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
Referral data for Yotpo accounts created prior to August 2024 may not sync as expected due to limitations of Yotpo's API.
Learn more in Yotpo's API documentation.
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.
You can choose which loyalty data fields to map and sync.
If you choose not to map fields manually, Dotdigital automatically creates all available Yotpo data fields for you.All mapped loyalty data is available as contact data fields in Dotdigital, which you can use for segmentation, automation, and personalisation.
You cannot connect the same Yotpo store to Dotdigital more than once.
You can connect multiple Yotpo stores to the same Dotdigital account.
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 your credentials:API key and GUID: In Yotpo Loyalty, go to Settings > General Settings > Integrations.
App key: In Yotpo Loyalty, go to Settings > Account Settings > General Settings > API credentials.
Select CREATE.
Select NEXT.
Your authentication is tested. After the testing is successful, select NEXT.
2. Set contact sync settings
Choose how Dotdigital handles contacts coming from Yotpo Loyalty. This controls whether new contacts are created in Dotdigital or whether only existing contacts are enriched with loyalty data.
Sync all contacts - creates new contacts if needed; updates only existing ones.
Update existing contacts only - never creates contacts; updates only existing ones.
Expand the Sync settings drop-down menu and select an option.
Select NEXT.
3. Set contact sync preferences
Decide which customers to sync, based on loyalty program opt-in status:
Sync only customers who opted in to your loyalty program, or sync all customers.
This prevents guest users from being added unless you want them included.
Opted‑in customers have an account and active participation in the loyalty program.
Expand the Sync preferences drop-down menu and choose an option.
Select NEXT.
4. Sync Yotpo segments as lists
Decide which Yotpo segments to sync into Dotdigital.
Each selected segment becomes a list in Dotdigital.
Contacts are added or removed automatically as they move in or out of the Yotpo segment.
You can rename these lists in Dotdigital. By default, they use the segment name from Yotpo.
Expand the Segments drop-down menu and select the segments to sync.
Select NEXT.
5. Map loyalty data fields
Choose whether you want to map Yotpo data fields to Dotdigital contact data fields.
Select Yes or No.
If you select Yes, you can map individual loyalty fields to specific Dotdigital contact data fields. If you select No, Dotdigital automatically creates all Yotpo loyalty fields for you.Select NEXT.
If you selected Yes, map your data fields as required.
Select NEXT.
6. Map your campaigns
This step allows you to map Yotpo Loyalty events, for example: points changed, referral completed, donation created, to automated campaigns in Dotdigital.
When an event occurs in Yotpo, Dotdigital can trigger the selected campaign automatically.
Expand the Event drop‑down menu and select a Yotpo event.
Select the Dotdigital campaign you want to trigger when this event occurs.
Select ADD A NEW MAPPING to map additional events.
Select NEXT.
7. Map your programs
You can also map Yotpo Loyalty events to trigger automated programs in Dotdigital.
These events can start or influence a program flow based on milestones such as points reminders, anniversaries, birthdays, or tier changes.
Expand the Event drop-down menu.
Select a Yotpo Loyalty event.
Select the Dotdigital program you want to trigger.
Select ADD A NEW MAPPING to add more events.
Select NEXT.
Programs support multi‑step journeys, so event‑to‑program mappings can power more complex automations.
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 begin syncing, Dotdigital stores all available Yotpo Loyalty data as contact data fields—either the fields you mapped yourself or all fields created automatically during setup.
These data fields let you segment, personalise, and automate based on loyalty information.
The following fields are included:
New Data field | Description |
First name | Customer's first name |
Last name | Customer's last name |
Has_account | Indicates whether the customer has a store account |
Current_tier | Customer's 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 | Customer's 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.
Next steps