Integrating Yotpo Loyalty & Referrals with Emarsys

Goals and Outcomes

Emarsys enables personalized, one-to-one customer engagement across multiple marketing channels. By integrating Yotpo Loyalty & Referrals with Emarsys, you can automatically sync program-related data, such as loyalty attributes and referral events, to your Emarsys account.

This integration allows you to:

• Send loyalty and referral emails directly through Emarsys

• Align customer messaging with loyalty status and activity

• Manage all customer engagement flows in one platform

Before You Begin

To ensure proper communication between Yotpo and Emarsys, you need to update your API permissions in Emarsys:

1. In Emarsys, go to Management > Security Settings > API Users.

2. Click the Edit icon next to the relevant API user.

3. Enable the required API endpoints:

Enable the Integration in Emarsys

To enable the integration, sign in to the Emarsys Help Portal and request to enable the Yotpo Referrals integration within your Emarsys account.

Once the integration is enabled in your account:

1. Log in to Emarsys as the Account Owner.

2. Click Admin > Security Settings.

3. Create your API Username and API Secret Key choosing the WSSE authentication option (not OIDC).

Make sure to copy and store these credentials securely as they cannot be retrieved later.

Connect Emarsys to Yotpo Loyalty & Referrals

Once you've enabled Yotpo Loyalty & Referrals in your Emarsys account and generated your API credentials, you'll need to connect Emarsys to your Yotpo Loyalty & Referrals account:

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

2. Search for the Emarsys tile and click to connect it.

   

3. Enter your Emarsys API credentials in the corresponding fields.

   

4. Click Connect.

Loyalty & Referrals Events in Emarsys

You can view externally mapped Yotpo Loyalty & Referrals events in your Emarsys admin under External Events.

Creating Event-Based Automation Flows

Event-based flows can be created through the Emarsys Automation Center:

1. Click Campaigns > Automation Center.

2. Create a new program from scratch by clicking Create Blank Program, or use an existing template by clicking Create Program From Blueprint and selecting the most relevant category.

   • You can also edit an existing program by clicking Edit next to the relevant program.

3. Add external events to your program using the External Event element in the Entry Points menu.

4. Click External Event, click the External Event box, and then select the desired Yotpo event from the Node Settings menu. 

5. Add any other conditions or triggers you'd like.

6. We recommend sending a test email to make sure your flow performs as intended.

Adding Customer Attributes in Email Templates

To include Yotpo Referrals customer attributes in Emarsys templates:

1. In Emarsys, go to Campaigns > Triggered Email.

2. Create a new mail stream or edit an existing one.

3. Choose Block-Based Email or Custom HTML Email.

   

4. In your template, insert personalization variables where needed.

   1. Add event-related attributes in double brackets, e.g. {{event.swell_perk_reward_points}}, in line with Emarsys scripting language.

   2. Add customer attributes as {{contact.value of points balance param}}.
      For example: {{ contact.100009777 }}, where100009777 directly corresponds with the Yotpo referrals points balance parameter defined in Emarsys.

      Note

      Attributes must follow Emarsys Scripting Language (ESL). Do not use {{contact.swell_point_balance}} formatting.