The Experiences by Jebbit Yotpo integration allows you to reward users loyalty points for their zero-party data and pass data to Yotpo Email and SMS in real time. This integration activates the consumer data you collect from your experiences to create unified, high-value customer profiles. Use the data to trigger custom flows, personalize messaging, and enrich customer profiles and database segments in Yotpo.
Before you begin
Request the integration with our team.
Gather your Yotpo credentials.
Identify the List ID and SMS List ID you want to use from Yotpo.
Confirm that you have appropriate permissions within Experiences by Jebbit and access to Yotpo earning rules.
Create a Yotpo integration
Navigate to Attributes > Integrations in your experience.
Locate the Yopto integration via scroll or search and click on the tile and select Connect.
Enter your Yotpo credentials on the authorization page and approve the connection so that data can be passed to the Yopto API.
Select whether you would like to integrate with Loyalty and/or SMS & Email. For SMS & Email, provide a List ID and an SMS List ID from Yotpo. You can find this in Yotpo by opening a list and copying the digits at the end of the URL.
Under Review the data that’s passing through check of;
a. Pass only opted-in users: We will only pass user’s information when they have explicitly opted-in. Leave unchecked to pass all lead information.b. Pass EU Data: Check to pass data from the EU, or leave unchecked to not pass data from the EU to Yotpo.
Tip: If you need to deactivate your integration with Yotpo all you need to do is click ‘Uninstall’ on the Yotpo integration tile within Experiences by Jebbit. You can always reinstall in seconds if you choose to activate your integration again.
Configure the earning rule in Yotpo
Customers can earn points for completing a Jebbit experience when the integration is activated, and can create an associated Earning Rule in Yotpo. Awarded points appear in real time within your Customers page in the Yotpo Loyalty & Referrals portal once you complete the experience.
In your Yotpo account, navigate to Earning Rules.
Click Create Earning Rule.
Scroll to the bottom and choose Custom Action.
For the action name, enter
Jebbit Quizthis is the default action name sent by Jebbit.Configure other rule settings (e.g., assign 25 points).
Save the rule.
In Experiences by Jebbit, if you'd like to manage how actions are applied:
Click on your brand account in the top right corner and go to Settings > Custom Fields.
Click Create Custom Fields to pass to your integrations.
Enter a name (e.g., jebbit_quiz) and a value. This will map back to an event in Yotpo. Add as many values as needed.
Check whether to;
a. Obfuscate the value(s)b. Send custom field values to all campaigns
Click Done.
If you haven't already created a custom field for
action_name, follow the steps below under "Set up a custom earning rule per experience.Any Jebbit experience submitted will automatically apply this rule unless overridden.
Note: You will not have permissions to view the Custom Fields settings by default, please request access via your customer success manager or support.
Configure a custom earning rule per experience
Optionally, if you'd like different experiences to trigger different Yotpo earning rules (e.g., 25 points for one, 60 points for another):
In Yotpo, create a Custom Action earning rule with your desired name (e.g.,
test survey) and points.Ask your Customer Success Manager or Yotpo Support to enable access to Custom Fields if not already visible.
In your Yotpo admin:
Go to Settings under your brand.
Find Custom Fields and click Create.
Name the field
action_name.Set the value to match the exact name of your new earning rule (e.g.,
test survey).
In Jebbit:
Open the experience you want to apply the custom rule to.
Click the three-dot menu in the top right.
Select Custom Fields.
Choose the
action_namecustom field you created and apply it to the campaign.
Now, this experience will trigger the specific custom action rule you configured.
Create Yotpo Email & SMS Triggers
If you are a brand that leverages Yotpo for Email & SMS, Experiences by Jebbit makes it incredibly easy to create and update users with all associated first-party data for segmentation. Once the Yotpo integration is set up, two new Jebbit triggers become available in your Yotpo Flows:
Jebbit Outcome Recommendation
Jebbit Product Feed
Experiences by Jebbit will send Yotpo the Quiz ID, Quiz Name, any form fields, attributes, outcomes, or product feed recommendations. For each flow created on the Yotpo platform, shortcodes are available to dynamically pull in this data.
Example Flows
Jebbit Outcome Customization
Trigger: Jebbit Outcome Recommendation
Available Shortcodes |
Quiz ID |
Quiz Name |
Outcome |
Recommended Outcome Products:
|
Jebbit Product Feed
Trigger: Jebbit Product Feed
Available Shortcodes |
Quiz ID |
Quiz Name |
Outcome |
Recommended Feed Products (results from Dynamic Product Feed):
|
Next steps
Test the integration by completing an experience on a live launch link using test data.
Verify that awarded loyalty points appear under the new or existing customer profile in your Yotpo Loyalty & Referrals portal.
FAQ
How can I further customize my flows?
When creating your content in Yotpo, you can use the Dynamic Products block to populate the user’s products.
You can also use your shortcodes to populate dynamic text:
What if someone signs up that is already a user?
If the email or phone number already exists, we will update the existing user. Jebbit will confirm the user does not already exist before Creating a user.