This guide will help you integrate Yotpo Loyalty & Referrals with your Refersion account. Once integrated, you can start rewarding customers with points in Yotpo when they are accepted into your affiliate program.
Before you get started, you will need to create a custom action campaign within your Yotpo account if one does already exist. Custom action campaigns allow you to reward customers with points for performing an action of your choice. You can learn more about custom action campaigns here.
Because these campaigns are custom, we recommend asking your developer to assist with adding the custom action campaign to your Yotpo account. The campaign should be set up so customers can click on the campaign tile within Yotpo and be brought to your affiliate registration page in Refersion. You can find your registration page URL by navigating to your Refersion dashboard and clicking "Affiliate sign-up". A modal will appear with the URL that points to your affiliate registration page.
Once the custom action campaign is set up in Yotpo, you can proceed with the integration.
What you'll need for this integration:
1 - Your custom action campaign name.
2 - The API key and GUID from your Yotpo account.
Step 1 - Add your Yotpo Loyalty and Referral credentials in Refersion.
In your account navigate to Account > Settings > Yotpo Loyalty and Referrals. Enable the Yotpo integration by changing the "Send customer actions into Yotpo" option to "Yes, whenever an affiliate application is approved".
Once that is enabled, enter your API key, GUID, and the custom action name from your Yotpo account. Instructions for finding your Yotpo API key and GUID can be found here. You can follow the steps below to find your custom action name:
In Yotpo, navigate to Programs > Earning Points and click on the edit pencil icon for your custom action campaign:
A modal will appear with all of the details for the custom action campaign.
Copy the text in the "Action Name" field and paste this into "Your Yotpo Action Name field" in Refersion. Once everything is copied over your settings page should look like the image below:
Save your settings and move onto step 2.
Step 2 - Testing the integration.
Once Yotpo is enabled, you can test the integration by signing up as a customer for your Yotpo rewards program. Once you've signed up as a new customer, click on the custom action campaign tile you've set up, then register as an affiliate in Refersion using the same email address you used for your Yotpo customer account.
Once you've submitted your application, navigate to Manage > Affiliates in Refersion, and approve your application. Return to your Yotpo customer account to see if points have been awarded for completing the custom action campaign. Below is an example of a customer who has completed a custom action called "Become an Ambassador".
If you see the action completed in your rewards history, you're all set.
Note: To reduce the chance of customers putting in a different email address when registering for your affiliate program, you can combine your Yotpo integration with our URL fields population feature. Please reach out to our customer success team at [email protected] for additional information on how to use this feature with the Yotpo integration.