- SMS & Email
- Installing SMS & Email
- Using Shopify Dawn with Yotpo SMS & Email
- Installing Yotpo SMS & Email on Shopify
- Customizing Your Shopify Checkout Opt-In Box
- Customizing Your Shopify Plus Checkout Opt-In Box
- Generic Yotpo SMS & Email Installation Guide for New Reviews Customers
- Generic Yotpo SMS & Email Installation Guide for Existing Reviews Customers
- Adobe Commerce 2: Setting Up Yotpo Extension 4.0.0+ for Yotpo SMS
- Getting Started
- Quick Setup
- Getting Started with Yotpo Email
- Email Migration Checklist
- Setting up Yotpo SMS & Email to Comply with GDPR
- Complying with SMS Marketing Regulations in the US
- Retention Dashboard Overview
- Repeat Customers Dashboard Overview
- Setting up Your Yotpo Brand Kit
- Contacting Yotpo Support
- Analyzing Customer Segments
- Collecting Subscribers
- Email Pricing and FAQs
- Email Release Notes
- Quick Setup
- Campaigns
- Setting up SMS Campaigns
- Creating an SMS Campaign
- Sending a Click-to-buy SMS Campaign
- Sending a Click-to-redeem SMS Campaign
- Setting up an SMS Marketing Campaign via Shopify Marketing
- Using the SMS Campaign Planner
- Sending a Double Points SMS Campaign
- Crafting Text Messages With the AI Copy Assistant
- Sending a Text Marketing Campaign in BigCommerce
- Setting up Email Campaigns
- Creating an Email Marketing Campaign
- Adding Dynamic Content with Personalization Tags
- Customizing Links in Yotpo's Email Editor
- Preventing Emails from Going to the Spam Folder
- Adding a View in Browser Link to Yotpo Emails
- Adding Products to Your Email and Using Click-to-Redeem and Click-to-Buy
- Adding and Verifying Store Emails
- Adding Discounts to Yotpo Email Campaigns
- Displaying Dynamic Products in Your Email
- Adding Product Recommendations to Your Email
- Adding Conditional Content to Emails in Yotpo Email
- Running an A/B Test on Your Email Campaigns
- Customizing Your Email Unsubscribe Page in Yotpo Email
- Meeting Google and Yahoo’s Sender Requirements
- Setting up Multi-Message Campaigns
- Managing Your Campaigns
- Email Customization and Templates
- Designing Your Email
- Customizing Emails with the Email Editor
- Designing Emails for Dark Mode
- Using the Content Library
- Creating and Managing Yotpo Email Templates
- Adding a Loyalty Banner to Your Campaign
- Adding Customer Reviews to Your Email
- Sending Email Campaigns Based on Subscriber Engagement
- Designing Mobile-Friendly Emails
- Importing Email Templates from Klaviyo to Yotpo Email
- Setting up SMS Campaigns
- Collect Subscribers
- Subscriber Collection Tools
- Creating a Subscriber Collection Popup
- Creating a Spin to Win Popup
- Creating a QR Code
- Creating a Footer Form
- Creating an Embedded Form
- Collecting Subscribers with a Signup Page
- Collecting Subscribers with a Social Opt-in
- Defining the Behavior of Your Popup
- Adding Custom Fields to Subscriber Collection Forms in Yotpo SMS & Email
- Creating A/B Tests for Subscriber Collection Popups
- Understanding Popup A/B Testing Analytics
- Setting up Phone On-Site Verification in Yotpo SMS & Email Popups
- Activating Keyword Subscription
- Collecting Emails with Yotpo SMS & Email Subscription Forms
- Collecting Subscribers with Shopify POS and Yotpo SMS & Email
- Collecting Subscribers in Yotpo SMS & Email via a Klaviyo Popup
- Using Yotpo Subscriber Collection Tools on Shopify Hydrogen
- Subscriber Collection Tips
- Subscriber Collection Tools
- Flows
- Creating a Flow
- Introduction to SMS and Email Flows
- Creating a Flow in Yotpo SMS & Email
- Flow Triggers in Yotpo SMS & Email
- Adding Delays to Flows in Yotpo SMS & Email
- Adding Webhooks to Flows in Yotpo SMS & Email
- Using AND vs. OR to Set Conditions in Yotpo SMS & Email Flows
- Adding Custom Profile Properties to Flows in Yotpo SMS & Email
- Enhancing Segments and Flows with Custom Profile Properties in Yotpo SMS & Email
- Copying Flows across Stores
- Flow Settings
- Special Flows
- Welcome New Subscribers with a Flow
- Configuring the Entered a Segment Trigger Settings
- Configuring the Price Drop Trigger Settings
- Configuring the Low in Stock Trigger Settings
- Configuring the ''Added to Cart'' Trigger Settings
- Sunset Flow Template
- Creating an Abandoned Checkout Flow
- Creating Conversational Flows
- Creating a Browse Abandonment Flow
- Personalizing Shopify Notifications with Yotpo SMS & Email Flows
- Transactional Messages FAQs
- How to Enable the Back in Stock Flow
- Drive More Repeat Sales with SMS and Loyalty
- Boost Your Reviews Strategy with Review Request Flows
- Managing and Using Custom Triggers to Activate SMS & Email Flows
- Creating a Site Abandonment Flow
- Creating a Flow
- Discounts
- Settings
- General Settings
- Yotpo SMS & Email General Settings
- Activating Seamless Login
- Compliance Settings
- Country Limitations Settings
- Payments Settings
- Preferences Settings
- Virtual Contact Card Settings
- Email Settings
- Attribution Settings
- Chat Settings
- Notifications Settings
- Applying Smart Sending in Yotpo SMS & Email
- SMS Account Verification
- Email Settings
- Attribution
- Brand Kit
- Web Pixel
- Account Settings
- General Settings
- Lists and Segments
- Setting up Lists and Segments
- Lists & Segments in Yotpo SMS & Email
- Creating SMS Marketing Segments
- Creating Segments with Email Properties
- Creating Tailored Segments (Beta)
- Setting Customer Behavior Rules in Segments
- Setting Customer Attributes Rules in Segments
- Setting Customer Location Rules in Segments
- Enhancing Segments and Flows with Custom Profile Properties in Yotpo SMS & Email
- Copying Segments Across Stores
- Importing Customers to Yotpo SMS & Email
- Tips
- Combine Multiple Lists and Segments for Optimal Customer Targeting
- Target Customers Based on Gender With Our Segmentation Filters
- Creating Synergetic Segmentation with Yotpo SMS & Email and Yotpo Reviews
- How to Create Engaging SMS Experiences with Yotpo Loyalty Segmentation
- Setting User Actions with Yotpo SMS & Email Texts as Rules in Segments
- Setting up Lists and Segments
- API and Integrations
- API
- About SMS & Email Integrations
- Email Marketing
- Integrating Yotpo SMS & Email with Klaviyo
- Syncing Your Omnisend and Yotpo SMS & Email Subscribers
- Connect Yotpo SMS & Email and Alloy for a Fully Automated Experience
- Installing and Using Listrak in SMS & Email
- Connecting Mailchimp and Yotpo SMS & Email on Your Shopify Store
- Nosto - Integration Guide for Yotpo Email
- Support Channels
- Customer Loyalty
- Swym Wishlist Plus Integration Guide for Yotpo SMS & Email
- Swym Back in Stock Alerts Integration Guide for Yotpo SMS & Email
- Setting Up and Using Smile in Yotpo SMS & Email
- How to Connect and Use ReCharge in Yotpo SMS & Email
- How to Install ReConvert and Automate Birthday SMS in Shopify
- Increase customer retention with Yotpo SMS & Email and LoyaltyLion
- Connect Yotpo SMS & Email and Judge.me to Power Product Reviews
- Grow Subscribers
- Grow Your Subscribers With OptiMonk’s Powerful Pop-Ups
- Grow Your Text Marketing List With Gamified Pop-Ups by Wheelio
- Synchronizing Privy Campaigns with Yotpo SMS & Email
- Collect SMS Subscribers via Recart's Messenger Bot
- Adding an Embedded Form in PageFly
- Grow Your Yotpo SMS & Email Text Message Subscribers with CartHook
- Integrate Yotpo SMS & Email and HubSpot and Boost Customer Relations
- Facebook - Integration Guide for Yotpo SMS & Email
- Visually - Integration Guide for Yotpo SMS & Email
- On-Site Engagement
- Abandoned Cart
- Shipping and returns
- BI & analytics
- Other
- Sendtric - Integration Guide with Yotpo SMS & Email
- Sending Direct Mail from Yotpo SMS & Email via Poplar
- Typeform - Integration Guide for Yotpo SMS & Email
- Zapier - Integration Guide for Yotpo SMS & Email
- Google Ads - Integration Guide for Yotpo SMS & Email
- Customer Fields - Yotpo SMS & Email Integration Guide via Zapier
- Analytics
- Campaign Analytics Dashboard
- Email Deliverability Analytics Dashboard
- Reading SMS Flows Data in Analytics
- Understanding Email Deliverability Analytics
- Understanding Clicks Visualization
- Understanding Your SMS Campaigns Analytics
- Understanding your Subscriber Collection Performance in Analytics
- Understanding Benchmarks
- Understanding Your Yotpo SMS & Email Analytics
- How to View and Understand Yotpo SMS & Email Reports
- Compliance and Regulation
- SMS & Email Account Verification Flow
- Terms of Service
- Country Regulations
- Complying with Australia’s Anti-Spam Legislation when using Yotpo SMS & Email
- Complying with SMS Marketing Regulations in the US
- Complying with Canada's Anti-Spam Legislation when using Yotpo SMS & Email
- Complying with UK SMS regulations when using Yotpo SMS & Email
- Complying with France's SMS Regulations When Using Yotpo SMS & Email
- Complying with Israel's SMS Regulations When Using Yotpo SMS & Email
- Complying With New Zealand SMS Regulations When Using Yotpo SMS & Email
- US Regulations about SMS Reminders in Abandonment Flows
- How Opting Out from SMS Campaigns Works
- SMS Double Opt-in: Information for US shoppers
- S.H.A.F.T. and Prohibited SMS Content in the US & Canada
- Verifying Toll-Free Numbers for the US and Canada
- Setting up Compliance in BigCommerce
- Singapore Mandatory Sender ID Registration
- Complying with the CAN-SPAM Act When Sending Emails
- Time Zones and Quiet Hours
- Chat
- Installing SMS & Email
- Reviews
- Install Yotpo Reviews
- Requirements
- Installing on Shopify
- Shopify: Installing Yotpo Reviews on a Vintage Theme
- Shopify: Installing Yotpo Reviews on Online Store 2.0
- Shopify: Installing the Yotpo Star Rating on Product Pages
- Shopify: Fixing Invalid Credentials
- Shopify: Yotpo Shows Incorrect Reviews Count
- Shopify: Finding Your Liquid Files
- Shopify - Installing Reviews Widget in a Tab with EasyTabs
- Shopify: Disabling Yotpo Reviews
- Shopify: Uninstalling Yotpo Reviews
- Installing on Adobe Commerce (Magento)
- Adobe Commerce 2: Installing Yotpo Reviews Extension 4.0.0+
- Adobe Commerce 2: Setting Up Yotpo Reviews Extension 4.0.0+
- Adobe Commerce 2: Installing Yotpo Reviews Extension 2.4.5-3.3.0
- Adobe Commerce 2: Setting up Yotpo Reviews Extension 2.4.5-3.3.0
- Adobe Commerce 2: Pulling Product Specifications with Yotpo Reviews Extension 2.4.5-3.3.0
- Adobe Commerce 2: Upgrading Your Yotpo Plugin to Yotpo Reviews Extension 2.4.5-3.3.0
- Adobe Commerce 2: Setting Up Past Automatic Review Request
- Adobe Commerce: Uninstalling Yotpo Reviews
- Adobe Commerce 1: Installing Yotpo Reviews
- Installing on BigCommerce
- BigCommerce - Stencil: Installing Yotpo Reviews on Stencil
- BigCommerce - Blueprint: Installing Yotpo on Blueprint
- BigCommerce: Installing Yotpo Reviews on Mobile
- BigCommerce: Upgrading App Store Integration
- BigCommerce - Blueprint: Installing the Yotpo Star Rating on Blueprint
- BigCommerce: Order Statuses not Supported by Yotpo
- BigCommerce: Fixing Invalid Credentials
- BigCommerce: Uninstalling Yotpo Reviews
- Disable Yotpo- BigCommerce Users (BluePrint)
- Disable Yotpo- BigCommerce Users (Stencil)
- Installing on WooCommerce
- Installing on Volusion
- Volusion: Installing Yotpo Reviews
- Volusion: Installing the Yotpo Star Rating
- Volusion: Creating a New Page
- Volusion: Advanced Automatic Review Request Installation
- Volusion: Setting Up the Automatic Review Request
- Volusion: Fixing Invalid Credentials
- Volusion: What to do when using another application that accesses orders from the API
- Pulling Past Orders from Volusion
- Installing on Salesforce Commerce Cloud (Demandware)
- Installing on Other (Generic) Platforms
- Generic (Other Platforms): Installing Yotpo Reviews (v1)
- Generic (Other Platforms): Installing Yotpo Reviews (v3)
- Generic (Other Platforms): Installing the Yotpo Star Rating
- Accelerated Mobile Pages (AMP) Widgets
- Yotpo Reviews Generic Integration API Calls Troubleshooting
- Troubleshooting Orders that aren't created when using API calls
- Overriding remote IPs when creating synchronous reviews
- Getting Started
- Your Account
- Billing
- Account settings
- Product catalog
- Keeping Your Shopify and Yotpo Product Catalogs Updated
- Importing Product Catalogs
- Updating The Product Catalog
- Adding Products to Your Blocklist
- Grouping Products
- Unique Identifiers
- ‘Why Are Orders Not Being Pulled From My Store?’ - Troubleshooting Guide
- Saving a CSV File in UTF-8 with Google Spreadsheet
- Importing CSV Files Into Excel
- Collect Reviews
- About collecting reviews
- Creating review requests
- Creating a Review Request (Legacy)
- Creating a Review Request
- Defining the Email Settings for Your Review Requests
- Creating 2-in-1 Review Requests
- Creating a Targeted Product Review
- Creating a Targeted Site Review
- Sending a Targeted Site Review after Invoice
- Troubleshooting: Manual Review Requests
- Configuring Multilingual Review Emails
- Optimizing review requests
- Collecting Reviews for Multiple Products
- Collecting Reviews via SMS
- Adding Custom Questions to Your Review Emails
- Product Tagging User Guide
- Setting Up Q&A Emails
- Adding Smart Prompts to your Review Requests
- Offering a Discount for Writing or Sharing a Review
- Reviews Coupons
- Adding Promoted Products to your Review Requests
- Collecting Reviews with Images and Videos
- Generating a Shareable Review Link
- Adding Promoted Products to Your Review Emails
- Adding a Loyalty Block to Your Review Emails
- Syndicating reviews
- Best practices and troubleshooting
- Advanced customizations
- Manage Reviews
- Moderating content
- Viewing and Sorting Reviews
- Moderating Reviews
- Moderating Q&A
- Publishing Product Reviews as Site Reviews
- Resending an Automatic Review Request Email
- Yotpo Human Moderation
- Moderation Guidelines
- Smart Sentiment Analysis
- Content Removal Guidelines
- Auto-Publishing Reviews
- Marking Reviews as Incentivized
- Exporting reviews
- Comments settings
- Moderating content
- On-site Widgets
- Reviews Widget
- New Widgets Overview
- Adding the Reviews Widget
- Adding the Reviews Widget to Shopify
- Adding Yotpo Reviews Widgets to Adobe Commerce
- Adding Yotpo Reviews Widgets to BigCommerce Stencil
- Customizing the Reviews Widget
- Adding the Reviews Summary
- Hiding the Username in the Reviews Widget
- Reviewer Badges
- Reviews Widget Smart Filters
- Reviews Widget Troubleshooting Guide
- Implementing Trusted Vendors
- Adding Yotpo Reviews Widgets to WooCommerce
- Star Rating
- Additional widgets
- Q&A Widget Overview
- Customizing the Q&A Widget
- Adding the Q&A Widget to Shopify
- Review Highlights
- Adding the Reviews Tab
- Adding a Dedicated SEO Page to Shopify
- BigCommerce: Creating a Dedicated SEO Page
- Generic (Other Platforms): Adding Yotpo Reviews to a Dedicated Page
- Adding the Reviews Badge to Your Site
- Adding Promoted Products to Your Store
- Configuring and Installing the Reviews Carousel
- Setting up the Reviews SEO Page
- Other
- Legacy Widgets
- Adding the Reviews Widget (Legacy)
- Widget CSS Editor (Legacy)
- Improving the Performance of Your Reviews Widget (Legacy)
- Promoted Products in the Reviews Widget (Legacy)
- Changing the Size of User Generated Images within the Reviews Widget (Legacy)
- Read-Only Reviews Widget (Legacy)
- Running Yotpo with Rocket Loader (Legacy)
- Progressive Web App Compatibility (Legacy)
- Adding the Star Rating (Legacy)
- Setting Star Rating as an Anchor on Category Pages (Legacy)
- Removing Anchor From Star Rating on Product Pages (Legacy)
- Centering the Star Rating on Shopify (Legacy)
- Displaying Empty Stars on Category Pages (Legacy)
- Horizontally Aligning Star Rating and Q&A Buttons (Legacy)
- Spacing the Average Star Rating and the Review Count (Legacy)
- Troubleshooting the Star Rating on Category/Collection Pages (Legacy)
- Adding a Custom Font to your Widget
- Changing the Star Rating Text to Uppercase (Legacy)
- Displaying a Separate Q&A Widget (Legacy)
- Q&A Customization (Legacy)
- Configuring and Installing the Reviews Carousel (Legacy)
- Q&A Widget Overview (Legacy)
- SEO Page (Legacy)
- Reviews Widget
- Analytics and Insights
- Meta & Google
- Other Yotpo Products
- API and Integrations
- API
- Ads
- Data and automation
- Email marketing
- Braze - Integration Guide
- Dotdigital - Integration Guide for Yotpo Reviews
- Drip - Yotpo Integration Guide
- Fresh Relevance - Integration Guide for Yotpo Reviews
- Fueled - Integration Guide for Reviews
- Glew - Integration Guide
- Klaviyo - Integration Guide for Yotpo
- Adding Yotpo Reviews Highlights to Klaviyo Emails
- Sending Product Review Request Emails via Klaviyo
- HubSpot - Integration Guide for Reviews
- Listrak - Integration Guide for Reviews
- Mailchimp - Integration Guide for Reviews
- Movable Ink - Integration Guide
- Ometria - Integration Guide for Reviews
- Omnisend - Integration Guide for Reviews
- Remarkety - Integration Guide for Reviews
- Zembula - Integration Guide for Yotpo Reviews
- Helpdesk
- Gorgias - Integration Guide for Reviews and Loyalty & Referrals
- Help Desk Integration: Configuration Guide for Reviews
- Help Desk Integration: User Guide for Reviews
- Commenting on Reviews and Answering Questions Using Email
- Re:amaze - Integration Guide for Reviews and Loyalty & Referrals
- Zendesk - Integration Guide for Reviews
- Influencer and sampling
- Loyalty
- Messenger bots
- Mobile
- On-site engagement
- AmpifyMe - Integration Guide
- Beeketing Boost Sales - Integration Guide
- Bold Commerce - Integration Guide for Reviews
- Fomo - Integration Guide
- LimeSpot - Integration Guide
- Nosto - Integration Guide for Yotpo Reviews and Visual UGC
- ProveSource - Integration Guide
- Rebuy - Integration Guide for Yotpo Reviews
- Tapcart - Yotpo Integration Guide
- ViralSweep - Integration Guide
- Yieldify - Integration Guide
- Wunderkind - Integration Guide for Reviews
- Page builder applications
- Platforms
- Search apps
- Shipping and returns
- Syndication
- Other
- Privacy and Compliance
- Install Yotpo Reviews
- Loyalty & Referrals
- Installing Loyalty & Referrals
- Requirements
- Installing on your eCommerce platform
- Setting Up Loyalty & Referrals on Shopify
- Setting Up Loyalty & Referrals on Shopify Online Store 2.0
- Setting Up Loyalty & Referrals on BigCommerce
- Setting Up Loyalty & Referrals on Adobe Commerce 1
- Setting Up Loyalty & Referrals on Adobe Commerce 2
- Adobe Commerce 2 Extension Security Enhancement
- Setting Up Loyalty & Referrals on SFCC Controllers and Pipelines
- Setting Up Loyalty & Referrals on SFCC SFRA
- Setting up Yotpo Loyalty & Referrals on a Headless Platform
- Implementing Loyalty & Referrals on a Custom or Generic eCommerce Platform
- Allowlisting Yotpo Loyalty & Referrals Elastic IPs
- Getting Started
- Your Account
- Ways to Earn
- About earning rules
- Creating earning rules on Shopify and Shopify Plus
- Setting up a New Member Reward Earning Rule on Shopify
- Setting up a Points for Purchases Earning Rule on Shopify
- Creating a Goal Spend Earning Rule on Shopify
- Creating a Punch Card Earning Rule on Shopify
- Creating a Double Points Earning Rule on Shopify
- Creating a Facebook Share Earning Rule on Shopify
- Creating a Page Visit Earning Rule on Shopify
- Creating an Instagram Follow Earning Rule on Shopify
- Creating a Twitter Follow Earning Rule on Shopify
- Creating a Tweet About Us Earning Rule on Shopify
- Creating a Retweet Earning Rule on Shopify
- Creating a Birthday Reward Earning Rule on Shopify
- Creating an Anniversary Earning Rule on Shopify
- Collecting Customer Birthday Date from Shopify
- Read Content Earning Rule
- Code Entry Earning Rule
- Custom Action Earning Rule
- Receipt Upload Earning Rule
- Moderating Receipt Uploads
- Creating a Yotpo Product Review Earning Rule on Shopify
- Creating a Yotpo Photo Review Earning Rule on Shopify
- Creating a Yotpo Video Review Earning Rule on Shopify
- Creating a Sign up for SMS Earning Rule on Shopify
- Points for Donations Earning Rule (ShoppingGives)
- Creating earning rules on other platforms
- Setting up a Points for Purchases Earning Rule
- Setting up a New Member Reward Earning Rule
- Creating a Goal Spend Earning Rule
- Creating a Punch Card Earning Rule
- Creating a Double Points Earning Rule
- Creating a Facebook Share Earning Rule
- Creating a Page Visit Earning Rule
- Creating an Instagram Follow Earning Rule
- Creating a Twitter Follow Earning Rule
- Creating a Tweet About Us Earning Rule
- Creating a Retweet Earning Rule
- Creating a Birthday Reward Earning Rule
- Creating an Anniversary Reward Earning Rule
- Creating a Yotpo Product Review Earning Rule
- Creating a Yotpo Photo Review Earning Rule
- Creating a Yotpo Video Review Earning Rule
- Creating a Sign up for SMS Earning Rule
- Read Content Earning Rule
- Code Entry Earning Rule
- Custom Action Earning Rule
- Receipt Upload Earning Rule
- Moderating Receipt Uploads
- Ways to Redeem
- Display On-site
- About Loyalty & Referrals modules
- Overview of Modules & Rewards Page Builder Sections
- Embedding On-site Modules on Your Store
- Finding a Widget Instance IDW
- Adding a Custom Font to a Module
- Displaying Loyalty & Referrals on the Shopify Customer Account Page
- Recommendations for a Loyalty Program FAQ Page
- Implementing Yotpo Loyalty & Referrals Modules with Single Page Application (SPA)
- Updating Your Module's Version
- Guide to Launching your Loyalty & Referrals Program On-site
- General
- Rewards Page Builder
- Rewards Sticky Bar
- Referral modules
- Earning Points module
- My Activity module
- VIP Tiers module
- Checkout modules
- Redeem Points modules
- Product Points Widget
- Coming soon module
- About Loyalty & Referrals modules
- Referrals Program
- Setting up your referrals program
- Setting up Your Referrals Program
- Setting up and Managing Your Referrals Program for Shopify
- Referral Program: How it Works
- Code-Based Referral Program
- Identifying Referral Fraud
- Loyalty & Referrals UTM Parameters Reference Guide
- Configuring Your Referral Program Settings for Shopify (New)
- Migrating to the New Referrals Program
- On-site experience
- Referral Program Popups Overview
- Referral Welcome Popup
- Setting up Popups to Incentivize Referrals
- Creating a Referral Page on Shopify
- Moving or Hiding the "Refer Friends" Tab
- Change Default Share Text
- Referred Friend Welcome Popup (SDK)
- Refer Friends Module
- Product Share Referral Module
- Standalone Referral Program
- Adding Referral Widgets to Your Shopify Store (New)
- Launching your referral program
- Troubleshooting
- Setting up your referrals program
- Launching Your Programs On-site
- Customer Management
- VIP Tiers Program
- Omnichannel Options
- Communications
- Emails
- Customizing Yotpo Loyalty & Referrals Emails
- Integrating Yotpo Loyalty & Referrals with Klaviyo
- Setting up Klaviyo for Yotpo Loyalty & Referrals
- Integrating Yotpo Loyalty & Referrals with Dotdigital
- Integrating Yotpo Loyalty & Referrals with Listrak
- Integrating Yotpo Loyalty & Referrals and Mailchimp
- Integrating Yotpo Loyalty & Referrals with Retention Science
- Integrating Yotpo Loyalty & Referrals with Salesforce Marketing Cloud
- Integrating Yotpo Loyalty & Referrals with Cordial
- Omnisend - Integration Guide for Yotpo Loyalty & Referrals
- Yotpo Loyalty & Referrals Attributes and Events for Email Integrations
- Integrating Yotpo Loyalty & Referrals with Sailthru
- Integrating Yotpo Loyalty & Referrals with HubSpot
- Integrating Yotpo Loyalty & Referrals with Emarsys
- Email Set Up Guide for Listrak
- Klaviyo Integration Update for Yotpo Loyalty & Referrals
- SMS
- Troubleshooting
- Emails
- Working with Multiple Currencies
- Working with Multiple Stores
- Lists and Segments
- Analytics
- API and Integrations
- Installing Loyalty & Referrals
- Subscriptions
- Getting Started
- Sell Subscriptions
- Managing Subscription Plans
- Managing Customer Subscriptions
- Adding Subscription Products to Your Store
- Offering Calendar-based SKU Swap Subscriptions
- Offering Prepaid Subscriptions
- Adding and Removing Product Variants from Subscription Plans
- Adding a Buffer Window to Subscription Plans
- Following Automatic Renewal Laws (ARLs) with Yotpo Subscriptions
- Manage Subscriptions
- Managing Customer Subscriptions
- Viewing and Managing your Subscriptions
- Customizing Your Cancellation Flows in Subscriptions
- Understanding Dunning in Subscriptions
- Merging Subscription Orders
- Managing Out of Stock Products in Subscriptions
- Creating Shipping Profiles for Subscriptions
- Exporting Subscriptions from Yotpo
- Creating Yotpo Subscriptions Workflows in Shopify Flows
- Customer Experience
- Customizing Your Subscriptions Store Appearance
- Allowing Customers to Self-Manage Subscriptions
- Customizing the Customer Portal
- Linking Your Customer Portal to Emails and the Account Page
- Adding a Link to Manage Subscriptions From Your Shopify Order Status Page
- Sending Subscription Notifications via SMS
- Previewing and Customizing Subscription Notifications
- Offering Customers Subscription Cash Discount Rewards
- Adding the Subscriptions Customer Portal to Your Shopify Store
- Analytics
- Grow Subscribers
- Integrations
- Setting up Klaviyo for Yotpo Subscriptions
- Klaviyo - Integration Guide for Yotpo
- Littledata - Yotpo Integration Guide
- Status Accounts - Yotpo Integration Guide
- LateShipment.com - Yotpo Integration Guide
- AfterShip - Yotpo Integration Guide
- Rebuy - Integration Guide for Yotpo Subscriptions
- Tapcart - Yotpo Integration Guide
- Visual UGC
- Help Center
- DarkLight
Square Point of Sale - Integration Guide for Loyalty & Referrals
- DarkLight
Products
Supported plans
Premium, Enterprise
eCommerce Platform
Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom
Multiconnect is a secure cloud-based integration tool that allows merchants to run an omnichannel customer loyalty program in retail business. It connects the business’s Square POS to a customized Yotpo Loyalty program, allowing shoppers to earn points for their purchases and redeem those points for discounts on other items.
- Merchants on Square Retail POS (Square Loyalty add-on is not needed)
- Multiconnect is currently only available for physical stores in the US and Australia. For additional locations, reach out to Defsys at enquiries@defsysmulticonnect.com
About Defsys and MultiConnect
Square and Yotpo have selected Defsys to build and operate a simple and secure middleware solution to integrate Yotpo Loyalty & Referrals with Square Retail POS.
Using MultiConnect, a proprietary IPAAS, Defsys was able to deliver an affordable, reliable, and scalable solution for brands to seamlessly integrate Yotpo and Square, without the need for costly development and maintenance resources. Multiconnect allows your shoppers to:
- Earn loyalty points for in-store purchases in which they provided their email address, and accumulate points whether they buy online or in-store
- Redeem existing loyalty points for fixed amount discounts in-store using a simple customer-led experience on the shopper’s personal mobile device
- Automatically adjust the loyalty point balance after in-store refunds
About Square
Square helps sellers more easily run and grow their businesses with its integrated ecosystem of commerce solutions. Square offers purpose-built software to run complex restaurants and retail operations, versatile eCommerce tools, embedded financial services, and banking products, an appointment booking platform, staff management, payroll capabilities, and much more – all of which work together to save sellers time and effort.
Millions of sellers across the globe trust Square to power their businesses and help them thrive in the economy.
Setting up the integration
You will find more detailed installation instructions on the Defsys MultiConnect website. The following is a summary of the installation steps with a focus on the steps that need to be taken in Yotpo specifically.
To set up the integration:
- Go to the Square app marketplace and add MultiConnect for Yotpo & Square POS.
- Register into MultiConnect (step 1 of the onboarding wizard) - you can go back and change these settings at any time.
- Enter your personal contact details
- In Yotpo Loyalty & Referrals, go to the General settings page of the account/store you’d like to connect with Square and copy over your GUID, API Key & Process Order Status into MultiConnect. Please note:
To see how to find your Yotpo API key and GUID, go here.
- Copy the Webhook URL from MultiConnect into Yotpo.
- Within MultiConnect, choose the physical store locations you want to reward purchases in.
- Enter the payment method for the monthly connector fee. Click here for Pricing.
- ConfigureCoupons For In-store Use within Yotpo.
If your eCommerce platform is Shopify, follow these steps
- From your Yotpo Loyalty & Referrals main menu, go to Set Up Program > Rewards Program > Manage Rewards > Create Reward.
- Choose Custom Coupon.
- Configure the rest of the settings per the discount increment you would like to offer in-store (e.g. $5, $10, $25, etc.) and save your reward.
- Set the reward as In store - rewards set to ‘In store’ can then be viewed and added by store clerks. These rewards will only be available to customers buying at your brick-and-mortar stores. Rewards set to ‘Online’ will only be available to customers when shopping in your virtual store.
Make sure to set the relevant rewards to In store to prevent the wrong coupons from showing up in the online experience.
If your eCommerce platform is not Shopify, follow these steps
- Go to Yotpo Loyalty > Set Up Program > Rewards > Create a New Coupon
- Choose Custom Coupon from the Reward type dropdown menu.
- Enter the following settings for each of the custom coupons (fixed amount discount increments):
- I want to use this coupon to reward customers... - when they redeem their points
- Coupon Type - Custom coupon
- Where the coupon will be used - In Store
- Coupon Value in Cents - In store discount value in cents (for example “500” for $5)
- How many points does this coupon cost? - Number of points needed for coupon
- What should we display to the user - Enter a relevant value (for example 500 Points)
- When the number of unused coupons goes below this number….” - Should be set up to a number higher than the total number of POS terminals you have in your stores (or simply set this to 100)
4. Click Save Coupon.
Please note:- If you do not see the setting called “Where the coupon will be used” please contact Yotpo Support and ask that the “In-store Module and In-store Coupons” are enabled on your account
- In-store coupons are set up separately from online coupons (which should be set up for “online” use only).
- Coupon Value in Cents, Name, Points & Display should be set up as per the fixed discount increment you are interested in offering In-store (can be repeated for multiple increments)
- You may set up as many fixed amount coupon increments as you would like. In order to give shoppers flexibility yet keep a simple experience, we recommend offering 4-8 options
- For additional information about setting up Custom Coupons for use In-store, please refer to the Creating a Custom Coupon article
- Sync coupon codes from Square into Yotpo - you will now need to initiate the coupon code syncing between Square and Yotpo within Multiconnect for each redemption option you configured.
- Log into Multiconnect.
- Sign in using your Square credentials.
- Select the Coupons menu at the top.
The new coupon(s) will be displayed in the Coupons list. Multiconnect will extract all coupons created in Yotpo as ‘In Store’ coupons with an amount greater than 0 cents (you should see exactly the amount of custom coupons you just created - if you are seeing a different amount, go back to Yotpo and make sure eCommerce coupons are set up to ‘Online’ only while the new custom coupons are set up to ‘In Store’ only. The screen in Multiconnect will update once you save the coupons in Yotpo and refresh the screen in MultiConnect. - Click Create Coupons and specify the number of coupons you want to create initially for each redemption option - we recommend entering at least a few hundred coupons for each redemption option.
You can make multiple requests for the same or different redemption options at the same time.Important:- The number of coupons you create should be significantly larger than the minimum number set up in Yotpo (under the field that says “When the number of unused coupons goes below this number”). This setting in MultiConnect controls the number of coupons that will be created and synced to Yotpo each time the ‘Minimum coupons’ threshold in Yotpo is met.
- You should create enough coupons so that the system does not need to refill coupons constantly but avoid having a large liability outstanding
- The number of coupons you create should be significantly larger than the minimum number set up in Yotpo (under the field that says “When the number of unused coupons goes below this number”). This setting in MultiConnect controls the number of coupons that will be created and synced to Yotpo each time the ‘Minimum coupons’ threshold in Yotpo is met.
- You may follow the synchronization of coupons in the progress bar in Multiconnect. You may start the sync for multiple coupons in parallel. Depending on the number of codes to be created by the system it may take up to several hours to complete this process. The system will perform this task in the background, you may close the browser.
5. Configuring your in-store module - follow the instructions here to configure and customize the Yotpo in-store module- this will be the experience your shoppers see on their mobile devices whenever they want to check their loyalty balance and redeem points in a physical store.
The in-store module was designed to make it quick and simple to log in to the loyalty account without having to remember passwords or navigate through the full experience. It will also prompt customers who do not have any points (or do not have an online account, if that is your opt-in rule in Yotpo) to create an eCommerce account, giving you access to valuable customer data.
Finally, make sure you also customize the in-store authentication link email following this guide. If you would like to authenticate your email domains in Yotpo, check out our Authenticate Yotpo emails on your domain - Adding CNAME record article.
In-store Loyalty experience
Promote your loyalty program in-store:
Help your customers take advantage by placing signs in-store to promote the loyalty program, including a QR code that links to your Yotpo-powered in-store module, or custom-built mobile app.
Customer-led loyalty experience:
The in-store module can be customized in Yotpo and is optimized for a customer-led loyalty experience in-store, on the customer’s smart mobile device. Customers can quickly create an online account with your store, access their account without needing to remember their password, and quickly view their status and available redemption options.
Points that are redeemed in-store are turned into a Square POS discount code that will be entered into the POS. Customers can change their minds and initiate a return of the coupon for points so they can use them on future online purchases - as long as the coupon was not already used in Square.
The shopper experience will differ according to the type of shopper that’s using the app:
First-time shoppers
The customer scans a QR code and creates an online account using the signup link. The clerk will create a Square account in the POS using the same email address the customer uses with their online account.
Shoppers who already made online purchases
The clerk creates a Square account with the same email address as the online account. The customer then scans a QR code to check their points balance and/or redeem points.
Shoppers who only made in-store purchases
The shopper scans the QR code and creates an account using the signup link.The clerk then adds the customer to the Square order by looking up their account using an identifier in the Square account.
Shoppers who made both in-store and online purchases
The clerk adds the customer to the Square order by looking up their account using any identifiers in the Square accountThe customer then scans a QR code to check their points balance and/or redeem points.
Loyalty opt-in rules for in-store purchases:
Your Loyalty Opt-in strategy works the same for in-store and online purchases. This means that if your setting in Yotpo is to reward all purchases, any in-store purchase that includes a customer (that has an email associated with them) will be rewarded.If you choose the eCommerce platform account strategy, the same will apply to in-store purchases, and customers who do not have an online account will not receive points, even if they identified themselves and have a contact in the Square directory.This integration does not support custom / API-based opt-in in-store.
Train your in-store team:
Educate your in-store team (clerks) to ensure the customer is always added to an order and has an email address in Square to ensure the smooth operation of the loyalty program, otherwise, points will not get rewarded and redemptions may go unreported within Yotpo.
- Loyalty redemption codes are not case-sensitive when entered in Square
- Customers can redeem multiple redemption codes within one Square transaction
- No minimum spend is required on loyalty redemption coupons
Awarding Loyalty points
Points for purchases: If you have a Points for purchases earning rule set up in Yotpo, shoppers will get awarded loyalty points the same online and in-store. It is important to note that shoppers will only get rewarded for purchases in which they identified themselves to the clerk and had (or provided) their email address (which is the same one they used for their online account if they have one).
Returns / Refunds: Shoppers who return products in-store will get their points back automatically once the refund is processed. MultiConnect is only in charge of sending refunds made and returned in a physical store (on Square). Buy online return in-store or Buy in-store and return online are not supported through MultiConnect (however if you are syncing these refunds back to the original platform of purchase through another method, Yotpo will return the points as it normally does).
- If the sum of both a partial return and a new order are lower than that of a redeemed reward, the redeemed points will not be returned to the customer
- If multiple partial refunds amount to a full refund of the order, the redeemed coupon will be canceled and the redeemed points will be returned to the customer
VIP Tiers
VIP tiers will behave the same in-store and online (double points or any other perks will happen automatically on Yotpo's end).
Shopify and Generic eCommerce platform merchants onlyIf you installed Yotpo Loyalty on Shopify or a generic eCommerce platform you may also exclude by order tags Create different earning rules with different rewards based on store location using the [Location Name] tag. For example, you can use a tag like [Soho] to provide customers who shop at the Soho location more exclusive rewards.
Redeeming Loyalty Points
Shoppers will be able to redeem loyalty points in-store towards fixed amount discounts only in-store. Product redemption and variable redemption are still available online.
Redemptions will be made by shoppers using the in-store module. Loyalty points are deducted once a shopper makes redemption in the in-store experience.
The in-store module will display a code the shopper needs to show to the clerk. The code is a 6-digit alphanumeric code that is set to one-time use only.
The clerk should enter the code manually into Square POS
- Tap Rewards > Redeem Rewards > Use Code.
2. Enter the coupon code your customer has provided.
3. Select the coupon to apply it to your customer’s cart.
4. Add the customer to the transaction after the code is applied.
Redemption Reversal
If the shopper decides not to complete a purchase after redeeming points in-store, they will be able to hold on to the coupon until their next in-store purchase, or initiate a ‘Redemption Reversal’ which will give them back their loyalty points to be used on any future redemptions.
Multiconnect will first verify in Square that the coupon was not used and invalidate it for future use.