Omnisend - Integration Guide for Yotpo Loyalty & Referrals
Omnisend - Integration Guide for Yotpo Loyalty & Referrals
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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 status, etc.
How it works
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
To integrate Yotpo Loyalty & Referrals with Omnisend, do the following:
- In your Omnisend admin dashboard, click your account name on the top right of the page.
- From the menu, click Apps.
- Search for Yotpo Loyalty & Referrals in the search bar on the top to go to Omnisend’s app installation guide.
- In Omnisend’s app installation guide, click on the Yotpo Loyalty & Referrals link in section 1 to open your admin in a new tab.
- In your Loyalty & Referrals admin, use the main menu on the left to go to the Settings page.
- Go back to Omnisend’s app installation guide and copy the Webhook URL from section 2. Then, paste it into the Webhook URL field in your Loyalty & Referrals settings page.
- Go back to Omnisend’s app installation guide and copy the Webhook Authentication code from section 3. Then, paste it into the Webhook Authentication field in your Loyalty & Referrals settings page.
- Click Save on the bottom right of the Loyalty and Referrals settings page.
- Go back to the Omnisend's app installation guide, and mark the checkbox at the end to confirm you’ve completed all of the steps.
- Click Connect now.
Custom events
Once the integration is complete, a set of new events is created in your Omnisend account using data from Yotpo Loyalty and Referrals.
The following new events are created:
- 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 to the loyalty program. A customer that is opted in can earn points, get into tiers, redeem points, etc. As opposed to a customer that is opted out that cannot participate in any of these 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 amount 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 amount 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 amount of days that a referred customer had not submitted a purchase in (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.
Please note:
Omnisend doesn’t sync custom properties for all customers automatically. 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
- 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_perks_redeemed
- 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_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 Loyalty & Referrals admin, go to the Customers page using the main menu on the left.
- Click Export Customers on the top right of the customers table.
- Under the Which customers should we include in the export? drop-down 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
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