Typeform - Integration Guide for Yotpo SMS & Email

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:

1. In your Yotpo SMS & Email main menu, go to Integrations.

2. 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.

   

3. Go through the wizard and click Connect.

4. 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

• Map respondents to lists

• Collect subscribers

• Collect subscribers (historical data)

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:

1. Mark the checkbox to allow marketing consent collection.

2. 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:

1. In your Typeform account, go to My workspace.

2. 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.

3. Open the Share tab and, in the left sidebar, click Embed in an email.

4. Click Start embedding.

5. 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:

1. Click the Create campaign button in the header.

2. Select Email and click Create campaign.

3. In the email preview on the right, click Edit.

4. 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.

5. Define the rest of the campaign content, audience, schedule, etc.

6. 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:

1. Under Email design, click Edit design to open the email editor.

2. 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.

3. 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:

1. In your Yotpo SMS & Email main menu, go to Flows > Custom triggers.

2. Find the event you’re looking for and activate the toggle in the Display as a Trigger column.

3. 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