Yotpo Loyalty & Referrals Settings Section Guide

      Yotpo Loyalty & Referrals Settings Section Guide


        Article summary

        Products


        Loyalty & Referrals
        Supported plans

        Free, Pro, Premium, Enterprise

        eCommerce Platform

        N/A

        This is an overview of all the settings available in your Yotpo Loyalty & Referrals account. 

        Access these settings:

        In the Yotpo Loyalty & Referrals main menu go to Settings.

        General settings

        Account

        Contact email

        This is the email address that will receive all relevant email notifications and reports.

        Default Currency

        This is your account's base currency - all the rewards and discounts will be shown using this currency. It will also be used to reflect cost and revenue across your Loyalty & Referral dashboards.

        Timezone

        This affects the timezone of the Campaign Scheduling settings.

        Program

        Membership opt-in strategy

        Choose how customers get opted into your Loyalty program. Customers must be opted-in to earn points, enter VIP Tiers, or redeem rewards. Learn more about Loyalty Opt-in.

        If you update your opt-in rule, your existing customers will not be affected. The new rule will only be applied to customers who join after the rule is changed.

        Please note:
        We recommend reaching out to your CSM or to customer support to get expert advice and assistance before changing your opt-in rule.

        Referring customers are automatically opted into loyalty

        This setting will not appear if you choose "all customers are opted in" as your loyalty opt-in rule

        If your loyalty opt-in rule is "all customers are members" or "API/SDK only", then the default is Yes.

        Read more about Loyalty Opt-in

        Platform-specific settings

        Shopify & Shopify Plus
        • Include shipping and taxes in order total - Decide if you want to award points for the taxes and shipping costs or only the cost of the products before taxes and shipping. 
        • Award points when order is marked as - This means orders will not be shown on your admin until they meet the order status you choose here. This tells Yotpo both when to “pull” the order and when to award points for that purchase.
        • Shopify discount combinations - Allow customers to combine discounts. Read more about Creating Discount Combinations

        Settings available only on Premium and Enterprise plans:

        • Exclude product IDs from earning rewards (comma-separated list) - The amount of money spent on excluded products won't be processed. Read more about Product Exclusions on Shopify
        • Exclude collection IDs from earning rewards (comma-separated list) - IDs entered here will be excluded from all campaigns. Read more about Collection ID Exclusions on Shopify
        • Exclude or include specific customer tags - If you want to only include specific customers in your loyalty program, or exclude specific customers from your loyalty program - you can use the customer tags field. A customer who is excluded from the loyalty program will be opted out of loyalty. An example of this might be if you want to exclude employees from campaigns. Read more about how to include/exclude specific customers
        Adobe Commerce 1 & 2
        • Order paid state (regex) (Default: Processing|complete)
          You can fill in the order status that gets pulled into Yotpo and triggers the points to be awarded to the end user.
        • Order paid status (regex) (Default: -*)
          Click to read on Magento's site the difference between order state and order status
        • Process order with state (regex) (Default: Processing|complete)
          Any delayed point deduction redemption option will be applied when this order status is processed.
        • Process order with status (regex) (Default: -*)
          Click to read on Adobe commerce site what order processing means
        • When calculating order total use... (Default: "Total after discounts including shipping and tax")
          Decide if you want to award points for the taxes and shipping costs or only the cost of the products before taxes and shipping.
        BigCommerce
        • Award Points When Order Status Matches... (Default: Any PAID)
          Status Merchants can choose the order status that gets pulled into Yotpo and triggers the points to be awarded to the end-user. Read more about BigCommerce's order statuses
        • Process checkout discounts when order status matches... ("awaiting shipment")
          Any Delayed Point Deduction redemption option will be applied when this order status is pulled. Read more about BigCommerce's order processing flow
        • When calculating order total use (Default: total after discounts excluding tax)
          Decide if you want to award points for the taxes and shipping costs, or only the cost of the products before taxes and shipping.

        Settings available only on Premium and Enterprise plans:

        SFCC
        • Award Points when order status matches... (Default: NEW)
          This means orders will not be shown on your admin until they meet the order status you choose here. This tells Yotpo both when to “pull” the order and when to award points for that purchase.

        Settings available only on Premium and Enterprise plans:

        Generic
        • Account registration URL
          This is the link to your "sign up" page where users should be re-directed when they click on a create account/register link
        • Account Login URL
          This is the link to your "log in" page where users should be re-directed when they click on a link to log into their account.
        • Order paid status (regex)
          Read more about order statuses on generic platforms
          We recommend using paid, as this is when we will remove the points used for the discount at checkout.
        • Process order with status (regex)
          We recommend you use awarded, as this is when we will process the purchase through the active campaigns.

        Points expiration period

        Available for:
        Yotpo Loyalty & Referrals Pro, Premium, and Enterprise plans.

        Choose if you want your customer's points to expire after:

        • A certain amount of time since they were last active

        Or

        • A certain amount of time after the date on which the points were earned

        To learn more about points expiration, see Setting up Points Expiration

        Program analytics

        The Program ROI and Loyalty Performance dashboards show program performance and participation data. 

        You can choose how to define a redeeming customer:

        • Customers who made a purchase using a loyalty reward: A customer is considered a redeemer if they made at least one purchase that includes a loyalty discount code in the order details.
        • Customers who made a purchase within 24 hours of redeeming a loyalty reward: A customer is considered a redeemer if they complete a purchase within 24 hours of making a redemption. We recommend choosing this option if you are using a POS loyalty interface. To learn more about POS, go to Omnichannel: Store Associate Managed Loyalty (POS loyalty interface).
        Please note:
        If you switch from one redeemer definition to another, it will take up to 24 hours for the performance dashboards to update the displayed data.

        Integrations

        API Key and GUID

        When installing Yotpo Loyalty & Referrals on your eCommerce platform or integrating with a third-party application, your Loyalty & Referrals API Key and Global Unique Identifier, or GUID are required to properly sync your account and data.

        Webhook URL

        Available for:
        Yotpo Loyalty & Referrals Premium and Enterprise plans.

        This is the URL where Yotpo Loyalty & Referrals events will be sent. These events can trigger transactional emails, supplement customer data in your CRM, or anything else you could imagine.   

        Once a URL is provided, Yotpo will send all event notifications to this webhook URL. If you wish to continue receiving notifications for specific events, a 200 response must be sent in return to the relevant event. 

        For example – a "points reminder" event can be sent to the webhook which, in turn, can be sent out a generically integrated ESP.

        Please note:
        • You can add multiple webhooks and separate them with a semicolon (;)
        • This field only supports https:// type URL

        Webhook Authentication 

        Available for:
        Yotpo Loyalty & Referrals Premium and Enterprise plans.

        You can choose to create an authentication key that will be checked and verified whenever events are sent to the URL defined in the Webhook URL field. This is aimed at providing an additional level of security for the webhook interactions between your store and Yotpo.

        The key can be up to 255 characters long and does not include any character limitations.

        You can also choose to leave this field blank - this will not harm webhook activity in any way.

        Fraud prevention settings

        To access your settings related to fraud prevention, do the following:

        1. Log in to your Loyalty & Referrals admin.
        2. Click Settings > Fraud Prevention.

        There are several security settings you can choose to enable. For full details about security settings, please reach out to your CSM or customer support.


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