This toolkit details how to integrate Yotpo’s products with your BI & Analytics or Customer Data Platform (CDP) to analyze and suggest insightful actions for merchants on both platforms.

Main use cases covered in this toolkit:

Yotpo Ratings & Reviews

• Unify data for cross-channel analysis
• Segment customers by review activity and sentiment
• Tie reviews data to KPIs such as customer lifetime value (LTV), average order value (AOV), revenue, profit, etc.
• Create your own custom reports that seamlessly incorporate Yotpo data into your performance reporting

Yotpo Loyalty & Referrals

• Unify data for cross-channel analysis
• Segment customers by loyalty activity and data
• Identify who are the most loyal customers and tie them to the marketing channels sourcing them

Yotpo SMS & Email

• Unify data for cross-channel analysis
• Segment customers by SMS and email activity and engagement
• Create your own custom reports that seamlessly incorporate Yotpo SMS & Email aggregated analytics data into your performance reporting
• Add UTMs to monitor revenue attribution of Yotpo SMS & Email marketing channels
• Sync Audiences from your platform to Yotpo as lists
• Enrich customer profiles in Yotpo

Yotpo Subscriptions

• Unify data for cross-channel analysis
• Segment customers by their product subscriptions
• Tie back subscription customers to the relevant marketing channel
• Identify who are the highest LTV subscribers and tie them to the marketing channels sourcing them

🚧

Please note:

Each of the listed use cases requires that the merchant has the relevant Yotpo Product (SMS & Email, Reviews, Subscriptions, and Loyalty) available to them and installed.

👍

Have you registered your app yet?

Before you start building your app, you first need to apply to become a partner and register your app. If you haven’t done so yet, refer to the steps in our Welcome guide.

Yotpo Ratings, Reviews, Visual UGC

• Segment customers by review activity and sentiment
• Tie reviews data to KPIs like customer lifetime value, average order value, revenue, profit, etc.
• Create your own custom reports that seamlessly incorporate Yotpo data into your performance reporting

How?

You can fetch customer data using the Retrieve Customers endpoint. Add a query param called expand with “reviews” or “all” to receive full data. This includes properties such as number of total reviews, average product/site rating and sentiment, last review date, etc.
You can use the All Reviews endpoint to pull the reviews data, including their content and meta fields.

Yotpo Loyalty & Referrals

• Unify data for cross-channel analysis
• Segment customers by loyalty activity and data

How?

• You can fetch customer data using the Retrieve Customers endpoint. Add a query param called expand with “loyalty” or “all” to receive full data. This includes properties such as point balance, VIP Tier, referral link, and more, and include them in your segmentation and messages to the customer.
• You can register to receive real-time events with our Loyalty & Referrals webhooks. First, you’ll have to create a target to receive the webhooks. Then, create a filter to define the list of events you’d like to receive. You can see in the example request payload a list of the most popular loyalty events listed. Lastly, you’ll need to create a store-level webhook subscription that combines the target and filter IDs.
• Identify who are the most loyal customers and tie them to the marketing channels sourcing them

How?

Add UTMs to monitor revenue attribution of Yotpo Loyalty referrals.
The merchant will need some instructions on which parameters to add to their UTMs. To view the UTM parameters, see this article.

Yotpo SMS & Email

• Unify data for cross-channel analysis
• Segment customers by SMS & Email activity and engagement

How?

You can fetch customer data using the Retrieve Customers endpoint. Add a query param called expand with “sms, email” or “all” to receive full data. This includes properties such as last sent, last converted, list of campaigns and flows that were sent, etc.
In addition, you can register for our store-level SMS Webhooks and Email Webhooks to receive them in real time for events of subscription and engagement.
First, you’ll have to create a target to receive the webhooks. Then, create a filter to define the list of events you’d like to receive. Lastly, you’ll need to create a store-level webhook subscription that combines the target and filter ID’s.

• Seamlessly incorporate Yotpo SMS & Email aggregated analytics data into your performance reporting

How?

Display all Yotpo SMS & Email campaigns and flows with relevant analytics Measures and Dimensions. You can find all the relevant information in About SMS & Email Analytics APIs, as well as an example of how to perform the use case with the most common metrics pulled for this use case.

The most important endpoint to use is the Aggregations endpoint, you can take the dimensions and measures from the example and perform this call.

• Add UTMs to monitor revenue attribution of Yotpo SMS & Email marketing channels.

How?

Create a designated Yotpo SMS & Email marketing channel in your dashboard to monitor its contribution to overall revenue.
Add UTMs to monitor revenue attribution of Yotpo SMS & Email marketing channels.
The merchant will need some instructions on which parameters to add to their UTMs. You can instruct them on how to add the UTMs in Yotpo SMS & Email settings using this article. It is important to set the UTM medium to be a dynamic channel type, so it can capture whether it's SMS or Email.

• Sync Audiences from your platform to Yotpo as lists

How?

Building segments based on cross-channel activity in your platform and pushing them back to Yotpo

We have list syncing APIs to enable retrieving lists from Yotpo, followed by creating and updating lists into Yotpo.

First, you can fetch all available lists per account using the Get Lists endpoint. To check which profiles are associated with each list you can use our V3 Retrieve Customers endpoint and add a query param of the list id.

You can then create a new empty list using the Create List endpoint and addor remove profiles from it on a daily basis or ad hoc.

🚧

Please note:

Adding profiles to a list does not opt them in to receive marketing messages.

• Enriching customer profiles in Yotpo
• Enrich the customer profile in Yotpo based on data collected in your platform

How?

Using the Create or Update Customer endpoint, you can add regular or custom properties to the customer profile in Yotpo such as preferences, engagement, etc. This can later be used for segmentation and personalization in Yotpo.

Yotpo Subscriptions

• Unify data for cross-channel analysis
• Segment customers by their subscriptions
• Tie back subscription customers to the relevant marketing channel
• Identify who are the highest LTV subscribers and tie them to the marketing channels sourcing them

How?

You can fetch customer data using our Retrieve Customers endpoint. Add a query param called expand with “subscriptions” or “all” to receive full data. This includes properties such as active, paused, failed, expired, and canceled subscriptions per customer with the product and variant IDs per subscription.

You can also use Yotpo Subscriptions order/customer tags on Shopify.
Our tags include:

Order tags:

• Yotpo Subscriptions: All orders made through Yotpo's widget. This tag creates a new tab in the orders section.
• Recurring order #X: All recurring orders triggered through Yotpo
• Subscription Order: Order made through our widget from the 2nd order on.
• Merged order: Orders from multiple subscriptions that were merged automatically by our system. To learn more, see Merging Subscription Orders.
• OOS items removed: Orders that were partially delivered due to out-of-stock items
• Flows free gift: Orders that include a free gift that was automatically added from Yotpo Subscriptions Flows
• Flows discount: Orders that include a discount that was automatically added from Yotpo Subscriptions Flows

Customer tags:

• Has active product subscriptions: This is a customer tag that is added to a customer that has any active product subscriptions triggered through Yotpo
• Inactive product subscriber: This is a customer tag that is added when a customer unsubscribes from all product subscriptions triggered through Yotpo
• Migration to Yotpo: The customer was migrated to Yopto

📘

Questions?

Reach out to [email protected]