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Overview

Our integration with Yotpo makes it easy to reward customers for linking accounts and making retail purchases. We’ll show you how to set up your program with Yotpo and make the most out of this integration.

Connect your Yotpo account

Sign in to the Subtotal Dashboard and connect your Yotpo account to enable the integration. Navigate to Integrations -> Yotpo -> Connect. Click the Connect Yotpo button. subtotal yotpo integration Review permissions then click Connect. subtotal yotpo integration You should now see an Active status on the Yotpo integration page. subtotal yotpo integration

Rewarding points for making purchases

Sign in to Yotpo and create a new earning rule to reward points when customers make purchases at top retailers. Manage Program -> Rewards Program -> Manage earning rules

Create a new earning rule

Click on Create earning rule then select Custom Action. subtotal yotpo integration

Configure the custom action

Set the action name to Made a Purchase and number of points to 1 point
The action name must be exactly Made a Purchase for the integration to work correctly.
Subtotal calculates the number of points for each purchase and overrides the 1 point placeholder value with 1 point per $1 spend. Contact Subtotal if you’d like to use a different number of points per $1 spend.
subtotal yotpo integration

Rewarding points for linking accounts

Sign in to Yotpo and create a new earning rule to reward points when customers link their accounts. Navigate to Manage Program -> Rewards Program -> Manage earning rules

Create a new earning rule

Click on Create earning rule then select Custom Action. yotpo custom action

Configure the custom action

Set the action name to Linked an Account and number of points to the amount you’d like to reward each time a customer links an account.
The action name must be exactly Linked an Account for the integration to work correctly.
The default behavior is to allow customers to earn from this action one time per retailer. Linking and unlinking the same account repeatedly will not result in more points.
linked an account We use the value passed in the customer_id parameter to determine which customer should be awarded points for these custom action. Make sure you include the customer_id as a query parameter when you launch Subtotal Link. Here are some additional resources if you need more help with customer_id: