Zapier - Integration Guide for Yotpo SMS & Email

      Zapier - Integration Guide for Yotpo SMS & Email


        Article summary

        Products


        SMS & Email
        Supported plans

        Free, Starter, Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, Adobe Commerce 2 (Magento), Custom

        The Zapier integration with Yotpo SMS & Email lets you connect to a wide array of third-party software solutions without needing development work.

        You can use this integration to create a Zapier flow to:

        • Trigger a journey that sends email or text messages when subscribers add a specific product to their cart
        • Add, remove, or find a subscriber

        In this article, you’ll learn how to use Zapier to send and receive data from a third-party application.

        About Zapier

        Zapier helps you automate the most tedious parts of your day-to-day job. With 6,000+ integrations and service offerings, they empower businesses everywhere to create processes and systems that let computers do what they are best at doing and let humans do what they are best at doing.

        Zapier uses “Zaps”, a configured path that links two or more applications. This follows the pattern of a trigger and an action, such as “If this happens, then do that”. You can think of a Zap as similar to a flow in Yotpo Email & SMS, but for third-party apps.

        Before you start

        You need a Zapier account with a plan that can accommodate your anticipated volume of Zaps. To learn more about Zapier's available plans and prices, go to Zapier pricing.

        Connecting Zapier with Yotpo SMS & Email

        From Zapier:

        1. From the Zapier main menu, go to Apps.
        2. Search for Yotpo and click Connect.
        3. Select the store you’d like to connect to and follow the connection process.

        You’ll now see Yotpo as part of your Zapier apps.

        From Yotpo

        1. In your Yotpo SMS & Email main menu, go to Integrations.
        2. Search for Zapier.
        3. Click Connect and follow the connection process.

        Once the apps are connected, you can go ahead and create a Zap depending on your needs.

        Yotpo as a source for adding or updating subscribers

        Automatically add a person who subscribed via Yotpo SMS & Email to another third-party communication app you’re using. This keeps your subscribers synced across the apps and allows you to target all of your subscribed shoppers in multi-channel campaigns.

        Creating the Zap

        Zapier allows you to connect with various apps to move data between sources or automate repetitive tasks, depending on your needs.

        We’ll show you how to create a zap using Klaviyo as an example destination:

        1. In your Zapier account, click Create a Zap and give it a title. To learn more about creating Zaps, see Zapier’s help center.
        2. Under Trigger, search for Yotpo, and select the Subscriber Created event:
          1. Go to the Account dropdown and choose the relevant Yotpo account to connect to, if one isn’t already connected.
          2. Click Continue and test your connection to Yotpo by syncing the 3 most recent records that have not appeared previously in Zapier.
        3. Under Action:
          1. Select Klaviyo as the destination app and Add Subscriber as the event.
          2. Click Continue.
          3. Under the Account dropdown: Make sure the correct Klaviyo account is connected.
          4. Under Action: Select the Klaviyo List name and shopper email address Yotpo property.
        4. Click Continue and test your Zap to ensure that it works properly. A successful connection should look like this:
        5. Click Publish.
        6. Turn on your Zap to complete the flow.
        Please note:

        See Zap trigger test fails to troubleshoot any issues that may occur.

        Yotpo as a destination for adding or updating subscribers

        Automatically add a person who subscribed via another third-party communication app you’re using to Yotpo SMS & Email. This keeps your subscribers synced across the apps and allows you to target all your subscribed shoppers in multi-channel campaigns.

        Creating the Zap

        Zapier allows you to connect with various apps to move data between sources or automate repetitive tasks, depending on your needs.

        We’ll show you how to create a zap using Klaviyo’s email subscribers as an example source:

        1. In your Zapier account, click Create a Zap and give it a title. To learn more about creating Zaps, see Zapier’s help center.
        2. Under the Trigger:
          1. Search for Klaviyo and select the NewSubscriber event.
          2. Click Continue.
          3. In the Account dropdown, choose the relevant Klaviyo account to connect to, if one isn’t already connected.
          4. Click Continue and select the Email channel.
          5. Click Continue and test your connection to Klaviyo by finding a recent subscriber in your Klaviyo account to confirm your trigger is set up correctly in Zapier.
        3. Under Action:
          1. Select Yotpo as the destination app and Update Subscriber Status as the event.
          2. Click Continue.
          3. In the Account dropdown, choose the relevant Yotpo account to connect to, if one isn’t already connected.
          4. Click Continueand choose the relevant communication channel: Email or SMS.
            Tip:
            To find your list ID, see Lists & Segments in Yotpo SMS & Email.
          5. Under Action: Select the Klavyio Attributes Email and Attributes Phone Number customer attributes to sync with Yotpo.
        4. Click Continue and test your Zap to ensure that it works properly. A successful connection should look like this:
        5. Click Publish.
        6. Turn on your Zap to complete the flow.
        Please note:
        See Zap trigger test fails to troubleshoot any issues that may occur.

        Yotpo as a destination for creating custom events

        Send custom events from any third-party app/product to Yotpo to aggregate data in Yotpo from multiple sources and create effective campaigns.

        Creating the Zap

        We’ll show you how to create a zap Typeform as an example source:

        1. In your Zapier account, click Create a Zap and give it a title. To learn more about creating Zaps, see Zapier’s help center.
        2. Under the Trigger:
          1. Search for Typeform and select the New Entry event.
          2. Click Continue.
          3. In the Account dropdown, choose the relevant Typeform account to connect to, if one isn’t already connected.
          4. Select the relevant form.
          5. Click Continue and test the trigger. You should see that Zapier can extract received responses for the selected form.
        3. Under Action:
          1. Select Yotpo as the destination app and Create Custom Customer Event in Yotpo as the action.
          2. Click Continue.
          3. In the Account dropdown, choose the relevant Yotpo account to connect to, if one isn’t already connected.
        4. Fill out the form:
        Form fieldDescription

        Customer Identifier

        Choose either phone or email. This is required to relate the customer and event attributes to the relevant customer entity. In our example, we’ll use the email address.
        Email AddressThe Typeform property relating to the customer’s email address
        Event Source

        Fill in the name of the event source. For example, typeform_zapier. The name should reflect the origin of the event.

        You’ll see this information when you go to your Yotpo Customer timeline

        Event TypeThe type of event that took place. For example, form_submitted.
        External Event ID

        This allows Yotpo to identify the specific event. For example, ID (Submission Token).

        This event identifier has to be unique. If you use the same event ID more than once, the system will not register the new event since it isn’t recognized as a new event but rather an existing one.

        Event PropertiesThe specific properties relating to the event. For example, submitted_form_id and insert the Form ID data field. This shows exactly which form was submitted

        5. Click Continue and test your Zap to ensure that it works properly. A successful connection should look like this:

        6. Click Publish.

        Please note:
        See Zap trigger test fails to troubleshoot any issues that may occur.

        7. Turn on your Zap to complete the flow.

        Yotpo as a destination for updating a profile

        Update custom properties from a third-party app/product to Yotpo to aggregate data into Yotpo from multiple sources and create effective campaigns.

        Creating the Zap

        Zapier allows you to connect with various apps to move data between sources or automate repetitive tasks, depending on your needs. 

        We’ll show you how to create a zap Typeform as an example source:

        1. In your Zapier account, click Create a Zap and give it a title. To learn more about creating Zaps, see Zapier’s help center.
        2. Under the Trigger:
          1. Search for Typeform and select the New Entry event.
          2. Click Continue.
          3. In the Account dropdown, choose the relevant Typeform account to connect to, if one isn’t already connected.
          4. Select the relevant form.
          5. Click Continue and test the trigger. You should see that Zapier can extract received responses for the selected form.
        3. Under Action:
          1. Select Yotpo as the destination app and Update Customer Profile Properties in Yotpo as the action.
          2. Click Continue.
          3. In the Account dropdown, choose the relevant Yotpo account to connect to, if one isn’t already connected.
        4. Fill out the following details:
          • Customer Identifier: Choose either phone or email. This is required to relate the customer and event attributes to the relevant customer entity. In our example, we’ll use the email address.
          • Email Address: The Typeform property relating to the customer’s email address
          • Custom Properties: You can add any information you’d like to aggregate in the Yotpo customer profile:
        5.  Click Continue and test your Zap to ensure that it works properly. A successful connection should look like this:
        6. Click Publish.
          Please note:
          See Zap trigger test fails to troubleshoot any issues that may occur.

        7. Turn on your Zap to complete the flow.

        Using a Zap template

        Zap templates are pre-configured workflows that connect two or more apps. For example, a pre-made Zap might connect your Gmail account to your Trello project management tool, automatically creating a new Trello card every time you receive a new email. To learn more about Zap templates, see the Zapier Platform Docs

        Use the template below to create a flow that easily connects Yotpo to the service of your choice: 

        Disconnecting Zapier from Yotpo SMS & Email

        To disconnect Zapier from Yotpo SMS & Email:

        1. In your Yotpo SMS & Email main menu, go to Integrations> Zapier.
        2. Select Zapier and then click Disconnect.
        3. In your Zapier account, go to Apps > Yotpo.
        4. Click on the Yotpo tab.
        5. Click on the three dots next to the account you’d like to disconnect.
        6. Click Delete.

        Next steps

        Once you’ve added your Zaps, you can go ahead and do the following:

        1. Set up email or SMS campaigns for your new subscribers. 
        2. Create SMS and Email flows by using custom triggers. To learn more about customer triggers, see Managing and Using Custom Triggers to Activate SMS & Email Flows



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