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This article is relevant if you're using the Mailchimp-built integration for Yotpo Loyalty & Referrals.
Yotpo's legacy Mailchimp integration will be deprecated on March 31, 2027, and is being replaced by this new integration built and maintained by Mailchimp. If you're currently using the legacy integration, see Migrating to Mailchimp for Yotpo Loyalty & Referrals before connecting the new integration.
The new integration is listed as Yotpo Loyalty in Mailchimp.
Goals and Outcomes
The Mailchimp integration allows you to sync Yotpo Loyalty & Referrals data to your Mailchimp audience and use loyalty activity to create targeted marketing campaigns and automated customer journeys.
With this integration, you can:
Trigger automated flows based on loyalty events, such as joining the program, earning points, or redeeming a reward.
Create audience segments based on loyalty status, VIP tier, and points balance.
Personalize campaigns using customer loyalty attributes.
View loyalty activity on individual Mailchimp contact profiles.
View loyalty program statistics directly in Mailchimp.
In this article, you'll learn how to connect and manage the Yotpo Loyalty & Referrals integration with Mailchimp and how to use your loyalty data in Mailchimp.
Mailchimp Integration Overview
To connect Yotpo Loyalty & Referrals with Mailchimp, you'll need:
An active Yotpo Loyalty & Referrals program.
A Shopify, WooCommerce, BigCommerce, or Adobe Commerce (Magento) store connected to Mailchimp.
A Mailchimp account with Manager-level access or higher.
The integration syncs loyalty data to your Mailchimp audience and makes it available for:
Customer journeys based on loyalty events.
Audience segmentation.
Contact profile personalization.
Loyalty activity tracking.
Loyalty program analytics.
Connecting Yotpo Loyalty & Referrals with Mailchimp
You can initiate the connection either from the Yotpo admin or Mailchimp.
If your starting point is the Yotpo Loyalty admin:
Go to Integrations.
Locate the Mailchimp tile and click Connect.
Follow the connection steps and confirm the required permissions in Mailchimp.
To initiate the connection from Mailchimp:
In your Mailchimp account, go to Integrations.
Search for Yotpo Loyalty & Referrals and click Connect.
Review the connection steps and click Continue.
In your Yotpo Loyalty account, review the access permissions you're granting to the integration, and click Connect.
From the dropdown menu, select the connected store you want to associate with your Yotpo rewards program. If you have only one connected store, it will be selected automatically.
Review the suggested mapping between Yotpo loyalty attributes and your Mailchimp audience fields. Adjust the mapping if needed.
Click Sync now.
You'll see a confirmation message that the sync is in progress.
Note
Initial syncing may take up to a few hours to complete depending on the size of your loyalty program.
Audience Field Limit
The integration syncs 9 loyalty attributes to your Mailchimp audience. Mailchimp audiences have a limit on the number of custom fields available, based on your Mailchimp plan.
If your audience doesn't have enough available fields, you'll see an alert and won't be able to complete the sync.
To resolve this:
Go to your Mailchimp audience fields.
Remove custom fields that you no longer use.
Return to the Yotpo Loyalty & Referrals integration page.
Connect the integration again.
Information Shared in the Integration
The integration syncs loyalty events and customer attributes from Yotpo Loyalty & Referrals to Mailchimp.
Loyalty Events
You can use Yotpo loyalty events as starting points for automated customer journeys in Mailchimp.
Available events include:
Joined Program: Welcome new loyalty members and introduce them to their benefits.
Points Earned: Confirm that customers earned points and show their progress toward a reward.
Reward Redeemed: Send a message after a customer redeems points and receives a reward.
VIP Tier Updated: Congratulate customers when they reach a new VIP tier.
Points Expiration Warning: Remind customers to use their points before they expire.
Referral Completed: Thank a referrer after their referred friend joins the program.
Birthday and Anniversary: Celebrate customer milestones with a personalized reward or message.
Event-Level Properties
In addition to the customer attributes synced to every contact profile, each loyalty event includes event-level properties. These properties contain data specific to the event when it occurs.
You can use event-level properties to personalize the customer journey triggered by the event. For example, you can include the reward code a customer redeemed or the number of points that are about to expire.
Joined Program
join_date: Date the customer joined the loyalty program.
points_balance: Customer's points balance when they joined, including any welcome bonus.
vip_tier_name: Entry tier assigned to the customer, if applicable.
referral_link: Customer's unique referral link.
Points Earned
points_earned: Number of points earned in the event. This is the amount earned in the transaction, not the customer's total points balance.
points_balance: Customer's total approved points balance after the event.
earning_rule: Name of the action that triggered the event, such as "Make a purchase" or "Write a review."
Reward Redeemed
points_redeemed: Number of points spent in the redemption.
points_balance: Customer's remaining points balance after the redemption.
reward_code: Discount or coupon code generated by the redemption.
reward_title: Name of the redeemed reward, such as "$10 Off."
reward_type: Type of reward, such as percentage discount, fixed discount, free product, or free shipping.
reward_value: Monetary value of the reward.
reward_currency: Currency of the reward value.
VIP Tier Updated
new_tier_name: Name of the tier the customer moved into.
tier_upgraded: Indicates whether the customer upgraded or downgraded their tier.
points_balance: Customer's points balance when the tier changed.
points_to_next_tier: Number of points needed to reach the next tier.
points_earned: Bonus points earned for entering the new tier, if applicable.
reward_code: Bonus coupon earned for entering the new tier, if applicable.
Points Expiration Warning
points_to_expire: Number of points that will expire if the customer doesn't use them.
expiry_date: Date when the points expire.
days_until_expiry: Number of days remaining until the points expire when the event is triggered.
Referral Completed
referred_customer_email: Email address of the customer who joined through the referral.
referral_link: Referrer's unique referral link.
points_earned: Number of points the referrer earned for the completed referral, if applicable.
reward_code: Discount code the referrer earned for the completed referral, if applicable.
reward_title: Name of the reward the referrer earned, if applicable.
Birthday and Anniversary
anniversary_type: Type of milestone that triggered the event, such as birthday, join anniversary, or custom anniversary.
anniversary_date: Date of the customer's birthday or anniversary.
vip_tier_name: Customer's current VIP tier.
points_earned: Points earned for the birthday or anniversary, if applicable.
reward_code: Coupon earned for the birthday or anniversary, if applicable.
reward_title: Name of the reward earned, if applicable.
Customer Attributes
The integration syncs the following loyalty attributes to Mailchimp contact profiles:
Loyalty Status: Whether the customer is a loyalty member.
Points Balance: The customer's current available points balance.
Lifetime Points: The customer's total points earned.
Points Value: The customer's current available credit balance, based on your variable redemption reward settings.
VIP Tier: The customer's current VIP tier.
VIP Tier Expiration: The date when the customer's current VIP tier expires.
Join Date: The date when the customer joined the loyalty program.
Referral Link: The customer's unique referral link.
Birthday: The customer's birthday.
You can use these attributes for segmentation and personalization in Mailchimp.
Creating Customer Journeys
You can use Yotpo loyalty events as starting points for automated customer journeys in Mailchimp.
For example, you can:
Welcome new loyalty members after they join the program.
Send a confirmation when customers earn points.
Deliver a message after a customer redeems a reward.
Celebrate customers when they reach a new tier.
Remind customers to use their points before they expire.
Thank customers when a referral is completed.
Celebrate customer birthdays and anniversaries.
To create a journey, use one of the Yotpo loyalty events as the starting point of the journey and configure the remaining steps in Mailchimp.
Creating Loyalty-Based Segments
You can use Yotpo loyalty data in Mailchimp's segment builder to target specific groups of customers.
For example, you can create segments based on:
Loyalty status: Target loyalty members or customers who haven't joined the program.
VIP tier: Send exclusive offers to customers in specific tiers or encourage customers to reach the next tier.
Points balance: Target customers who have enough points to redeem a reward or are close to reaching a reward threshold.
You can combine loyalty criteria with other Mailchimp customer and purchase data to create more targeted audiences.
Note
Yotpo loyalty attributes are synced to individual Mailchimp contact profiles. You can view customers’ loyalty information from their contact profile in Mailchimp.
Managing the Integration in Mailchimp
After connecting the integration, you can manage it from your Mailchimp account.
To manage the integration:
Go to Integrations > Manage.
Click the Yotpo Loyalty & Referrals tile.
Review your integration statistics, such as the number of loyalty members and average point balance.
Click Go to Yotpo to manage your loyalty program settings in the Yotpo Loyalty admin.
Disconnecting Yotpo Loyalty & Referrals from Mailchimp
To disconnect the integration:
From your Mailchimp admin, go to Integrations > Manage.
Click the dropdown arrow for Yotpo Loyalty & Referrals.
Select Disconnect.
Click Disconnect to confirm.
When the confirmation message appears, click Continue.
The integration will be disconnected from your Mailchimp account.
Next Steps
After connecting the integration, you can verify that it’s working correctly. For example, you can check Mailchimp contact profiles for synced loyalty attributes, or creating a test customer journey using a Yotpo loyalty event and checking it triggers as expected.