How to Reward Customers for Providing a Review Through Yotpo via Klaviyo Through Your Loyalty Program

Samantha Samuels Updated by Samantha Samuels

How to Reward Customers for Providing a Review Through Yotpo via Klaviyo Through Your Loyalty Program

In order to use this workflow, you will first need to ensure that your Friendbuy and Yotpo integrations are enabled in Klaviyo.

Yotpo does not currently provide Klaviyo with a Submitted a review action that we can use to trigger our Friendbuy Rewards flow. To work around this, we will be creating a Klaviyo segment for Yotpo reviewers and using Klaviyo's Added to segment metric as our flow trigger.

Create a new segment

The first step in creating this workflow is to create a segment in Klaviyo of customers who have submitted Yotpo reviews.

  1. Under the audience drop down in the left side menu, select Lists & segments

  1. In the top right corner select Create List / Segment, then choose Segment on the following screen.
  2. Give your segment a descriptive name like "Yotpo reviewers"
  3. In the Definition dropdown, select Properties about someone then choose yotpo_number_of_reviews, is at least, 1, and Type: Number
  4. Click Create Segment to save your new segment.

Create a new flow

To create a new flow in Klaviyo, navigate to Flows on the left side menu, click Create flow in the top right and select Create From Scratch.

It's always best to give your flows clear names like “Friendbuy rewards for Yotpo reviews” so you can distinguish them easily!

Set up the trigger and filters for your new flow

  1. In the TRIGGER SETUP menu on the left, select Segment.
  1. You will be then be given the option to choose which segment will trigger this flow. Use the dropdown menu to select our newly created "Yotpo reviews" flow.

Because Friendbuy requires at minimum a recipient email to issue rewards and we need to ensure that the survey taker has a loyalty program membership, you will need to set up two Flow Filters.

Under Trigger Setup select Flow Filters.

Create the first filter in the dropdown menus by selecting Properties about someone, Email, and is set.

Click the +AND button.

Create the second filter by selecting Properties about someone, Friendbuy Referral Link, and is set, then click the black Save button.

Add a Friendbuy webhook to your new flow

First, in the Friendbuy app, navigate to the Developers → Integrations → Klaviyo page where you will find your Flow Webhook Destination. Copy this URL.

Note that if you ever refresh this in the Friendbuy app, the new URL will have to be added to this Klaviyo flow for it to continue to work.

Return to the Klaviyo Flow builder.

Drag the Webhook action from the sidebar and place it directly under the Trigger component.

When you click this new Webhook action, a configuration menu will appear on the left side of your screen. In this menu, paste the Flow Webhook Destination URL you just copied from Friendbuy into the URL field where it says Add the destination URL.

 In the JSON BODY field in the same menu, copy and paste the following JSON payload and click Save.

{   
    "email":"{{ person.Email}}",
    "phone":"{{ person|lookup:'Phone Number'}}",
		"attributes": {
			"flowTag": "Yotpo Review"
		}
}
Take note of the flowTag attribute as you will need this shortly. In the example above, the flowTag is being set to “Yotpo Review” - you can use any name here, but it will need to be matched exactly when you return to the Friendbuy app.

Set up the earning event in Friendbuy

In the top right corner of your screen you’ll see a button labeled Update Action Statuses. Select this and set to Live from the status dropdown to publish your Klaviyo Flow.

Return to the Friendbuy app and select Loyalty → Earning Events tab → +Add Earning Event → Klaviyo Flow earning event.

And in the earning event configuration, add a new rule to only reward when the flowTag Custom Attribute is equal to Yotpo Review. 

If you edited the flowTag in the earlier step, this is where it will need to match.

Finally, configure your preferred reward options and select Save & Activate.

You're all set!

It's worth calling out that although the segment we created will contain all users that have ever submitted a Yotpo flow, this flow will only trigger when new reviews are submitted.

It is possible to use this flow to reward everyone who has ever submitted a review, but this will need to be manually done using the Back-Populate Flow Recipients action under the Manage Flow dropdown in the flow editor.

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