Use Yotpo review data in Dotdigital

Learn how to make the most of Yotpo review data in segments and automations.

Overview

Availability

This integration is currently in private preview. If you are interested in installing the integration, contact your Customer Success representative.

Syncing your review data from Yotpo to be stored as insight data against your Dotdigital contacts means that you can use this data to create segments, which enables you to target your communications and personalise program journeys for your contacts.

Before you start

Things you need to know:

  • You must install the Dotdigital for Yotpo Reviews integration to ensure that review data is syncing to your contacts.

    To learn how, check out the article Integrate Yotpo with Dotdigital.

Use review data in segments

The review data from Yotpo will be stored in Dotdigital as Contact insight, inside a collection called Reviews.

To learn more about insight data, check out the articles Using Insight data and View a contact’s insight data.

The Reviews insight data collection will only be visible for contacts who have at least one review record synced.

We store the following information for each review insight record:

  • Review ID
  • Product ID
  • Review Date
  • Rating Score
  • Review Title
  • Review Content
  • Product Name

These fields are available within the segment builder to enable you to create rules based on specific types of review, for example, all reviews for a particular product, or all reviews where the rating score was higher than a given figure.

To access this data within a segment:

  1. Go to Contacts > Segments, and select the Edit icon to edit an existing segment, or New Segment to create a new one.
  2. Inside the segment builder, from the left side panel, drag an Insight data block into one of the segment dropzones, and select the block to edit the rules.
  3. Expand the drop-down menu at the top of the Insight data window to select the Reviews insight data collection.

    If you only have a small number of insight data collections, instead of an Insight data block, you might see individual blocks for each collection. If that’s the case, drag a Reviews block into your segment.

  4. Set your contact filter using the radio buttons to choose between Number of, Total of and Average of, and then expand the Contact filter drop-down menu to choose and configure an operator.

    You can hover over the label for each radio button to see an explanation of how each option affects the records shown in the final segment.

  5. Expand the Record filters drop-down menu to choose an insight data field to work with. The operators available to you vary depending on your chosen data type.
    insight_data.png
  6. Once you're happy with your rules, select OK to return to the segment builder.

The Record filters area allows you to build out simple or complex segment rules based on the review data you have stored against your contacts. For further details about using insight data in segments, check out the article Using Insight data for segmentation.

Use review data in programs

You can configure automatic program enrolments for customers who leave a review as part of the integration setup. Once these contacts have been enrolled, you can use Decision nodes containing segments to tailor the program journey based on specific information from a contact’s reviews.

Use cases

  • Send a follow-up email campaign containing Also bought product recommendations to customers who have reviewed a specific product highly.
  • Enrol contacts who have left a negative review into a nurture program aiming to retain their custom.

Example

Let’s look at how you can set up a program to send an email campaign to contacts who have left a positive review for a specific category of products, for example, jackets.

  1. Go to Automation > All programs and select New program.
  2. Select Blank template and give the program a name.
  3. Drag a Start node onto the canvas, select it, and set the Enrolment schedule to No scheduled enrolment.
    The integration will push contacts directly into your program, so you don’t need to configure separate enrolment rules.
    start_node.png
  4. Add a Decision node which identifies contacts who:
    1. have left a review that day (to ensure that you’re not identifying historic review data)
      and
    2. have reviewed a product where the name contains jacket
      and
    3. gave a review with a rating score of 4 or higher
      yotpo_segment.png
  5. Add an End node to the No path, to exit contacts who don’t meet the criteria from the program.
  6. Add a Campaign node to the Yes path of your Decision node to send an email campaign to those contacts who do meet the criteria.
    yotpo_program.png
  7. Connect the Campaign node to the End node so that contacts exit the program once they have been sent the campaign.

This simple program allows you to target a specific group of contacts based on their review data and send them an email. There are many more things you can choose to do with automations. To learn more about building programs, check out the article Working with the program builder.

To learn more about using Decision nodes in programs, check out the articles Use two-way decisions to branch automated programs, and Use the multi decision node to branch programs to multiple outcomes.

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