Integrating Yotpo Loyalty & Referrals with Retention Science

      Integrating Yotpo Loyalty & Referrals with Retention Science

        Article summary


        Supported plans

        Premium, Enterprise

        eCommerce Platform

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

        If you use Retention Science to send marketing emails to your customers, you can now use Yotpo Loyalty & Referrals' integration with Retention Science to pass program-related data directly into your Retention Science account! 

        Sending rewards and referral program-related emails directly from Retention Science 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.

        Before you start

        Before we can get started with setting up your integration, you will need to contact your Retention Science rep with regards to key elements needed for set-up:

        • Request to enable the Swell Plugin
        • Request your API key
        Please note:
        Retention Science Integration Center. Once the Integration Center is launched you'll be able to enable your Swell plugin, access your API key, and view your customer attributes without the assistance of a ReSci rep.
        1. Log in to your Yotpo Loyalty & Referrals admin.
        2. Click Integrations.
        3. Select Retention Science from the drop-down menu, and click Add.
        4. Enter the API Key you received from your Retention Science rep and click Add Integration to start syncing your Yotpo Referrals customer attributes to ReSci:

        And you're all set! You'll see your sync has begun within that Integration section of your Yotpo Loyalty & Referrals admin.

        Please note:
        Once the Yotpo Loyalty & Referrals sync is completed in your Integrations section, it will take 24 hours to view that data in Retention Science, but functionality will be available immediately!

        Integration data

        Once integrated with Retention Science, Yotpo Referrals shares customer properties, allowing you to create rich and effective email campaigns. Properties refer to any pertinent Yotpo Referrals data about the customer (e.g. point balance, unique referral link, vip tier, etc.).

        Each time it updates (for example, if a customer earns more points), Yotpo Referrals will automatically update it in Retention Science as well.

        The merge tags below are the tags available for you to use in any Yotpo Referrals-Retention Science emails you'd like to send to your customers, giving it a more personalized feel.Merge

        • Points Balance
        • Points Earned
        • Referral Discount Code
        • Referral URL
        • Credit Balance
        • Has Account
        • Total Amount Earned
        • Affiliate Email
        • Has Provided Tax Details
        • Is Affiliate
        • Payout Percentage
        • Tier Name
        • Tier Multiplier
        • Tier Reward Points
        • Tier Amount Spent
        • Tier Amount Spent Cents
        • Tier Amount Spend Needed
        • Tier Amount Spend Needed Cents
        • Tier Points Earned
        • Tier Points Needed
        • Tier Purchases Made
        • Tier Purchases Needed
        • Tier Referrals Completed
        • Tier Referrals Needed
        • Tier Redemption Option Name
        • Next Tier Name
        • Next Tier Multiplier
        • Next Tier Reward Points
        • Next Tier Redemption Option Name
        • VIP Tier Ends At
        • Points Expire At

        Including Loyalty & Referrals properties in retention science emails

        Using your properties data, there's a wide variety of emails you can send using the Yotpo Referrals-Retention Science integration. This section describes a basic "how-to" on including those merge tags, as well as some of the most popular emails we recommend sending, and includes the email merge tags you'll need to place the appropriate program data in each email.

        How to build an email

        1. Under the Cortex section of your Retention Science admin, click on Emails to get started.
        2. Create a New Emailin Cortex.
          1. For more help on creating emails in Cortex, visit this help article
        3. Select and continue to the HTML Editor.

        1. Once you're in the HTML Editor, you'll be able to click on the Insert Merge Tag drop-down and see all the properties you can include under the Yotpo Referrals sub-section:

        Program-related emails

        Want to send customers an email with their referral link? Or include their up-to-the-minute point balance? No problem!

        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, they 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, here's some sample text that includes the merge tag you can paste directly into the HTML Editor:

        Want to earn even more rewards to our store? Send out your referral link, {{user.swell.referral_url}}, to your friends & family so they can take advantage of the 10% discount and you can get rewarded with a 10% discount too after they make their first purchase!

        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! Better yet, here's some sample text that includes the merge tag you can paste directly into the HTML Editor:

        You're really racking up on your points! At the moment you have {{user.swell.points_balance}} points. Refer back to your Rewards Program to see just how close you are to your next discount!:)

        These are just a few of the ways you can begin including your Yotpo Loyalty And Referrals program data within your Retention Science emails! If you have any other questions, please feel free to reach out to us or Retention Science's support team!

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