Send a Referral Code on WhatsApp with Yotpo Loyalty

Yes. AeroChat works directly with Yotpo Loyalty. When a member asks how to refer a friend, AeroChat finds them in Yotpo Loyalty, reads their referral code, and their referral link where your program returns one, and sends it in the chat ready to share.

This recipe answers "how do I refer a friend?" and "what’s my referral code?" in chat, from your own Yotpo Loyalty data. Part of connecting Yotpo Loyalty to WhatsApp and AI chat.

What happens today

A happy customer wants to tell a friend about your store. They ask for their referral code in chat. Your team looks it up in Yotpo, or sends them to the rewards page to find it. Many never get that far, and the referral never happens.

The flow that works

The member asks how to refer a friend.
AeroChat checks their email or phone number against their Shopify orders.
It finds them in Yotpo with their referral code.
It sends the code, and the link if there is one, with what the friend and the member get.

What it looks like on WhatsApp

Customer: My sister wants to order. Do I have a referral code? (example)

AeroChat: Yes. Your referral code is MAYA-REF20. Your sister gets $10 off her first order with it, and you get 500 points when she orders. You can forward this message to her.

Customer: Sending now

In Yotpo Loyalty: nothing changes. AeroChat read the member’s referral code.

The recipe

Copy this into AeroChat

When a member asks how to refer a friend or for their referral code or link, follow these steps.

Check who they are first: match the email or phone number they give, or the WhatsApp number they are messaging from, to their Shopify orders.

Find them in Yotpo Loyalty by that email, with their referral code.

Send the referral code, and the referral link if Yotpo returns one, in a message that is easy to forward.

Add one line on what the friend gets and what the member gets, from the knowledge base.

If the code has expired or they have none, tell them and hand the conversation to our team.

If they are not a member, explain how to join from the knowledge base.

Never send another member’s code. Never promise a referral reward that is not in our program. Reply in the customer’s language.

Add your referral rewards in plain words to the knowledge base before you paste it.

What to connect

Your Shopify store. Built in. Install AeroChat from the Shopify App Store and connect your store in the dashboard, so AeroChat can check who the member is from their orders.
Yotpo Loyalty. In your Yotpo Loyalty admin, open Settings and copy the API key and the GUID. Yotpo’s API docs do not name a plan for API access. If you do not see the API key in your settings, ask Yotpo. Paste both in when AeroChat asks.
Your knowledge base. Add what the friend and the member get from a referral, and any conditions.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Yotpo Loyalty, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Yotpo Loyalty’s public documentation, the checklist asks you to check it once against the current docs.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

Your referral rewards and rules, which stay in Yotpo.
Whether AeroChat offers the referral code after a happy customer message.
How a member proves who they are before AeroChat shares their code.

The result to expect

Members who want to refer a friend get their code in seconds, in a message they can forward. More referrals happen at the moment a customer is happy.

Measure it with your own numbers: referral codes sent in chat, and referred first orders, for a month before and after.

Next: see every Yotpo Loyalty workflow, including checking a points balance.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your store and email, with the same Yotpo Loyalty connection behind it. See what each channel does on the Yotpo Loyalty integration page.

Send your first referral code from chat

Install AeroChat, paste the recipe, add your Yotpo API key and GUID, and ask your own chat for your referral code.

Install AeroChat on Shopify

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