- SMS & Email
- Installing SMS & Email
- Using Shopify Dawn with Yotpo SMS & Email
- Installing Yotpo SMS & Email on Shopify
- Customizing Your Shopify Checkout Opt-In Box
- Customizing Your Shopify Plus Checkout Opt-In Box
- Generic Yotpo SMS & Email Installation Guide for New Reviews Customers
- Generic Yotpo SMS & Email Installation Guide for Existing Reviews Customers
- Adobe Commerce 2: Setting Up Yotpo Extension 4.0.0+ for Yotpo SMS
- Getting Started
- Quick Setup
- Installing Yotpo SMS & Email on Shopify
- Getting Started with Yotpo Email
- Email Migration Checklist
- Setting up Yotpo SMS & Email to Comply with GDPR
- Complying with SMS Marketing Regulations in the US
- Retention Dashboard Overview
- Repeat Customers Dashboard Overview
- Setting up Your Yotpo Brand Kit
- Contacting Yotpo Support
- Analyzing Customer Segments
- Collecting Subscribers
- Email Pricing and FAQs
- Email Release Notes
- Quick Setup
- Campaigns
- Setting up SMS Campaigns
- Creating an SMS Campaign
- Sending a Click-to-buy SMS Campaign
- Sending a Click-to-redeem SMS Campaign
- Setting up an SMS Marketing Campaign via Shopify Marketing
- Using the SMS Campaign Planner
- Sending a Double Points SMS Campaign
- Crafting Text Messages With the AI Copy Assistant
- Sending a Text Marketing Campaign in BigCommerce
- Setting up Email Campaigns
- Preventing Emails from Going to the Spam Folder
- Creating an Email Marketing Campaign
- Adding Dynamic Content with Personalization Tags
- Adding a View in Browser Link to Yotpo Emails
- Adding Products to Your Email and Using Click-to-Redeem and Click-to-Buy
- Adding and Verifying Store Emails
- Adding Discounts to Yotpo Email Campaigns
- Displaying Dynamic Products in Your Email
- Adding Product Recommendations to Your Email
- Adding Conditional Content to Emails in Yotpo Email
- Running an A/B Test on Your Email Campaigns
- Customizing Your Email Unsubscribe Page in Yotpo Email
- Meeting Google and Yahoo’s Sender Requirements
- Setting up Multi-Message Campaigns
- Managing Your Campaigns
- Email Customization and Templates
- Designing Your Email
- Customizing Emails with the Email Editor
- Designing Emails for Dark Mode
- Using the Content Library
- Creating and Managing Yotpo Email Templates
- Adding a Loyalty Banner to Your Campaign
- Adding Customer Reviews to Your Email
- Sending Email Campaigns Based on Subscriber Engagement
- Designing Mobile-Friendly Emails
- Setting up SMS Campaigns
- Collect Subscribers
- Subscriber Collection Tools
- Creating a Subscriber Collection Popup
- Creating a Spin to Win Popup
- Creating a QR Code
- Creating a Footer Form
- Creating an Embedded Form
- Collecting Subscribers with a Signup Page
- Collecting Subscribers with a Social Opt-in
- Defining the Behavior of Your Popup
- Adding Custom Fields to Subscriber Collection Forms in Yotpo SMS & Email
- Creating A/B Tests for Subscriber Collection Popups
- Understanding Popup A/B Testing Analytics
- Setting up Phone On-Site Verification in Yotpo SMS & Email Popups
- Activating Keyword Subscription
- Collecting Emails with Yotpo SMS & Email Subscription Forms
- Collecting Subscribers with Shopify POS and Yotpo SMS & Email
- Collecting Subscribers in Yotpo SMS & Email via a Klaviyo Popup
- Using Yotpo Subscriber Collection Tools on Shopify Hydrogen
- Subscriber Collection Tips
- Subscriber Collection Tools
- Flows
- Creating a Flow
- Introduction to SMS and Email Flows
- Creating a Flow in Yotpo SMS & Email
- Flow Triggers in Yotpo SMS & Email
- Adding Delays to Flows in Yotpo SMS & Email
- Adding Webhooks to Flows in Yotpo SMS & Email
- Using AND vs. OR to Set Conditions in Yotpo SMS & Email Flows
- Adding Custom Profile Properties to Flows in Yotpo SMS & Email
- Enhancing Segments and Flows with Custom Profile Properties in Yotpo SMS & Email
- Copying Flows across Stores
- Flow Settings
- Special Flows
- Welcome New Subscribers with a Flow
- Configuring the Entered a Segment Trigger Settings
- Configuring the Price Drop Trigger Settings
- Configuring the Low in Stock Trigger Settings
- Configuring the ''Added to Cart'' Trigger Settings
- Sunset Flow Template
- Creating an Abandoned Checkout Flow
- Creating Conversational Flows
- Creating a Browse Abandonment Flow
- Personalizing Shopify Notifications with Yotpo SMS & Email Flows
- Transactional Messages FAQs
- How to Enable the Back in Stock Flow
- Drive More Repeat Sales with SMS and Loyalty
- Boost Your Reviews Strategy with Review Request Flows
- Managing and Using Custom Triggers to Activate SMS & Email Flows
- Creating a Site Abandonment Flow
- Creating a Flow
- Discounts
- Settings
- General Settings
- Yotpo SMS & Email General Settings
- Activating Seamless Login
- Compliance Settings
- Country Limitations Settings
- Payments Settings
- Preferences Settings
- Virtual Contact Card Settings
- Email Settings
- Attribution Settings
- Chat Settings
- Notifications Settings
- Applying Smart Sending in Yotpo SMS & Email
- SMS Account Verification
- Email Settings
- Attribution
- Brand Kit
- Web Pixel
- Account Settings
- General Settings
- Lists and Segments
- Setting up Lists and Segments
- Lists & Segments in Yotpo SMS & Email
- Creating SMS Marketing Segments
- Creating Segments with Email Properties
- Creating Tailored Segments (Beta)
- Setting Customer Behavior Rules in Segments
- Setting Customer Attributes Rules in Segments
- Setting Customer Location Rules in Segments
- Enhancing Segments and Flows with Custom Profile Properties in Yotpo SMS & Email
- Copying Segments across Stores
- Importing Customers to Yotpo SMS & Email
- Tips
- Combine Multiple Lists and Segments for Optimal Customer Targeting
- Target Customers Based on Gender With Our Segmentation Filters
- Creating Synergetic Segmentation with Yotpo SMS & Email and Yotpo Reviews
- How to Create Engaging SMS Experiences with Yotpo Loyalty Segmentation
- Setting User Actions with Yotpo SMS & Email Texts as Rules in Segments
- Setting up Lists and Segments
- API and Integrations
- API
- About SMS & Email Integrations
- Email Marketing
- Integrating Yotpo SMS & Email with Klaviyo
- Syncing Your Omnisend and Yotpo SMS & Email Subscribers
- Connect Yotpo SMS & Email and Alloy for a Fully Automated Experience
- Installing and Using Listrak in SMS & Email
- Connecting Mailchimp and Yotpo SMS & Email on Your Shopify Store
- Nosto - Integration Guide for Yotpo Email
- Support Channels
- Customer Loyalty
- Swym Wishlist Plus Integration Guide for Yotpo SMS & Email
- Swym Back in Stock Alerts Integration Guide for Yotpo SMS & Email
- Setting Up and Using Smile in Yotpo SMS & Email
- How to Connect and Use ReCharge in Yotpo SMS & Email
- How to Install ReConvert and Automate Birthday SMS in Shopify
- Increase customer retention with Yotpo SMS & Email and LoyaltyLion
- Connect Yotpo SMS & Email and Judge.me to Power Product Reviews
- Grow Subscribers
- Grow Your Subscribers With OptiMonk’s Powerful Pop-Ups
- Grow Your Text Marketing List With Gamified Pop-Ups by Wheelio
- Synchronizing Privy Campaigns with Yotpo SMS & Email
- Collect SMS Subscribers via Recart's Messenger Bot
- Adding an Embedded Form in PageFly
- Grow Your Yotpo SMS & Email Text Message Subscribers with CartHook
- Integrate Yotpo SMS & Email and HubSpot and Boost Customer Relations
- Facebook - Integration Guide for Yotpo SMS & Email
- Visually - Integration Guide for Yotpo SMS & Email
- On-Site Engagement
- Abandoned Cart
- Shipping and returns
- BI & analytics
- Other
- Sendtric - Integration Guide with Yotpo SMS & Email
- Sending Direct Mail from Yotpo SMS & Email via Poplar
- Typeform - Integration Guide for Yotpo SMS & Email
- Zapier - Integration Guide for Yotpo SMS & Email
- Google Ads - Integration Guide for Yotpo SMS & Email
- Customer Fields - Yotpo SMS & Email Integration Guide via Zapier
- Analytics
- Campaign Analytics Dashboard
- Email Deliverability Analytics Dashboard
- Reading SMS Flows Data in Analytics
- Understanding Email Deliverability Analytics
- Understanding Clicks Visualization
- Understanding Your SMS Campaigns Analytics
- Understanding your Subscriber Collection Performance in Analytics
- Understanding Benchmarks
- Understanding Your Yotpo SMS & Email Analytics
- How to View and Understand Yotpo SMS & Email Reports
- Compliance and Regulation
- SMS & Email Account Verification Flow
- Terms of Service
- Country Regulations
- Complying with Australia’s Anti-Spam Legislation when using Yotpo SMS & Email
- Complying with SMS Marketing Regulations in the US
- Complying with Canada's Anti-Spam Legislation when using Yotpo SMS & Email
- Complying with UK SMS regulations when using Yotpo SMS & Email
- Complying with France's SMS Regulations When Using Yotpo SMS & Email
- Complying with Israel's SMS Regulations When Using Yotpo SMS & Email
- Complying With New Zealand SMS Regulations When Using Yotpo SMS & Email
- US Regulations about SMS Reminders in Abandonment Flows
- How Opting Out from SMS Campaigns Works
- SMS Double Opt-in: Information for US shoppers
- S.H.A.F.T. and Prohibited SMS Content in the US & Canada
- Verifying Toll-Free Numbers for the US and Canada
- Setting up Compliance in BigCommerce
- Singapore Mandatory Sender ID Registration
- Complying with the CAN-SPAM Act When Sending Emails
- Time Zones and Quiet Hours
- Chat
- Installing SMS & Email
- Reviews
- Install Yotpo Reviews
- Requirements
- Installing on Shopify
- Shopify: Installing Yotpo Reviews on a Vintage Theme
- Shopify: Installing Yotpo Reviews on Online Store 2.0
- Shopify: Installing the Yotpo Star Rating on Product Pages
- Shopify: Fixing Invalid Credentials
- Shopify: Yotpo Shows Incorrect Reviews Count
- Shopify: Finding Your Liquid Files
- Shopify - Installing Reviews Widget in a Tab with EasyTabs
- Shopify: Disabling Yotpo Reviews
- Shopify: Uninstalling Yotpo Reviews
- Installing on Adobe Commerce (Magento)
- Adobe Commerce 2: Installing Yotpo Reviews Extension 4.0.0+
- Adobe Commerce 2: Setting Up Yotpo Reviews Extension 4.0.0+
- Adobe Commerce 2: Installing Yotpo Reviews Extension 2.4.5-3.3.0
- Adobe Commerce 2: Setting up Yotpo Reviews Extension 2.4.5-3.3.0
- Adobe Commerce 2: Pulling Product Specifications with Yotpo Reviews Extension 2.4.5-3.3.0
- Adobe Commerce 2: Upgrading Your Yotpo Plugin to Yotpo Reviews Extension 2.4.5-3.3.0
- Adobe Commerce 2: Setting Up Past Automatic Review Request
- Adobe Commerce: Uninstalling Yotpo Reviews
- Adobe Commerce 1: Installing Yotpo Reviews
- Installing on BigCommerce
- BigCommerce - Stencil: Installing Yotpo Reviews on Stencil
- BigCommerce - Blueprint: Installing Yotpo on Blueprint
- BigCommerce: Installing Yotpo Reviews on Mobile
- BigCommerce: Upgrading App Store Integration
- BigCommerce - Blueprint: Installing the Yotpo Star Rating on Blueprint
- BigCommerce: Order Statuses not Supported by Yotpo
- BigCommerce: Fixing Invalid Credentials
- BigCommerce: Uninstalling Yotpo Reviews
- Disable Yotpo- BigCommerce Users (BluePrint)
- Disable Yotpo- BigCommerce Users (Stencil)
- Installing on WooCommerce
- Installing on Volusion
- Volusion: Installing Yotpo Reviews
- Volusion: Installing the Yotpo Star Rating
- Volusion: Creating a New Page
- Volusion: Advanced Automatic Review Request Installation
- Volusion: Setting Up the Automatic Review Request
- Volusion: Fixing Invalid Credentials
- Volusion: What to do when using another application that accesses orders from the API
- Pulling Past Orders from Volusion
- Installing on Salesforce Commerce Cloud (Demandware)
- Installing on Other (Generic) Platforms
- Generic (Other Platforms): Installing Yotpo Reviews (v1)
- Generic (Other Platforms): Installing Yotpo Reviews (v3)
- Generic (Other Platforms): Installing the Yotpo Star Rating
- Accelerated Mobile Pages (AMP) Widgets
- Yotpo Reviews Generic Integration API Calls Troubleshooting
- Troubleshooting Orders that aren't created when using API calls
- Overriding remote IPs when creating synchronous reviews
- Getting Started
- First Steps
- Setting Up Your Reviews Account
- Setting up Your Store in Yotpo
- Adding Teammates
- Order Statuses Supported by Yotpo
- Retention Dashboard Overview
- Repeat Customers Dashboard Overview
- Contacting Yotpo Support
- Quick Onboarding Playbook
- Setting up Your Yotpo Brand Kit
- Analyzing Customer Segments
- Customer Timeline Overview
- Migrating to Yotpo
- Onboarding Course
- First Steps
- Your Account
- Billing
- Account settings
- Product catalog
- Keeping Your Shopify and Yotpo Product Catalogs Updated
- Importing Product Catalogs
- Updating The Product Catalog
- Adding Products to Your Blocklist
- Grouping Products
- Unique Identifiers
- ‘Why Are Orders Not Being Pulled From My Store?’ - Troubleshooting Guide
- Saving a CSV File in UTF-8 with Google Spreadsheet
- Importing CSV Files Into Excel
- Collect Reviews
- About collecting reviews
- Creating review requests
- Creating a Review Request (Legacy)
- Creating a Review Request
- Defining the Email Settings for Your Review Requests
- Creating 2-in-1 Review Requests
- Creating a Targeted Product Review
- Creating a Targeted Site Review
- Sending a Targeted Site Review after Invoice
- Troubleshooting: Manual Review Requests
- Configuring Multilingual Review Emails
- Optimizing review requests
- Collecting Reviews for Multiple Products
- Collecting Reviews via SMS
- Adding Custom Questions to Your Review Emails
- Product Tagging User Guide
- Setting Up Q&A Emails
- Adding Smart Prompts to your Review Requests
- Offering a Discount for Writing or Sharing a Review
- Reviews Coupons
- Adding Promoted Products to your Review Requests
- Collecting Reviews with Images and Videos
- Generating a Shareable Review Link
- Adding Promoted Products to Your Review Emails
- Adding a Loyalty Block to Your Review Emails
- Syndicating reviews
- Best practices and troubleshooting
- Advanced customizations
- Manage Reviews
- Moderating content
- Viewing and Sorting Reviews
- Moderating Reviews
- Moderating Q&A
- Publishing Product Reviews as Site Reviews
- Resending an Automatic Review Request Email
- Yotpo Human Moderation
- Moderation Guidelines
- Smart Sentiment Analysis
- Content Removal Guidelines
- Auto-Publishing Reviews
- Marking Reviews as Incentivized
- Exporting reviews
- Comments settings
- Moderating content
- On-site Widgets
- Reviews Widget
- New Widgets Overview
- Adding the Reviews Widget
- Adding the Reviews Widget to Shopify
- Adding Yotpo Reviews Widgets to Adobe Commerce
- Adding Yotpo Reviews Widgets to BigCommerce Stencil
- Customizing the Reviews Widget
- Adding the Reviews Summary
- Hiding the Username in the Reviews Widget
- Reviewer Badges
- Reviews Widget Smart Filters
- Reviews Widget Troubleshooting Guide
- Implementing Trusted Vendors
- Adding Yotpo Reviews Widgets to WooCommerce
- Star Rating
- Additional widgets
- Q&A Widget Overview
- Customizing the Q&A Widget
- Adding the Q&A Widget to Shopify
- Review Highlights
- Adding the Reviews Tab
- Adding a Dedicated SEO Page to Shopify
- BigCommerce: Creating a Dedicated SEO Page
- Generic (Other Platforms): Adding Yotpo Reviews to a Dedicated Page
- Adding the Reviews Badge to Your Site
- Adding Promoted Products to Your Store
- Configuring and Installing the Reviews Carousel
- Setting up the Reviews SEO Page
- Other
- Legacy Widgets
- Adding the Reviews Widget (Legacy)
- Widget CSS Editor (Legacy)
- Improving the Performance of Your Reviews Widget (Legacy)
- Promoted Products in the Reviews Widget (Legacy)
- Changing the Size of User Generated Images within the Reviews Widget (Legacy)
- Read-Only Reviews Widget (Legacy)
- Running Yotpo with Rocket Loader (Legacy)
- Progressive Web App Compatibility (Legacy)
- Adding the Star Rating (Legacy)
- Setting Star Rating as an Anchor on Category Pages (Legacy)
- Removing Anchor From Star Rating on Product Pages (Legacy)
- Centering the Star Rating on Shopify (Legacy)
- Displaying Empty Stars on Category Pages (Legacy)
- Horizontally Aligning Star Rating and Q&A Buttons (Legacy)
- Spacing the Average Star Rating and the Review Count (Legacy)
- Troubleshooting the Star Rating on Category/Collection Pages (Legacy)
- Adding a Custom Font to your Widget
- Changing the Star Rating Text to Uppercase (Legacy)
- Displaying a Separate Q&A Widget (Legacy)
- Q&A Customization (Legacy)
- Configuring and Installing the Reviews Carousel (Legacy)
- Q&A Widget Overview (Legacy)
- SEO Page (Legacy)
- Reviews Widget
- Analytics and Insights
- Meta & Google
- Other Yotpo Products
- API and Integrations
- API
- Ads
- Data and automation
- Email marketing
- Braze - Integration Guide
- Dotdigital - Integration Guide for Yotpo Reviews
- Drip - Yotpo Integration Guide
- Fresh Relevance - Integration Guide for Yotpo Reviews
- Fueled - Integration Guide for Reviews
- Glew - Integration Guide
- Klaviyo - Integration Guide for Yotpo
- Adding Yotpo Reviews Highlights to Klaviyo Emails
- Sending Product Review Request Emails via Klaviyo
- HubSpot - Integration Guide for Reviews
- Listrak - Integration Guide for Reviews
- Mailchimp - Integration Guide for Reviews
- Movable Ink - Integration Guide
- Ometria - Integration Guide for Reviews
- Omnisend - Integration Guide for Reviews
- Remarkety - Integration Guide for Reviews
- Zembula - Integration Guide for Yotpo Reviews
- Helpdesk
- Gorgias - Integration Guide for Reviews and Loyalty & Referrals
- Help Desk Integration: Configuration Guide for Reviews
- Help Desk Integration: User Guide for Reviews
- Commenting on Reviews and Answering Questions Using Email
- Re:amaze - Integration Guide for Reviews and Loyalty & Referrals
- Zendesk - Integration Guide for Reviews
- Influencer and sampling
- Loyalty
- Messenger bots
- Mobile
- On-site engagement
- AmpifyMe - Integration Guide
- Beeketing Boost Sales - Integration Guide
- Bold Commerce - Integration Guide for Reviews
- Fomo - Integration Guide
- LimeSpot - Integration Guide
- Nosto - Integration Guide for Yotpo Reviews and Visual UGC
- ProveSource - Integration Guide
- Rebuy - Integration Guide for Yotpo Reviews
- Tapcart - Yotpo Integration Guide
- ViralSweep - Integration Guide
- Yieldify - Integration Guide
- Wunderkind - Integration Guide for Reviews
- Page builder applications
- Platforms
- Search apps
- Shipping and returns
- Syndication
- Other
- Privacy and Compliance
- Install Yotpo Reviews
- Loyalty & Referrals
- Installing Loyalty & Referrals
- Requirements
- Installing on your eCommerce platform
- Setting Up Loyalty & Referrals on Shopify
- Setting Up Loyalty & Referrals on Shopify Online Store 2.0
- Setting Up Loyalty & Referrals on BigCommerce
- Setting Up Loyalty & Referrals on Adobe Commerce 1
- Setting Up Loyalty & Referrals on Adobe Commerce 2
- Adobe Commerce 2 Extension Security Enhancement
- Setting Up Loyalty & Referrals on SFCC Controllers and Pipelines
- Setting Up Loyalty & Referrals on SFCC SFRA
- Setting up Yotpo Loyalty & Referrals on a Headless Platform
- Implementing Loyalty & Referrals on a Custom or Generic eCommerce Platform
- Allowlisting Yotpo Loyalty & Referrals Elastic IPs
- Getting Started
- Rewards program
- Managing Your Rewards Program for Shopify and Shopify Plus
- Setting up Loyalty and Referrals Programs on Shopify (Free Plan)
- Deciding How Much Points are Worth
- Retention Dashboard Overview
- Repeat Customers Dashboard Overview
- Creating a Loyalty Test Customer
- Setting up Your Yotpo Brand Kit
- Analyzing Customer Segments
- Rewards program
- Your Account
- Ways to Earn
- About earning rules
- Creating earning rules on Shopify and Shopify Plus
- Setting up a New Member Reward Earning Rule on Shopify
- Setting up a Points for Purchases Earning Rule on Shopify
- Creating a Goal Spend Earning Rule on Shopify
- Creating a Punch Card Earning Rule on Shopify
- Creating a Double Points Earning Rule on Shopify
- Creating a Facebook Share Earning Rule on Shopify
- Creating a Page Visit Earning Rule on Shopify
- Creating an Instagram Follow Earning Rule on Shopify
- Creating a Twitter Follow Earning Rule on Shopify
- Creating a Tweet About Us Earning Rule on Shopify
- Creating a Retweet Earning Rule on Shopify
- Creating a Birthday Reward Earning Rule on Shopify
- Creating an Anniversary Earning Rule on Shopify
- Collecting Customer Birthday Date from Shopify
- Read Content Earning Rule
- Code Entry Earning Rule
- Custom Action Earning Rule
- Receipt Upload Earning Rule
- Moderating Receipt Uploads
- Creating a Yotpo Product Review Earning Rule on Shopify
- Creating a Yotpo Photo Review Earning Rule on Shopify
- Creating a Yotpo Video Review Earning Rule on Shopify
- Creating a Sign up for SMS Earning Rule on Shopify
- Points for Donations Earning Rule (ShoppingGives)
- Creating earning rules on other platforms
- Setting up a Points for Purchases Earning Rule
- Setting up a New Member Reward Earning Rule
- Creating a Goal Spend Earning Rule
- Creating a Punch Card Earning Rule
- Creating a Double Points Earning Rule
- Creating a Facebook Share Earning Rule
- Creating a Page Visit Earning Rule
- Creating an Instagram Follow Earning Rule
- Creating a Twitter Follow Earning Rule
- Creating a Tweet About Us Earning Rule
- Creating a Retweet Earning Rule
- Creating a Birthday Reward Earning Rule
- Creating an Anniversary Reward Earning Rule
- Creating a Yotpo Product Review Earning Rule
- Creating a Yotpo Photo Review Earning Rule
- Creating a Yotpo Video Review Earning Rule
- Creating a Sign up for SMS Earning Rule
- Read Content Earning Rule
- Code Entry Earning Rule
- Custom Action Earning Rule
- Receipt Upload Earning Rule
- Moderating Receipt Uploads
- Ways to Redeem
- Display On-site
- About Loyalty & Referrals modules
- Overview of Modules & Rewards Page Builder Sections
- Embedding On-site Modules on Your Store
- Finding a Widget Instance IDW
- Adding a Custom Font to a Module
- Displaying Loyalty & Referrals on the Shopify Customer Account Page
- Recommendations for a Loyalty Program FAQ Page
- Implementing Yotpo Loyalty & Referrals Modules with Single Page Application (SPA)
- Updating Your Module's Version
- Guide to Launching your Loyalty & Referrals Program On-site
- General
- Rewards Page Builder
- Rewards Sticky Bar
- Referral modules
- Earning Points module
- My Activity module
- VIP Tiers module
- Checkout modules
- Redeem Points modules
- Product Points Widget
- Coming soon module
- About Loyalty & Referrals modules
- Referrals Program
- Setting up your referrals program
- Setting up Your Referrals Program
- Setting up and Managing Your Referrals Program for Shopify
- Referral Program: How it Works
- Code-Based Referral Program
- Identifying Referral Fraud
- Loyalty & Referrals UTM Parameters Reference Guide
- Configuring Your Referral Program Settings for Shopify (New)
- Migrating to the New Referrals Program
- On-site experience
- Referral Program Popups Overview
- Referral Welcome Popup
- Setting up Popups to Incentivize Referrals
- Creating a Referral Page on Shopify
- Moving or Hiding the "Refer Friends" Tab
- Change Default Share Text
- Referred Friend Welcome Popup (SDK)
- Refer Friends Module
- Product Share Referral Module
- Standalone Referral Program
- Adding Referral Widgets to Your Shopify Store (New)
- Launching your referral program
- Troubleshooting
- Setting up your referrals program
- Launching Your Programs On-site
- Customer Management
- VIP Tiers Program
- Omnichannel Options
- Communications
- Emails
- Customizing Yotpo Loyalty & Referrals Emails
- Integrating Yotpo Loyalty & Referrals with Klaviyo
- Setting up Klaviyo for Yotpo Loyalty & Referrals
- Integrating Yotpo Loyalty & Referrals with Dotdigital
- Integrating Yotpo Loyalty & Referrals with Listrak
- Integrating Yotpo Loyalty & Referrals and Mailchimp
- Integrating Yotpo Loyalty & Referrals with Retention Science
- Integrating Yotpo Loyalty & Referrals with Salesforce Marketing Cloud
- Integrating Yotpo Loyalty & Referrals with Cordial
- Omnisend - Integration Guide for Yotpo Loyalty & Referrals
- Yotpo Loyalty & Referrals Attributes and Events for Email Integrations
- Integrating Yotpo Loyalty & Referrals with Sailthru
- Integrating Yotpo Loyalty & Referrals with HubSpot
- Integrating Yotpo Loyalty & Referrals with Emarsys
- Email Set Up Guide for Listrak
- Klaviyo Integration Update for Yotpo Loyalty & Referrals
- SMS
- Troubleshooting
- Emails
- Working with Multiple Currencies
- Working with Multiple Stores
- Lists and Segments
- Analytics
- API and Integrations
- Installing Loyalty & Referrals
- Subscriptions
- Getting Started
- Sell Subscriptions
- Managing Subscription Plans
- Managing Customer Subscriptions
- Adding Subscription Products to Your Store
- Offering Calendar-based SKU Swap Subscriptions
- Offering Prepaid Subscriptions
- Adding and Removing Product Variants from Subscription Plans
- Adding a Buffer Window to Subscription Plans
- Following Automatic Renewal Laws (ARLs) with Yotpo Subscriptions
- Manage Subscriptions
- Managing Customer Subscriptions
- Viewing and Managing your Subscriptions
- Customizing Your Cancellation Flows in Subscriptions
- Understanding Dunning in Subscriptions
- Merging Subscription Orders
- Managing Out of Stock Products in Subscriptions
- Creating Shipping Profiles for Subscriptions
- Exporting Subscriptions from Yotpo
- Creating Yotpo Subscriptions Workflows in Shopify Flows
- Customer Experience
- Customizing Your Subscriptions Store Appearance
- Allowing Customers to Self-Manage Subscriptions
- Customizing the Customer Portal
- Linking Your Customer Portal to Emails and the Account Page
- Adding a Link to Manage Subscriptions From Your Shopify Order Status Page
- Sending Subscription Notifications via SMS
- Previewing and Customizing Subscription Notifications
- Offering Customers Subscription Cash Discount Rewards
- Adding the Subscriptions Customer Portal to Your Shopify Store
- Analytics
- Grow Subscribers
- Integrations
- Setting up Klaviyo for Yotpo Subscriptions
- Klaviyo - Integration Guide for Yotpo
- Littledata - Yotpo Integration Guide
- Status Accounts - Yotpo Integration Guide
- LateShipment.com - Yotpo Integration Guide
- AfterShip - Yotpo Integration Guide
- Rebuy - Integration Guide for Yotpo Subscriptions
- Tapcart - Yotpo Integration Guide
- Visual UGC
- Help Center
- DarkLight
Typeform - Integration Guide for Yotpo SMS & Email
- DarkLight
Products
SMS & Email
Supported plans
Free, Starter, Pro, Premium, Enterprise
eCommerce Platform
Shopify, Shopify Plus
Integrating Typeform with Yotpo SMS & Email allows you to seamlessly sync new subscribers and collect quiz and form responses as custom profile properties in Yotpo. This can help you build precisely targeted segments and deliver more personalized and engaging marketing campaigns.
In this article, you’ll learn how to integrate Typeform with Yotpo SMS & Email.
About Typeform
Typeform is a user-friendly app for creating interactive forms, surveys, and quizzes. Its one-question-at-a-time approach simplifies the process for customers, leading to higher response rates and more effective data collection.
How it works
After a customer completes a Typeform form, the data is synced with Yotpo. On the integration’s Settings page, you can:
Select which forms to sync data from
Add respondents to specific Yotpo lists
Choose which forms to collect or update marketing consent from
Pull historical data from up to one year ago
The integration also syncs custom events, like “completed_form”, which can be used as custom triggers in Yotpo SMS & Email flows.
Important:
The data sync works one way, from Typeform to Yotpo, and can occur only if the customer provides an email address or a phone number.
Before you start
To use the Typeform and Yotpo SMS & Email integration, you need to connect an active Typeform account with Yotpo.
Connecting Typeform and Yotpo SMS & Email
To use the Typeform with Yotpo SMS & Email integration:
In your Yotpo SMS & Email main menu, go to Integrations.
Find Typeform and click Connect Typeform to start the integration process.
Important:
You can link a Typeform account to only one Yotpo store at a time. If you have multiple stores under your Yotpo SMS & Email account, you’ll need to choose which store to connect to Typeform.
Go through the wizard and click Connect.
Log into Typeform to authorize the connection. You’ll then be taken back to Yotpo to complete the setup.
The two applications are now connected. You can go ahead and configure the integration’s settings.
Configuring the Typeform integration settings
The settings page is split into 4 sections:
Sync settings
In this section, you can select which Typeform forms to sync with Yotpo SMS & Email. To choose specific forms, mark the checkbox to open the drop-down list of all published forms that you’ve created in Typeform. If you leave the checkbox unmarked, the system will sync data from all forms.
To learn more about creating forms in Typeform, watch this video.
Please note:
The sync between the two apps occurs in real time.
Map respondents to lists
After you publish a form in Typeform, the collected data can be synced to existing Yotpo SMS & Email lists. Mark the checkbox so that you can select a Typeform form and a corresponding Yotpo list. You can map multiple forms to the same list, and vice versa. If you leave the checkbox unmarked, the system will sync the collected data only to individual profiles.
Please note:
Mapping respondents to lists does not transfer SMS or email consent from Typeform to Yotpo SMS & Email. If a customer already has SMS or email consent in Yotpo, this will be shown in the lists. For customers without consent, you will have to obtain it through Yotpo SMS & Email before sending them marketing messages.
Collect subscribers
You can collect new SMS and email subscribers through Typeform forms. If you have active welcome flows in Yotpo SMS & Email, they will be triggered when new subscribers are synced from Typeform forms. To learn more about welcome flows, see Welcome New Subscribers with a Flow.
To collect subscribers from Typeform forms:
Mark the checkbox to allow marketing consent collection.
Select a form from the drop-down and the corresponding marketing channel: SMS, email, or both.
If you leave the checkbox unmarked, the system will not sync consent between the two apps.
Collect subscribers (historical data)
To fully leverage the integration’s potential, Yotpo offers a historical data pull that can be particularly useful when connecting the apps for the first time or if you need to backfill data.
Please note:
The system retrieves past form responses from up to one year ago. The duration of this process may vary depending on the amount of data.
To start the data pull, simply click the Re-import data button. A status bar will appear to indicate the progress. Once complete, the timestamp in the section will update to show when the last historical pull occurred.
Adding Typeform forms to email campaigns and flows in Yotpo
After creating a form in Typeform, you can embed it directly in your emails instead of using a link:
In your Typeform account, go to My workspace.
Find the form you want to embed and open it.
Please note:
Only certain types of forms can be embedded in emails. For a full list, visit Typeform’s help center.
Open the Share tab and, in the left sidebar, click Embed in an email.
Click Start embedding.
In the modal with the HTML code, click Copy.
Now, return to Yotpo and paste the code in an HTML block in your email campaign by following the steps below:
Click the Create campaign button in the header.
Select Email and click Create campaign.
In the email preview on the right, click Edit.
Add an HTML block to your email and paste the code snippet from Typeform. Click outside the window to close it and preview the form.
Define the rest of the campaign content, audience, schedule, etc.
Click Save & close.
You are ready to send out your campaign. We recommend sending a few test emails before sending the finalized version out to your customers.
To add a form to an email in a flow, go to Flows and click Create flow to open the flow builder. After you add an email step:
Under Email design, click Edit design to open the email editor.
Add an HTML block to your email and paste the code snippet from Typeform. Click outside the window to close it and preview the form.
Once you’ve finished customizing your email, click Back to flow.
The form has been added to your email. You can send a test message to ensure the content is displayed as intended.
Using custom events as flow triggers
Custom events can be used as custom triggers in Yotpo SMS & Email flows:
In your Yotpo SMS & Email main menu, go to Flows > Custom triggers.
Find the event you’re looking for and activate the toggle in the Display as a Trigger column.
To check the event’s source, for example, Typeform, click the 3-dot menu and select Details.
The event will then appear under Custom Triggers when choosing a trigger in the flow builder.
Tip:
To learn more about custom triggers, see Managing and Using Custom Triggers to Activate SMS & Email Flows.
Next steps
You can use the custom profile properties collected via Typeform to create segments and personalize flows in Yotpo SMS & Email, leading to more relevant product recommendations and promotional offers. To learn more, see Enhancing Segments and Flows with Custom Profile Properties in Yotpo SMS & Email.
Having issues with the integration?
Contact Typeform support here