# Yotpo

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## Overview

The [Yotpo](https://www.yotpo.com/) + 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:

{% hint style="success" %}
Your Yotpo account login credentials.
{% endhint %}

{% hint style="success" %}
Your Shopify store connected to [Novel](https://apps.shopify.com/novel).
{% endhint %}

{% hint style="success" %}
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}
```

{% endhint %}

{% hint style="info" %}
Novel will use these tags for tier-based pass updates. You do not need to create them manually
{% endhint %}

***

### **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.

{% hint style="warning" %}
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.
{% endhint %}

***

### **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

{% hint style="info" %}
Real-time sync is powered by Yotpo webhooks, so updates usually appear within seconds on the pass.
{% endhint %}

***

### **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 **<support@novel.com>**


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