Add Yotpo customers to a Scribeless campaign with Zapier
This guide uses Zapier as the connector, but the same workflow can be built in Make, Pipedream, n8n, or another automation tool. The pattern is: trigger from Yotpo, optionally filter or delay the workflow, then add the customer as a recipient in Scribeless.
Before you build the Zap, create the campaign in Scribeless. Choose the note design, handwriting style, message, QR code, and merge variables first. Zapier adds recipients to an existing campaign; it does not create the campaign for you.
What this automation does
When a Yotpo review, loyalty tier, birthday, renewal, or engagement event identifies someone who should receive handwritten mail, Zapier sends the customer to Scribeless.
Use this for ecommerce retention workflows such as:
Sending a handwritten offer when a customer enters a VIP segment.
Sending a card for a birthday, renewal, subscription anniversary, or loyalty milestone.
Sending follow-up after a high-value customer reaches an email engagement threshold.
Sending a thank-you note when a customer reaches a VIP loyalty tier.
Sending recovery or advocacy mail after a product review.
If your Scribeless campaign includes a QR code, you can use the scan as an offline response signal. For example, a scan can trigger loyalty follow-up, update a Yotpo segment, or route the customer into a post-mail email or SMS journey.
What you need
A Yotpo account connected to Zapier.
A Yotpo review, loyalty, segment, or customer event.
Customer name and postal address data from Yotpo or a lookup step.
A Scribeless campaign that is ready to receive recipients.
Zapier connected to Yotpo and Scribeless.
A paid Zapier plan if you want filters, delays, Paths, or multi-step routing.
Yotpo is often strongest as the retention trigger, but it may not be your source of mailing address data. If the trigger lacks a complete postal address, add a lookup step before Scribeless. Common lookup sources include Shopify, BigCommerce, your CRM, subscription platform, or data warehouse.
Build the Yotpo trigger
In Zapier, create a new Zap.
Set the trigger app to
Yotpo.Choose the trigger event that matches your workflow. Depending on your Yotpo setup, this may be a review event, customer event, loyalty event, or another available Yotpo trigger.
Connect your Yotpo account.
Choose the store, program, review source, segment, or event type that should start the workflow.
Test the trigger so Zapier can load a recent customer sample.
Use a test customer that reflects your live workflow. If the Scribeless campaign needs postal address fields, confirm the sample includes them or add a lookup step.
Add optional filters and delays
Add a filter if only some Yotpo customers should receive handwritten mail. Common filters include:
Review rating is high enough for an advocacy thank-you or low enough for a service recovery note.
Loyalty tier is
VIP,Gold,Platinum, or another high-value group.Customer lifetime value, order count, referral status, or loyalty points meet your threshold.
Country or region is supported by the Scribeless campaign.
The customer has a complete postal address.
Consent or suppression rules allow offline follow-up.
Place the filter after Yotpo and before Scribeless. If the filter does not pass, Zapier stops the run and no recipient is added.
Add Delay by Zapier when the note should arrive after another operational moment:
Wait until after an order has shipped before sending a review thank-you.
Wait a few days after a loyalty tier change before sending a VIP offer.
Delay a birthday or renewal card until the correct send window.
Wait for internal review when the note is tied to a complaint, refund, or recovery workflow.
Add the Scribeless action
Add the final action step.
Choose
Scribeless.Set the action event to
Add Recipients.Connect your Scribeless account.
If you are in more than one Scribeless organization, choose the organization that contains the campaign.
Map the customer fields
In the Scribeless Configure tab:
Choose the campaign in
Campaign ID.Map first name and last name from Yotpo or your lookup step.
Map address fields from Yotpo, your ecommerce platform, CRM, subscription platform, or customer database.
Map company name if your campaign is for wholesale, retail partners, B2B buyers, or high-value accounts.
Optionally map review rating, review text, loyalty tier, points balance, customer segment, order count, or customer lifetime value as merge variables.
If Yotpo stores a full name in one field, use Zapier Formatter or a lookup step to split it before the Scribeless action. If a field does not appear in the picker, retest the Yotpo trigger with a complete sample customer. Zapier often needs populated sample data before all fields are available for mapping.
Send QR scan activity back to Yotpo
If your Scribeless campaign uses a QR code, decide what should happen when someone scans it:
Capture the scan or form submission with the customer's email, customer ID, order ID, or matching key.
Send that activity into Yotpo or your marketing stack as a customer event, profile update, or segment signal.
Use Yotpo to trigger loyalty follow-up, update the customer segment, or start the next email/SMS journey.
Keep the matching key consistent across systems. Email is usually easiest when the QR destination asks the recipient to confirm or submit their email.
Test and turn on
Test the Zap with a safe internal Yotpo customer or recent sample event.
Confirm the recipient appears in the correct Scribeless campaign.
Check that name, address, and merge variables are complete.
Review filter and delay logic if only qualified customers should receive mail.
Turn on the Zap once the recipient looks correct.
Troubleshooting
The customer appears in Zapier but not in Scribeless
Check the Zap run history. Confirm the filter passed, the delay completed, and the Scribeless action ran successfully. Then confirm the action points at the right Scribeless organization and campaign.
Address fields are missing
Yotpo events may not include postal address fields. Add a lookup step before Scribeless and map the address from your ecommerce platform, CRM, subscription platform, or customer database.
The note should be sent after another retention step
Add a delay after the Yotpo trigger or use the system that records the later moment as the trigger, such as fulfilment, renewal status, support outcome, or subscription status.
