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Version: v1

Yotpo

As the leading end-to-end values-based loyalty engine, Beam has developed a number of successful use cases for integrating impact alongside traditional loyalty solutions, like Yotpo.

Partner-Side Setup​

Beam will send over an app install link for your team. After you’ve installed the app, take these steps to set up a goal-based reward.

Step 1: Open the Reward Program Settings Page​

From the Yotpo Loyalty home page, click “Set up program”.

Yotpo 1

Step 2: Create earning rule​

Create a new earning rule with the type “Custom Action”

Yotpo 2a

Yotpo 2b

Filling out the Custom Action form​

  1. Action name: The campaign name and description will show for each customer. If you’d like to create a separate custom action for each nonprofit, create separate campaign names and descriptions.
  2. Point value: Input as many points as you’d like to award for the progress bar fill.
  3. Maximum times completed (total/per user): You can leave this blank and configure this on the Beam side. We can set a maximum # of completions per user, per nonprofit, per funding round (we currently do not impose a "lifetime" total for these awards).
  4. Display on-site: Check this if you’d like your customers to see this reward on site.
  5. Campaign start/end dates: The start and end dates refer to the dates within which the Beam progress bar is completed. If a user makes a purchase and chooses a nonprofit on Tuesday, a campaign goes live on Wednesday and the progress bar fills on Thursday, that user will receive the Yotpo Loyalty points. If you’d like to take a campaign live, but wait until the next progress bar “round”, let your CSL know and Beam configure that for you (see step 3).

Yotpo 2c

Step 3: Tell Beam your desired configuration​

Beam needs to know:

  1. The name of the Custom Action you just set up.
  2. Which nonprofit(s) it should apply to.
  3. The desired funding round percentage threshold at which these points should be distributed.
  4. The maximum number of times a user can complete this action, per round. (Ex. If a user makes 3 transactions towards this goal, should they receive 3x points awards, or should it max out at 1 or 2x?)
  5. The initial round number when this campaign should begin. (Ex. Don’t start this campaign until the current round is finished)
  6. The maximum number of funding rounds that this campaign should run for. (Ex. Only run this campaign for the current funding round)