Switch from Yotpo Loyalty & Referrals to Loyaltey

What moves over

• Customers, matched by email address, so nobody gets a duplicate account.
• Each customer’s outstanding points balance, credited one-to-one, which makes a points program the natural target.
• Enrollment in your Loyaltey program, so customers can keep earning the next day.

An import can be re-run safely: each customer’s balance is credited at most once, so a second run only adds customers who were not imported before.

What does not move over

• Marketing consent. Consent given to another platform does not carry over, so imported customers start opted out until they opt in again.
• Past activity history, achievements and tiers from the old platform.
• Notifications: an import never sends "you earned points" messages to your customers.

Steps

1. Create a points program in Loyaltey so balances carry over one-to-one.
2. Contact us. We connect your Yotpo Loyalty & Referrals account with your API credentials and run the import with you.
3. Replace the Yotpo Loyalty & Referrals widget and links with Loyaltey's QR code, wallet card and embed widget.
4. Ask customers to opt in to messages again, since consent does not transfer.
5. Cancel Yotpo Loyalty & Referrals after you have checked the imported balances.