Klaviyo and Casa Loyalty

How to connect and use Klaviyo with Casa Loyalty for email marketing

Klaviyo is a powerful email marketing platform that allows you to personalize customer journeys and send targeted campaigns. With the Casa Loyalty + Klaviyo integration, you can:

Sync loyalty data like point balances and VIP tiers to Klaviyo
Send reward program emails through Klaviyo
Create flows based on customer reward activity
Segment audiences using loyalty info
Personalize email content using loyalty variables

🔌 Connect Klaviyo with Casa Loyalty

💡 Before you start: Make sure you're logged into your Klaviyo account and have the necessary permissions (Owner, Admin, or Manager).

In your Casa Loyalty admin, go to Integrations > Klaviyo
Click Connect
Approve the permissions and authorize access
Once connected, click Sync customer data

👉 Note: All customer data from Casa Loyalty will be synced to your Klaviyo account.

📝 What data gets synced?

Once connected, Casa Loyalty will send the following fields to Klaviyo for each customer:

casa_loyalty_points_balance
casa_loyalty_referral_url
casa_loyalty_vip_tier
casa_loyalty_state

These values are continuously updated and can be used in Klaviyo campaigns, flows, and segments.

🧠 Program events sent to Klaviyo

Casa Loyalty will also send real-time events to your Klaviyo account:

Event	Triggered when...	Included Data
Points Earned	A customer earns points from an order	Points amount, Order ID
Points Redeemed	A customer redeems points for a reward	Points spent, Reward name
Referral Completed	A referred friend completes a purchase	Advocate email, Friend email
VIP Tier Achieved	A customer reaches a new VIP tier	Tier name, Tier ID
Reward Expiring	A customer's reward is expiring soon	Reward name, Expiry date

These events can be used to trigger flows or build powerful segments in Klaviyo.

📊 Create segments with loyalty data

Use loyalty data fields to create targeted segments in Klaviyo. For example:

Customers with more than 500 points
Customers in Gold VIP Tier
Customers who haven’t redeemed in 30 days

✅ Pro tip: Give your segments clear names like “VIP - Gold Tier” or “High Point Earners”.

💌 Add loyalty info to email campaigns

To personalize your Klaviyo campaigns with loyalty data:

Select a text box in your email template
Click the Add Personalization icon
Choose loyalty variables like {{ casa_loyalty_points_balance }} or {{ casa_loyalty_vip_tier }}

This lets customers see their real-time rewards status inside marketing emails.

🧪 How to test Casa Loyalty variables in Klaviyo

Klaviyo previews won’t display Casa Loyalty data. To test:

Create a test customer in your store and enroll in the loyalty program
Build a Klaviyo campaign and send it to yourself
Check if your email contains the loyalty info as expected