Yotpo Loyalty is a marketing platform that helps brands maximize Lifetime Value. Build customized, on-brand loyalty programs to incentivize repeat purchases, referrals, social engagement, and more.

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Importing historical data from Yotpo Loyalty

Benefits

Build a loyalty program using the Yotpo Loyalty app and sync your customers' loyalty profiles from the Yotpo Loyalty app in real-time. Send emails to your customers whenever they earn points, enter/exit VIP tier, earn/redeem coupons, and more.

Setup process

To integrate Omnisend with Yotpo Loyalty app click on your brand name in the top right corner to open the menu and select 'Apps':

Then search for the 'Yotpo Loyalty' app or simply open this page.

Click the 'Connect now' button:

You'll be taken to the connection page, where you'll find the credentials that you'll need to paste into the dedicated fields in the Yotpo Loyalty settings. Copy the Webhook URL and Webhook authentication fields one by one.

Then, proceed to your Yotpo Loyalty account settings and scroll to the 'Webhook URL' and 'Webhook Authentication' fields:

Paste the Webhook URL and Authentification credentials that you've copied into the dedicated fields in the Yotpo Loyalty account settings. Then click 'Save':

Once it's done, get back to the Integration connection page in the Omnisend app market and confirm that you've completed all the steps:

That's it! Multiple custom events will be created in your Omnisend account. You'll be able to use them as triggers in different Automation workflows.

What data is passed

Here's a list of custom events created once the integration is enabled:

Coupon Earned (Awarded) - This event is triggered any time a customer earns a discount from completing a campaign (e.g. Newsletter Signup). This event is useful for sending an email with the coupon code to the customer.
Coupon Earned (Redeemed) - This event is triggered any time a customer redeems points and receives a coupon code. This event is useful for sending an email with the coupon code to the customer.
Custom Reward Redeemed - This event is triggered any time a customer redeems their points for a custom reward redemption, or when they are awarded a custom reward when completing a campaign
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.
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 Customer Anniversary events will be triggered each day at 11 am UTC.
Loyalty Opt-In / Out - This event is triggered when a customer opts in or out to 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.
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 by. This event is useful for sending an email letting customers know that their balance has changed, how many points they used to have, and how many they have now.
Points Earned - This event is triggered any time a customer earns points. This event is useful for sending an email letting customers know how many points they've earned.
Points Reminder - This event is triggered after a certain amount of days of inactivity (the number of days can be changed in the Yotpo Loyalty account settings, check the FAQ section for a detailed answer). 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.
Redemption Reminder - This event is triggered after a certain amount of days of inactivity (the number of days can be changed in the Yotpo Loyalty account settings, check the FAQ section for a detailed answer). 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.
Referral Link Share Reminder - This event is triggered after a certain amount of days that a referred customer had not submitted a purchase in (the number of days can be changed in the Yotpo Loyalty account settings, check the FAQ section for a detailed answer). This is great for sending an email to remind the referred customer to use their friend's referral link to give both the referring and referred customer a reward.
Referral Link Share - This event is triggered when a customer shares their referral link to their friends. This is great for telling new customers that someone they know likes your store.
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.
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.
VIP Tier Lost - This event is triggered when a customer fails to meet the requirement for a tier after the specified period of time has passed.
Customer Birthday Captured - This event is triggered when a customer sets their birthday through your storefront.
Customer Anniversary Captured - This event is triggered when a customer sets their anniversary through your storefront.

Whenever customers from your Yotpo Loyalty audience trigger any of the Custom Events, Omnisend syncs these contacts as email non-subscribers along with all the loyalty data from Yotpo and adds it as custom properties. Full list of properties is below.

Note! If contact has been in your Omnisend audience with subscribed to Email channel status and email opt-in date prior to triggering one of the Yotpo Loyalty custom events, it'll stay subscribed.

Yotpo Loyalty custom properties

yotpo_loyalty_anniversary_day
yotpo_loyalty_anniversary_month
yotpo_loyalty_birth_day
yotpo_loyalty_birth_month
yotpo_loyalty_credit_balance (The customer's current available credits. This will equal the dollar value of the customer’s point balance, based on the logic set in the variable coupon)
yotpo_loyalty_credit_balance_in_customer_currency
yotpo_loyalty_has_store_account (True/False depending on if the customer has an account with the platform or not)
yotpo_loyalty_is_affiliate
yotpo_loyalty_is_member
yotpo_loyalty_is_opt_in (Whether the customer is opted into the loyalty program following the event trigger)
yotpo_loyalty_loyalty_opt_in_date (Date when the customer was opted into the loyalty program)
yotpo_loyalty_perks_redeemed
yotpo_loyalty_points_balance (The customer's current available points balance that they can use now)
yotpo_loyalty_points_earned (The customer's total historical points earned)
yotpo_loyalty_referral_amount_cents
yotpo_loyalty_referral_average_amount_cents
yotpo_loyalty_referral_code
yotpo_loyalty_referral_email (The email of the customer to send the referral to the friend)
yotpo_loyalty_referral_email_shares
yotpo_loyalty_referral_emails_sent
yotpo_loyalty_referral_emails_viewed
yotpo_loyalty_referral_expired
yotpo_loyalty_referral_facebook_shares
yotpo_loyalty_referral_link
yotpo_loyalty_referral_links_clicked_from_email
yotpo_loyalty_referral_links_clicked_from_facebook
yotpo_loyalty_referral_links_clicked_from_twitter
yotpo_loyalty_referral_orders
yotpo_loyalty_referral_shares
yotpo_loyalty_referral_total_clicks
yotpo_loyalty_referral_twitter_shares
yotpo_loyalty_referral_uniqueClicks
yotpo_loyalty_total_purchases
yotpo_loyalty_total_spend_cents
yotpo_loyalty_vip_tier_ends_at (The date this customer's eligibility for the tier ends. Use this data to encourage customers to maintain their VIP tier status and keep their perks)
yotpo_loyalty_vip_tier_name

Tag 'yotpo_loyalty' is added as well.

Creating workflows for Yotpo Loyalty custom events

All the Omnisend workflows based on custom events can send emails to unsubscribers, as explained in this article. So, if you don't want Yotpo Loyalty custom event workflows to send anything to unsubscribers. You should create a segment of unsubscribers and add it as an Audience filter, as shown on the screenshot below:

Importing historical data from Yotpo Loyalty

Historical loyalty data isn't synced to Omnisend for all the contacts automatically. Only those contacts that trigger one of the custom events get the loyalty data synced. If you want to import loyalty data for all the contacts, you can do it manually.

Firstly, go to the 'Customers' tab in your Yotpo Loyalty account and click 'Export':

Then export all of the contacts:

The file will be sent to your email inbox shortly. Once it's delivered, download it and proceed to your Omnisend Audience tab to import this file:

The list of properties that Yotpo adds to the export file is a bit different from the list of properties that we sync through the integration. You can check below what properties should be mapped and the property names that you should use:

Column name in the exported file	Map to this property name
first_name	First name (default property)
last_name	Last name (default property)
points_earned	yotpo_loyalty_points_earned
points_balance	yotpo_loyalty_points_balance
referral_link	yotpo_loyalty_referral_link
vip_tier	yotpo_loyalty_vip_tier_name
birth_month	yotpo_loyalty_birth_month
birth_day	yotpo_loyalty_birth_day
anniversary_month	yotpo_loyalty_anniversary_month
anniversary_day	yotpo_loyalty_anniversary_day
phone_number	Phone number (default property)
loyalty_member	yotpo_loyalty_is_member
opt_in_date	yotpo_loyalty_loyalty_opt_in_date

A real process of mapping Yotpo properties to Omnisend properties is shown below:

Note! Once you map all the properties from the table above, there will be multiple properties that will be left unmapped. These are the properties that we don't import through the integration, therefore there is no reason to import these properties during the process of mapping historical loyalty properties manually.

You can learn how to finish the import here. Once the import file is uploaded to Omnisend, you can proceed with creating segments based on the custom properties that you've imported.

FAQ

Where can I set the number of days after which Referral Link Share Reminder, Points Reminder, and Redemption Reminder custom events are triggered? To change the delay after which these events are triggered, you should go to the Emails tab in your Yotpo Loyalty account. Trigger Customer Reminder Notification sets the delay for two events: Points Reminder, and Redemption Reminder. Trigger Referral Reminder Notification - Referral Link Share Reminder event.