyword: Offer customers additional products they can purchase on a subscription base by texting back the {ADD} keyword.
(SMS) Skip a monthly payment via keyword: Provide customers with the option to skip a monthly delivery by replying with a simple {SKIP} keyword.
(SMS & Email) Declined Credit: Notify customers when there is an issue with their subscription payment, preventing it from going through.

This guide assumes you already have Recharge installed and will go over how to connect it with SMS & Email and launch each SMS flow mentioned above.

Connecting Recharge with Yotpo SMS & Email

The integration steps are quite simple, and you’ll have the two apps running together in a couple of minutes.

From the side app menu, click on Integrations and select Recharge.
Read the integration features and then press the Install button.
Give permission for Yotpo SMS & Email to access and modify Shopify store data by clicking on Install.
Your checkout page will automatically display the new checkbox. Good job, you have now connected Recharge with Yotpo SMS & Email.

Creating a flow

Once you’ve successfully installed Recharge, follow the steps below to set up the SMS & Email flows.

Please note:

Emails triggered by Recharge flows use all existing SMS shortcodes as merge tags in the email content editor. Additionally, they include useful store links as CTAs like subscription management and payment options.

Go to the Flow templates and type Recharge in the search bar.
Click on the flow you wish to activate.
A pop-up will appear with an overview of the flow. You can Edit the flow if you wish or simply Activate it if you're happy with the template.