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This article is relevant if you’re using the Dotdigital-built integration between Yotpo Loyalty & Referrals and Dotdigital.
If you’re using Yotpo’s legacy integration with Dotdigital, please contact Dotdigital support and refer to their migration guide.
Integration Overview
The integration allows you to sync loyalty data from Yotpo Loyalty & Referrals into your Dotdigital account. Once connected, you can:
Sync customer loyalty attributes (e.g., points balance, tier, referrals, birthday)
Segment contacts based on loyalty data
Trigger automated campaigns based on loyalty events
Personalize emails using loyalty data
The connection is initiated from your Yotpo Loyalty admin, and the configuration is completed in Dotdigital.
In this article, you’ll learn how to connect your Yotpo Loyalty & Referrals account to Dotdigital.
Before You Begin
Make sure you have access to your:
Yotpo Loyalty admin
Dotdigital admin
Yotpo App Key, API Key, and GUID during setup.
You can take your App Key here, and your API Key and GUID here.
Step 1: Connect Yotpo Loyalty & Referrals to Dotdigital (Yotpo admin)
In your Yotpo Loyalty admin, go to Integrations Center.
Locate the Dotdigital for Yotpo Loyalty tile and click to connect the integration.
Follow the connection steps on the screen.
You will be taken to your Dotdigital admin to complete the setup.
Step 2: Complete the Integration Setup (Dotdigital admin)
Authorize the connection in Dotdigital
After connecting Yotpo Loyalty & Referrals to Dotdigital, you’ll be redirected to authorize the connection in Dotdigital. Follow the steps here to complete the connection.
Configure the contact sync settings
Choose how contacts are synced:
Sync all Yotpo contacts, or
Update only existing Dotdigital contacts
Configure the loyalty opt-in preferences
Decide which customers are synced:
Only opted-in loyalty members, or
All customers (incl. non-opted users)
Map your data fields
Choose Yes if you want to manually select and map specific data fields for your sync. Otherwise, default data field mappings will be used for your integration.
(Optional) Map your campaigns using loyalty events
You can map Yotpo Loyalty & Referrals events to automated Campaigns and Programs in Dotdigital. When a selected event occurs in Yotpo, Dotdigital can automatically trigger a campaign.
What Data Is Shared in the Integration
Yotpo Loyalty & Referrals Customer Attributes
Attribute | Description |
|---|---|
First name | Customer’s first name. |
Last name | Customer’s last name. |
Has_account | Whether the customer has a store account. |
Current_tier | Customer’s current tier name. |
Current_tier_ends | Date when the customer’s tier expires. |
Points_earned | Number of points earned. |
Amount_spent | Annual amount spent by the customer. |
Purchases_made | Number of purchases made by the customer. |
Referrals_completed | Number of completed referrals by the customer. |
Points_balance | Customer’s current points balance. |
Points_expire_at | Date when the customer’s points expire. |
Referral_code | Customer’s unique referral discount code. Only applicable to code-based referrals. |
Amount_needed | Amount needed to maintain the customer’s current tier. |
Purchases_needed | Purchases needed to maintain the customer’s current tier. |
Points_needed | Points needed to maintain the customer’s current tier. |
New_tier_multiplier | Points multiplier applied to the next tier that the customer could achieve. |
Nxtpts_expire | Date when a customer's points expire. |
Days_to_expiry | Number of days left before the points expire. |
Nxtpts_expire_amnt | Number of points that are about to expire. |
Next_pts_needed | Points needed to reach next tier. |
Next_amnt_needed | Amount needed to reach the next tier. |
Next_purch_needed | Number of purchases the customer must complete to reach the next tier. |
Next_refer_needed | Number of referrals the customer must make to reach the next tier. |
Birthday | Customer’s birthday. |
Reward_text | If a customer is gifted a coupon for their birthday reward, this is the coupon code. |
Reward_points | If a customer is gifted points for their birthday reward, this is how many points they were gifted. |
Referral_link | Customer’s unique referral link. |
Credit_balance | Current available credit balance (if points are displayed as credit based on your variable redemption reward settings). |
Payout_percent | Payout percentage set for this customer. Only populated if the customer is marked as an affiliate. |
Has_tax_details |
Only populated if the customer is marked as an affiliate. |
Is_Affiliate | Indicates if the customer is marked as an affiliate. |
affiliate_email | If this customer has a separate email for their Paypal/affiliate commission, this will populate with that alternate email address. |
total_amnt_earned | If the customer is marked as an affiliate, this will populate with the total amount in commission they've earned with Yotpo Loyalty & Referrals. |
After your customer attributes have been synced, you’ll be able to see them within your Contacts under Data Fields.
Available Loyalty Events for Campaign Mapping
Campaign events
Referral Link Share
Donation Created
Redemption Below Threshold
Points Changed
Referral Completed
Program events
Loyalty Opt-in/out
Birthday Captured
Anniversary Captured
Points Reminder
Points Expiration Reminder
Redemption Reminder
Customer Birthday
Customer Anniversary
Tier Earned
Tier Lost
Points Earned
Referral Share Reminder
Creating a Loyalty & Referrals Campaign in Dotdigital
Once your customer attributes and events are synced, you can start building automated campaigns in Dotdigital. Below is a quick overview of how to include Yotpo loyalty attributes (“markers”) in your campaigns.
To create or edit a triggered campaign:
In Dotdigital, go to the Email tab.
Under Automation, select Triggered Email.
Locate the campaign you want to edit and click the Edit icon.
You’ll be taken to the Content section of the campaign.
To add loyalty personalization:
Click Insert Action.
Select Personalize to view available customer markers (including synced loyalty attributes).
Click into the email body where you’d like to insert the marker.
Select the relevant attribute (e.g., points balance, referral link, tier name).
Click Save & Continue when ready.
You’ve now created a Dotdigital campaign powered by Yotpo Loyalty & Referrals events and attributes.