Integration With Yotpo SMS & Email

ReturnGO integrates with Yotpo SMS & Email to enable you to easily customize and automate post-purchase notifications. 

By integrating the two platforms, you can create custom Yotpo flows to send post-purchase emails and/or SMS notifications instead of sending them directly through ReturnGO. This provides a wider range of customization options and capabilities, enabling you to send notifications on multiple channels, while maintaining your brand style and language.

Capabilities 

The Yotpo integration supports:

  • Automated event triggers.
  • Sending emails and SMSs using RMA information and events.
  • Sending emails and SMSs using order tracking information and events, for stores using ReturnGO order tracking.

Requirements 

This integration is currently in beta and not yet available to all merchants. Contact support to apply to join the beta.

To integrate Yotpo with your ReturnGO account, you will need: 

  • ReturnGO Enterprise Plan
  • Any Yotpo Plan
  • Your Yotpo account login information
  • Customer information
    • To receive email notifications, customers need to have provided an email address.
    • To receive SMS notifications, customers need to have provided a phone number.

Linking Your Yotpo Account to ReturnGO 

To link your Yotpo account to ReturnGO: 

  1. Go to Integration > Products & Services
  2. Click on +ADD PRODUCT OR SERVICE. 
  3. Choose Yotpo from the drop-down list.
  4. Click the green check mark. 

5. Click CONNECT.

6. In the pop-up that appears, log in to your Yotpo account.

7. Click CONNECT.

 

8. That’s it, the integration is connected! Make sure the Send Email toggle is enabled.

Sending Notifications from Yotpo

Choose which notifications to send via Yotpo, ReturnGO, or not send at all.

The system will update your Yotpo account only for events that you select on the Settings > Email > Content page. This includes SMS notifications, which cannot be sent directly through ReturnGO, but can be sent through Yotpo if you enable the notification to be sent via Yotpo (note that while the page is about emails, this refers to SMSs too).

To define the channel through which each notification will be sent:

  1. Go to Settings > Email > Content.
  2. Open the section of the notification type you want to configure, Return Emails or Order Tracking Emails.

3. Open the dropdown next to each notification you want to change, and select whether you want to send it via Yotpo, ReturnGO, or not at all.
4. Click the save icon.

For notifications you mark to send via Yotpo, create Yotpo flows to send them and trigger these flows based on the relevant events.

Note: It's recommended to set up your flows in Yotpo before changing your ReturnGO settings to send the notifications via Yotpo, to ensure your customers get notified properly.

Adding Events to Yotpo Flows

For notifications you want to send through Yotpo, create Yotpo flows to send them, based on ReturnGO events and variables.

Email Flows

To send emails via Yotpo, make sure that on the Emails > Content page you have configured the relevant notifications to be sent via Yotpo.

To add a ReturnGO event and variables to a Yotpo email flow:

  1. On your Yotpo dashboard, go to Flows > My Flows.
  2. Create a new flow by clicking on CREATE FLOW FROM SCRATCH.

3. Click on CHOOSE TRIGGER.
4. Select a trigger from the ReturnGO Triggers section to add to the flow. 

5. Click ADD ACTION.

6. Select the type of notification you want to send.
    1. You can send both an email and an SMS if you want. 

7. Add the email subject and preview text.
8. Click EDIT DESIGN to open the email editor, where you can edit the design to fit your brand and add the content you want to include.

9. Add ReturnGO variables by clicking on the {..} icon in the email editor.
10. Select the variable you want to add. 

11. Once you’re done editing the email, click BACK TO FLOW.

12. Click SAVE to save the flow.

SMS Flows

To send SMSs via Yotpo, make sure that on the Emails > Content page you have configured the relevant notifications to be sent via Yotpo. Then create an SMS flow in Yotpo.

To add a ReturnGO event and variables to a Yotpo SMS flow:

  1. On your Yotpo dashboard, go to Flows > My Flows.
  2. Create a new flow by clicking on CREATE FLOW FROM SCRATCH.

3. Click on CHOOSE TRIGGER.
4. Select a trigger from the ReturnGO Triggers section to add to the flow. 

5. Click ADD ACTION.

6. Select the type of notification you want to send.
    1. You can send both an email and an SMS if you want. 

7. Add the message text.
8. Find shortcodes below the text box.
9. Select shortcodes to add ReturnGO variables into the message.

10. Click SAVE.

Pay attention to the maximum characters of the SMS message. It’s recommended to keep the message length short to avoid it splitting into two SMSs.

Note: SMS messages cannot contain the shipping instructions, so make sure to send them to customers by email.

Events & Variables

ReturnGO events act as triggers for Yotpo flows, and ReturnGO variables can be added to notifications to personalize the information provided.

Clicking on the lightning bolt icon at the top of the email content page in ReturnGO will take you to the Variables & Events page, where you can view all ReturnGO events and variables.

Events

ReturnGO events can be used as triggers in Yotpo flows, to automatically send certain notifications when a certain event happens, such as when the request is approved or the shipment is received.

Return Events

Tracking Events

Variables

Adding variables to your notifications can personalize the information provided, such as adding the RMA ID or reject reason directly into the message.

Returns Variables

Tracking Variables

Testing the Integration

To manually test event triggers and see the effects in Yotpo:

  1. Go to Settings > Email > Content.
  2. Click on the test tube icon next to the relevant event.

3. In the test email pop-up:
    1. Type the email address/es to which the test email should be sent.
    2. Click SEND.

 

This sends the relevant event to Yotpo, including sample data, in order to give you an idea of what it will look like. The event will trigger the Yotpo flow that you configured, enabling you to see a sample result.

Troubleshooting the Integration 

For Yotpo-related issues, please contact Yotpo support.

For any other issues, feel free to contact ReturnGO support through chat or email.