Yotpo Loyalty + Approval made easy.
MESA is the easiest way to create Yotpo Loyalty and Approval integrations so you can automate any work - no code required.
MESA empowers you to build any solution. Scale faster and more efficiently than ever before. When you're able to build your ideas, you're free to explore unique ways to expand your role and business. What will you make today?
How does Approval work with Yotpo Loyalty?
With Yotpo Loyalty and Approval by MESA integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.
Enhanced Decision Control
By integrating Approvals, you can insert critical checkpoints within automated workflows. This ensures that sensitive or significant decisions, such as discounts over a certain percentage or large bulk orders, are reviewed by a human, maintaining a balance between automation and human judgment.
Risk Mitigation
Approvals add an essential layer of security and oversight, reducing the risk of errors or unauthorized actions. For instance, approving or denying a refund request based on specific criteria ensures that refunds are handled appropriately, minimizing potential losses or fraudulent activities.
Custom Workflow Management
The flexibility to add approval steps within various parts of the workflow allows for customization that aligns with the business's unique processes and policies. Whether it's quality control, finance, or customer service, Approvals can be tailored to different departments.
Improved Collaboration and Accountability
Approvals foster collaboration by involving relevant team members in decision-making processes. This encourages clear communication and creates a documented trail of who approved or denied a specific action.
Solve more business-critical tasks
MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challeneges can be solved through the power of no-code automation solutions.
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How to connect Yotpo Loyalty to Approval
Connecting Yotpo Loyalty to Approval has never been easier. With MESA, making complex integrations between Yotpo Loyalty and Approval by MESA only takes a few minutes — no code required. Automate basic data entry or connect the systems that run your business. Solve more business-critical problems with MESA and accomplish more with less resources.
- First, create a new workflow in MESA.
Workflows are simply the steps of an automation that runs automatically.
- Next, pick one of the apps as a trigger step - this will start your workflow.
This is what kicks off your automation to run automatically.
- Then, choose an action step from another app for unique customization.
This is where the magic happens. 🪄
- Lastly, personalize the data being sent from one app to another.
Use the various fields within each stel to personalize your workflow. Test your automation to ensure everything is running properly.
- Finished!
Just turn on this Yotpo Loyalty to Approval workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!
Build your own Yotpo Loyalty Approval by MESA workflows using these steps
Quickly make any workflow between two or more apps.
These are triggers. They're what start your workflow to run automatically. Use any of these trigger steps to start your workflow when…
- Customer Anniversary Captured
- Starts when a customer establishes their anniversary.
- Customer Anniversary Occurred
- Starts on a customer’s anniversary.
- Customer Birthday Captured
- Starts when a customer establishes their birthday.
- On Customer's Birthday
- Starts on a customer's birthday.
- Coupon Earned (Awarded)
- Starts when a customer earns a discount.
- Coupon Earned (Redeemed)
- Starts when a customer receives a coupon and redeems points.
- Loyalty Custom Reward Created
- Starts when a loyalty custom reward is created.
- Loyalty Donation Created
- Starts when a loyalty donation is created.
- Loyalty Opted In / Out
- Starts when a customer opts in or out to a loyalty program.
- Points Changed
- Starts when a customer’s points are modified.
- Points Earned
- Starts when a customer earns points.
- Points Reminder Triggered
- Starts when a reminder about a customer’s points is triggered.
- Redemption Fell Below Threshold
- Starts when a custom coupon is running low on uploaded coupon codes.
- Redemption Reminder Triggered
- Starts when a reminder about an inactive redemption is triggered.
- Redemption Cancellation Request Received
- Starts when a customer wants to undo their redemption and receive points back.
- Referral Shared
- Starts when a customer shares a referral.
- Referral Reminder Triggered
- Starts after a certain amount of days that a referred customer had not submitted a purchase in.
- Referral Completed
- Starts when a referral has been used.
- Tier Earned
- Starts when a customer meets the requirement for a new tier.
- Tier Lost
- Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.
- Tier Changed
- Starts when a customer gets closer or farther from retaining their current tier and next tier.
These are actions. Workflows can multiple actions to make personalized integrations. Use any of these action steps to make your workflow do…
- Approval
- Pause any automation and require manual approval of data that's about to be published to the next step.
- Record a Customer Action
- Create an action by a customer.
- List Active Campaigns
- Obtain a list of active campaigns.
- Set Customer’s Anniversary
- Establishes a customer’s anniversary.
- Retrieve Customer’s Anniversary by Email
- Grab customer’s anniversary by email.
- Delete Customer’s Anniversary
- Remove customer’s set anniversary date.
- Create or Update Customer
- Create or modify a customer.
- Retrieve Customer
- Grab all details about the customer.
- List Recently Updated Customer
- Obtain a list of all customers who were updated in the last 7 days.
- Set Customer’s Birthday
- Establish a customer’s birthday.
- Create Point Redemption
- Redeem a customer’s points for a specific redemption option.
- Approve Point Redemption Cancellation
- Confirm point redemption cancellation request.
- Redemption Options: Get Redemption Code Data
- Obtain a list of email addresses who has redeemed a discount.
- Redemption Options: Upload Options
- Transfer coupon codes to Yotpo Loyalty account.
- Redemption Options: Get Active Options
- Obtain a list of redemption options available for customers to redeem.
- Identify Referral Referrer
- Create or find a referral link for an email address.
- Send Referral Emails Referral Referrer
- Share referral links by email to a list of email addresses.
- Create Order
- Create an order made by a customer.
- Create Refund
- Create a refund.
- List Vip Tier
- Obtain a list of VIP tiers.
One-day Workflow Wizards
Not interested in learning another app? Oooh, we get it. Alternatively, turn to a fast, efficient team who is all about getting your perfect workflow up and running in a flash. That's us by the way. In case that wasn't clear.
- Tell us about your workflow. Reach out and explain all the nuances to the challenges you're currently facing. Whether it's repetative tasks, keeping business systems in sync or creating new shopping experiences for your customers, our experts will listen
- We'll make it in 1 business day. Our experts will hand-craft the workflows to meet your exact needs. They'll setup each the automation on your store with each step configured to match your requirements so all you have to do is turn it on.
- Boom! Problem solved. Sit back and relax knowing you have MESA reliably handling this work automatically. Start exploring more ways to strealine your efforts and enjoy the automation lifestyle! 🚀
Learn more about Approval by MESA integrations
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