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Yotpo Loyalty

E-commerce

Put AI agents behind your Yotpo Loyalty program. Agents create and update loyalty customers, adjust point balances, record custom actions, and surface redemption and referral options to reward repeat buyers automatically.

6 actions API key available
A support ticket closes in the helpdesk with a "shipping delay" resolution code
Get Customer pulls the shopper's loyalty profile by email, with balance, VIP tier, and lifetime stats
Agent scores the case: order value, tier, and whether the customer has received goodwill points before
A support lead approves the proposed goodwill amount for any customer above the standard credit, or any repeat recipient
Adjust Points awards the points with the ticket number written into the description for the audit trail
The shopper gets an email naming the points and the reason
Create or Update Customer tags the profile so the retention team can watch whether the save worked

What This Integration Enables

A loyalty program is a ledger of promises, and like any ledger it degrades when entries depend on someone remembering to make them. This connector puts FlowRunner agents on that ledger: they read a shopper's standing by email, enroll and tag profiles, post signed point adjustments with auditable descriptions, record custom earning actions, and surface the store's redemption and referral options wherever the shopper is. The design premise is that points are currency. Awarding them is spend, deducting them is a customer-facing correction, and both deserve the same discipline as a refund. Because every operation keys on email, the connector slots cleanly into flows that begin anywhere a customer shows up: a checkout, a support ticket, a survey response, a review. The loyalty program stops being a widget on the storefront and becomes a policy the whole stack enforces, with the points history doubling as the audit trail for every discretionary award the business makes. - Read balance, redeemable and pending points, VIP tier, and lifetime stats before any reward decision - Upsert loyalty profiles with segmentation tags as customers arrive from other systems - Award or deduct points with a signed amount and a recorded reason - Post points for reviews, social follows, and survey completions via configured custom actions - Feed redemption options and referral links into email, chat, and support surfaces

Without FlowRunner

Goodwill is improvised Every agent invents their own apology credit, and nobody can say what was given away last month or why
Loyalty data is siloed Points balances and VIP tiers live in Yotpo while support, email, and ops decisions happen blind to them
Off-order behavior goes unrewarded Reviews, surveys, and referrals earn points only when someone remembers to run a manual export

With FlowRunner

Goodwill has a policy Agents propose amounts from consistent rules, a person approves the exceptions, and every adjustment carries a written reason
Tier follows the customer Balance and VIP standing flow into the helpdesk, the ESP, and the ops dashboard where decisions actually happen
Every earning event lands Custom actions post points the day the behavior happens, matched to campaigns configured in the admin

Use Case Scenarios

Enrollment that keeps up with the storefront

A new customer completes checkout in [Shopify](/integrations/shopify). The agent calls Create or Update Customer with the shopper's name, email, and a "new-2026" tag, then Adjust Points to grant the welcome bonus with "welcome bonus, first order" in the description. Because the write is an upsert keyed on email, a returning guest checkout refreshes the existing profile instead of splitting the customer in two. The welcome email that follows quotes a real balance.

Survey points the same afternoon

A post-purchase survey response arrives from [Typeform](/integrations/typeform). The agent calls Record Action with the survey campaign's action type and the order ID in the extra fields, and Yotpo posts the configured points. High-value responses, a churn risk flagged, a product defect described, also go to [Slack](/integrations/slack) for a human read. The customer sees points land the day they answered, which is the difference between an incentive and a rebate nobody connects to the ask.

Loyalty-aware email without a CSV

Nightly, the agent walks recent customers, calls Get Customer for each, and syncs balance and VIP tier into [Klaviyo](/integrations/klaviyo) profile attributes. The email team segments on real standing: near-redemption shoppers get a nudge listing what List Redemption Options says they can afford, and top-tier customers get referral content built from Get Referral Sharing Options, prefilled messages and shareable link included. The loyalty program starts showing up in email with numbers that are actually current.

Human-in-Loop Highlight

Adjust Points is a signed write against a currency your customers are watching. A positive amount is margin committed the moment the shopper sees it; a negative amount is a deduction the shopper will notice and may escalate, and neither can be quietly taken back once the balance has rendered in their account. So FlowRunner flows treat point adjustments the way a controller treats journal entries: agents propose the amount and the written reason, routine awards inside policy post automatically, and anything above the goodwill ceiling, any deduction, and any repeat recipient stops for a named approver. "Deduct 500 points from [email protected], reason: duplicate welcome bonus. Approve?" The correction happens at machine speed after a person owns it, and the description lands in the customer's points history either way, so the audit trail names both the reason and the approver.

Agent processes routinely
Detects exception requiring judgment
Clear match Continues automatically
Ambiguous Routes to human via preferred channel
Human decides
Agent resumes with decision

Agent Capabilities

6 actions

Customers

2
  • Get Customer Retrieves a loyalty customer's full profile by email: current balance, redeemable and pending points, VIP tier, referral URL, and lifetime stats. The read that fronts every reward decision.
  • Create or Update Customer Upserts a loyalty profile matched on email, setting name and segmentation tags. Existing profiles are updated, new shoppers are enrolled, and duplicates cannot be created.

Points

1
  • Adjust Points Adds or subtracts points with a signed amount, recording the description on the customer's points history for auditing. The write FlowRunner gates with human approval outside policy.

Redemption

1
  • List Redemption Options Lists the store's configured rewards, fixed-amount discounts, percentage-off coupons, free shipping, each with its point cost. Used to show shoppers exactly what their balance buys.

Actions

1
  • Record Action Records a custom loyalty action, awarding points for behavior outside orders: reviews, social follows, completed profiles. The action type must match a campaign configured in the Yotpo Loyalty admin, and extra fields carry campaign-specific data.

Referrals

1
  • Get Referral Sharing Options Retrieves the referral program's shareable link and enabled sharing channels with their prefilled messages, ready to drop into email or chat.

Frequently Asked Questions

What can FlowRunner do with Yotpo Loyalty?

FlowRunner agents can run Get Customer, Create or Update Customer, and Adjust Points in Yotpo Loyalty, plus 3 more actions.

Does connecting Yotpo Loyalty to FlowRunner require OAuth?

No. Yotpo Loyalty connects to FlowRunner with an API key, no OAuth flow required.

Can Yotpo Loyalty trigger a FlowRunner workflow automatically?

Yotpo Loyalty doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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