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Yotpo - Loyalty

With Yotpo - Loyalty modules in Make, you can watch loyalty events, create or update a customer record, and retrieve a customer.

To get started with Yotpo - Loyalty, create an account at yotpo.com.

Connect Yotpo - Loyalty to Make

To connect Yotpo - Loyalty app, you need to obtain the GUID and API Key from your Yotpo - Loyalty account and insert them into your Make scenario.

  1. Log in to your Yotpo - Loyalty account.

  2. Click Settings. Copy the GUID and API key to a safe place.

    Yotpo_Loyalty_2.png
  3. Log in to your Make account, insert a Yopto-Loyalty module in your scenario, and click the Add button next to the Connection field.

    Yotpo_Loyalty_1.png
  4. Optional: In the Connection name field, enter a name for the connection.

  5. In the GUID and API Key fields, enter the GUID and API Key copied in step 2, and click Save.

You have successfully established the connection. You can now edit your scenario and add more Yotpo - Loyalty modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Customers

You can search and retrieve invoices using the following modules.

Triggers when a new event in loyalty API has occurred.

Webhook name

Enter a name for the webhook.

To setup webhooks, see the section, Setting up Yotpo - Loyalty Webhooks.

Creates or updates a customer record.

Connection

Establish a connection to your Yotpo - Loyalty account.

Email

Enter the customer's email address.

First Name

Enter the customer's first name.

Last Name

Enter the customer's last name.

Customer ID

Enter the unique identifier of the customer in your system. This is required only if you are implementing a generic e-commerce integration.

Phone Number

Enter the customer's phone number in E.164 format, for example, +14155552671.

Country ISO Code

Select the customer's country ISO Code, only if you are unable to send the phone_number in full E.164 format.

Has Account

Select whether the customer has an account with the platform.

Opted In

Select whether the customer should be opted into the loyalty program. If null will rely on the account settings of opt-in.

Pos Account ID

Enter the point of sale unique account identifier.

Tags

Enter a list of tags separated by tags the customer belongs to.

Note

This will overwrite the existing tags.

Opted in at

Enter the date and time when the customer has opted into the loyalty program.

Retrieves an existing customer.

Connection

Establish a connection to your Yotpo - Loyalty account.

Customer Email

Enter the customer's email address.

Customer ID

Enter the unique identifier of the customer in your system. This is required only if you are implementing a generic e-commerce integration.

Pos Account ID

Enter the point of sale unique account identifier.

Phone Number

Enter the customer's phone number in E.164 format, for example, +14155552671.

Country ISO Code

Select the customer's country ISO Code only if unable to enter the phone_number in full E.164 format.

With Referral Code

Select whether to retrieve information about the customer's referral code.

With History

Select whether to retrieve information about the customer's point earning and redemption history.

Other

You can call APIs using the following module.

Performs an arbitrary authorized API call.

Note

For the list of available endpoints, refer to the Yotpo - Loyalty API documentation.

Connection

Establish a connection to your Yotpo - Loyalty account.

URL

Enter a path relative to https://loyalty.yotpo.com/api. For example, /v2/customers/recent.

Method

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of use - List Recent Customers

The following API call returns the list of recent customers from your account.

URL: /v2/customers/recent

Method: GET

Yotpo_Loyalty_3.png

Matches of the search can be found in the module's Output under Bundle > Body > customers

Our example returned 5 customers:

Yotpo_Loyalty_4.png

Setting up Yotpo - Loyalty Webhooks

This app makes use of webhooks to instantly trigger a scenario when an event occurs. Follow the steps below to set them up.

  1. Open the Watch Loyalty Events module, create a connection, click Save, ad copy the URL address to your clipboard, click OK and save the trigger.

    Yotpo_Loyalty_5.png
  2. Log in to your Yotpo - Loyallty account.

  3. Click Settings and navigate to the Webhook URL.

  4. Enter the Webhook URL copied in step 1 and click Save.

    Yotpo_Loyalty_6.png

You have successfully added the webhooks.