How to Connect and Use ReCharge in Yotpo SMS & Email

Goals and Outcomes

Integrating Recharge with Yotpo SMS & Email empowers you to automate personalized communications for your subscription-based products. By connecting these platforms, you can effortlessly send timely SMS and email notifications to your customers, enhancing their subscription experience and boosting engagement.

This integration ensures your customers stay informed with subscription confirmations, cancellations, upcoming charges, and more. By providing clear and consistent communication, you can improve customer satisfaction, foster loyalty, and increase retention rates. Leveraging this connection allows you to streamline subscription management while creating a more personalized experience that strengthens long-term customer relationships and drives growth.

ReCharge Integration Overview

Integrating Recharge with Yotpo SMS & Email enables you to automate personalized communications for your subscription-based products. This connection lets you send timely SMS and email notifications for subscription confirmations, cancellations, upcoming charges, and more, ensuring your customers stay informed and engaged. By streamlining subscription management and providing clear, consistent communication, you can boost customer satisfaction, foster loyalty, and improve retention rates, creating a more personalized experience that strengthens long-term relationships and drives growth.

Important

You must have ReCharge installed on your Shopify store to complete this integration.

Connecting to ReCharge

To connect Yotpo SMS & Email to your Recharge account, follow these simple steps:

1. Go to Yotpo SMS & Email > Integrations and locate the ReCharge integration card.

2. Click the card to view a summary of the integration, then select Connect ReCharge to open the integration wizard.

3. Review the access permissions carefully and click Next to proceed.

4. Select Connect to complete the integration on the Yotpo SMS & Email side and move to ReCharge.

5. On the ReCharge page, review the access permissions again and click Install to finalize the connection.

6. Configure your integration settings by clicking Set up Recharge, or choose Do it later if you’d prefer to return to it at another time.

With this integration complete, you’re ready to streamline subscription management and enhance your customer communication!

Visual Walkthrough

Configuring Your Settings

On your ReCharge integration page, you can enable and disable the integration, customize the checkbox label for consent, and select the ReCharge consent text in three different languages.

Creating a ReCharge Flow

Once you’ve successfully installed Recharge, follow the steps below to set up the Yotpo SMS & Email flows.

Note

Emails triggered by Recharge flows use all existing SMS personalization tags in the email content editor. Additionally, they include useful store links as CTAs like subscription management and payment options.

1. Go to the Flows, click Browse templates and type Recharge in the search bar.

2. Select the flow you wish to use and click Customize flow.

   • In this step, you can include a discount by activating the toggle on the popup.

3. Edit the flow and flow message as you wish, then click Save.

The flow is now active! You can later edit or delete it from your Flows dashboard. Feel free to contact us if you have any questions or feedback!

Visual Walkthrough