Postscript’s integration with Yotpo Loyalty & Referrals unifies SMS and loyalty to help brands create more impactful, behavior-driven customer experiences.
By bringing loyalty data into SMS, merchants can trigger highly personalized messages based on real-time actions like points earned, rewards availability, and VIP tier changes. The result is stronger engagement, more repeat purchases, and improved retention. In this article, we’ll cover how to set up the integration, activate event-based automations, and use dynamic loyalty data to power segmentation, campaigns, and personalization.
Create a Postscript API Key
Before configuring Postscript in Yotpo, you'll need to generate a private API key that you'll enter into Yotpo later. In this section, we'll walk you through how to generate your private API key.
Select your Shop Name in the side menu of your Postscript dashboard, then select API.
Select Create Security Key Pair on the right side of the page, then confirm your action by selecting Yes.
Add a label to your API key so you can track where this API key is being used.
Select Show in the Private Key column to reveal your API key. Copy this key-- you'll need to enter it into Yotpo later.
⚠️ Important: Existing Integration Users
V1 users: Before proceeding, please disable your existing Yotpo integration using the in-app toggle.
V2 users: Please do not attempt to configure this integration on your own. Please reach out to [email protected] for guidance on migrating to V3.
Connecting Yotpo Loyalty & Referrals with Postscript
From the Yotpo Loyalty admin, select Integrations Center.
Locate and select the Postscript tile.
Select Connect Postscript.
Select Next to allow Postscript to access Yotpo Loyalty account and use customer data.
Enter the Private Postscript API Key generated using the instructions above.
Yotpo-Specific Automation Triggers Explained
All the events and event properties in Yotpo and when they occur are listed below. Merchants can use any of these events as an automation trigger.
RedemptionCreated
RedemptionCreated
Yotpo Loyalty Coupon Code: The coupon code earned or redeemed.
Example: 5OFF15
Yotpo Loyalty Redemption Name: A short description of what the coupon is for.
Example: $5.00 Off
Yotpo Loyalty Points Balance: The customer's current points balance. Shows the points balance before the current redemption.
Example: 4700
Yotpo Loyalty VIP Tier Name: The name of the current VIP tier (e.g., Bronze, Gold, Platinum).
Example: Gold
Yotpo Loyalty Points Expiration Date: The date on which the customer's points will expire (yyyy-mm-dd).
Example: 2025-05-29
Yotpo Loyalty VIP Tier Expiration Date: The expiration date of the customer's current VIP tier (yyyy-mm-dd).
Example: 2025-05-29
Custom Reward Created
Custom Reward Created
Yotpo Loyalty Redemption Name: The name of the redemption option.
Example: $10 Donation
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 4700
Yotpo Loyalty VIP Tier Name: The name of the current VIP tier (e.g., Bronze, Gold, Platinum)
Example: Gold
Yotpo Loyalty Points Expiration Date: The date on which the customer's points will expire (yyyy-mm-dd).
Example: 2025-05-29
Yotpo Loyalty Vip Tier Expiration Date: The expiration date of the customer's current VIP tier (yyyy-mm-dd).
Example: 2025-05-29
Customer Birthday
Customer Birthday
Yotpo Loyalty Reward Points: The number of reward points received, if any.
Example: 200
Yotpo Loyalty Coupon Code: The coupon code received, if any.
Example: HAPPYBDAY
Yotpo Loyalty Redemption Name: If the customer was gifted a coupon, this is the discount name.
Example: 10% OFF
Yotpo Loyalty Points Balance: The customer's current points balance. Shows the points balance before the current redemption.
Example: 4700
Birthday Captures
Birthday Captures
Yotpo Loyalty Birthday Date: Customer's birthday date (yyyy-mm-dd)
Example: 2025-05-29
Donation Created
Donation Created
Yotpo Loyalty Coupon Code: The coupon code received, if any.
Example: CODEXWEX
Yotpo Loyalty Redemption Name: A short description of what the coupon is for.
Example: 14$ off
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 4700
Points Earned
Points Earned
Yotpo Loyalty Reward Points: The number of points the customer just earned.
Example: 50
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 4700
Yotpo Loyalty Points History: A short description of the action that led them to earn these points.
Example: Create an account
Points Reminder
Points Reminder
Yotpo Loyalty Reward Points: The amount of points that can be redeemed.
Example: 500
Yotpo Loyalty Redemption Name: The name of the redemption option. This is the name of the current reward.
Example: $5 off orders over $15
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 200
Yotpo Loyalty Points Needed: The number of points the customer needs to earn to gain the next reward.
Example: 125
Points Expiration Reminder
Points Expiration Reminder
Yotpo Loyalty Points Expiration Date: The date when the customer’s points will expire.
Example: 2025-05-29
Yotpo Loyalty Days to Points Expiration: The number of days left before the points expire and are no longer available to the customer.
Example: 2
Yotpo Loyalty Next Points Expiration Date: The closest next date when points will expire.
Example: 2025-05-29
Yotpo Loyalty Next Points Expiration Amount: The number of points that are about to expire.
Example: 20
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 200
Redemption Reminder
Redemption Reminder
Yotpo Loyalty Reward Points: The amount of points that can be redeemed.
Example: 500
Yotpo Loyalty Redemption Name: The name of the redemption option.
Example: $5 off orders over $15
Yotpo Loyalty Points Balance: The customer's current points balance.
Example: 300
Yotpo Loyalty Credit Balance: The current credit balance for the customer (in US$).
Example: $200
Referral Created Old Program
Referral Created Old Program
Yotpo Loyalty Coupon Code: The referral code used.
Example: 10OFF20
Yotpo Loyalty Redemption Name: If the referrer earned a coupon, this is the discount name.
Example: 10% OFF
Yotpo Loyalty Reward Points: The number of points awarded to the referrer when their referral is completed / the amount of earned points, if any.
Example: 50
Yotpo Loyalty Referred Customer First Name: The first name of the referred customer who completed the purchase.
Example: John
Yotpo Loyalty Referred Customer Last Name: The last name of the referred customer who completed the purchase.
Example: Doe
Referral Created New Program
Referral Created New Program
Yotpo Loyalty Coupon Code: The referral code used.
Example: 10OFF20
Yotpo Loyalty Redemption Name: If the referrer earned a coupon, this is the discount name.
Example: 10% OFF
Yotpo Loyalty Reward Points: The number of points awarded to the referrer when their referral is completed / the amount of earned points, if any.
Example: 50
Yotpo Loyalty Referred Customer First Name: The first name of the referred customer who completed the purchase.
Example: John
Yotpo Loyalty Referred Customer Last Name: The last name of the referred customer who completed the purchase.
Example: Doe
Tier Earned
Tier Earned
Yotpo Loyalty NEW VIP Tier Name: The name of the new VIP tier (e.g., Bronze, Gold, Platinum)
Example: Bronze
Yotpo Loyalty OLD VIP Tier Name: The tier the customer came from. The attribute won’t be present if they had no previous tier.
Example: Base
Yotpo Loyalty VIP Tier Points Reward: The points reward for entering a new tier.
Example: 500
Yotpo Loyalty VIP Tier Coupon Code: Shows the coupon code associated with the customer's most recent VIP tier earned event.
Example: 10OFF20
Yotpo Loyalty VIP Tier Coupon Value: Shows the discount value/description associated with the customer's most recent VIP tier earned event.
Example: 15% off
Tier Lost
Tier Lost
Yotpo Loyalty NEW VIP Tier Name: The name of the new VIP tier (e.g., Bronze, Gold, Platinum)
Example: Bronze
Yotpo Loyalty OLD VIP Tier Name: The tier the customer came from. The attribute won’t be present if they had no previous tier.
Example: Base
VIP Tier Expiration Reminder
VIP Tier Expiration Reminder
Yotpo Loyalty Points Needed to Maintain Tier: Shows how much is needed for the customer to maintain their current tier.
Example: 200
Yotpo Loyalty Amount Needed Maintain Tier: Spend required to maintain the current tier in the store currency (e.g., 1000 cents = 10 dollars).
Example: 10
Yotpo Loyalty Points Needed for Next Tier: The number of points needed for the customer to obtain the next tier.
Example: 200
Yotpo Loyalty Amount Needed Next Tier: Spend required to get to the next tier in store currency (e.g., 300 cents = 3 dollars).
Example: 3
Yotpo Loyalty Points in Tier: Loyalty points in tier (the lifetime points the customer acquired ever).
Example: 100
Yotpo Loyalty VIP Tier Name: The name of the current VIP tier (e.g., Bronze, Gold, Platinum)
Example: Bronze
Yotpo Loyalty VIP Tier Expiration Date: The expiration date of the customer's current VIP tier (yyyy-mm-dd).
Example: 2025-05-29
New Member Reward Created
New Member Reward Created
Yotpo Loyalty Points Balance: The customer's lifetime points balance.
Example: 300
Yotpo Loyalty Points Earned: The number of points the customer just earned.
Example: 50
Yotpo Loyalty VIP Tier Name: The name of the current VIP tier (e.g., Bronze, Gold, Platinum)
Example: Bronze
Customer Properties
Yotpo Loyalty Email
The email address of the subscriber for the Yotpo Loyalty program.
Example: [email protected]
Yotpo Loyalty Birthday Date
The subscriber’s birthdate.
Example: 1984-12-27
Yotpo Loyalty Opt In
Whether the subscriber is enrolled in the loyalty program.
Example: True (must be capitalized).
Note: Subscribers that are not in the loyalty program, do not have a value of false, and the false value should not be used to create a segment or in automation filtering.
Yotpo Loyalty Points Earned
Numeric value of the total number of points earned in the subscriber’s loyalty program lifetime.
Example: 1200
Yotpo Loyalty Points Balance
Numeric value of the current number of points available to the subscriber.
Example: 500
Yotpo Loyalty Points Expire At
Date when points will expire (Date object)
Example: 2025-10-27
Yotpo Loyalty VIP Tier Name
The subscriber’s current loyalty tier.
Example: Platinum (tier names are typically unique to most stores)
Yotpo Loyalty Vip Tier Expires At
Date when VIP tier expires
Example: 2025-10-27
Yotpo Loyalty Maintain Tier Points Needed
Points required to maintain the current tier.
Example: 20
Yotpo Loyalty Maintain Tier Amount Needed
Spend required to maintain the current tier in the store currency (e.g., 300 cents = 3 dollars).
Example: 3
Yotpo Loyalty Next Tier Points Needed
The number of points required to proceed to the next tier.
Example: 20
Yotpo Loyalty Next Tier Amount Needed
Spend required to move to the next tier in store currency (e.g., 500 cents = 5 dollars).
Example: 5
Yotpo Loyalty Credit Balance
The dollar amount of the credit balance for the subscriber.
Example: $10
Yotpo Loyalty Referral Links Exist
Whether or not the subscriber has created a referral link. This value will be true if a link exists and otherwise blank.
Example: True (must be capitalized)
Yotpo Loyalty Referral Link
The URL of the referral link for the subscriber.
Example: https://yot.po/abc123
Yotpo Loyalty Updated At
The last time Yotpo updated the subscriber.
Example: 2025-10-27 15:22:15
Yotpo Loyalty Has Account
Indicates whether the customer has a store account (true/false). Applies to legacy Shopify accounts.
Example: True (must be capitalized)
Yotpo Loyalty Opt In At
Date when the customer opted in.
Example: 2025-10-27
Using Yotpo to Create Segments
Segments enable merchants to group and target specific cohorts of customers based on any of the customer properties listed above.
From the Postscript dashboard, select Messaging and then select Segments.
Select Create Segment.
Set the Segment Criteria, using the operator and a value to include or exclude subscribers from the segment.
Example: To include loyalty members, select Custom Field Yotpo Loyalty Opt In equals TRUE.
Note: Yotpo fields are listed in the Segment Criteria drop-down menu as custom fields.
Select the Save Segment button.
Important: Enter values exactly in the formats shown in the examples above (including capitalization and date formatting). Incorrect formats may prevent subscribers from being added, leading to incomplete or inaccurate segmentation.
Using Yotpo to Create Automations
From the Postscript dashboard, select Messaging, then select Automations.
Select Create Automation and then select Create an Automation Flow.
Select a Yotpo loyalty event or property from the Trigger of event property drop-down menu.
Set additional filters as needed, then select the Update button.
After dragging-and-dropping a message from the Action menu, in the text editor select the Merge Tags icon. Select a Yotpo loyalty attribute from the drop-down menu, then select the Add button.
After completing the automation, select the Save button in the upper left, then select the Schedule or Activate button.
Using Yotpo to Create Campaign Flows
From the Postscript dashboard, select Messaging, then select Campaigns.
Select Create a Campaign, then select Create a Campaign Flow.
Under Campaign properties, select a segment from the Send to subscribers in drop-down menu, then select the Update button.
After dragging-and-dropping a message from the Action menu, in the text editor select the Merge Tags icon. Select a Yotpo loyalty attribute from the drop-down menu, then select the Add button.
After completing the campaign flow, select the Save button in the upper left, then select the Schedule or Launch button.
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