Helium Customer Fields x Yotpo Email & SMS Marketing integration
Personalize your email marketing with customer data from Helium Customer Fields
Personalize Yotpo marketing campaigns with customer data from Helium Customer Fields
By connecting the Helium Customer Fields app to Yotpo’s Email Marketing & SMS app, you can create more customized marketing campaigns by using extra data collected during customer sign ups.
For example, if you’re selling pet supplies, you can ask your customers if they are dog or cat owners. You can then use this data to segment customers or create a custom flow in Yotpo, and send each customer ads and offers that are most relevant to the type of pet they have.
Selling apparel? You can collect sizes and genders to suggest clothes and accessories tailored to your customer’s preferences!
Example Use Cases
Now that you have connected to both Customer Fields and Yotpo, you can begin building automations! Here are a couple of examples of how you can use this integration to enhance your marketing.
Example 1
Update custom profile properties in Yotpo using values from a Customer Fields form
Let’s say you have a registration form on your website where customers can provide their preferences and interests. With this integration, you can automatically update their custom profile properties in Yotpo with the data collected. This will allow you to tailor your marketing efforts to each individual customer, making them feel more connected to your brand.
To accomplish this, you may want to use a Customer Fields trigger in Zapier for New form submission in Customer Fields. You can set up this trigger to watch for submissions from a specific form, and all of the fields on this form will be provided in Zapier as variables which can be forwarded into Yotpo.
To get these form variables into Yotpo, you will now need to set up an action for Update customer profile properties in Yotpo. You can choose which information to add to the Yotpo profile, but we especially want to highlight the option here to include custom properties.
Example 2
Trigger a custom event such as an automation in Yotpo when a form is submitted
You can also use this integration to trigger custom events in Yotpo when a form is submitted through Customer Fields. For example, you can set up an automation to send a personalized email to the customer based on the information they provided in the form. This will help you create a more personalized and engaging customer experience.
In this example, we will continue using the New form submission in Customer Fields trigger but change the action to Create custom customer event in Yotpo.
This action is powered by Zapier and will only create the event itself in Yotpo. To trigger a marketing automation, you will need to set up the automation itself directly in the Yotpo app.
Here’s Yotpo’s guide for using custom events as a trigger: https://support.yotpo.com/docs/custom-triggers#activating-flows-with-custom-triggers
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