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

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Please note:

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

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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.

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Questions?

Reach out to [email protected]