Refersion - Integration Guide for Yotpo Loyalty & Referrals

Yotpo Loyalty & Referrals’ integration with Refersion enables brands to create customizable plans that reward customers with points for becoming affiliates. With Refersion brands can create unlimited offers for affiliates with unique commission structures.

About Refersion

Refersion is an affiliate marketing software that seamlessly integrates with major eCommerce platforms. Brands can easily track clicks and conversions from affiliates’ promotions in real-time.

Yotpo Loyalty & Referrals and Refersion

With this powerful integration between Yotpo & Refersion, brands will be able to award points to new affiliates when they join the program. By rewarding customers with points for becoming a new affiliate, brands will benefit from an ever-growing affiliate network as more and more customers join. Affiliates can then earn a commission from the brand when they refer a new sale, thus helping the brand reach new customers.

Before you start

You'll need to create a Custom Action campaign - Custom action campaigns allow you to reward customers with points for performing an action of your choice. 

You can learn more about Custom Action campaigns here.

The campaign should be set up so customers can click on the campaign within Yotpo and land on your affiliate registration page in Refersion. 

You can find your registration page URL by navigating to your Refersion dashboard and clicking Affiliate sign-up. A modal will appear with the URL that points to your affiliate registration page:

Once the custom action campaign is set up in Yotpo, you can proceed with the integration.

Step 1: Adding Yotpo Loyalty & Referral credentials

1. In your Refersion account navigate to Account > Settings > Yotpo Loyalty and Referrals.
2. Enable the Yotpo integration by changing the 'Send customer actions into Yotpo' option to Yes, whenever an affiliate application is approved.
3. Enter your API key, GUID, and the custom action name from your Yotpo account.
   Instructions for finding your Yotpo API key and GUID can be found here.
4. In your Yotpo Loyalty & Referrals admin, navigate to Programs > Earning Points and click on the edit pencil icon for your custom action campaign:
   
5. A screen with all of the details for the custom action campaign will appear:
   
6. Copy the text in the Action Name field and paste this into Your Yotpo Action Name field in Refersion. Once everything is copied over your settings page should look like the image below:
   
7. Save your settings and move onto step #2.

Step 2: Testing the integration

Once Yotpo Loyalty & Referrals is enabled, you can test the integration by signing up as a customer for your Yotpo rewards program:

1. Sign up as a new customer in your store, click on the custom action campaign tile you've set up, and register as an affiliate in Refersion using the same email address you used for your Yotpo customer account.
2. After submitting your application, navigate to Manage > Affiliates in Refersion, and approve your application. 
3. Return to your Yotpo customer account to see if you've received points for completing the custom action campaign. Below is an example of a customer who has completed a custom action called 'Become an Ambassador':
   

If you see the action completed in your rewards history, you're all set.