Send Yotpo Data to Insider One

You cannot make any changes to External Platform Integrations without having either an Administrator or an Editor with PII access in InOne. Refer to User Roles for further information.

You can connect Yotpo to Insider One to allow data to be sent with ease via Insider One's InOne panel. This integration allows you to personalize, segment, and target based on user reviews and loyalty points across channels such as Email, SMS, WhatsApp, Web Push, App Push, journey, and more.

With this guide, you can find answers to the following questions:

Use Cases

Campaigns created with Yotpo customer loyalty data and events can help you encourage your customers to increase their loyalty points by making purchases, and enable you to conduct much more personalized campaigns.

Loyalty Program Optimization

You can use Yotpo's loyalty-related data, such as points earned, point balance, total redemptions, and total points redeemed, to optimize your loyalty programs. Analyzing this data alongside Insider One's behavioral data, you can create tailored campaigns and incentives.

For example, you can offer users with a high point balance or frequent redemptions exclusive discounts or early access to new products so that you can foster brand loyalty and increase customer retention, via the messaging suite.

Personalized Messaging based on Sentiment Analysis

You can leverage Yotpo's average sentiment data for product and site reviews, along with Insider One's segmentation capabilities, to create personalized messaging based on users' sentiment. For example, you can send appreciation messages or exclusive offers to users who have expressed positive sentiment through their reviews, while you can target those with negative sentiment with support or resolution-focused communications to improve their experience.

VIP Tier Earned / VIP Tier Lost

You can celebrate with users when they achieve a higher VIP tier and provide them with exclusive benefits. Conversely, you can engage with users who lose VIP status, offering opportunities to regain it.

How can I integrate the Yotpo account into Insider One?

You can integrate your Yotpo account with Insider One to start sending the data with ease. To start integration:

1. Navigate to Components > Integrations > External Integrations.

2. Select Yotpo integration in the list.

3. Click the Connect Yotpo button to proceed. Before that, make sure that you have logged in to your Yotpo account.

4. Click the Connect button to proceed.

5. Clicking the Connect button will redirect you to the Insider One’s InOne panel. Navigate to External Integrations and select Yotpo again to control the connection.

6. Also, to control your connection through Yotpo, navigate to your Yotpo account and go to Integrations. After you connect your Yotpo account to Insider One, you get all the historical customer data you have on Yotpo. Afterward, whenever an event or data update occurs, Insider One will keep collecting it.

Please remember that the historical sync process may take time, depending on your customer database stored on Yotpo.

How can I segment users with Yotpo data?

You can create a dynamic segment for your campaigns based on the attributes and events data collected from Yotpo. To use your Yotpo account data to segment users on Insider One's InOne panel,

1. Navigate to Audience > Segments > Saved Segments.

2. Click the Create button to create a new Dynamic Segment.

3. Select the Attributes box to use Yotpo customer attributes for the segmentation.

4. Choose the attribute you want to use to narrow down your users.

5. Click the Save button. The segment including the users who are associated with Yotpo attributes is ready to use in any channel.

What data is collected when syncing from Yotpo to Insider One?

You can see below a list of events and user data that you can pass from Yotpo to Insider One. Once you connect your Yotpo account, Insider One collects the following information from Yotpo. Every time the data is collected via events, the historical data collected gets updated as well.

User Attributes

Insider One Attributes	Yotpo Attributes	Description	Updated
email	customer_email	The customer’s email address.	Historically and on every event
yotpo_total_reviews	total_reviews	The total number of reviews submitted by the customer.	Historically and on every event
yotpo_avg_product_rating	avg_product_rating	The average star rating of all product reviews.	On every event
yotpo_avg_site_rating	avg_site_rating	The average star rating of all site reviews.	Historically and on every event
yotpo_total_avg_rating	total_avg_rating	The average star rating of all review types.	On every event
yotpo_avg_sentiment_product	avg_sentiment_product	The average sentiment for product reviews.	On every event
yotpo_avg_sentiment_site	avg_sentiment_site	The average sentiment for site reviews.	Historically and on every event
yotpo_total_avg_sentiment	total_avg_sentiment	The total average sentiment for all review types.	Historically and on every event
yotpo_top_topics	top_topics	An array of top topics of interest.	Historically and on every event
yotpo_points_earned	points_earned	The total sum of points the customer earned in their lifetime.	Historically and on every event
yotpo_point_balance	point_balance	The current point balance for the customer.	Historically and on every event
yotpo_total_redemptions	total_redemptions	The number of points that were redeemed for discounts in the customer's lifetime.	Historically and on every event
yotpo_total_points_redeemed	total_points_redeemed	The number of times the customer redeemed in their lifetime.	Historically and on every event
yotpo_vip_tier_name	vip_tier_name	The name of the tier the user currently belongs to.	Historically and on every event
yotpo_successful_referrals	successful_referrals	The number of successful referrals made by the customer.	Historically and on every event
yotpo_referrals_made_and_clicked	referrals_made_and_clicked	The number of times this customer's referral link was clicked by referred users.	Historically and on every event
yotpo_is_referred_by_other_customer	is_referred_by_other_customer	Indicates if this customer was referred by a different customer.	Historically and on every event
yotpo_amount_spent_cents	amount_spent_cents	For spend-based tiers, the total "amount spend" this customer has with your store.	On every event
yotpo_purchases_made	purchases_made	For number of purchases-based tiers, this will be the number of current purchases the customer has made.	On every event
yotpo_total_spend_cents	total_spend_cents	Total amount the customer spent on all of their purchases in your store.	On every event
yotpo_total_purchases	total_purchases	How many purchases the customer has done so far.	On every event
yotpo_perks_redeemed	perks_redeemed	The number of redemptions the customer did (if the customer reddeemed 30 points and then another 15, the number of redemptions is 2).	On every event
yotpo_last_purchase_at	last_purchase_at	The last purchase the customer did in the store.	On every event
yotpo_point_balance	point_balance	The customers' updated point balance.	On every event
yotpo_points_expire_at	points_expire_at	The date when customer points are not valid any more.	On every event
Na	first_name	Customer's first name	On every event
Su	last_name	Customer's last name	On every event
yotpo_coupon_expires_at	expires_at	The date when the customer's coupon expires.	On every event
yotpo_coupon_expired	expired	The attribute conveying if the customer's coupon expired or not.	On every event
birthday (Combined into our date time)	birthday_month, birthday_day, birthday_year	Birthday of the customer	On every event
yotpo_marketing_accepted	accepts_marketing	Boolean conveying if the customer accepts marketing or not.	On every event
yotpo_loyalty_opt_in	is_opt_in	Whether the customer is opted in to the loyalty program following this event trigger.	On every event
yotpo_loyalty_opt_in_date	loyalty_opt_in_date	Date when the customer was opted in to the loyalty program.	On every event
yotpo_credit_balance	credit_balance	If the 'coupon' variable is present, it sets the dollar value for the customer's points based on its predefined logic.	On every event
yotpo_is_affiliate	is_affiliate	If the customer joined in affiliate program or not.	On every event
yotpo_vip_tier_name	vip_tier_name	Name of the current tier that the customer is on. Pulls from the name field when adding/editing a VIP Tier.	On every event
yotpo_vip_tier_ends_at	vip_tier_ends_at	Date when this customer's eligibility for the tier ends. Customer's date will almost be unique depending on when they entered the tier and what the Tier Earning Period is.	On every event
anniversary_date (Combined into our date time)	anniversary_month, anniversary_day, anniversary_year	Anniversary date of the customer	On every event
yotpo_referral_code_expired	customer.referral_code.expired	States if the referral code is expired or not.	On every event
yotpo_referral_link	referral_link	The URL of the customer’s referral link being shared.	On every event
yotpo_loyalty_next_points_expire_on	loyalty_next_points_expire_on	The date when the points will expire.	On every event
yotpo_loyalty_next_points_expire_amount	loyalty_next_points_expire_amount	The number of points that are about to expire.	On every event
yotpo_days_to_point_expiration	days_to_point_expiration	The number of days left before the points will expire and will no longer be available to the customer.	On every event
yotpo_credit_balance_in_customer_c	credit_balance_in_customer_currency	If the 'coupon' variable is present, it sets the value for the customer's points based on its predefined logic, in the customer's currency.	On every event
amount_cents_in_customer_c_to_mt_vip	vip_tier_maintenance_requirements.amount_cents_in_customer_currency	For spend-based tiers, the amount spend needed in order to maintain the existing tier, in customer's currency.	On every event

Event Parameters

These user event parameters are updated on every event.

Insider Event Parameter	Yotpo Event Parameter	Description	Updated
event_name	name	Name of the event	On every event
yotpo_event_reward_point	perk.reward_points	The number of points the customer just earned.	On every event
yotpo_earned_coupon_expired	perk.expired	The attribute that shows if the customer's coupon expired.	On every event
yotpo_coupon_expires_at	perk.expires_at	The date when the coupon expires.	On every event
yotpo_event_created_at	perk.created_at	The date when the current event occurred.	On every event
yotpo_redemption_option_name	redemption_option.name	An object name describing the reward option available to the customer.	On every event
yotpo_redemption_option_amount	redemption_option.amount	The amount of points that were just redeemed.	On every event
yotpo_redemption_reward_text	redemption.reward_text	The coupon code earned or redeemed.	On every event
yotpo_new_tier_name	new_tier.name	The name of the new tier available.	On every event
yotpo_points_earned	new_tier.points_earned	How many points the customer earned on this event.	On every event
yotpo_amount_spent_cents	new_tier.amount_spent_cents or fallback to vip_stats.amountSpentCents	For spend-based tiers, this customer's total 'amount spent' with your store.	On every event
yotpo_purchases_made	new_tier.purchases_made or fallback to vip_stats.purchasesMade	For number of purchases-based tiers, this will be the number of current purchases the customer has made.	On every event
yotpo_vip_stats_points_earned	vip_stats.pointsEarned	The user's total historical points earned.	On every event
yotpo_referrals_completed	vip_stats.referralsCompleted	The customer's total referrals completed.	On every event
yotpo_points_to_maintain_vip	vip_stats_needed_maintain.points_needed	How many points needed to maintain the same VIP status.	On every event
yotpo_amount_cents_to_maintain_vip	vip_stats_needed_maintain.amount_cents_needed	For spend-based tiers, the amount spend needed in order to stay eligible in the current tier, in cents (typically used for converting to other currencies, if needed, in ESP)	On every event
yotpo_purchases_to_maintain_vip	vip_stats_needed_maintain.purchases_needed	How many purchases needed to maintain the same VIP status.	On every event
yotpo_referrals_to_maintain_vip	vip_stats_needed_maintain.referrals_needed	How many referrals needed to maintain the current VIP status.	On every event
yotpo_points_to_next_vip	vip_stats_needed_next.points_needed	How many points needed to upgrade the current VIP status.	On every event
yotpo_amount_cents_to_next_vip	vip_stats_needed_next.amount_cents_needed	For spend-based tiers, the amount spend needed in order to reach the next tier, in cents (typically used for converting to other currencies, if needed, in ESP)	On every event
yotpo_purchases_to_next_vip	vip_stats_needed_next.purchases_needed	For number of purchases-based tiers, this will be the number of purchases needed to advance to the next tier.	On every event
yotpo_referrals_to_next_vip	vip_stats_needed_next.referrals_needed	When a Tier threshold is set to a certain amount of referrals. The value here is the number of referrals that remain to be completed in order to upgrade to a new tier.	On every event
yotpo_points_needed	points_needed	The number of points the customer needs to earn to gain the next reward.	On every event
yotpo_email_referred	email	The email address of the recipient of the referral link (the friend).	On every event
yotpo_referral_code_amount_cents	customer.referral_code.amount_cents		On every event
yotpo_referral_discount_code	customer.referral_discount_code		On every event
yotpo_product_referral_link	product_referral_link	The referring customer's unique product referral link for this specific product	On every event
yotpo_product_id	product.id	ID of the referred product	On every event
yotpo_product_name	product.name	Name of the referred product	On every event
yotpo_referral_discount_code	referral_discount_code	Customer's referral discount code	On every event
yotpo_campaign_id	perk.campaign_id	Campaign ID of the event	On every event
yotpo_event_reward_point	perk.reward_points	If referrer earned points, this is how many.	On every event
yotpo_is_completed	perk.completed	If the related event is completed or not.	On every event
yotpo_completed_at	perk.completed_at	The date when the related event is completed.	On every event
yotpo_history_title	perk.history_title	A short description of the action that lead them to earn these points	On every event

Events

Insider One collects events below via webhook and tracks them.

Yotpo Event Name	Insider One Event Name	Description
Swell Redemption Created	Redemption Created	Sent when a customer redeemed points / completed a campaign and got a coupon.
Loyalty Custom Reward Created	Loyalty Custom Reward Created	Sent when a customer redeems points for a custom reward.
Swell Customer Birthday	Customer Birthday	On the date, the customer gets the birthday reward (with a delay after the birthday).
Swell Birthday Captured	Birthday Captured	Sent to the customer when they submitted their birthday date.
Swell Customer Anniversary	Customer Anniversary	On the date the customer gets the anniversary reward (with a delay after the anniversary)
Swell Anniversary Captured	Anniversary Captured	Sent to the customer when the customer submitted the anniversary date.
Loyalty Opt In	Loyalty Opt In	Sent when the customer has opted in to the Loyalty.
Loyalty Opt Out	Loyalty Opt Out	Sent when the customer has opted out of the Loyalty.
Swell Points Changed	Points Changed	Sent to the customer for every point change (also for negative, so usually not used for ESPs). Used for customer profile updates, not triggering messages.
Swell Points Earned	Points Earned	Sent when a customer earned loyalty points.
Swell Points Reminder	Points Reminder	Reminder regrading points balance - If there are not enough points to redeem.
Swell Redemption Code Below Threshold	Redemption Code Below Threshold	Sent to the merchant to let them know they are running low on coupons - not relevant for ESPs.
Swell Point Redemption Cancellation Request	Point Redemption Cancellation Request	Triggered when a customer wants to reverse their redemption and receive their points back.
Swell Redemption Reminder	Redemption Reminder	Reminder regrading points balance - If there are enough points to redeem.
Swell Tier Earned	Tier Earned	Sent when a customer gets into a new tier. Usually sent with the relevant coupon code.
Swell Tier Lost	Tier Lost	Sent when a customer gets out of a tier.
Swell Tier Status Changed	Tier Status Changed	Feature flag - sent to the customer for every tier status change (also for negative changes), usually to update profiles and not for triggering messages.