Automatically send the right message at the right time to your loyalty members: points earned, referral completed, birthday, points reminder… Your Yotpo loyalty program events are available directly as triggers in your WAX automations.
Before you start: what you need to know
Yotpo connection: your account must be connected through the new Yotpo integration. See How do I connect Yotpo Loyalty to WAX?
No technical setup: Yotpo Loyalty events are native in WAX, with no webhook to configure.
An event that doesn't come from the loyalty program? To start a WAX automation from a Yotpo flow, use a webhook. See How do I create a webhook to connect WAX in a Yotpo flow?
Step 1️⃣: Create an automation and choose Yotpo Loyalty
Go to Automations.
Create a new automation.
When choosing the trigger, click Yotpo Loyalty.
Step 2️⃣: Choose the trigger event
Select the Yotpo event that will bring your contacts into the automation.
Available events
Referral Completed (referrer): a customer refers a friend who meets the referral program's conditions. The message is sent to the referrer.
Referral Completed (referred): same event, but the message is sent to the referred friend.
Customer Birthday: on the customer's birthday.
Loyalty Opt In / Out: a customer joins or leaves the loyalty program.
Points Earned: every time a customer earns points.
Points Reminder: after a set number of days of inactivity, when a customer hasn't used their points.
Points Expiration Reminder: when a customer's points are about to expire.
Redemption Reminder: after a set number of days of inactivity, when a customer has enough points to get a reward.
Tier reached: when a customer reaches a new tier of the loyalty program.
Step 3️⃣: Build your flow with Yotpo data
Then build your flow as usual. The data Yotpo sends with the event (for example the points cost of a reward, or the number of points still needed to get it) are available as variables: use them to personalize your messages or in a Condition block, through Trigger property name.
💡 Example: with Redemption Reminder, add a condition on yotpo_customer_points_needed to send a different message depending on how many points the customer still needs for their reward.
Tips
One event, one automation: create a dedicated automation for each event to keep your messages clear and measure their performance separately.
Referrals: combine both Referral Completed events to thank the referrer and welcome the referred friend.
Test before turning it on: trigger the event on your own customer account (for example by earning points) and check that you receive the message.