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Integrating with Yotpo

How to connect Order Editing with Yotpo so loyalty points stay accurate when customers edit their orders.

3 min read

⚠️ Beta: The Yotpo integration is currently in beta. If you're interested in using it, start a live chat from within the Order Editing app to get access.

Overview

Yotpo is an ecommerce marketing platform for reviews, loyalty, SMS, and user-generated content. This integration connects Order Editing with Yotpo Loyalty so a customer's loyalty points always match their final order. When a customer edits their order, Order Editing recalculates their points so they earn the right amount for what they actually keep.


Key benefits

  • Loyalty points always match the final, edited order
  • VIP tier multipliers are applied automatically
  • Points are never double-counted, even if a recalculation runs more than once

How it works

When a customer edits their order, Order Editing works out the difference between the points for the original order and the final order, then adjusts the customer's Yotpo balance to match. It uses your points-per-dollar rate and applies any VIP tier multiplier the customer qualifies for.

ℹ️ Note: Yotpo receives the order itself from Shopify. Order Editing only adjusts the points after an edit, so make sure Yotpo is already connected to your Shopify store.


Setup steps

Step 1: Get your Yotpo API credentials

In Yotpo, go to Settings > General > API Credentials. Copy your API Key and your GUID (Secret Key).

Step 2: Connect Yotpo in Order Editing

1. In Order Editing, go to Integrations > Yotpo and open the Connection tab.

2. Paste your API Key and GUID (Secret Key). Add your Merchant ID too if you use multiple Yotpo accounts.

3. Click Connect to Yotpo. When it works, you'll see a Connected to Yotpo banner.

Step 3: Configure your points

In the Configuration tab:

1. Set your Points per Dollar (for example, 2 means 2 points for every $1 spent).

2. Choose whether to include shipping, taxes, and duties in the points calculation.

3. Set the Points adjustment trigger to When order is paid or When order is fulfilled.

💡 Tip: Match the trigger to when you award points. Choose "When order is paid" if you award points at checkout, or "When order is fulfilled" if you award them after shipping.

Step 4 (optional): Discount code handling

Turn on Disable one-time discount codes after they are redeemed to stop Yotpo reward codes being reused after an edit. This needs the write_discounts permission, which Order Editing will prompt you to grant.


Troubleshooting

Invalid credentials

Re-check your API Key and GUID in Yotpo under Settings > General > API Credentials. If they look right but still fail, regenerate them in Yotpo and reconnect.

A customer's points didn't update

If the order hasn't reached Yotpo yet, Order Editing retries automatically. You can also re-trigger a recalculation by adding the tag oe:yotpo_pending to the order in your Shopify admin.

VIP tier multiplier wasn't applied

Older Yotpo accounts may not have VIP tiers set up. When that's the case, points are calculated using your points-per-dollar rate only, with no multiplier.

Will a customer get double points?

No. The recalculation is designed to run safely any number of times and always reaches the same result, so it never double-counts or creates duplicate adjustments.


Common questions

Does this integration handle reviews or SMS?

This integration focuses on loyalty points. Yotpo's reviews, SMS, and other products keep running on your store as normal.

Will it change a customer's existing points history?

It adds an adjustment so the points match the edited order. The customer's Yotpo account and past history aren't otherwise affected.

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