Yotpo Loyalty & Referrals

Yotpo: Loyalty and Referrals (formerly Swell) is pioneering the concept of “incentive marketing” with over 700 global retailers, providing targeted and optimized rewards in exchange for desired customer behaviors. 

Before you start

• This integration is compatible with the Recharge Checkout on Shopify and the Shopify Checkout Integration. If you are using the Shopify Checkout Integration, you must reach out to Yotpo directly to enable this on your store. 
• The integration is available for Gold, Platinum, and Enterprise users.

Supported features

• Flexible incentives for recurring orders of all kinds.
• Give referrers credit when their friends make their first purchase via Recharge.
• Allow customers to redeem their points for subscription points.

Install Yotpo

Make sure you have both Yotpo and Recharge already installed in your Shopify store and then process with the steps below.

1. Select the Apps tab in the merchant portal and click Marketplace from the drop-down options. 
2. Locate the Yotpo app and click Get.
   
3. When the popup authorization screen appears, click Install.

Set up subscription coupons

To apply a credit to products in Shopify without needing to input a discount code at checkout manually, Yotpo will often leverage Shopify Cart scripts to dynamically modify the price of a product but note that Shopify Cart Scripts are not compatible with Recharge at this time. If you'd like to auto-apply a reward to a cart, we recommend using the Recharge Discount API and passing the discount in the parameter of the URL to our checkout or the checkout API to modify the price of the product instead. Note that both scenarios would require a developer to implement. Refer to the Recharge Agency Partner Directory if you need assistance.

Create a Recharge-specific coupon

1. Once the integration is installed, go to the Spending Points section of your Yotpo admin.
2. The next step for selecting Coupon Type depends on your platform version in use.

For Recharge Checkout on Shopify:

• Click Create a new coupon and select either the Recharge Fixed Amount or Recharge Percentage coupon from Coupon Type to create a Recharge-specific coupon.

For Shopify Checkout Integration:

• Click Create a new coupon, and select either Shopify/Recharge Fixed Amount or a Shopify/Recharge Percentage off coupon under Coupon Type. Yotpo creates these coupon code types on both Shopify and Recharge. Coupons are redeemed and applied only once, regardless of whether it is used at checkout or through the customer portal.

Parameters

You can select whether you would like your Recharge coupon to only apply to Subscription products, One-time products only, or Both subscription and one-time products.

You can also select if the coupon should apply only once to the first charge or apply to consecutive Recharge charges, effectively creating a recurring coupon.

Once you have made your selections, fill in the rest of the coupon parameters.

In addition, you can select whether this coupon should apply to an existing subscription or not - allowing you to reward your existing Recharge subscribers as well.

Recharge Checkout on BigCommerce

There is not a BigCommerce integration at this time, however, you can use Yotpo with Recharge by bulk creating discounts in Recharge, and then bulk importing them as custom coupons into Yotpo. This way, customers can still redeem points to create coupons/discounts that they can apply at the Recharge Checkout and customer portal.

Customer experience

When a customer goes to redeem their points for a Recharge-specific coupon or receives this coupon directly, they will be able to apply it to a new Recharge subscription purchase at checkout or to an existing subscription within their customer portal.

Support

If you have any questions, reach out to the Yotpo support team.