Introduction

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Overview

Our integration with Yotpo makes it easy to reward customers for linking accounts and making retail purchases. Subtotal awards points in Yotpo by posting events to Yotpo’s Custom Action API. Each action you configure in Subtotal maps to a matching Custom Action you’ve created in Yotpo — so Yotpo can apply its earning rule and display the reward in the customer’s activity feed.

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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. Review the access permissions Subtotal requests, then click Connect to complete the OAuth handshake. You should now see an Active status on the Yotpo integration page.

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Configure actions

After connecting, configure the actions Subtotal should send to Yotpo. Each action maps a Subtotal event (an account being linked, a purchase being made) to a Custom Action you’ve set up in Yotpo. The Action name in Subtotal must match the Custom Action name in Yotpo exactly — that’s how Yotpo applies the matching earning rule. To add an action, click Add action and choose an event: See Rewarding linked accounts and Rewarding purchases for setting up each action end-to-end in Yotpo and Subtotal.

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Customer identification

When Subtotal posts an event to Yotpo, it always includes the customer’s email (from the connection) plus the identifier value matching your configured type: Because email is always sent alongside the configured identifier, the connection’s email field should be populated regardless of which identifier type you choose. How the fields are captured depends on your setup:

• Shopify app — the customer’s email is captured automatically from their Shopify profile. For Customer ID or Mobile, pass the value explicitly when launching Subtotal Link.
• API integration — include email and (if applicable) customer_id or phone_number when creating a connection via POST /connections.
• Subtotal Link query parameter — pass customer_id (or the appropriate field) as a query parameter when launching Subtotal Link. See Link URLs and Link accounts to your Shopify store.