Yotpo loyalty migration guide

Old Data Fields New Data field Description SWELL_FINA First name Customers first name SWELL_LANA Last name Customers last name SWELL_HASA Has_account

Steps to migrate 1. Install the Dotdigital and Yotpo Loyalty integration There is no problem with having both integrations installed at the same time, so we recommend a period of parallel running or a testing phase in a sandbox account. The integration will either create all of the following data fields automatically or you are able to individually select the data points you would like to sync into Dotdigital and map them to your own bespoke data fields. During the period of parallel running, there will be a period of duplicate data syncing into Dotdigital. If you are worried about hitting the data field limit, please reach out to your CSM before installing the new integration.

Indicates whether the customer has a store account

SWELL_VPTN SWELL_VPTE SWELL_TPE SWELL_TAMS SWELL_TPM SWELL_TRC SWELL_PBAL

Current_tier

Customers current tier name

Current_tier_ends Points_earned Amount_spent Purchases_made

Date when the customers VIP tier expires

Number of points earned

The annual amount spent by the customer How many purchases the customer has made

Referrals_completed How many referrals were completed

Points_balance Points_expire_at Referral_code Amount_needed Purchases_needed Referrals_needed

Current available points balance The date a customers points expire

SWELL Points Expire At

SWELL_REFD

Customers unique referral discount code. Only relevant for code based referrals

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The amount needed to maintain the customers current tier The purchases needed to maintain the customers current tier The referrals needed to maintain the customers current tier The points needed to maintain the customers current tier

Points_needed

New_tier_multiplier

The points multiplier applied to the next tier that the customer could achieve

Nxtpts_expire Days_to_expiry

The date when a customers points will expire The number of days left before the points will expire The number of points that are about to expire The points needed for the customers next tier

Nxtpts_expire_amnt Next_pts_needed

SWELL_TPN

The following fields do not have equivalents in the new version of the integration:

SWELL_TANSC SWELL_TPUN SWELL_TRN SWELL_BIRM SWELL_BIRD SWELL_BIRY

Next_amnt_needed The amount needed for the customers next tier Next_purch_needed The purchases needed for the customers next tier

Next_refer_needed

The referrals needed for the customers next tier

Birthday

Customers birthday

SWELL_NAME (Customers full name) SWELL_PEAR (Customers lifetime points earned)

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Reward_text

If a customer is gifted a coupon for their birthday reward, this is the coupon code If a customer is gifted points for their birthday reward, this is how many points they were gifted

WARNING : Ensure that both the old Yotpo Loyalty integration and the new Yotpo Loyalty integration are not both mapping Yotpo events to Dotdigital campaigns/programs. If both integrations are set up to map the same event to a Dotdigital campaign/program, then they will trigger the sends twice

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Reward_points

SWELL_REFL SWELL_CBAL

Referral_link

Customers unique referral link

Credit_balance

Current available credit balance (if points are displayed as credit based on the logic set in your variable redemption rewards) The payout percentage set for this customer. This will only populate if the customer is “marked as an affiliate” If the customer provided tax details for the influencer program and is marked as doing so in the Loyalty & Referrals admin, the value here will be 1. If they did not provide tax details this will be a 0. This will only populate with a number if the customer is “marked as an affiliate” If this customer is “marked as an affiliate” in the Loyalty & Referrals admin If this customer has a separate email for their Paypal/affiliate commission, this will populate with that alternate email address If the customer is “marked as an affiliate”, this will populate with the total amount in commission they’ve earned with Loyalty & Referrals

SWELL_PPER

Payout_percent

To install the new integration, follow our guidance here.

SWELL_HPTD

Has_tax_details

SWELL_ISAF SWELL_AFEM

Is_Affiliate

affiliate_email

SWELL_TAE

total_amnt_earned

dotdigital.com

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