By configuring Retention's Reclaim flows, users gain the ability to accurately track and recognize critical customer actions, specifically 'add to cart', 'viewed product', 'checkout started', and 'active on site' events. This setup ensures that Retention efficiently relays all events directly to your Yotpo SMS & EMAIL.
For more information on Yotpo SMS & EMAIL Abandoned Checkout Reminders, click here.
To use this feature, you must have the most recent version of our script on your website and the Yotpo SMS & EMAIL integration connected in your Retention dashboard. You can find your script in your account under Code Script > View Script. Click here for a link to all our tutorials on how to add the script to your site, in case you need a refresher.
NOTE: This integration is currently only for Shopify users.
Set up integration
1. To setup an integration between Retention.com and Yotpo SMS & EMAIL, go to Integrations > Available Integrations. Then, search for Yotpo and click the icon.
2. Click Connect.
3. This will open a window to give Retention.com access to Yotpo. If you're not logged into your Yotpo account via Shopify, you will need to login first.
4. Once you're logged in, you'll be taken to this screen to give Retention.com access. Click Next.
5. Then, click Connect to authorize the integration.
6. Once the integration is complete, you be taken to the integration page. Here you can find more information and Enable, Disable, and Remove the integration.
Install Add to Cart and Viewed Product scripts
🔔 If you're using our custom Shopify Integration app, the 'Add to Cart', 'Viewed Product', 'Active on Site', and 'Checkout Started' scripts will automatically be installed. No further action is required on your part!
Expand this section for all other e-commerce platforms (Non-Shopify)
Expand this section for all other e-commerce platforms (Non-Shopify)
For our Non-Shopify customers, we offer the option to manually implement the 'Add to Cart,' 'Viewed Product,' and 'Checkout Started' scripts.
Please follow the instructions in our Custom Site Installation guide here.
*Active on Site is automatically enabled for all customers regardless of their e-commerce platform. No action is required on your part!
How to set up flows
Retention is excited to introduce Reclaim events, now available for both SMS and EMAIL flows within Yotpo. For optimal integration, please adhere to the corresponding flow guides provided below.
Click here to implement the SMS Flow in Yotpo
Click here to implement the SMS Flow in Yotpo
1. Go to Flows > Create flow from scratch.
2. Select the appropriate trigger for your workflow:
For your Add to Cart flow, click Add to Cart Reclaim under Retention.com to set it as the Trigger.
For the Viewed Product flow, click Viewed Product Reclaim under Retention.com to set it as the Trigger.
For the Checkout Started flow, click Checkout Started Reclaim under Retention.com to set it as the Trigger.
3. Next, Add step > Add delay.
4. Set a 30-minute delay.
5. Add a Condition step to check if:
Is an SMS subscriber > is true
If No, End Flow.
6. If Yes, check if:
Made an order after flow started > is false
7. If No, End Flow. For Yes, set the condition to:
Country and address > Any country and address match > Country > is > United States
8. If No, End Flow. If yes, add a step.
9. Choose action for SMS/MMS message.
10. Edit the existing text message to include our shortcodes, like in this example for the Add to Cart flow:
Here is an example for the Checkout Started Flow:
⚠️ For a complete list of the properties/shortcodes that are available with our events, please see the data section below or click here.
11. When you're finished, add End flow.
Note: Smart Sending should be enabled by default in Yotpo SMS & EMAIL. However, if you want to exclude transactional messages, you will need to manually do this by going to Settings > General Settings > Smart sending.
Click here to implement the EMAIL Flow in Yotpo
Click here to implement the EMAIL Flow in Yotpo
1. Go to Flows > Create flow from scratch.
2. For your Add to Cart flow, click Add to Cart Reclaim under Retention.com to set it as the Trigger.
For the Viewed Product flow, click Viewed Product Reclaim under Retention.com to set it as the Trigger.
3. Next, Add step > Add delay.
4. Set a 30-minute delay.
5. Add a Condition step to check if:
Is an Email subscriber > is true
If No, End Flow.
6. If Yes, check if:
Made an order after flow started > is false
7. If No, End Flow. For Yes, set the condition to:
Country and address > Any country and address match > Country > is > United States
8. If No, End Flow. If yes, add an Action step for Email Message.
9. Add an email subject and then click on Edit design.
10. From the Blocks section, drag and drop the Dynamic Products block to the template. This will be populated with the abandoned checkout/browse products for each customer.
11. Ensure you set the Max products to show setting to 1. Design the rest of the email template to fit your brand. Go back to the flow when completed.
12. When you're finished with your flow, click Save in the top right hand of the screen.
What does the data look like?
Expand each section below to see what type of data is collected with our events!
Viewed Product
Viewed Product
Url: https://www.linkto/products/your-product
Name: Name Of Your Product
Price: 215
Variant: Other Version ** SHOPIFY ONLY **
Currency: USD
ImageUrl: https://www.linkto/product/images/productimage.jpg
ProductId: 7029602549859
VariantId: 40792205852771
ItemCategory: Your Category
Add to Cart
Add to Cart
Url: https://www.linkto/products/your-product
Name: Name Of Your Product
Price: 59.99
Variant: XL
Currency: USD
Quantity: 1
ImageUrl: https://www.linkto/product/images/productimage.jpg
ProductId: 6806587834440
VariantId: 40088482086984 ** SHOPIFY ONLY **
ItemCategory: Your Category
Active on Site
Active on Site
Page: https://www.yoursite.com/pages/page-they-visited
Domain: www.yoursite.com
Mobile: true
Visit: 1
Browser: Unknown
Platform: iPhone
Referrer: https://www.yoursite.com/example/referrer
PageTitle: This is the Page Title
UserAgent: Mozilla/5.0 (iPhone; CPU iPhone OS 17_5 like Mac OS X) AppleWebKit/605.1.15 (KHTML, like Gecko) CriOS/127.0.6533.77 Mobile/15E148 Safari/604.1
BrowserVersion: Unknown
Checkout Started
Checkout Started
CartId
Currency
CartAmount
CheckoutUrl
Product
Id
Url
Price
Amount
CurrencyCode
Title
Image
Src
ThumbSrc
Variant
Id
Sku
Image
Src
Title
Price
Amount
CurrencyCode
Quantity
LinePrice
Where to access your events
You can view these events successfully passing through in your Retention.com account. In the Retention dashboard, go to Event Details and from the filter select appropriate event.
Have questions? Message us on chat, or email us at support@retention.com!