Please note:

The Yotpo integration is only available to customers that use email as the client customer ID that is passed to Optimove daily.

Yotpo Loyalty allows brands to build customized loyalty and referral programs to reward customers for actions they perform on their websites.

By supercharging Yotpo Loyalty with Optimove’s robust real-time solution, you can engage customers with a variety of highly customizable campaigns, increase lifetime value, drive new customer acquisition, and reduce the risk of cross-firing journeys.

If you are using Yotpo Loyalty for your business and are also a Track and Trigger customer, you can integrate Yotpo Loyalty with Optimove in just a few steps.

Closed Beta:

This capability is currently in Closed Beta and may not be available to all customers. For information beyond this article, please reach out to your Customer Success Manager.

Setting up the Integration

Get the Yotpo Loyalty endpoint.
The first step to integrating Yotpo Loyalty and Optimove is to ask your CSM for the Yotpo Loyalty endpoint. You should receive a URL with a similar structure to the URL below: https://server-<your tenant ID>.optimove.net/yotpo
Place the Optimove endpoint within the Webhook URL section underYotpo Loyalty’s General Settings (Settings -> General -> Webhook URL).

Once done, 12 different events will be made available automatically on your Optimove site.

Yotpo's Events List

Coupon Earned
Customer Birthday
Customer Anniversary
Points Reminder
Points Changed
Points Earned
Loyalty Opt-In / Out
Redemption Reminder
Referral Completed
VIP Tier Earned
VIP Tier Lost
VIP Tier Status Changed

Continue to this section for the events' descriptions and JSON examples.

4. Create triggers using the newly added Yotpo Events via the Manage Triggers page.

Each event parameter will be available as a personalization tag to be leveraged in your templates.

For example:

Example Use Cases

Trigger a Realtime Campaign to Let Customers Know When There's a Change in their Loyalty Points

In loyalty programs, customers can earn points by making different actions such as shopping, referring friends, or taking action on the brand’s social media pages. Giving them information about their points upon performing a certain action gives clarity and can encourage engagement. Here’s how the trigger setup would look like:

Use the number of points earned/ changed, as a personalization tag to increase relevancy:

Trigger a Thank You Campaign Rewarding Customers on Purchase Completion

Customers in your loyalty plan should be rewarded when performing desired actions. Use the number of points gained as an engagement opportunity and trigger a real-time campaign when a customer in the loyalty plan completed a purchase or performed any other action that gives them more points! Here’s how the trigger setup would look like:

Use the number of points as a personalization tag to increase relevance:

Trigger a Realtime Welcome or Re-engagement Campaign Upon Opting in/out of the Loyalty Plan

Greet your customers when they opt into your loyalty plan. As they have expressed interest in the company or products, this can be a great way of building a strong relationship. Here’s how the trigger setup would look like, make sure to choose the relevant event and parameter from the dropdown:

Set up the relevant trigger:

Create an email template to welcome your customers. You can also create a “See you soon” email upon opting out. This can serve as a confirmation for the customer that you received the request, and give them the option to opt back anytime.

Trigger a Realtime Celebration Email Upon Changes in VIP Tiers

Once the initial excitement is worn off, it can be difficult to keep users motivated. Celebrating progress is an effective way to improve user engagement when being a part of a VIP plan. Create a trigger that includes the new tier event:

Use the upgrade information as a personalization tag to increase relevancy:

Encourage Engagement by Letting Your Customers Know the Next Step to Upgrade Their VIP Status

Tiered VIP programs can take advantage of gamification and let their customers know what it takes to move between VIP Tiers. Create a trigger that includes the tier status:

Use the upgrade information as a personalization tag to increase relevancy:

Events Examples

Coupon Earned (Awarded + Redeemed)

This event can be triggered: 1. Any time a customer earns a discount from completing the desired action (e.g. Newsletter Signup) 2. Any time a customer redeems points and receives a coupon code Use this event to send an email with a coupon code to the customer. When the customer does not explicitly receive a coupon code, for example, during redemption at checkout, this event will not fire.

{ 
"tenant": integer,
"event": "yotpo_coupon_earned",
"category": "track",
"origin": "yotpo", 
"context": {
"reward_text" :"string", -- The coupon code earned or redeemed
"name": "string",    -- A short description of what the coupon is for
"points_redeemed": integer, -- The amount of points redeemed
"history_title": "string", -- A short description of the action that leads them to earn this discount.)
"email": "string",    
"first_name": "string",   
"total_purchases": integer,  
"perks_redeemed":  integer,  
"points_earned":   integer,  
"points_balance":  integer  
 },
"customer": "string",
"timestamp": "DateTime"}

Customer Birthday

This event is triggered on the birthday of a customer. This is great for sending an email to congratulate them and update them if they were awarded points or a coupon according to an existing Birthday Campaign. The Customer Birthday events will be triggered each day at 1 pm UTC.

{ 
"tenant": integer,
"event": "yotpo_customer_birthday",
"category": "track",
"origin": "yotpo", 
"context": {
"reward_text" :"string",   --If customer was gifted a coupon, this is the coupon code
"name": "string",          --If customer was gifted a coupon, this is the discount name
"reward_points": integer,  --If customer was gifted points, this is how many
"email": "string",    
"first_name": "string",   
"total_purchases": integer,  
"perks_redeemed": integer,  
"points_earned": integer,  
"points_balance": integer  
 },
"customer": "string",
"timestamp": "DateTime"}

Customer Anniversary

This event is triggered on the anniversary of a customer. This is great for sending an email to congratulate them and update them if they were awarded points or a coupon according to an existing Anniversary Campaign. The Anniversary Birthday events will be triggered each day at 11 am UTC.

{ 
"tenant": integer,
"event": "yotpo_customer_anniversary",
"category": "track",
"origin": "yotpo", 
"context": {
"reward_text" :"string",   --If customer was gifted a coupon, this is the coupon code
"name": "string",          --If customer was gifted a coupon, this is the discount name
"reward_points": integer,  --If customer was gifted points, this is how many
"email": "string",             
"first_name": "string",         
"total_purchases": integer,     
"perks_redeemed": integer,      
"points_earned": integer,       
"points_balance": integer      
 },
"customer": "string",
"timestamp": "DateTime"}

Loyalty Opt-In / Out

This event is triggered when a customer opts in or out of the loyalty program. A customer that is opted in can earn points, get into tiers, redeem points, etc. As opposed to a customer that is opted out that cannot participate in any of these activities.

{ 
"tenant": integer,
"event": "yotpo_loyalty_opt_in_out",
"category": "track",
"origin": "yotpo",  
"context": {
"email": "string",              
"first_name": "string",        
"accepts_marketing": bool   
"is_opt_in": bool           --Whether the customer is opted in to the loyalty program following this event trigger
"has_store_account": bool    --Whether the customer has an account with the ecommerce platform
"total_purchases": integer,     
"perks_redeemed": integer,      
"points_earned": integer,       
"points_balance": integer      
 },
"customer": "string",
"timestamp": "DateTime"}

Points Changed

This event is triggered every time a customer’s point balance changes. The event will provide a customer’s previous point balance, current point balance, and how many points it changed. This event is useful for keeping an external system that stores a customer’s point balance in sync. The reason for the change in balance is included in the event and can be one of the following:

Campaign Earned - based on campaign title

Points Expired

Manual adjustment of points - based on a description

Refund made

Import

Redemption Made

{ 
"tenant": integer,
"event": "yotpo_points_changed",
"category": "track",
"origin": "yotpo", 
"context": {
"email": "string",               
"first_name": "string",          
"accepts_marketing": bool       
"total_purchases": integer,      
"perks_redeemed": integer,      
"points_earned": integer,        
"points_balance": integer,       
"previous_balance": integer,    --The customer’s point balance before the change
"current_balance": integer,     --The customer’s point balance after the change
"difference": integer,        --How many points were added or removed from the customer’s point balance
"added_or_removed": "string",    --Delineates whether points were added or removed from the customer’s point balance
"points_changed_reason": "string"--Describes why there was a change in point balance
 },
"customer": "string",
"timestamp": "DateTime"}

Points Earned

This event is triggered any time a customer earns points. This event is useful for keeping a customers point balance up to date in your CRM or email marketing platform.

{ 
"tenant": integer,
"event": "yotpo_points_earned",
"category": "track",
"origin": "yotpo", 
"context": {
"email": "string",               
"first_name": "string",          
"total_purchases": integer,     
"perks_redeemed":  integer,    
"points_earned":   integer,      
"points_balance":  integer, --The customers' updated point balance
"reward_points": integer, --The number of points they just earned
"history_title": "string" --A short description of the action that lead them to earn these points
 },
"customer": "string",
"timestamp": "DateTime"}

Points Reminder

This event is triggered after a certain amount of days of inactivity. This is great for sending an email to remind the customer that they're close to earning a reward. The Points Reminder events will be triggered each day at 5 pm UTC.

{
"tenant": integer,
"event": "yotpo_points_reminder",
"category": "track",
"origin": "yotpo", 
"context": {
"email": "string",              
"first_name": "string",          
"total_purchases": integer,     
"perks_redeemed":  integer,     
"points_earned":   integer,       
"points_balance":  integer,      --The customers' updated point balance
"points_needed"    integer,      --The number of points the customer needs to earn to gain the next reward
"name": "string",          --A short description of what next reward option available to the customer after they earn the points_needed
"amount": integer          --The amount of points needed for the next reward option available to the customer after they earn the points_needed
 },
"customer": "string",
"timestamp": "DateTime"    }

Redemption Reminder

This event is triggered after a certain amount of days of inactivity. This is great for sending an email to remind the customer that they have enough points for a reward. The Redemption Reminder events will be triggered each day at 5 pm UTC.

{ 
"tenant": integer,
"event": "yotpo_redemption_reminder",
"category": "track",
"origin": "yotpo", 
"context": {
"email": "string",               
"first_name": "string",         
"total_purchases": integer,     
"perks_redeemed":  integer,     
"points_earned":   integer,       
"points_balance":  integer,      --The customers' updated point balance
"name": "string",          --A short description of what reward available to the customer
"amount": integer          --The amount of points needed for the reward option
 },
"customer": "string",
"timestamp": "DateTime"    }

Referral Completed

This event is triggered any time a customer refers a friend that satisfies the referral program requirements. This event is useful for sending an email thanking the customer for the referral.

{ 
"tenant": integer,
"event": "yotpo_referral_completed",
"category": "track",
"origin": "yotpo", 
"context": {
"email": "string",                 
"first_name": "string",            
"total_purchases": integer,        
"perks_redeemed":  integer,        
"points_earned":   integer,        
"points_balance":  integer,             --The referrers' updated point balance
"referred_customer_email": "string"       --The email address of the customer they referred
"referred_customer_first_name": "string"     --The first name of the customer they referred
"reward_text": "string"             --If referrer earned a coupon, this is the coupon code
"name": "string",                 --If referrer earned a coupon, this is the discount name
"reward_points": "string"                    --If referrer earned points, this is how many
 },
"customer": "string",
"timestamp": "DateTime"    }

VIP Tier Earned

This event is triggered when a customer meets the requirement for a new tier. This is great for letting a customer know they reached a certain status level.

{ 
"tenant": integer,
"event": "yotpo_vip_tier_earned",
"category": "track",
"origin": "yotpo", 
"context": {
"email": "string",               
"first_name": "string",          
"total_purchases": integer,      
"perks_redeemed":  integer,      
"points_earned":   integer,      
"points_balance":  integer,      --The customers' updated point balance
"new_tier_name": "string"      --the name of the new tier they just earned
"old_tier_name": "string"      --the name of the new tier they came from (will be null if did not have a tier)
 },
"customer": "string",
"timestamp": "DateTime"}

VIP Tier Lost

This event is triggered when a customer fails to meet the requirement for a tier after the specified period has passed.

{ 
"tenant": integer,
"event": "yotpo_vip_tier_earned",
"category": "track",
"origin": "yotpo", 
"context": {
"email": "string",             
"first_name": "string",          
"total_purchases": integer,      
"perks_redeemed":  integer,      
"points_earned":   integer,       
"points_balance":  integer,      --The customers' updated point balance
"new_tier_name": "string"       --describing the new tier they dropped to. Attribute won’t be present if they now have no tier.
"old_tier_name": "string"       --describing the tier they just lost
 },
"customer": "string",
"timestamp": "DateTime" }

VIP Tier Status Changed

This event is triggered when a customer gets closer or farther from retaining their current tier, and from entering the next tier.

{ 
"tenant": integer,
"event": "yotpo_vip_status_changed",
"category": "track",
"origin": "yotpo", 
"context": {
"email":            "string",           
"first_name":           "string",          
"vip_stats_pointsEarned":      integer,
"vip_stats_amountSpentCents":     integer,
"vip_stats_purchasesMade":      integer,
"vip_stats_referralsCompleted":     integer,
"vip_stats_needed_maintain_points_needed":  integer, --Points needed to maintain current VIP tier
"vip_stats_needed_maintain_amount_cents_needed": integer, --Cents needed to maintain current VIP tier
"vip_stats_needed_maintain_purchases_needed": integer, --Purchases needed to maintain current VIP tier
"vip_stats_needed_maintain_referrals_needed": integer, --Referrals needed to maintain current VIP tier
"vip_stats_needed_next_points_needed":   integer, --Points needed to achieve next VIP tier
"vip_stats_needed_next_amount_cents_needed":  integer, --Cents needed to achieve next VIP tier
"vip_stats_needed_next_purchases_needed":     integer, --Purchases needed to achieve next VIP tier
"vip_stats_needed_next_referrals_needed":     integer  --Referrals needed to achieve next VIP tier
 },
"customer": "string",
"timestamp": "DateTime"}

FAQs

> Do I need to be a Real-Time Triggers (formerly Track & Trigger) customer to use this integration?

Yes

> Can I use the events above to fire triggered campaigns?

Yes, you can trigger a campaign based on any of the events above.

> I currently have T&T implemented through a different setup (Web/Mobile SDK, Server, Segment, etc), can I use this integration in parallel?

Yes, you can set up the Shopify integration in addition to your existing one.

Please note:

Yotpo Loyalty can only be integrated with Optimove for Track&Trigger clients.
The integration requires that you use email as a customer ID within Optimove.
At this stage, the integration targets existing customers only (Not visitors).
You must be on a Yotpo Gold plan to integrate Yotpo with Optimove.