Integrating Yotpo Loyalty & Referrals with Attentive

Goals and Outcomes

Integrating Yotpo Loyalty & Referrals with Attentive allows you to automatically sync loyalty program data to your Attentive account. This enables you to deliver personalized, high-performing customer communications via SMS and email.

In this article, you’ll learn how to set up and use the integration.

Integration Overview

To connect Yotpo Loyalty & Referrals with Attentive, complete the following steps:

1. Create an Attentive account.

2. Connect your Yotpo Loyalty & Referrals account to Attentive.

3. Configure communication flows to send Email/SMS messages based on customer behavior.

Connecting Yotpo Loyalty & Referrals with Attentive

Once you’ve created an Attentive account, you need to connect it to Yotpo:

1. From your Yotpo Loyalty admin, go to Integrations Center.

2. Locate the Attentive tile and click it.

3. Click Connect Attentive.

4. Authorize Yotpo Loyalty to access your Attentive account by clicking Authorize.

Important

For security reasons, the authorization window times out after 10 minutes of inactivity. Be sure to click the Authorize button within that time frame to complete the integration. If you weren’t able to complete the authorization within the timeframe, please uninstall the integration and reinstall it to try again.

5. To complete the setup and sync your customer data, click Set up Attentive.

After setup, customer loyalty attributes and events will sync with Attentive in real time. Note: this process may take up to a few hours.

Information Shared in the Integration

There are two types of information that Yotpo Loyalty & Referrals pushes into Attentive:

1. Events: Webhook events that can be used to trigger specific communications, such as a post-purchase message with earned points.

2. Customer attributes: Customer-specific properties such as point balance, birthday, and tier status, which can be used to build highly personalized segments and campaigns.

Creating Journeys and Segments Using Yotpo Loyalty Data

Journeys

To build automated communication flows (journeys) in Attentive using Yotpo loyalty data:

1. In Attentive, go to Journeys in the left sidebar.

2. Click Create journeys > Start from scratch.

3. From the Apps dropdown, select Yotpo Loyalty and choose a journey trigger (you can also see all the events under ‘All apps’)

Segments

You can also create dynamic segments using Yotpo Loyalty attributes, such as targeting Platinum-tier members with exclusive offers.

To create a segment:

1. In Attentive, go to Segments in the left sidebar.

2. Click Create segment > Dynamic segment.

3. Choose the relevant loyalty attribute (e.g., yotpo_loyalty_vip_tier_name) to define your audience.

Full List of Events to Trigger Emails

Points and Redemption Events

• Points Earned

  Triggered whenever a customer earns points. Commonly used to update a customer’s point balance in your CRM or notify them of rewards progress.

• Points Reminder

  Triggered after a set period of inactivity. Sends a reminder of the customer’s current point balance and how many more points are needed to redeem a reward.

• Redemption Reminder

  Triggered after a defined period of inactivity. Reminds customers that they have enough points to redeem a reward.

• Redemption Created

  Triggered when a customer redeems points and receives a coupon code. (This event does not fire if the redemption occurs directly at checkout without a code.)

• Points expiration reminder

  Triggered when a customer’s points are about to expire. Notifications are sent 30, 14, and 7 days before expiration to encourage redemption. Only the nearest expiring balance is included.

Referral Events

• Referral Completed (old program) / Yotpo Referral Completed (new program)

  Triggered when a referred friend completes the referral requirements. Commonly used to thank the referring customer.

• Referral Share (old program) / Yotpo Referral Share (new program)

  Triggered when a customer shares their referral link. Commonly used to encourage the referred friend to visit your store.

• Referral Share Reminder (old program)

  Triggered when a referred friend hasn’t purchased after a set number of days. Commonly used to remind them to use their referral link.

Birthday & Anniversary Events

• Customer Birthday

  Triggered on the customer’s birthday. Commonly used to send birthday greetings and rewards based on an existing Birthday Campaign.

• Birthday Captured

  Triggered when a customer submits their birthday through your storefront.

• Customer Anniversary

  Triggered on the anniversary of the customer’s account creation. Commonly used to send anniversary greetings and rewards based on an existing Anniversary Campaign.

• Anniversary Captured

  Triggered when a customer provides their anniversary date through your storefront.

VIP Tiers

• Tier Earned

  Triggered when a customer qualifies for a new tier. Commonly used to congratulate customers and highlight new benefits.

• Tier Lost

  Triggered when a customer fails to maintain tier requirements. Commonly used to send reminders before tier expiration.

• Tier Status Changed

  Triggered when a customer’s progress toward retaining or earning a tier changes. Commonly used to encourage continued engagement (“You only need X more points to reach the next tier”).

Account-Related Events

• Loyalty opt_in/opt_out

  Triggered when a customer joins or leaves the loyalty program. Commonly used for segmenting loyalty members. Read more about Loyalty Opt-in.

• Account Created

  Triggered when a customer creates an account and receives a reward through the New Member Reward rule. Commonly used in welcome campaigns.

Full List of Available Customer Attributes

Customer Attributes

• loyalty_next_points_expire_on – Date when the customer’s points will expire.

• loyalty_next_points_expire_amount – Number of points set to expire.

• yotpo_points_earned – Customer’s lifetime points earned.

• yotpo_point_balance – Current available points balance.

• yotpo_credit_balance – Current available credit balance (if points are displayed as credit based on the logic set in your variable redemption rewards).

• yotpo_loyalty_credit_balance_with_currency – Current available credit balance (conversion for Shopify Markets).

• yotpo_loyalty_vip_tier_name – Customer’s current tier name.

• yotpo_loyalty_vip_tier_expires_at_date – Expiration date of the customer’s current tier.

• yotpo_loyalty_vip_tier_name – Customer’s current tier name.

• yotpo_loyalty_next_tier_points_needed – The number of points a customer must earn within a qualifying period to move up to the next loyalty tier.

• yotpo_loyalty_next_tier_amount_needed_in_customer_currency – Spend required to reach the next tier (spend-based VIP tiers program).

• yotpo_loyalty_next_tier_purchases_needed – Number of required purchases to reach the next tier (Purchase-based VIP tiers program).

• yotpo_loyalty_next_tier_referrals_needed - Number of required successful referrals to reach the next tier (Referral-based VIP tiers program).

• yotpo_loyalty_birthday_date – Customer’s birthday date.

• yotpo_loyalty_maintain_tier_points_needed – Points required to maintain the current tier.

• yotpo_loyalty_maintain_tier_amount_needed_in_customer_currency – Spend required to maintain the current tier.

• yotpo_loyalty_maintain_tier_purchases_needed –  Purchases required to maintain the current tier.

• yotpo_loyalty_maintain_tier_referrals_needed – Referrals required to maintain the current tier.

• yotpo_loyalty_opt_in – Whether the customer has opted in to the loyalty program.

• yotpo_loyalty_opt_in_date – Date when the customer opted in.

• yotpo_loyalty_has_account – Indicates whether the customer has a store account (true/false).

Referring Customer Attributes

• yotpo_loyalty_referral_link – Advocate’s referral link.

• yotpo_loyalty_referral_discount_code – Advocate’s discount code.

Core Customer Communication Examples

Points Earned

Notify customers when they earn points and show their updated balance.

Hey {{subscriber.firstName | default: 'there'}},

Good news - you just earned {{triggerEvent.custom['perk']['reward_points']}} points! 🎉

Your balance is:
{{triggerEvent.custom['customer']['points_balance']}}

Keep shopping and engaging with us to unlock even more rewards.

Tier Earned

Congratulate customers when they reach a new tier. Depending on the tier entry reward (points or a coupon), you can customize the messaging.

Entry reward: Points

Hey {{subscriber.firstName | default: 'There'}}

Congratulations! You've just been upgraded to {{subscriber.custom['yotpo_loyalty_vip_tier_name'] | default: 'a new'}} status 🎉

As a {{subscriber.custom['yotpo_loyalty_vip_tier_name']}} member, you got a special points perk from us!
{{triggerEvent.custom['new_tier']['reward_points']}}

Thank you for being one of our most loyal customers😍

Entry reward: Coupon

Hey {{subscriber.firstName | default: 'There'}}

Congratulations! You've just been upgraded to {{subscriber.custom['yotpo_loyalty_vip_tier_name'] | default: 'a new'}} status 🎉

As a {{subscriber.custom['yotpo_loyalty_vip_tier_name']}} member, you got a special coupon from us: {{triggerEvent.custom['redemption']['reward_text']}}

Thank you for being one of our most loyal customers😍

Tip

If your program includes a base tier, consider excluding it from this communication flow, as it’s not typically viewed as a true “upgrade.” Every customer is automatically assigned to the base tier (e.g., Bronze) upon joining the program.

Here’s an example of a communication flow that excludes the base (Bronze) tier:

Referral Share Email

This email will be sent to the referred friend along with the referring customer’s unique referral link. The friend will click the link and receive an incentive to make their first purchase in your store.

Hey friend,  your friend shared a discount you’ll just love!
Here is a special discount on your first purchase to get you started.
Click below to unlock your offer:
Happy shopping! {{subscriber.custom['yotpo_loyalty_referral_link']}} 

Referral Completed

Reward the referring customer once their friend completes a purchase. The messaging will differ depending on the reward type configured in your referral program settings.

Points as a reward

Hey {{subscriber.firstName | default: 'there'}}

A friend made their first purchase using your referral link.
As a thank you, we've added {{triggerEvent.custom['perk']['reward_points']}} points to your account, which are redeemable for all kinds of great rewards at our store!
Log in to your account to see which rewards you could be eligible for!

Discount as a reward

Hey {{subscriber.firstName | default: 'there'}}

A friend made their first purchase using your referral link.
As a thank you, we're awarding you with {{triggerEvent.custom['perk']['redemption_option']['name']}} at our store!

Use this discount code at checkout:
{{triggerEvent.custom['perk']['redemption']['reward_text']}}

Swell Customer Birthday

Celebrate customers’ birthdays with bonus points or a discount. The messaging will change depending on the reward type configured in your Birthday Reward earning rule.

Points as a reward

Happy birthday, {{subscriber.firstName | default: 'there'}}

You didn't think we'd come empty-handed, did you?
We're getting this party started with BONUS birthday points just for you.
We added {{triggerEvent.custom['perk']['reward_points']}} points to your account.
You now have a total of {{subscriber.custom['yotpo_loyalty_points_balance']}} points to treat yourself!
Happy Bday😍

Discount as a reward

Happy birthday, {{subscriber.firstName | default: 'there'}}

You didn't think we'd come empty-handed, did you?
We're getting this party started with a special discount just for you.
Enjoy this {{triggerEvent.custom['redemption_option']['name']}} reward off your next purchase!
Discount code: {{triggerEvent.custom['redemption']['reward_text']}}

Just enter it at checkout when you make your next purchase.
Happy Bday😍

Swell Account Created

Welcome new members and highlight how they can earn and redeem rewards. This flow will be triggered after the New Member Reward earning rule is completed.

Hi {{subscriber.firstName | default: 'there'}} You got your new member reward!

Visit our rewards page to earn more points, redeem them for discounts, and get exclusive offers like early access to our newest products and VIP deals.

Log in today to check out your rewards!

Important

• This event can’t dynamically display the exact new member reward (points or coupon).

• If using points as a reward, display the value as static content (e.g., “You earned 25 points”).

• If using a discount, use the “Swell Redemption Created” event to send the coupon code.

Swell Redemption Created

Send discount codes after a customer redeems points for a reward.

Hey {{subscriber.firstName | default: 'there'}},

Your {{triggerEvent.custom['redemption_option_name']}} reward is here!

Your discount code is:

{{triggerEvent.custom['redemption']['reward_text']}}

Just enter it at checkout when you make your next purchase😍

Points/Loyalty Expiration Reminder

Remind customers to redeem points before they expire.

Hey {{subscriber.firstName | default: 'there'}},
You have {{ subscriber.custom['yotpo_loyalty_next_points_expire_amount'] }} points expiring on {{ subscriber.custom['yotpo_loyalty_points_expire_at'] | date: "%m-%d-%Y" }}.
Don’t miss out—redeem them before they’re gone!

Tier Lost

Warn customers when they’re at risk of losing their tier.

Hi {{ subscriber.firstName | default: 'there' }},
Your VIP tier benefits will expire on {{ subscriber.custom['yotpo_loyalty_vip_tier_expires_at_date'] }}.
Stay active to keep your exclusive perks!