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Integrate Yotpo Loyalty and Referrals with Omnisend

Learn how to integrate Yotpo Loyalty and Referrals with Omnisend

Written by Sarunas
Updated today

Yotpo Loyalty and Referrals syncs customer points, VIP tiers, referral links, and coupon data to Omnisend in real time. Automate emails for rewards, birthdays, and tier changes using custom events and contact properties.

Looking for Yotpo Product Reviews? Check our dedicated article.


Before You Begin

  • Plan requirement: You need a Yotpo Loyalty Platinum or Enterprise plan. Lower-tier plans don't display the Webhook URL field.

Benefits

  • Build a loyalty program in Yotpo and sync customer profiles to Omnisend automatically.

  • Send automated emails when customers earn points, redeem coupons, enter/exit VIP tiers, or complete referrals.

  • Use loyalty data (points balance, tier name, referral link) in email content, segments, and workflow filters.

Setup Process

Step 1. Go to Omnisend → Apps → search for Yotpo Loyalty & Referrals → click Connect now.

Step 2. You'll see a connection page with two fields: Webhook URL and Webhook Authentication. Copy each one.

Step 3. Go to Yotpo Loyalty settings → scroll to Integration → paste the Webhook URL and Webhook Authentication → click Save.

Step 4. Return to the Omnisend App Market page, check the box "I have completed all the steps"  → click Confirm

That's it! Multiple custom events will be created in your Omnisend account, and you can use them as triggers in your Automation.

💡 Example: Send a "You earned 50 points!" email when the Points Earned event fires.

What Data is Passed

Custom Events

Once the integration is active, Yotpo sends the following custom events to Omnisend:

Rewards & Coupons:

  • Coupon Earned (Awarded) – Triggered when a customer earns a discount by completing a campaign (e.g., newsletter signup). Use this event to send the coupon code.

  • Coupon Earned (Redeemed) – Triggered when a customer redeems points for a coupon. Use this event to send the coupon code.

  • Custom Reward Redeemed – Triggered when a customer redeems a custom reward or is awarded one after completing a campaign.

Points:

  • Points Earned – Triggered when a customer earns points. Use this event to send a confirmation email.

  • Points Changed – Triggered whenever a customer’s point balance changes. Includes the previous balance, current balance, and the number of points changed.

  • Points Reminder – Triggered after a set number of days of inactivity (configured in Yotpo settings). Use this event to remind customers they are close to earning a reward. (Sent daily at 5 PM UTC.)

  • Redemption Reminder – Triggered after a set number of days of inactivity (configured in Yotpo settings). Use this event to remind customers they have enough points to redeem a reward. (Sent daily at 5 PM UTC.)

VIP Tiers:

  • VIP Tier Earned – Triggered when a customer meets the requirements for a new tier. Use this event to notify and congratulate them.

  • VIP Tier Lost – Triggered when a customer no longer meets tier requirements after the defined period.

Referrals:

  • Referral Link Share – Triggered when a customer shares their referral link via Yotpo’s on-site referral module.

  • Referral Link Share Reminder – Triggered when a referred customer has not completed a purchase within a set number of days (configured in Yotpo settings). Use this event to send a reminder.

  • Referral Completed – Triggered when a referred friend completes a purchase that meets the referral program requirements. Use this event to thank the referrer.

Loyalty Opt-In/Out:

  • Loyalty Opt-In / Out – Customer opts in or out of the loyalty program.

Birthdays & Anniversaries:

  • Customer Birthday – Triggered on the customer’s birthday. Use this event to send a congratulatory message or reward notification. (Sent daily at 1 PM UTC.)

  • Customer Anniversary – Triggered on the customer’s anniversary. Use this event to send a congratulatory message or reward notification. (Sent daily at 11 AM UTC.)

  • Customer Birthday Captured – Triggered when a customer sets their birthday on your storefront.

  • Customer Anniversary Captured – Triggered when a customer sets their anniversary on your storefront.

Whenever customers from your Yotpo Loyalty audience trigger any custom events, Omnisend syncs these contacts as email non-subscribers and includes all loyalty data from Yotpo as custom properties. The full list of properties is provided below.

Note: If a contact already exists in your Omnisend audience and is subscribed to the email channel (with an email opt-in date) before triggering a Yotpo Loyalty custom event, they will remain subscribed.

Custom Properties

Yotpo Loyalty and Referrals syncs 40+ custom properties to contact profiles:

  • 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 a 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

💡 The tag yotpo_loyalty is also added to contact profiles.

💡 How to Use This Data

  • Segments: Create a segment of customers with ≥ 500 points and send a "Redeem now" campaign.

  • Personalization: Add custom properties to messages to show points balance.

  • Automation: Trigger emails when yotpo_loyalty_vip_tier_name changes.

Use Yotpo Loyalty and Referrals Custom Events in Automation

Use Yotpo Loyalty & Referrals custom events to trigger workflows in Omnisend. These events enable you to trigger targeted messages based on customer actions, such as earning points or redeeming rewards.

Note: Workflows triggered by Yotpo custom events send to all contacts by default, including unsubscribed contacts. To exclude unsubscribers, use Workflow Channel Settings.

Import Historical Data from Yotpo Loyalty and Referrals

Yotpo doesn't sync historical loyalty data automatically. Only contacts who trigger a custom event get synced. To import data for all contacts, follow these steps:

Step 1. Go to Yotpo Loyalty → CustomersExport.

Step 2. Export all contacts.

Yotpo emails the file within a few minutes. Download it.

Step 3. Go to Omnisend → AudienceImport → upload the file.

Step 4. Match Yotpo column names to Omnisend properties:

The list of properties in the Yotpo export file differs from the properties synced through the integration. Refer to the table below to map the correct fields and use the appropriate Omnisend property names.

Yotpo Column

Omnisend Property

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

An example of mapping Yotpo properties to Omnisend properties is shown below:

Note: Some Yotpo columns won't match – that's expected. Only map the properties listed above.

Step 5. Finish the import: Follow these steps to complete the process.

FAQ

Where do I set reminder timing for Points Reminder, Redemption Reminder, and Referral Link Share Reminder?
Go to Yotpo Loyalty → CommunicationSettingsTrigger Customer Reminder Notification → set the number of days.

Can I segment by points balance?
Yes. Create a segment from scratch and use Yotpo custom events or custom properties as filters.

How often does data sync?
In real time. When a customer triggers an event in Yotpo, Omnisend updates their profile within seconds.


Have more questions? Our Support Specialists are available around the clock via in-app chat or by email at [email protected].

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