Rule - Integration Guide for Yotpo Loyalty & Referrals

Yotpo’s integration with Rule allows merchants to set up automatic triggers based on almost all Loyalty & Referral events to create personalized emails using Rules' advanced template builders. 

About Rule

Rule is a digital communication platform that maximizes the power of customer data to help brands increase engagement at every touchpoint.

Integrating Yotpo with Rule

To integrate Yotpo Loyalty & Referrals with Rule, follow these steps: 

1. Log into Yotpo Loyalty & Referrals. 
2. Go to the Settings tab. 
3. Select General Settings. 
4. Scroll to the bottom of the page to the Webhook section.
5. In the Webhook URL field, enter the following URL: https://ix.rule.io/yotpo
   
6. Click Save.
7. In the Webhook Authentication field, enter your Rule API key.
   You can create a new rule API key from the Rule developer side

You've now successfully linked your Yotpo Loyalty & Referrals and Rule accounts. Events and data from Yotpo will now be sent to your Rule account.

Events you can enable with this integration

Here’s a detailed list of Yotpo Loyalty & Referral events you can enable in Rule:

Learn more about Loyalty & Referral events you can enable

List of data fields

Here’s a list of data fields that are applied to all events in Rule by data group: Yotpo.StoreName

Customer

Subscriber.FirstName
Subscriber.LastName
Yotpo.TotalSpendCents
Yotpo.TotalPurchases
Yotpo.LastPurchaseAt (datetime)
Yotpo.PerksRedeemed
Yotpo.PointsEarned
Yotpo.PointsBalance
Yotpo.PointsExpireAt (datetime)|
Yotpo.LastSeenAt (datetime)
Yotpo.IsMember (boolean)

Reward

Yotpo.RedemptionRewardText
Yotpo.RedemptionName
Yotpo.RedemptionDescription
Yotpo.RedemptionAmount 

Perk

Yotpo.PerkID
Yotpo.PerkCampaignID
Yotpo.PerkRewardPoints
Yotpo.PerkHistoryTitle

Birthday

Subscriber.Birthday (date)

Anniversary

Subscriber.Anniversary (date)

OptIn

Yotpo.OptIn (boolean)
Yotpo.OptInDate (datetime)

PointsReminder

Yotpo.RedemptionPointsNeeded

ReferralShare

Yotpo.ReferredByEmail
Yotpo.ReferredByFirstName
Yotpo.ReferredByLastName
Yotpo.ReferredByReferralLink

ProductReferralShare

Yotpo.ProductReferredByEmail
Yotpo.ProductReferredByFirstName
Yotpo.ProductReferredByLastName
Yotpo.ProductReferralLink
Yotpo.ProductID
Yotpo.ProductName
Yotpo.ProductImageURL

ReferralCompleted

Yotpo.ReferredToEmail
Yotpo.ReferredToFirstName
Yotpo.ReferredToLastName

Tier

Yotpo.NewTierID
Yotpo.NewTierName
Yotpo.NewTierDescription
Yotpo.NewTierPointsEarned
Yotpo.NewTierAmountSpentCents
Yotpo.NewTierPurchasesMade
Yotpo.NewTierPointsMultiplier
Yotpo.NewTierRank
Yotpo.OldTierID
Yotpo.OldTierName
Yotpo.OldTierDescription
Yotpo.OldTierPointsEarned
Yotpo.OldTierAmountSpentCents
Yotpo.OldTierPurchasesMade
Yotpo.OldTierPointsMultiplier
Yotpo.OldTierRank

TierStats

Yotpo.TierStatsCurrentPoints
Yotpo.TierStatsCurrentAmountCents
Yotpo.TierStatsCurrentPurchases
Yotpo.TierStatsCurrentReferrals
Yotpo.TierStatsNeededMaintainPoints
Yotpo.TierStatsNeededMaintainAmountCents
Yotpo.TierStatsNeededMaintainPurchases
Yotpo.TierStatsNeededMaintainReferrals
Yotpo.TierStatsNeededNextPoints
Yotpo.TierStatsNeededNextAmountCents
Yotpo.TierStatsNeededNextPurchases
Yotpo.TierStatsNeededNextReferrals