Integrating Yotpo Loyalty & Referrals with HubSpot

      Integrating Yotpo Loyalty & Referrals with HubSpot

        Article summary


        Supported plans

        Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, Adobe Commerce (Magento), BigCommerce, Salesforce Commerce Cloud, Custom

        If you use Hubspot to send marketing emails to your customers, then you can use HubSpot integration to automatically pass program-related data directly into your Hubspot account! Sending rewards and referral program-related emails directly from Hubspot makes it easier to manage your marketing drips, ensure that customers receive the right email at the right time, and better target customers based on their program status.

        Connecting Yotpo with Hubspot

        To connect Yotpo Loyalty & Referrals with Hubspot:

        1. In your Yotpo Loyalty & Referrals main menu, go to Integrations.
        2. Select Hubspot from the dropdown menu.
        3. Click Add. You'll be directed to authorize Yotpo Referrals in your Hubspot account and Yotpo Referrals will automatically begin transferring program data into Hubspot.

        As you set up each Workflow related to your rewards or referral program in Hubspot, you'll have to come back to this screen to enter a bit of data.

        That way, we'll be able to automatically enroll customers in Workflows as we send event data over to Hubspot.

        We'll provide detailed instructions on how to add the Workflow ID to your Yotpo Loyalty & Referrals account at the end of this article. But first, let's dive into how to set up Workflows in Hubspot based on your Yotpo Referrals data.

        Integration data

        In general, there are two types of data parameters that Yotpo Loyalty & Referrals pass to Hubspot:

        1. Properties are any pertinent Yotpo referrals data about a customer (e.g. point balance, unique referral link, etc.). Each time a property is updated (for example, if a customer earns more points), Yotpo Referrals will automatically update the property in Hubspot as well.
        2. Events are one-time occurrences that you can use to trigger specific program-related emails. For example, there is a Redemption Reminder event, which you can set to send when a customer has enough points for a discount but hasn't redeemed their points in a certain period of time (which we've found is extremely helpful in getting them to come back and shop). Because of the way that Hubspot is structured to handle incoming data, you'll see all of this informationfor a given contact in the Properties section under Swell Information.

        If you expand the Swell Information section in the All Properties list, you'll see all of the data Yotpo Referrals has sent over for a given customer.

        Setting up Loyalty & Referrals emails in HubSpot

        Using a combination of your properties and events data, there is an incredibly wide variety of emails you can send using the Yotpo Loyalty & Referrals-Hubspot integration. This section describes some of the most popular emails we recommend sending and includes the appropriate code/email tags you'll need to place the appropriate program data in each email.

        Standard emails with program data

        Want to send customers an email with their referral link? Or include their up-to-the-minute point balance? No problem! Inserting a bit of program data into a Hubspot email is very straightforward:

        1. When editing your email in Hubspot, place your cursor where you want to insert your program data, and click Personalize. 
        2. Next, select Contact from the Type dropdown.
        3. Write Swell in the search bar and select theproperty you'd like to include.

        Here are a couple of emails that you might want to send with your rewards and referral program data:

        Encourage customers to share their referral link

        We highly encourage you to send an email to your customers with their unique referral link. Upon receiving your email, customers can forward it directly along to all of their friends, and hopefully earn you tons of referral-based business in the process!

        Wherever you'd like to include the customer's unique referral link in your email, just use the YotpoReferral Link property.

        Update customers on their point balance

        In almost any of your emails, it's never a bad idea to update your customers on their point balance! To do so, just use the Yotpo Referrals Point Balance property. Note that there's also a Yotpo Referrals Points Earned property, which is the total number of points the customer has earned in their lifetime.

        Trigger-based emails (Workflows)

        Instead of sending emails to customers via Yotpo Loyalty & Referrals when they complete program-related events, you can send them directly via Hubspot instead!

        All trigger-based emails should be set up as Workflows in your Hubspot account. In Hubspot, click on the Create a New Email button, and and choose Automated

        From there, you'll be prompted to create a new Workflow. Title it the name of the Yotpo Referrals event (in this case we're using Coupon Earned as an example), and select the Standard Workflow type,

        Once you've set up the Workflow, choose to Manually enroll contacts, and then choose the Send an Email action from the dropdown menu which asks what action you'd like to add to the Workflow:

        Just select the email you created at the beginning of the Workflow creation process when prompted

        There's just one more important step to follow to ensure that Yotpo Referrals can send events over to Hubspot properly:

        1. Contact our support team and ask them to retrieve the ID number for the workflows you created in Hubspot. 
        2. Once they provide you with those IDs, head back into the Integrations section of your Yotpo Loyalty & Referrals, where you'll now see the Hubspot integration enabled. 
        3. Click Settings.
        4. That will bring up the Edit Settings menu, where you can select the event you've set up an email for and enter the ID that was shared with you:

        1. Once you've added the ID into the Settings section of your Yotpo Loyalty & Referrals account, you're all set -- as soon as that event reaches Yotpo Referrals, we'll send the notification over to Hubspot, and it will automatically trigger the email you've created! 

        Triggered emails

        In the section below, we'll dive into each of the trigger-based emails that you can send via Hubspot.

        Here's how to set up each of those trigger-based emails, including the Properties we'd recommend inserting in each one:

        Each event trigger also includes the store_name attribute that relates the event to the store where it originated.

        Referrer share link via email

        When one of your customers decides they'd like to share their referral link with a friend via email, you can trigger the email directly via Hubspot. Remember, this email will be coming from your business to a potentially new customer, so you'll want to word it accordingly.

        To include the referrer's unique referral link:

        Swell Referral Link

        We would also recommend including the first name of the referrer to make it a bit more personal.

        Referrer thank you - referral completed

        This email will be sent automatically to a referrer as soon as their friend makes a purchase. Make sure to express your gratitude for the new business! 

        To include the email of the friend who made a purchase using the referrer's link:

        Swell Latest Referred Customer Name

        Swell Latest Referred Customer Email

        Almost enough points for a reward - points reminder

        When a customer has more than 0 points but hasn't earned or redeemed in a while, you can trigger this email to encourage them to come back to the store (and hopefully make a purchase). 

        To include how many points the customer needs to earn their next reward:

        Swell Points Needed

        Enough points for a reward - redemption reminder

        When a customer has enough points for a reward, but hasn't been active in a certain amount of time, you can trigger this email to encourage them to come back and spend their points. Note that this is very similar to the Points Reminder email, but will trigger when the customer does have enough points for a reward. 

        To include the discount that the customer can earn in exchange for their points:

        Swell Redemption Name

        Happy birthday

        If you're using Yotpo Loyalty & Referrals' Happy Birthday campaign to give customers points on their birthday, use the corresponding event to automatically send the customer an email on their big day. There isn't any event-related data to include here, but adding the customer's first name is never a bad idea. To do that, you'd just use the existing First Name tag already available in Hubspot.

        Redeemed points for a coupon - coupon earned

        When a customer redeems their points for a discount, we recommend sending them an email with their coupon code.

        Please note:
        If you're using our point redemption at checkout feature, we would not recommend sending this email.

        It's a great reminder that they've taken positive action with the store, and is helpful to the customer in case they have trouble locating the code on your site.

        To include the coupon code itself, use:

        Swell Latest Coupon Code

        Just bear in mind that some parameters for event-related emails (e.g. the amount of time we should wait before determining that a customer qualifies for the Redemption Reminder email) should be set up in the Email Notifications section of your Yotpo Loyalty & Referrals account. Then, when the person qualifies for the event, we'll automatically send it to Hubspot!

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