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Goals and Outcomes
Integrating Yotpo Loyalty & Referrals with Postscript allows you to sync loyalty program data to your Postscript account and deliver personalized, data-driven SMS flows.
You can use this integration to:
Sync loyalty events and attributes into Postscript.
Trigger campaigns and flows based on customer behavior and loyalty data.
Create personalized segments for targeted messaging.
In this article, you’ll learn how to set up and use the integration.
Integration Overview
To connect Yotpo Loyalty & Referrals with Postscript, you need to:
Have a Postscript account connected to your eCommerce store.
Connect your Yotpo Loyalty & Referrals account to Postscript.
Configure communication flows to send SMS messages based on loyalty data and customer behavior.
Connecting Yotpo Loyalty & Referrals with Postscript
Follow these steps:
From your Yotpo Loyalty admin, go to Integrations Center.
Locate the Postscript tile and click it.
Click Connect Postscript.
Allow Postscript to access your Yotpo Loyalty account and use customer data by clicking Next.
Enter your Postscript API Key.
To generate the key, go to your Postscript Dashboard.
Under your store settings, click API > Create Security Key Pair.
Once the key is generated, click Show next to the new label and copy the private key.
Click Connect to activate the integration and sync customer data.
Your integration is now active. After setup, customer loyalty attributes and events will sync with Postscript in real time.
Information Shared in the Integration
The information that Yotpo Loyalty & Referrals pushes into Postscript includes:
Events: Webhook events you can use to trigger specific SMS campaigns, such as a post-purchase message with earned points.
Event and customer properties: Attributes like VIP tier and opt-in status that can be used to build personalized segments and campaigns.
Full List of Events to Trigger SMS Messages
Events
Appears as “Yotpo Loyalty - RedemptionCreated” in Postscript.
Used to let customers know when a reward is waiting for them.
Appears as “Yotpo Loyalty - CustomRewardCreated” in Postscript.
Triggered when a customer redeems points for a custom reward.
Appears as “Yotpo Loyalty - CustomerAnniversary” in Postscript.
Triggered when a customer receives their anniversary reward.
Appears as “Yotpo Loyalty - AnniversaryCaptured” in Postscript.
Triggered after a customer submits their anniversary date.
Appears as “Yotpo Loyalty - CustomerBirthday” in Postscript.
Triggered when a customer receives their birthday reward.
Appears as “Yotpo Loyalty - BirthdayCaptured” in Postscript.
Triggered when a customer submits their birthday date.
Appears as “Yotpo Loyalty - DonationCreated” in Postscript.
Triggered when a customer redeems points for a donation.
Appears as “Yotpo Loyalty - OptIn” in Postscript.
Triggered when a customer opts into your loyalty program.
Appears as “Yotpo Loyalty - OptOut” in Postscript.
Triggered when a customer opts out of your loyalty program.
Appears as “Yotpo Loyalty - PointsChanged” in Postscript.
Triggered when a customer’s points balance changes (increase or decrease).
Loyalty Points Earned / Swell Points Earned
Appears as “Yotpo Loyalty - PointsEarned” in Postscript.
Used to let customers know when they earn loyalty points.
Appears as “Yotpo Loyalty - PointsReminder” in Postscript.
Triggered when a customer is reminded they don’t yet have enough points to redeem (“almost there”).
Appears as “Yotpo Loyalty - RedemptionReminder” in Postscript.
Used to remind customers they have enough points to redeem a reward.
Swell Referral Completed (old program)/ Yotpo Referral Completed (new program)
Appears as “Yotpo Loyalty - ReferralCompletedOldProgram” and “Yotpo Loyalty - ReferralCompletedNewProgram” in Postscript.
Used to send a reward to the referring customer when their friend completes a successful first purchase.
Appears as “Yotpo Loyalty - TierEarned” in Postscript.
Triggered when a customer enters a new tier and unlocks new benefits.
Appears as “Yotpo Loyalty - TierLost” in Postscript.
Triggered when a customer moves out of a tier.
Appears as “Yotpo Loyalty - VIPTierExpirationReminder” in Postscript.
Triggered when a customer gets closer or farther from retaining their current tier, and from entering the next tier.
Appears as “Yotpo Loyalty - PointsExpirationReminder” in Postscript.
Triggered when a customer’s points are about to expire.
Swell Account Created
Appears as “Yotpo Loyalty - NewMemberRewardCreated” in Postscript.
Triggered when a customer receives the New Member Reward.
Full List of Event Properties (per Event)
Tip
For the most up-to-date loyalty data, we recommend using event attributes instead of customer attributes when customizing your messages. Customer attributes may sometimes take longer to sync.
Yotpo Loyalty - RedemptionCreated
Yotpo Loyalty Coupon Code: The coupon code earned or redeemed.
Example: 5OFF15
Yotpo Loyalty Redemption Name: A short description of what the coupon is for.
Example: $5.00 Off
Yotpo Loyalty Points Balance: The customer's current points balance. Shows the points balance before the current redemption.
Example: 4700
Yotpo Loyalty VIP Tier Name: The name of the current VIP tier (e.g., Bronze, Gold, Platinum).
Example: Gold
Yotpo Loyalty Points Expiration Date: The date on which the customer's points will expire (yyyy-mm-dd).
Example: 2025-05-29
Yotpo Loyalty VIP Tier Expiration Date: The expiration date of the customer's current VIP tier (yyyy-mm-dd).
Example: 2025-05-29
Yotpo Loyalty - CustomRewardCreated
Yotpo Loyalty Redemption Name: The name of the redemption option.
Example: $10 Donation
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 4700
Yotpo Loyalty VIP Tier Name: The name of the current VIP tier (e.g., Bronze, Gold, Platinum)
Example: Gold
Yotpo Loyalty Points Expiration Date: The date on which the customer's points will expire (yyyy-mm-dd).
Example: 2025-05-29
Yotpo Loyalty Vip Tier Expiration Date: The expiration date of the customer's current VIP tier (yyyy-mm-dd).
Example: 2025-05-29
Yotpo Loyalty - CustomerAnniversary
Yotpo Loyalty Reward Points: The number of reward points received, if any.
Example: 200
Yotpo Loyalty Coupon Code: The coupon code received, if any.
Example: ANNIVERSARY
Yotpo Loyalty Redemption Name: If the customer was gifted a coupon, this is the discount name.
Example: 10% OFF
Yotpo Loyalty Points Balance: The customer's current points balance. Shows the points balance before the current redemption.
Example: 4700
Yotpo Loyalty - AnniversaryCaptured
Yotpo Loyalty Anniversary Date: Customer's anniversary date (mm-dd)
Example: 05/29
Yotpo Loyalty - CustomerBirthday
Yotpo Loyalty Reward Points: The number of reward points received, if any.
Example: 200
Yotpo Loyalty Coupon Code: The coupon code received, if any.
Example: HAPPYBDAY
Yotpo Loyalty Redemption Name: If the customer was gifted a coupon, this is the discount name.
Example: 10% OFF
Yotpo Loyalty Points Balance: The customer's current points balance. Shows the points balance before the current redemption.
Example: 4700
Yotpo Loyalty - BirthdayCaptured
Yotpo Loyalty Birthday Date: Customer's birthday date (yyyy-mm-dd)
Example: 2025-05-29
Yotpo Loyalty - DonationCreated
Yotpo Loyalty Coupon Code: The coupon code received, if any.
Example: CODEXWEX
Yotpo Loyalty Redemption Name: A short description of what the coupon is for.
Example: 14$ off
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 4700
Yotpo Loyalty - PointsEarned
Yotpo Loyalty Reward Points: The number of points the customer just earned.
Example: 50
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 4700
Yotpo Loyalty Points History: A short description of the action that led them to earn these points.
Example: Create an account
Yotpo Loyalty - PointsReminder
Yotpo Loyalty Reward Points: The amount of points that can be redeemed.
Example: 500
Yotpo Loyalty Redemption Name: The name of the redemption option. This is the name of the current reward.
Example: $5 off orders over $15
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 200
Yotpo Loyalty Points Needed: The number of points the customer needs to earn to gain the next reward.
Example: 125
Yotpo Loyalty - PointsExpirationReminder
Yotpo Loyalty Points Expiration Date: The date when the customer’s points will expire.
Example: 2025-05-29
Yotpo Loyalty Days to Points Expiration: The number of days left before the points expire and are no longer available to the customer.
Example: 2
Yotpo Loyalty Next Points Expiration Date: The closest next date when points will expire.
Example: 2025-05-29
Yotpo Loyalty Next Points Expiration Amount: The number of points that are about to expire.
Example: 20
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 200
Yotpo Loyalty - RedemptionReminder
Yotpo Loyalty Reward Points: The amount of points that can be redeemed.
Example: 500
Yotpo Loyalty Redemption Name: The name of the redemption option.
Example: $5 off orders over $15
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 300
Yotpo Loyalty Credit Balance: The current credit balance for the customer (in US$).
Example: $200
Yotpo Loyalty - ReferralCompletedOldProgram
Yotpo Loyalty Coupon Code: The referral code used.
Example: 10OFF20
Yotpo Loyalty Redemption Name: If the referrer earned a coupon, this is the discount name.
Example: 10% OFF
Yotpo Loyalty Reward Points: The number of points awarded to the referrer when their referral is completed / the amount of earned points, if any.
Example: 50
Yotpo Loyalty Referred Customer First Name: The first name of the referred customer who completed the purchase.
Example: John
Yotpo Loyalty Referred Customer Last Name: The last name of the referred customer who completed the purchase.
Example: Doe
Yotpo Loyalty - ReferralCompletedNewProgram
Yotpo Loyalty Coupon Code: The referral code used.
Example: 10OFF20
Yotpo Loyalty Redemption Name: If the referrer earned a coupon, this is the discount name.
Example: 10% OFF
Yotpo Loyalty Reward Points: The number of points awarded to the referrer when their referral is completed / the amount of earned points, if any.
Example: 50
Yotpo Loyalty Referred Customer First Name: The first name of the referred customer who completed the purchase.
Example: John
Yotpo Loyalty Referred Customer Last Name: The last name of the referred customer who completed the purchase.
Example: Doe
Yotpo Loyalty - TierEarned
Yotpo Loyalty NEW VIP Tier Name: The name of the new VIP tier (e.g., Bronze, Gold, Platinum)
Example: Bronze
Yotpo Loyalty OLD VIP Tier Name: The tier the customer came from. The attribute won’t be present if they had no previous tier.
Example: Base
Yotpo Loyalty VIP Tier Points Reward: The points reward for entering a new tier.
Example: 500
Yotpo Loyalty VIP Tier Coupon Code: Shows the coupon code associated with the customer's most recent VIP tier earned event.
Example: 10OFF20
Yotpo Loyalty VIP Tier Coupon Value: Shows the discount value/description associated with the customer's most recent VIP tier earned event.
Example: 15% off
Yotpo Loyalty - TierLost
Yotpo Loyalty NEW VIP Tier Name: The name of the new VIP tier (e.g., Bronze, Gold, Platinum)
Example: Bronze
Yotpo Loyalty OLD VIP Tier Name: The tier the customer came from. The attribute won’t be present if they had no previous tier.
Example: Base
Yotpo Loyalty - VIPTierExpirationReminder
Yotpo Loyalty Points Needed to Maintain Tier: Shows how much is needed for the customer to maintain their current tier.
Example: 200
Yotpo Loyalty Amount Needed Maintain Tier: Spend required to maintain the current tier in the store currency (e.g., 1000 cents = 10 dollars).
Example: 10
Yotpo Loyalty Points Needed for Next Tier: The number of points needed for the customer to obtain the next tier.
Example: 200
Yotpo Loyalty Amount Needed Next Tier: Spend required to get to the next tier in store currency (e.g., 300 cents = 3 dollars).
Example: 3
Yotpo Loyalty Points in Tier: Loyalty points in tier (the lifetime points the customer acquired ever).
Example: 100
Yotpo Loyalty VIP Tier Name: The name of the current VIP tier (e.g., Bronze, Gold, Platinum)
Example: Bronze
Yotpo Loyalty VIP Tier Expiration Date: The expiration date of the customer's current VIP tier (yyyy-mm-dd).
Example: 2025-05-29
Yotpo Loyalty - NewMemberRewardCreated
Yotpo Loyalty Points Balance: The customer's lifetime points balance.
Example: 300
Yotpo Loyalty Points Earned: The number of points the customer just earned.
Example: 50
Yotpo Loyalty VIP Tier Name: The name of the current VIP tier (e.g., Bronze, Gold, Platinum)
Example: Bronze
Note
There are no dedicated attributes for these events:
Yotpo Loyalty - OptIn
Yotpo Loyalty - OptOut
Yotpo Loyalty - PointsChanged
Full List of Customer Properties
Customer properties
Yotpo Loyalty Email: The email address of the subscriber for the Yotpo Loyalty program.
Example: person@test.com
Yotpo Loyalty Birthday Date: The subscriber’s birthdate.
Example: 1984-12-27
Yotpo Loyalty Opt In: Whether the subscriber is enrolled in the loyalty program.
Example: True (must be capitalized).
Note: Subscribers that are not in the loyalty program, do not have a value of false, and the false value should not be used to create a segment or in automation filtering.
Yotpo Loyalty Points Earned: Numeric value of the total number of points earned in the subscriber’s loyalty program lifetime.
Example: 1200
Yotpo Loyalty Points Balance: Numeric value of the current number of points available to the subscriber.
Example: 500
Yotpo Loyalty Points Expire At: Date when points will expire (Date object)
Example: 2025-10-27
Yotpo Loyalty VIP Tier Name: The subscriber’s current loyalty tier.
Example: Platinum (tier names are typically unique to most stores)
Yotpo Loyalty Vip Tier Expires At: Date when VIP tier expires
Example: 2025-10-27
Yotpo Loyalty Maintain Tier Points Needed: Points required to maintain the current tier.
Example: 20
Yotpo Loyalty Maintain Tier Amount Needed: Spend required to maintain the current tier in the store currency (e.g., 300 cents = 3 dollars).
Example: 3
Yotpo Loyalty Next Tier Points Needed: The number of points required to proceed to the next tier.
Example: 20
Yotpo Loyalty Next Tier Amount Needed: Spend required to move to the next tier in store currency (e.g., 500 cents = 5 dollars).
Example: 5
Yotpo Loyalty Credit Balance: The dollar amount of the credit balance for the subscriber.
Example: $10
Yotpo Loyalty Referral Links Exist: Whether or not the subscriber has created a referral link. This value will be true if a link exists and otherwise blank.
Example: True (must be capitalized)
Yotpo Loyalty Referral Link: The URL of the referral link for the subscriber.
Example: https://yot.po/abc123
Yotpo Loyalty Updated At: The last time Yotpo updated the subscriber.
Example: 2025-10-27 15:22:15
Yotpo Loyalty Has Account: Indicates whether the customer has a store account (true/false). Applies to legacy Shopify accounts.
Example: True (must be capitalized)
Yotpo Loyalty Opt In At: Date when the customer opted in.
Example: 2025-10-27
Creating Segments, Campaign Flows & Automations Using Yotpo Loyalty Data
Segments
Through this integration, you can create targeted subsets of subscribers based on Yotpo loyalty data to use in campaigns:
In Postscript, go to Messaging > Segments.
Click Create Segment.
Select the segment criteria. Loyalty-based criteria are available in the dropdown as custom fields.
Example: To select loyalty members, choose Custom Field Yotpo Loyalty Opt In equals TRUE.
Configure the segment and save it.
Important
When creating segments using Yotpo loyalty customer properties, make sure to enter the values exactly in the formats shown in the examples above (including capitalization and date formatting). Using an incorrect format may prevent subscribers from being added to the segment, resulting in incomplete or inaccurate segmentation.
Learn more about creating segments in Postscript.
Automations
Automations let you build customized customer journeys using Yotpo loyalty events as triggers. To create an automation:
In Postscript, go to Messaging > Automations.
Click Create Automation > Create an Automation Flow.
Select a loyalty event or property that will trigger the flow (e.g., Yotpo Loyalty - PointsEarned).
Use the filters to tailor the flow as needed.
In the message editor, insert merge tags to personalize the SMS using the loyalty attributes available in the dropdown.
Finalize the message, then save and launch the automation flow.
Learn more about automation flows in Postscript.
Campaign Flows
You can build standard SMS campaigns (single-message campaigns) or campaign flows using Yotpo loyalty data. However, loyalty attributes and merge tags cannot be used in standard SMS campaigns or pre-built templates. You can still target loyalty-based segments, but message personalization using Yotpo loyalty data is only supported in campaign flows and automated flows.
To create a standard SMS campaign:
In Postscript, go to Messaging > Campaigns.
Create a new campaign or choose from a template.
Select your target segment (loyalty-based segments are supported).
Configure and send your campaign.
To create campaign flows and automations using Yotpo loyalty data for personalization:
In Postscript, go to Messaging > Campaigns.
Click to create a campaign flow.
Select a segment and configure the flow steps.
In the message editor, click to insert merge tags to personalize the SMS.
Add the loyalty attributes you need from the dropdown and finalize the message.
Save and launch the flow when ready.
Learn more about creating campaign flows in Postscript.
Reward Postscript Signups with Loyalty Points and Discounts
You can reward new Postscript subscribers with loyalty points or discounts by creating a custom action earning rule in Yotpo using webhooks. How the reward is issued and whether loyalty data syncs to Postscript depends on how the subscriber is created in Postscript.
Subscribers created via Postscript popups:
If a user subscribes to Postscript via popups, Yotpo will not immediately identify them.
The subscriber won’t receive loyalty points or rewards, and
Their loyalty data will not sync to Postscript.
If that subscriber later completes a loyalty-related action that creates a Shopify profile with an email (e.g., a purchase), then:
They can receive points or rewards based on your earning rules, and
Their loyalty data will sync to Postscript.
Subscribers created at Checkout via Postscript:
When a subscriber opts in through the checkout page with both their email address and phone number, Shopify will create a customer profile with an email address. In this case:
Their loyalty data will sync to Postscript, and
For merchants using Shopify’s new Customer Accounts, loyalty rewards (if configured) will be granted after the customer completes an action in your store, such as placing an order.
Subscribers with a Shopify profile but no email address:
If a customer has a Shopify profile that contains only a phone number, and they subscribe through Postscript:
Yotpo cannot match the subscriber to a loyalty profile.
No reward can be issued, and loyalty data will not sync to Postscript.
Whenever a Shopify profile includes an email address and the user is a Postscript subscriber, Yotpo can match the profile and sync loyalty data to Postscript. Any updates, whether triggered by customer activity or admin changes in Yotpo, will sync automatically.