Setting up Yotpo Loyalty & Referrals

Ometria’s integration with Yotpo Loyalty & Referrals means that your Yotpo loyalty and referrals data can be stored against your Ometria contact’s records.

See also: Yotpo's guide for launching an on-site Loyalty & Referrals programme.

The integration works by automatically importing the live contact data into Ometria, where you can use the data to personalise your campaigns and uncover new insights to inform your marketing strategy.

If you have multiple Yotpo instances you'd like to connect with Ometria we recommend setting up each connection separately, following the steps below for every instance.

Before you begin

To get started with Yotpo, contact your Customer Success Representative.

Next, set up a Yotpo Loyalty & Referral account.

You'll also need to create an API key in Ometria to set up your connection.

If you're planning to connect multiple Yotpo instances with Ometria then it's best to set up separate API keys for each and give them an easily recognisable name, e.g. 'Yotpo US'. 

Only users with administrator account permissions can access the API keys tab.

Setting up your integration with Yotpo Loyalty & Referrals

In Ometria, go to Settings and select the Connections tab:

Click Add new connection, then select Yotpo loyalty & referrals.

The Ometria authentication screen displays. 

Select New authentication.

The Create a new authentication window displays:

Enter the API key you created at the beginning of the process and select Create.

The Yotpo Loyalty Authentication screen displays:

Click New authentication. 

The Create a new authentication pop-up displays: 

Change Your authentication name if you wish. This name will help you identify any other Yotpo accounts you might have added in Ometria. 

Enter the GUID and API key previously created in your Yotpo Loyalty & Referrals account and click Create.

Once the authentication is successful, click Next to reach the Yotpo Loyalty & Referrals webhook screen:

Copy the Webhook URL and log into your Yotpo Loyalty & Referrals admin account.

In Yotpo, go to Settings > General Settings and paste the URL into the Yotpo Webhook URL field:

Save these changes in Yotpo, then return to Ometria.

Loyalty opt-in identifier

In the final step of the integration configuration flow, you'll be asked to select which property Ometria should use as the loyalty opt-in identifier:

This depends on whether you're using Yotpo's Legacy accounts or the newer Customer accounts:

• Legacy accounts use has_store_account, stored in Ometria as yotpo_has_platform_account.
• Customer accounts use is_opt_in, stored in Ometria as yotpo_is_opt_in.

If you are migrating from Legacy to Customer accounts, you'll need to enable Customer accounts in Yotpo first, which makes the is_opt_in property available. 

Then update the setting in Ometria so the integration uses is_opt_in as the loyalty identifier. 

These changes should be made at around the same time in both platforms to ensure data consistency and avoid gaps in tracking opt-in status.

For more context on Yotpo's Customer Accounts and loyalty opt-ins, see Yotpo's documentation on using Loyalty & Referrals with Shopify's new Customer Accounts.

Final steps

Select Finish.

Your Yotpo Loyalty & Referrals connection is set up.

Next you'll need to raise a request with the Support team to get your custom events set up. After that, Ometria's Creative team will need to add the triggers to your email templates. 

Data passed to Ometria

Ometria retrieves two types of data from Yotpo Loyalty & Referrals:

• Custom fields - fields you create manually in Ometria.
• Default fields - fields that already exist in Ometria's database.

Yotpo also sends Ometria custom events.

Create your custom fields

Once your Yotpo Loyalty & Reviews connection is set up in Ometria, you'll need to create the custom fields below for retrieving the data. 

You only need to create the fields that you think will provide value to your marketing strategy. 

Follow the steps in Create a custom field to set up the following:

Migrating from legacy to customer accounts

If you are migrating from legacy to customer accounts, be aware of the following behaviour:

• The yotpo_is_opt_in property is used as the loyalty opt-in identifier for new customers after the switch.
• Existing customer data remains unchanged — only yotpo_has_platform_account may be present for customers acquired before the migration.

Updating your campaign logic

When migrating, you'll need to update any automated campaign conditions that reference the legacy opt-in property to ensure compatibility with both old and new customer data.

Previous condition:

yotpo_has_platform_account = true

Updated condition:

(
  yotpo_has_platform_account = true
  AND yotpo_is_opt_in is not known
)
OR
yotpo_is_opt_in = true

This ensures your campaigns continue to capture both customers acquired before the migration and those who opted in under the new Customer accounts setup.

Event triggers

Full list of the Yotpo event triggers Ometria supports: Yotpo Loyalty & Referrals: Supported events

Use cases

Automation campaigns

Points reminder

Set up a campaign to remind your customers how many loyalty points they have available using the entry trigger:

• The contact has entered or exited a segment
• The contact had entered a segment - which is - Accumulator Point Reminder.

Points confirmation

Set up a campaign to let your customers know how many loyalty points they have after placing an order by using the entry trigger:

• Custom date - Last purchase date - Is today

New tier confirmation

Set up a campaign to let your customers know when they have moved into a new loyalty tier by using the entry trigger:

• Contact entered or exited a segment
• Contact has entered a segment - which is - [select your loyalty tier]

Loyalty welcome

Set up a campaign to thank your customers for opting into your loyalty programme by using the entry trigger:

• Custom date - [Opt-in date field name] - Is today

Broadcast campaigns - dynamic blocks

Configure your broadcast campaign templates to display only for contacts in your loyalty tier segments and tailor the information specifically to them:

Using merge tags to convert cents into dollars

Yotpo sends currency values to Ometria as cents, not dollar amounts (e.g. 4999 instead of 49.99).

You can use merge tags to convert these values into dollar amounts in your marketing messages: