Yotpo

Integrate your Yotpo loyalty program with Novel.

Overview

The Yotpo + Novel integration transforms your loyalty program into a truly omnichannel experience. By connecting Yotpo to Novel, you can:

  • Instantly create and distribute branded Apple & Google Wallet passes

  • Dynamically update points, tier appearance, and branding

  • Reward customers with welcome bonuses and tier upgrade bonuses

  • Integrate directly into Yotpo’s referral flow for unified referral campaigns

  • Track pass installs by store or campaign using Source Tags

  • Send geo-targeted and marketing push notifications to customers with passes

  • Allow customers to redeem points and view offers in-store via POS integration

The Integration

Before You Start

Ensure you have:

Your Yotpo account login credentials.

Your Shopify store connected to Novel.

Loyalty tiers configured in Yotpo. Yotpo automatically creates and applies the corresponding Shopify customer tags per tier in the format:

swell_{tier_name} or yotpo-vip-{tier_name}

Novel will use these tags for tier-based pass updates. You do not need to create them manually

1. Connecting Yotpo to Novel

  1. Go to the Integrations tab in Novel.

  2. Find the Yotpo tile and click Connect.

  3. Complete the OAuth flow in Yotpo, selecting the store connected to your Novel account.

  4. Confirm connection: You should see Yotpo listed as “Connected” in Novel. Once connected:

    • Loyalty points for existing passholders sync automatically

    • New customers who install a pass will have their points synced immediately

Purpose: Establish the connection so Novel can sync points, tiers, and referral data from Yotpo.

If your Yotpo Program eligibility is set to "Only members who signed up" please reach out to the Novel team here to set up your integration.

2. Real-Time Points Sync

Purpose: Ensure customers always see the correct points balance.

Novel updates Yotpo points instantly for all earning and redemption actions, including:

  • Orders (online and in-store)

  • Birthdays

  • Social media engagement

  • Bonus point campaigns

  • Points redemptions

Real-time sync is powered by Yotpo webhooks, so updates usually appear within seconds on the pass.

3. Configure Loyalty Tiers

Purpose: Match your Yotpo loyalty tiers with pass visuals and benefits.

  1. Go to Wallet Pass in Novel.

  2. Click Add Tier.

  3. Under Tier Requirements, select Add Requirement → Customer Tags.

  4. Enter the tag format exactly as Yotpo applies it (example: swell_gold).

  5. Save changes.

  6. You should see the tier appear in your pass preview.

4. Set Welcome and Tier Upgrade Bonuses

Purpose: Incentivize pass installs and encourage tier progression.

  • Welcome Bonus: Award points when a customer installs the wallet pass for the first time.

  • Tier Upgrade Bonus: Award points when a customer moves to the next loyalty tier.

When configured in Novel:

  • Custom earning rules are created in Yotpo automatically.

  • Points are awarded instantly when the action occurs.

5. Yotpo Referrals via Wallet Pass

Purpose: Run unified referral campaigns directly from the pass.

Example Offer: “Give $10, Get 20% Off”

How it works:

  1. Referrer shares a pass link via SMS, QR code, email, or social media.

  2. Friend installs the pass and receives a push notification:

    “You have $10 off to spend at {Brand}, click the link on the back of the pass to redeem.”

    • This link is the referrer’s Yotpo referral link.

  3. Friend taps the link, enters their email, and receives a $10 off code (minimum spend managed in Yotpo).

  4. Friend completes purchase and Yotpo sends a referral event webhook.

  5. Novel sends a push to the referrer:

    “Your friend placed an order, you’ve earned 20% off.”

  6. Pass updates with a new redeem link for the referrer’s reward code.

6. Create Source Tags for Tracking Installs

Purpose: Attribute pass installs to specific locations or campaigns.

  1. Go to Source Tags in Novel.

  2. Click Create Tag (e.g., store_nyc_flagship).

  3. Generate a QR code tied to the tag.

  4. Place the QR code on signage, packaging, or marketing materials.

  5. In Novel, you can filter installs by Source Tag.

Pro Tip: Combine Source Tags with geo-targeted pushes for location-specific campaigns.

7. Set Up POS Integration

Purpose: Redeem points and rewards in-store.

  1. In your Shopify POS settings, install the Novel tile on all devices.

  2. Tap the Novel tile at checkout.

  3. Scan the customer’s pass to view their profile, points, and tier instantly.

8. Configure Marketing and Geo-Targeted Push Notifications

Purpose: Drive engagement and reactivation.

Geo-Targeted Pushes

  • Triggered when a customer enters a geofence around your store.

  • Example: “Welcome back! Show this screen at checkout for double points today.”

Marketing Pushes

  • Scheduled or triggered by events like tier upgrades or seasonal promotions.

  • Example: “You’re just 50 points away from Gold! Shop today to unlock your reward.”

Testing Your Integration

After setup, verify everything is working:

  1. Install a pass for a test customer.

  2. Place a test order in Shopify.

  3. Confirm points update on the pass within seconds.

  4. Test a push notification.

  5. Run a referral test with a separate account.

Troubleshooting

Issue
Likely Cause
How to Fix

Points not syncing

Pass not installed or email mismatch

Install pass and verify same email in Shopify & Yotpo

Tier not updating

Tag format mismatch

Confirm tag matches swell_{tier_name} exactly

Pushes not sending

Wallet notifications disabled

Ask customer to enable notifications in their Wallet app

Referral not triggering

Yotpo event not sent

Verify the customer is eligible for referral in Yotpo

Need Help?

If you need assistance setting up your integration, contact Novel Support at [email protected]

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