Yotpo loyalty migration guide

2. Check your segments

Go through the segments in your account to see if any of them are using the old Yotpo data fields. If they are, these will need to be updated to the new data fields as per the mapping table on page 4. If these Segments are in active use, it may be safest to copy the segment. The changes can then be made to the copy of the segment. When you are ready, you can then switch from the original segment to the updated copy with the latest data fields. More guidance on this can be found here . This does not need to be done in one sitting. You can use the period of parallel running to slowly work through your segments. Alternatively, you can map the Dotdigital integration to the existing data fields from the old Yotpo version of the integration to avoid making any changes. 3. Check your campaigns Go through the campaigns in your account to see if any of them are using the old Yotpo data fields. If they are, these will need to be updated to the new data fields as per the mapping table on page 4. If these Campaigns are active, we recommend first copying the campaign. The changes can then be made to the copy of the campaign without impacting live sends. When you are ready, you can then deactivate the old campaign and use the copy with the latest data fields. More guidance on this can be found here .

Once the campaign is using the new fields, ensure it is unmapped on the Yotpo side and mapped as part of the new Dotdigital integration.

This does not need to be done in one sitting. You can use the period of parallel running to slowly work through your segments. Alternatively, you can map the Dotdigital integration to the existing data fields from the old Yotpo version of the integration to avoid making any changes. IMPORTANT : If this campaign is mapped to an event trigger, you will need to ensure it is unmapped on the Yotpo side, and remapped via the Dotdigital integration or this will trigger duplicate sends.

dotdigital.com

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