Integrating Yotpo Loyalty & Referrals with Customer Hub

This article provides an overview of the Yotpo Loyalty & Referrals integration for Customer Hub, which allows you to deliver a native loyalty experience directly on your site. By integrating Yotpo with Customer Hub, shoppers can view their points, track VIP status, and redeem rewards without leaving your store or interacting with third-party widgets.

Benefits of the integration

• Reduced Friction: Shoppers can complete loyalty actions (like redemptions) entirely within Customer Hub, reducing redirects and keeping them engaged on-site.
• Unified Brand Experience: Loyalty information is presented using Customer Hub’s foundational layout and voice, creating a cohesive post-purchase journey.
• Increased visibility: Surface loyalty value to logged-in loyalty members to encourage engagement with your program.

Before you begin

To enable this integration, ensure you have:

• An active Yotpo Loyalty & Referrals account.
• Customer Hub live on your site.
• A paid Customer Hub plan or active trial.
• Your Yotpo API Key and GUID.
• The existing Yotpo x Klaviyo integration managed within Yotpo to sync profile properties and events.

How to enable the Yotpo integration

1. In the Klaviyo app, navigate to Website > Customer Hub.
2. Open the Extensions page.
3. In the Loyalty section, select Yotpo Loyalty from the Loyalty Provider dropdown.

4. Enter your credentials in the Yotpo API Key and Yotpo GUID fields. These are stored securely for the connection to Yotpo.

5. To show Ways to earn, enter the full URL of your rewards page in Yotpo Rewards Page URL. Shoppers use this link to learn how to earn points.
6. Choose whether to show referral links using Display referral link to visitors. Clear the checkbox if you do not want shoppers to see a referral link.
7. Click Save. Once enabled, the loyalty experience will become visible to logged-in loyalty members in your live Customer Hub.

The shopper experience

The Yotpo integration adds 2 primary views to Customer Hub:

1. For You loyalty summary

When a logged-in loyalty member opens Customer Hub, they can see a rewards summary on the For You tab. Depending on their loyalty data, they will see:

• Current Points Balance: Their real-time point total.
• VIP Tier: Their current membership level (e.g., Bronze, Silver, Gold).
• Best/Next Reward: A highlight of the most valuable reward they are currently eligible for or the next one they can earn.
  

2. Rewards page

For a deeper view, shoppers can navigate to a dedicated Rewards page within the Hub to access:

• Ways to earn: A link to your rewards page explaining how to earn more points. This appears only when you provide a valid Yotpo Rewards Page URL.
• Available rewards: A list of fixed or variable redemption options the shopper has enough points to redeem.
• In-Hub Redemption: Shoppers can redeem points directly for a coupon code, which is then displayed for immediate use.
• Referral link: A unique link for the shopper to share with friends, when referral display is enabled and a referral link is available.

Data and profile properties

The integration utilizes several profile properties synced from Yotpo to Klaviyo to personalize the experience:

• swell_point_balance: Displays the customer's current points.
• swell_vip_tier_name: Indicates the customer's current tier.
• swell_referral_link: Provides the customer's unique referral URL.
• swell_has_account: Identifies whether the shopper is a member of your loyalty program.

Customer Hub also makes real-time calls to Yotpo’s APIs to fetch the most up-to-date program details, such as active redemption options and tier definitions, ensuring shoppers always see accurate data.