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Integrating Loyalty with Subtotal

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Written by Glenn Lee

The Okendo Loyalty integration with Subtotal lets you recognize and reward customers for retail purchases they make outside your online store. By connecting the two platforms, you can issue loyalty points for purchases at major retailers, creating a truly omni-channel loyalty experience that meets your customers where they already shop.

In this article, you will learn about;


What you can do with the integration

Connecting Okendo Loyalty with Subtotal opens up new ways to engage customers and grow your program beyond DTC:

  • Reward retail purchases Issue loyalty points to customers when they purchase your products at supported retailers. Purchases are verified directly through Subtotal's Purchase Verification Engine, so you can be confident every reward is earned legitimately.

  • Reward account linking Give customers a one-time points bonus for connecting their retailer accounts (for example, their Amazon or Target account) to your brand. This is a great way to incentivize opt-in and grow your first-party retail data.

  • Create a truly omni-channel loyalty program Your customers don't only shop on your website, so your loyalty program shouldn't only reward them there either. With Subtotal, retail shoppers become known, engaged customers who are motivated to come back to your online store to redeem their points.


How the integration works

Subtotal acts as the bridge between your customers' retail accounts and your Okendo Loyalty program. Here's what happens end-to-end:

  1. A customer connects their retailer account (e.g. Amazon, Target) to your brand via Subtotal's seamless opt-in flow.

  2. When Subtotal detects a qualifying purchase or a linked account, it fires an event to Okendo Loyalty.

  3. Okendo processes the event against a custom earn rule you've configured and issues the corresponding points to the customer.

  4. The customer receives their points and can redeem them next time they visit your online store.


Setting up the integration

The integration is configured from the Subtotal side. You'll need:

  • An active Okendo Loyalty account (Advanced plan or above, or API access purchased with Power plan)

  • A Subtotal account (Startup plan or above)

  • Your Okendo User ID and Merchant REST API Key (found under Settings > Integrations > Credentials in your Okendo admin)

Before you connect the platforms, set up the custom earn rules in Okendo that you want Subtotal to trigger. You'll need the Action ID from each earn rule when configuring actions in Subtotal.

For full step-by-step setup instructions, visit Subtotal's Okendo integration documentation.

โš ๏ธ Subtotal currently identifies customers by email address only. Ensure your earn rules are configured accordingly.


FAQs

Which retailers are supported? Subtotal supports a wide range of major US retailers including Amazon, Target, Walmart, Sephora, Ulta, CVS, Whole Foods, Walgreens, and more. Check Subtotal's website for the most up-to-date list of supported retailers.

Can I reward both account linking and purchases, or just one? You can reward both. In Subtotal, each action maps to a separate custom earn rule in Okendo, one for when a customer links an account (account.linked), and one for when a purchase is detected (purchase.created). You can configure either or both.

Can I restrict which retailers trigger a reward? Yes. When configuring actions in Subtotal, you can apply each action to all supported retailers or restrict it to specific ones.

What Subtotal plan do I need? The Okendo integration is available on Subtotal's Startup plan and above. Merchants must also have Okendo Loyalty on an Advanced plan and above (or have purchased API access, as an add-on for Power plan).

If you have any specific questions or need further assistance, feel free to reach out to our support team.

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