Use the Yotpo Loyalty & Referrals and Omnisend integration to send targeted, triggered emails to your customers whenever they earn points, redeem coupons, enter or exit a tier, etc. In this article, you’ll learn how to set up the integration.
Integration Overview
The integration creates multiple custom events in your Omnisend account using the data from Yotpo Loyalty & Referrals. You will be able to use these triggers in different automation workflows.
Additionally, as soon as an account triggers one of the events, Omnisend will sync all the Loyalty & Referrals data from Yotpo and add it as custom properties to that account.
Integrating Yotpo and Omnisend
Note
Make sure you have your Yotpo Loyalty admin settings open in a separate tab to complete the integration
To integrate Yotpo Loyalty & Referrals with Omnisend, follow these steps:
From your Omnisend admin dashboard, click Apps in the upper right corner.
Search for the Yotpo Loyalty & Referrals app.
On the app page, click Connect now.
In the Omnisend app installation guide that appears, copy the Webhook URL from step 2.
Open your Yotpo Loyalty admin and navigate to Settings > General Settings.
In the Integrations section, paste the link in the Webhook URL field.
Go back to Omnisend’s app installation guide and copy the Webhook Authentication code from step 3.
Paste the code in the Webhook Authentication field on your Loyalty & Referrals settings page, then click Save.
Go back to Omnisend and mark the checkbox at the bottom to confirm you’ve completed all steps.
Click Confirm.
Custom events
Important
Referral-related events are only applicable if you’re using the old referral program. If you’re using the new program, you can trigger referral events via webhooks. Check our API docs here.
Once the integration is complete, a set of new events is created in your Omnisend account using data from Yotpo Loyalty and Referrals.
New custom events created in Omnisend using loyalty data:
Coupon Earned (Awarded) - This event is triggered any time a customer earns a discount from completing a campaign (e.g. Newsletter Signup). This event is useful for sending an email with the coupon code to the customer.
Coupon Earned (Redeemed) - This event is triggered any time a customer redeems points and receives a coupon code. This event is useful for sending an email with the coupon code to the customer.
Custom Reward Redeemed - This event is triggered any time a customer redeems their points for a custom reward redemption, or when they are awarded a custom reward when completing a campaign
Customer Birthday - This event is triggered on the birthday of a customer. This is great for sending an email to congratulate them and update them if they were awarded points or a coupon according to an existing Birthday Campaign. The Customer Birthday events will be triggered each day at 1 pm UTC.
Customer Anniversary - This event is triggered on the anniversary of a customer. This is great for sending an email to congratulate them and update them if they were awarded points or a coupon according to an existing Anniversary Campaign. The Customer Anniversary events will be triggered each day at 11 am UTC.
Loyalty Opt-In / Out - This event is triggered when a customer opts in or out of the loyalty program. A customer who is opted in can earn points, get into tiers, redeem points, etc. Opted-out customers can’t participate in any of these loyalty activities.
Points Changed - This event is triggered every time a customer’s point balance changes. The event will provide a customer’s previous point balance, current point balance, and how many points it changed by. This event is useful for sending an email letting customers know that their balance has changed, how many points they used to have, and how many they have now.
Points Earned - This event is triggered any time a customer earns points. This event is useful for sending an email letting customers know how many points they've earned.
Points Reminder - This event is triggered after a certain number of days of inactivity (the number of days can be changed in the Yotpo Loyalty account settings; check the FAQ section for a detailed answer). This is great for sending an email to remind the customer that they're close to earning a reward. The Points Reminder events will be triggered each day at 5 pm UTC.
Redemption Reminder - This event is triggered after a certain number of days of inactivity (the number of days can be changed in the Yotpo Loyalty account settings; check the FAQ section for a detailed answer). This is great for sending an email to remind the customer that they have enough points for a reward. The Redemption Reminder events will be triggered each day at 5 pm UTC.
Referral Link Share Reminder - This event is triggered after a certain number of days that a referred customer has not made a purchase via the link (the number of days can be changed in the Yotpo Loyalty account settings; check the FAQ section for a detailed answer). This is great for sending an email to remind the referred customer to use their friend's referral link to give both the referring and referred customer a reward.
Referral Link Share - This event is triggered when a customer shares their referral link to their friends. This is great for telling new customers that someone they know likes your store.
Referral Completed - This event is triggered any time a customer refers a friend that satisfies the referral program requirements. This event is useful for sending an email thanking the customer for the referral.
VIP Tier Earned - This event is triggered when a customer meets the requirement for a new tier. This is great for letting a customer know they reached a certain status level.
VIP Tier Lost - This event is triggered when a customer fails to meet the requirement for a tier after the specified period of time has passed.
Customer Birthday Captured - This event is triggered when a customer sets their birthday through your storefront.
Customer Anniversary Captured - This event is triggered when a customer sets their anniversary through your storefront.
Custom properties
Once the integration is complete, as soon as an account triggers one of the new events, Omnisend will sync all the Loyalty & Referrals data from Yotpo, and add it as custom properties to that account.
Important
Omnisend doesn’t automatically sync custom properties for all customers. This requires a manual import from Yotpo Loyalty and Referrals.
The following custom properties are added:
yotpo_loyalty_anniversary_day
yotpo_loyalty_anniversary_month
yotpo_loyalty_birth_day
yotpo_loyalty_birth_month
yotpo_loyalty_credit_balance (The customer's current available credits. This will equal the dollar value of the customer’s point balance, based on the logic set in the variable coupon.)
yotpo_loyalty_credit_balance_in_customer_currency
yotpo_loyalty_has_store_account (True/False depending on if the customer has an account with the platform or not.)
yotpo_loyalty_is_affiliate
yotpo_loyalty_is_member (Only applicable if you’re using Shopify’s Legacy Accounts. If you’re using Shopify’s new Customer Accounts, the property will display No by default.)
yotpo_loyalty_is_opt_in (Whether the customer is opted into the loyalty program following the event trigger)
yotpo_loyalty_loyalty_opt_in_date (Date when the customer was opted into the loyalty program)
yotpo_loyalty_last_purchase_at
yotpo_loyalty_last_seen_at
yotpo_loyalty_perks_redeemed (Shows the number of earning records the customer has, such as earning a new tier or joining the program, and not the number of redemptions they made.)
yotpo_loyalty_points_balance (The customer's current available points balance that they can use now)
yotpo_loyalty_points_earned (The customer's total historical points earned)
yotpo_loyalty_points_expire_at (Date when the customer’s points are set to expire. Only applicable if the points expiration method in the Yotpo admin settings is set to last customer activity.)
yotpo_loyalty_referral_amount_cents
yotpo_loyalty_referral_average_amount_cents
yotpo_loyalty_referral_code
yotpo_loyalty_referral_email (The email of the customer to send the referral to the friend)
yotpo_loyalty_referral_email_shares
yotpo_loyalty_referral_emails_sent
yotpo_loyalty_referral_emails_viewed
yotpo_loyalty_referral_expired
yotpo_loyalty_referral_facebook_shares
yotpo_loyalty_referral_link
yotpo_loyalty_referral_links_clicked_from_email
yotpo_loyalty_referral_links_clicked_from_facebook
yotpo_loyalty_referral_links_clicked_from_twitter
yotpo_loyalty_referral_orders
yotpo_loyalty_referral_shares
yotpo_loyalty_referral_total_clicks
yotpo_loyalty_referral_twitter_shares
yotpo_loyalty_referral_uniqueClicks
yotpo_loyalty_total_purchases
yotpo_loyalty_total_spend_cents
yotpo_loyalty_vip_tier_ends_at (The date this customer's eligibility for the tier ends. Use this data to encourage customers to maintain their VIP tier status and keep their perks)
yotpo_loyalty_vip_tier_name
Importing historical data to Omnisend
If you want to import historical data from Yotpo Loyalty & Referrals for all customers, you need to do this manually. The only cases where Omnisend syncs them automatically is when a customer account triggers one of the new custom events. Begin this process by exporting your customers from Yotpo:
In your Yotpo Loyalty admin, go to the Customers page.
Click Export in the top right of the customers table.
Under Which customers should we include in the export? dropdown list, choose All of my customers.
Click Export My Customers.
You will receive the customers file to your email shortly after.
To complete the import process in Omnisend, refer to the Omnisend integration guide.
Having issues with the integration?
Contact Omnisend at support@omnisend.com