Integrating Yotpo Loyalty with Dotdigital lets you sync customer loyalty data, such as points, tier, birthday, and spending, directly into your Dotdigital account. This enables you to automate reward campaigns, track customer behaviour, and target communications to your most engaged contacts. You can choose how contacts and data are synced, giving you more control and aligning the integration with your business needs.
Before you start
Things you need to know:
The integration lets you choose whether to sync all Yotpo contacts or only update existing Dotdigital contacts with loyalty data.
You can also choose to sync only customers who have opted in to the loyalty program, so guest users are not added unless you want them.
All mapped loyalty data is available as contact data fields in Dotdigital, which you can use for segmentation, automation, and personalisation.
1. Integrate Yotpo Loyalty with Dotdigital
Go to Connect > Integrations.
In the left menu, under SHOW, select Self-serve.
Find Yotpo Loyalty, then select +ADD.
Read the integration information, then select NEXT.
For Connect to Yotpo Loyalty, select Connect account.
Enter your App key, API key, and GUID from your Yotpo Loyalty product.
To find this, go to Settings > General Settings under the heading API Credentials.Select CREATE.
Select NEXT.
2. Set contact sync settings
Choose how to manage your contact data:
Select whether to sync all Yotpo contacts or only update existing Dotdigital contacts with loyalty data.
Syncing only existing contacts adds loyalty fields to previously imported contacts, avoiding new contact creation and helping you manage contact limits.
Expand the Sync settings drop-down menu, and choose if you want to sync all contacts or update only existing ones.
Select NEXT.
3. Set loyalty opt-in preferences
Decide which customers to sync, based on loyalty program opt-in status:
You can choose to sync only customers who have opted in to your loyalty program, or all customers regardless of their opt-in status.
This allows you to exclude guest users who have not opted in, preventing inappropriate communications and keeping your lists targeted.
Opted-in customers are those with accounts and active participation in the loyalty program.
Expand the Opt-in settings drop-down menu, and choose whether to sync only opted-in customers or all customers.
Select NEXT.
4. Map your campaigns
This optional step allows you to connect specific Yotpo Loyalty events, such as a referral being shared, a donation being created, or points being updated, to automated campaigns in Dotdigital. When one of these events occurs in Yotpo, Dotdigital can automatically send relevant communications, like reward notifications or tier updates, without any manual input.
Expand the Event drop-down menu and select a campaign name.
To map additional events, select ADD A NEW MAPPING and repeat the process.
Select NEXT.
To avoid sending a campaign before the data field is updated, add a delay to your programs to ensure the latest codes and data has synced into Dotdigital.
Contact data and field syncing
Contact data and field syncing
Once installation is complete and contacts are synced, you can create a dedicated Yotpo Loyalty contacts list.
We store the following information for each record:
New Data field | Description |
First name | Customers first name |
Last name | Customers last name |
Has_account | Indicates whether the customer has a store account |
Current_tier | Customers current tier name |
Current_tier_ends | Date when the customers VIP tier expires |
Points_earned | Number of points earned |
Amount_spent | The annual amount spent by the customer |
Purchases_made | How many purchases the customer has made |
Referrals_completed | How many referrals were completed |
Points_balance | Current available points balance |
Points_expire_at | Date when customers points expire. |
Referral_code | Customers unique referral discount code. Only relevant for code based referrals. |
Amount_needed | Amount needed to maintain the customers current tier. |
Purchases_needed | Purchases needed to maintain the customers current tier. |
Referrals_needed | Referrals needed to maintain the customers current tier. |
Points_needed | Points needed to maintain the customers current tier. |
New_tier_multiplier | Points multiplier applied to the next tier that the customer could achieve. |
Nxtpts_expire | Date when a customer's points expire. |
Days_to_expiry | Number of days left before the points expire. |
Nxtpts_expire_amnt | Number of points that are about to expire. |
Next_pts_needed | Points needed to reach next tier. |
Next_amnt_needed | Amount needed to reach next tier. |
Next_purch_needed | Number of purchases the customer must complete to reach the next tier. |
Next_refer_needed | Number of referrals the customer must make to reach the next tier. |
Birthday | Customer's birthday. |
Reward_text | If a customer is gifted a coupon for their birthday reward, this is the coupon code. |
Reward_points | If a customer is gifted points for their birthday reward, this is how many points they were gifted. |
Referral_link | Customers unique referral link. |
Credit_balance | Current available credit balance (if points are displayed as credit based on the logic set in your variable redemption rewards). |
Payout_percent | Payout percentage set for this customer. This will only populate if the customer is marked as an affiliate. |
Has_tax_details | If the customer provided tax details for the influencer program and is marked as doing so in the Loyalty&Referrals admin, the value here is 1. |
Is_Affiliate | If this customer is marked as an affiliate in the Loyalty&Referrals admin. |
affiliate_email | If this customer has a separate email for their Paypal/affiliate commission, this will populate with that alternate email address. |
total_amnt_earned | If the customer is marked as an affiliate, this will populate with the total amount in commission they've earned with Loyalty&Referrals. |
Yotpo events available for mapping
Yotpo events available for mapping
You can map specific Yotpo Loyalty events to automated Campaigns and Programs in Dotdigital. This allows you to trigger targeted communications based on customer actions and loyalty milestones.
Campaigns
Referral Link Share
Donation Created
Redemption Below Threshold
Points Changed
Referral Completed
Programs
Loyalty Opt-in/out
Birthday Captured
Anniversary Captured
Points Reminder
Points Expiration Reminder
Redemption Reminder
Customer Birthday
Customer Anniversary
Tier Earned
Tier Lost
Points Earned
Referral Share Reminder
Use these events to create timely, personalised experiences that reward engagement and encourage repeat purchases.