Drive More Repeat Sales with SMS and Loyalty

The synergy between Yotpo SMS & Email and Loyalty will enable you to target customers with hyper-personalized messages at just the right moment, promote your Loyalty program to SMS subscribers, and increase sales by launching exclusive reward campaigns. 

The following article will show you how to set up Loyalty flows. 

Setting Up Yotpo Loyalty Flows 

Thanks to the Yotpo Synergy, the apps sync automatically once you have both SMS & Email and Reviews and UGC installed on your Shopify store. All you have to do is enable the review request flows. Go to Flows & Automations > Flow Templates. 

Now type loyalty in the search bar, and you’ll see all the flows you can enable.  With Yotpo Loyalty, you can choose from 6 triggers and launch highly personalized SMS and email flows: 

• Yotpo Loyalty new VIP Tier: Triggered when a customer reaches a specific tier. Make sure you have set up your tiers from your Yotpo Loyalty account. 
• Yotpo Loyalty VIP tier expiring: Triggered a number of days before customers' tier expiration date urging them to maintain tier status.
• Yotpo Loyalty Birthday Reward: Triggered on the customer's birthday so you can send them a special points reward.
• Yotpo Loyalty points reminder: Triggered when the customer hasn’t engaged with the Loyalty program in over 30 days. Includes Loyalty details, such as points needed, points earned, points balance, and redemption name.
• Yotpo Loyalty redemption reminder: Triggered when the customer hasn’t engaged with the Loyalty program in over 30 days. Includes Loyalty details, such as points balance and redemption name.
• Yotpo Loyalty rewards program welcome: Triggered when a customer joins your Loyalty program.
• Yotpo Loyalty reward received: Triggered when a customer in your Loyalty program redeems points to get a coupon for a discount, free shipping, etc.

To set up a flow with the Loyalty triggers, all you have to do is click on the flow you wish to enable and follow the steps. 

You can also create a brand-new flow on your own. Select a trigger manually, and continue setting up your flow as usual. 

Loyalty Conditions

You can improve personalization by including various conditions in your flows. This way, you can send different messages to customers on different Loyalty tiers, with a different point balance and many more. You must simply add a condition step to your flow and choose the desired one. 

The following conditions are available in the Yotpo SMS & Email flow builder: 

• Points balance: Checks the customer’s loyalty points.
• Points expiration date: Checks the customer’s loyalty points expiration date.
• Credit balance (USD): Checks the customer’s credit balance.
• Number of times redeemed: Checks the customer’s number of redemptions.
• Last redeemed date: Checks the customer’s last Loyalty redemption date.
• Shopper is Loyalty member: Checks if the customer is a Loyalty member.
• Last engaged with Loyalty program: Checks when the customer last engaged with your program.
• Successful referrals: Checks the number of successful referrals.
• Current VIP tier: Checks which loyalty tier the customer is on.
• Tier expiration date: Checks the customer’s loyalty tier expiration date.
• Points earned in tier: Checks the customer’s accumulated points in the tier.
• Amount spent in tier (USD): Checks the amount the customer spent in the tier.
• Points to maintain tier: Checks how many loyalty points are required for the customer to stay in the current tier.
• Amount to maintain tier (USD): Checks how much money is required for the customer to stay in the current tier.
• Points to reach next tier: Checks how many loyalty points are required for the customer to reach the next tier.
• Amount to reach next tier (USD): Checks how much money is required for the customer to reach the next tier.
• Shopper is eligible for redemption: Check if the customer has enough points to make a redemption. 
• Purchases made in tier: Checks the number of purchases the customer has made in the current tier.
• Purchases needed for next tier: Checks the number of purchases needed for the customer to move to the next tier.
• Purchases needed to maintain tier: Checks the number of purchases needed for the customer to maintain their current tier.
• Referrals completed in tier: Checks the number of referrals the customer has made in the current tier.
• Referrals needed to maintain tier: Checks the number of referrals needed for the customer to maintain their current tier. 
• Referrals needed for next tier: Checks the number of referrals needed for the customer to move to the next tier.

Loyalty Shortcodes

Adding useful information regarding a customer’s Loyalty status can be easily included in your text messages with the help of the Loyalty shortcodes. You will find them neatly separated under your text message editor. 

Different triggers will enable different shortcodes however, this is the full list of shortcodes available in the Yotpo SMS & Email flow builder:  

• Loyalty points balance: The customer's current point balance.
• Loyalty points expiration: The date on which the customer’s loyalty points will expire.
• Loyalty credit balance: The customer's current point balance.
• Loyalty tier name: The customer's current VIP tier.
• Loyalty tier expiration: The date or period when the customer's current VIP tier will expire.
• Loyalty points in tier: The customer's current tier point balance.
• Loyalty points earned in tier: The customer's earned points in their current tier.
• Loyalty amount spent in tier (USD): The amount the customer spent in the tier.
• Loyalty points needed to maintain tier: The points required for the customer to stay in the current tier.
• Loyalty amount needed to maintain tier (USD):  The money required for the customer to stay in the current tier.
• Loyalty points needed for next tier: Loyalty points the customer needs to reach the next tier.
• Loyalty amount needed for next tier (USD): The money the customer needs to reach the next tier.
• NextLoyaltyTier:The customer's next tier.
• PurchasesMadeInTier: The number of purchases the customer made in their current tier
• PurchasesNeededForNextTier: The number of purchases needed for the customer to move to the next tier.
• PurchasesNeededToMaintainTier: The number of purchases needed for the customer to maintain their current tier.
• ReferralsCompletedInTier: The number of referrals the customer has made in the current tier
• ReferralsNeededToMaintainTier: The number of referrals needed for the customer to maintain their current tier. 
• ReferralsNeededForNextTier: The number of referrals needed for the customer to move to the next tier.

This was our quick tutorial on setting up Yotpo Loyalty flows to promote your program via SMS. Check out How to Create Engaging SMS Experiences with Yotpo Loyalty Segmentation! You can find more helpful articles in our Knowledge base or contact us if you have any questions or feedback.