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Drive More Repeat Sales with SMS and Loyalty

The synergy between Yotpo SMSBump and Loyalty will enable you to target customers with hyper-personalized messages at just the right moment, promote your Loyalty program to SMS subscribers, and increase sales by launching exclusive reward campaigns. 

 

The following article will show you how to set up Loyalty flows. 

 

 

Setting Up Yotpo Loyalty Flows

 

Thanks to the Yotpo Synergy, the apps sync automatically once you have both SMSBump and Reviews and UGC installed on your Shopify store. All you have to do is enable the review request flows. Go to Flows & Automations from the main menu and click Explore more flows

 

Navigation

 

Now type loyalty in the search bar, and you’ll see all the flows you can enable.  With Yotpo Loyalty, you can choose from 6 triggers and launch highly personalized SMS flows:

 

  • Yotpo Loyalty VIP Tier: Triggered when a customer reaches a specific tier. Make sure you have set up your tiers from your Yotpo Loyalty account

  • Yotpo Loyalty Birthday: Triggered on the customer's birthday.

  • Yotpo Loyalty points reminder: Triggered when the customer hasn’t engaged with the Loyalty program in over 30 days. Includes Loyalty details, such as points needed, points earned, points balance, and redemption name.

  • Yotpo Loyalty redemption reminder: Triggered when the customer hasn’t engaged with the Loyalty program in over 30 days. Includes Loyalty details, such as points balance and redemption name.

  • Yotpo Loyalty Opt-in: Triggered when a customer joins your Loyalty program.

  • Yotpo Loyalty Redemption Created: Triggered when a customer in your Loyalty program redeems points to get a coupon for a discount, free shipping, etc.

    Important: This trigger is irrelevant and won't be triggered if your customers redeem points for a discount/product automatically redeemed at checkout.

     

  

To set up a flow with the Loyalty triggers, all you have to do is click on the flow you wish to enable and follow the steps. 

 

Templates

 

You can also create a brand new flow on your own. Select a trigger manually, and continue setting up your flow as usual. 

 

 

New loyalty flow

  

 

Loyalty Conditions

 

You can improve personalization by including various conditions in your flows. This way, you can send different messages to customers on different Loyalty tiers, with a different point balance and many more. You must simply add a condition step to your flow and choose the desired one. 

 

Important: Loyalty conditions can be added to almost every trigger, not just the Loyalty triggers.

 

Loyalty condition


 

The following conditions are available in the Yotpo SMSBump flow builder: 

 

  • Loyalty points balance: Checks the customer’s loyalty points.

  • Loyalty points expiration date: Checks the customer’s loyalty points expiration date.

  • Loyalty credit balance (USD): Checks the customer’s credit balance.

  • Loyalty number of redemptions: Checks the customer’s number of redemptions.

  • Loyalty last redemption date: Checks the customer’s last Loyalty redemption date.

  • Shopper is Loyalty member: Checks if the customer is a Loyalty member.

  • Last engaged with Loyalty program: Checks when the customer last engaged with your program.

  • Loyalty successful referrals: Checks the number of successful referrals.

  • Loyalty tier name: Checks which loyalty tier the customer is on.

  • Loyalty tier expiration date: Checks the customer’s loyalty tier expiration date.

  • Loyalty points accumulated in tier: Checks the customer’s accumulated points in the tier.

  • Loyalty amount spent in tier (USD): Checks the amount the customer spent in the tier.

  • Loyalty points to maintain tier: Checks how many loyalty points are required for the customer to stay in the current tier.

  • Loyalty amount to maintain tier (USD): Checks how much money is required for the customer to stay in the current tier.

  • Loyalty points to reach next tier: Checks how many loyalty points are required for the customer to reach the next tier.

  • Loyalty amount to reach next tier (USD): Checks how much money is required for the customer to reach the next tier.


 

Loyalty Shortcodes

 

Adding useful information regarding a customer’s Loyalty status can be easily included in your text messages with the help of the Loyalty shortcodes. You will find them neatly separated under your text message editor. 

 

Shortcodes

 

Different triggers will enable different shortcodes however, this is the full list of shortcodes available in the Yotpo SMSBump flow builder:  

 

  • Loyalty points balance: The customer's current point balance.

  • Loyalty Points expiration: The date on which the customer’s loyalty points will expire.

  • Loyalty credit balance: The customer's current point balance.

  • Loyalty tier name: The customer's current VIP tier.

  • Loyalty tier expiration: The date or period when the customer's current VIP tier will expire.

  • Loyalty points in tier: The customer's current tier point balance.

  • Loyalty amount spent in tier (USD): The amount the customer spent in the tier.

  • Loyalty points needed to maintain tier: The points required for the customer to stay in the current tier.

  • Loyalty amount needed to maintain tier (USD):  The money required for the customer to stay in the current tier.

  • Loyalty points needed for next tier: Loyalty points the customer needs to reach the next tier.

  • Loyalty amount needed for next tier (USD): The money the customer needs to reach the next tier.

 

Suppose you decide to include one of these shortcodes in your text message for the first time in your flow. In that case, a pop-up will notify you that the necessary Loyalty conditions will automatically be added. This will happen only if you haven’t added those conditions by yourself.

 

 

 

This was our quick tutorial on setting up Yotpo Loyalty flows to promote your program via SMS. Check out How to Create Engaging SMS Experiences with Yotpo Loyalty Segmentation! You can find more helpful articles in our Knowledge base or contact us if you have any questions or feedback. 


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