What is the Yotpo Loyalty integration?

The Yotpo Loyalty integration connects your Yotpo Loyalty program to Instant AI. Events from Yotpo, such as a shopper earning points or reaching a new tier, can start flows in Instant, and each shopper’s points balance and VIP tier sync to their Instant profile.

Why you need it

  • Without it, Instant does not know when a shopper joins your program, earns points, redeems a reward or changes tier, so none of your flows can react to those events.
  • Without it, your emails cannot show a shopper’s points balance or VIP tier.
  • Without it, you cannot build segments of loyalty members by points or tier in Instant.

How to set it up

Before you start

  • You need an active Yotpo Loyalty account for the same store.
  • You need to be able to log in to Yotpo and approve access for Instant.

Connecting Yotpo Loyalty

  1. In your Instant AI dashboard, click the Settings cog in the bottom left corner
  2. Under Site, select Integrations
  3. Go to the Available tab, or search for Yotpo
  4. Click Connect on the Yotpo card
  5. Click Continue to Yotpo
  6. Log in to Yotpo and approve access for Instant
  7. You return to Instant, and Yotpo shows on the Connected tab

When you connect, Instant imports your existing loyalty members, their points balances and their VIP tiers. After that, Instant receives updates from Yotpo as they happen.

Setting up a loyalty flow

  1. Go to Flows in your Instant AI dashboard
  2. Scroll to the Loyalty section
  3. Click Manage flows to see every loyalty flow
  4. Click Set up next to the flow you want
  5. The flow opens on the Template tab with a starter email already written. Edit the copy and design to suit your brand
  6. Enable the flow when you are ready to send

Note: If Yotpo already sends an email for the same event, turn that email off in Yotpo. If you do not, shoppers get two emails for the same event.

How it works

Loyalty flows

Each loyalty flow starts when Yotpo sends Instant the matching event. There are 15 loyalty flows:

Membership

  • Welcome to Loyalty: starts when a shopper joins your loyalty program through Yotpo.
  • New Member Reward: starts when Yotpo gives a shopper their reward for joining.

Milestones

  • Loyalty Birthday: starts on a loyalty member’s birthday.
  • Loyalty Anniversary: starts on a shopper’s loyalty anniversary.

Points

  • Points Earned: starts when a shopper earns points.
  • Points Expiration: starts when Yotpo sends a reminder that a shopper’s points will expire.
  • Points Reminder: starts when Yotpo sends a shopper a points reminder.

Rewards

  • Reward Redeemed: starts when a shopper spends points on a reward.
  • Reward Reminder: starts when Yotpo sends a shopper a reward reminder.

Referrals

  • Referral Shared: starts when a shopper shares their referral link.
  • Referral Share Reminder: starts when Yotpo sends a shopper a reminder to share their referral link.
  • Referral Completed: starts when a referred friend places their first order.

Tiers

  • Loyalty Tier Upgraded: starts when a shopper moves up to a higher VIP tier.
  • Loyalty Tier Downgraded: starts when a shopper loses a VIP tier or moves down a tier.
  • Loyalty Tier Progress: starts when a shopper’s progress towards reaching or keeping a tier changes.

Loyalty fields in your emails

When Yotpo Loyalty is connected, two loyalty fields are available in the email editor:

  • Points balance
  • VIP tier

To add one, type {{ in a Rich Text block and search for the field. Loyalty fields are grouped under the Yotpo name. Click the field to set a fallback, so shoppers with no value see your fallback text instead.

Tip: The starter emails in each loyalty flow already include details from the Yotpo event, such as the reward name or the new tier name. Keep these in place when you edit the copy.

Loyalty filters for shoppers and segments

  1. Go to Shoppers in your Instant AI dashboard
  2. Click to add a filter and select Loyalty
  3. Choose Points balance or VIP tier, then choose a comparison and a value
  4. Click Apply

You can use the same Loyalty filter when you build a segment. If no loyalty app is connected, the filter shows a Connect a loyalty app prompt that takes you to the Integrations page.

Loyalty card on the shopper profile

Each shopper profile has a Loyalty card. For a loyalty member, it shows:

  • Membership status, with their VIP tier if they have one
  • Loyalty provider
  • Points balance

Loyalty members also have a chip at the top of their profile, next to their subscription status. The chip shows their VIP tier, or Loyalty member if they do not have a tier.

If the shopper is not a loyalty member, the card shows Not a loyalty member.

FAQ

Do I need to connect Yotpo Loyalty to see the Loyalty flows? You can see the Loyalty section on the Flows page, but the flows cannot start until Yotpo Loyalty is connected. Click Connect a provider in the Loyalty section to go to the Integrations page.

What happens if I disconnect Yotpo Loyalty? Instant stops receiving updates from Yotpo, so your loyalty flows stop starting and loyalty data on profiles stops updating. You can reconnect at any time.

For more on adding fields to your emails, see How to add personalisation fields to your emails.