Applies to: Admins
Overview
The Yotpo integration imports your Yotpo customers into Endear and adds data from your Yotpo Loyalty & Referrals program to their profiles, so your team can build audiences, personalize messages, and see loyalty context in customer conversations.
Go to Settings > Integrations and select Yotpo.
Optionally, turn on birthday and points expiration syncing.
Select Connect and log in to Yotpo.
Endear imports your Yotpo customers and loyalty data automatically.
Step-by-step guide
1. From the main navigation, select Settings, then select Integrations & data.
2. Select Yotpo to open the Setup Yotpo Integration page.
3. To also sync customer birthdays and upcoming points expiration, check Sync loyalty birthdays and points expiration, then enter your Loyalty API Key and Loyalty GUID. Select the here link under each field for help finding them in Yotpo. Skip this step if you only need points and tier data. With this option on, syncs take longer. Select Connect.
4. You'll be taken to Yotpo, where you log in to your Yotpo account to authorize the connection.
5. Once you're returned to Endear, the integration is connected. Endear imports your existing Yotpo customers and their loyalty data automatically, so you don't need to send the Endear team a customer or points export. After the first import, profiles update within moments whenever loyalty data changes in Yotpo.
Data that syncs
Endear adds each Yotpo customer's name, email, phone number, and account creation date to their customer profile, along with these custom fields in the Customer details field group. The fields are visible on customer profiles and can't be edited in Endear.
Yotpo Points Balance
Yotpo Points Earned
Yotpo Points Expiration
Yotpo Total Redemptions
Yotpo Credit Balance
Yotpo Loyalty Tier
Yotpo VIP Expiration
Yotpo Loyalty Opt-In
With Sync loyalty birthdays and points expiration turned on, Endear also syncs:
Birthday (added to the customer's profile birthday)
Yotpo Next Points Expire Amount
Yotpo Next Points Expiration (also requires points expiration to be turned on in Yotpo)
Using loyalty data in Endear
Build audiences: target customers by points balance, tier, or upcoming points expiration.
Personalize messages: mention points balances or tier status in outreach.
Run birthday campaigns: send birthday messages and offers.
Give staff context: show loyalty details during customer conversations.
Good to know
Existing customers: if a Yotpo customer's email matches a customer already in Endear, the two profiles merge automatically. Merging runs every few hours, so you may briefly see duplicates after connecting. Learn more in Understanding Endear's automated customer deduplication process.
Customers without loyalty data: Endear imports all of your Yotpo customers, including those who aren't in your loyalty program (for example, reviews-only customers). Their loyalty fields stay blank.
Read-only data: manage points, tiers, and birthdays in Yotpo. Changes there sync to Endear.
Hiding fields: if you don't use a field, you can hide it in your customer field settings.
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