Summary
Want to automate contact updates with Yotpo? This guide will walk you through integrating Yotpo with Wati, allowing you to sync contacts with channel preference earmarked. Improve engagement and streamline your communication with customers.
Instructions
Prerequisites
Before you begin, ensure that you meet the following requirements:
You must have an active Pro or Business Plan subscription. This integration is available exclusively for Pro+ plan customers.
Please also ensure you have an active Yotpo SMS & Email app subscription.
Why Integrate Wati with Yotpo?
Additionally, by syncing contacts and tagging their preferred communication channels, you can ensure your messaging is relevant and well-targeted, resulting in a higher engagement rate.
Step-by-step guide to integrate Wati with Yotpo
1. Connecting Wati to Yotpo
To integrate Wati with your Yotpo account:
Log in to your Wati account and go to the Integrations page.
Select the Yotpo integration card to open the setup window.
Click Connect with Yotpo.
You'll be redirected to your Yotpo account. If you manage multiple Shopify stores, choose the store you want to connect, then click Continue.
Once the connection is successful, a confirmation pop-up will appear. Click Set Up Wati to return to your Wati dashboard. The integration is now complete.
2. Verifying Contact Sync
To test the automated contact synchronization:
In your Wati account, go to the Contacts page and create a new contact.
Wait a few minutes, then check the Customers section in your Yotpo account. You’ll see a new customer entry corresponding to the contact created in Wati.
Note: The sync also triggers when Wati receives an inbound message from a new contact.
Wati contact attributes are stored as customer properties in Yotpo but are not shown directly on the customer profile. However, these properties—especially the channel preference—can be used in Yotpo Flows to tailor automation. For example, you can use channel preference conditions to target customers based on how they prefer to be contacted.
Frequently Asked Questions (FAQs)
Integration Prerequisites
1. What plans are required to integrate Wati with Yotpo?
→ You need an active Wati Pro or Business Plan subscription. The integration is exclusively available for Pro+ plan customers. Additionally, you must have an active Yotpo SMS & Email app subscription.
2. Can I integrate Yotpo with Wati if I have multiple Shopify stores?
→ Yes! During the integration process, you’ll be prompted to select the specific Shopify store you want to connect with Wati.
Setup & Configuration
3. How can I verify if the integration is working?
→ Test it by creating a new contact in Wati’s Contacts page. Within minutes, check the Customers page in Yotpo—a matching customer profile should appear automatically.
Syncing & Data Usage
4. What triggers contact synchronization between Wati and Yotpo?
→ Contacts sync when:
You manually create a new contact in Wati.
A new contact sends an inbound message to your Wati number.
5. Where can I see synced contact attributes in Yotpo?
→ Synced attributes (like channel preference) are stored as customer properties in Yotpo but aren’t visible on the customer profile page. You can use these properties in Yotpo Flows for targeted messaging.
6. How is channel preference used after syncing?
→ The channel preference property (e.g., SMS or email) can be used in Yotpo Flows to segment customers and tailor communication based on their preferred channel.
Troubleshooting
7. Why don’t I see synced contact details on Yotpo’s customer profile?
→ Synced data from Wati is stored as backend properties in Yotpo. To use it, create conditions in Yotpo Flows or other automation tools.
8. What if my contacts aren’t syncing after integration?
→ Ensure:
Both your Wati and Yotpo subscriptions are active.
You’ve selected the correct Shopify store during setup.
You’ve waited a few minutes for the sync to complete. If issues persist, contact support.