Rise.ai & Klaviyo - Store Credit Emails Setup

In this article, you will find:

Important to know

Firstly, make sure that the integration is active. To learn how, review this article(updated)
Once you have set up everything within Klaviyo, you'll need to turn off the Rise.ai native emails. The instructions for that are at the end of this article.

Please note that once this emails are turned off, Rise won't sent store credit emails for your store. They will only be sent if once you've set up everything on Klaviyo, and activated it.

How to send Store Credit Emails through Klaviyo

Sending store credit emails with Klaviyo requires you to build a Klaviyo Flow, set it up based on how you're using Rise.ai, and customize its email/s.

If you have several store credit workflows and/or if you're manually issuing store credit (refunds, compensation, etc.) - then you're able to create several branches in the same workflow, and differentiate them by the specific workflow or by the actual source.

To set up the flows, following the next steps:

a. Select the email flow trigger

Within your Klaviyo dashboard, go to → Flows → Build Your Own → Name your Flow → Choose Your metrics → Select Rise.ai:

You’ll then see a list of Rise.ai events. To set up store credit emails, focus only on the following store credit-related triggers.

** Note: the Store Credit Issued trigger is the main one to start with.
The rest of trigger are optional, in case you find them commercially relevant.

Store Credit Issued	Triggered when store credit is issued to a customer (for example, as a reward, refund, or compensation, etc.)
Store Credit Expired	Triggered when a customer’s store credit expires
Store Credit Disabled	Triggered when a customer’s store credit is disabled
Wallet Redemption	Triggered when a customer redeems their store credit

b. Create different paths and emails per workflow or issuance source

If you're issuing store credit in just one way, this part is not relevant, since the email you set up can just follow the 'Store credit issued' trigger.

If you’re using multiple Rise.ai workflows and/or if you're manually issuing store credit for various reasons (refunds, compensation etc.) - you will probably want to differentiate the email that is sent for each them.

To do that, you can use the following trigger splits:

Issuer_id	Refers to the Rise workflow ID (when having multiple workflows)
Credit_source	Refers to the method/source the store credit has been issued by (WORKFLOW // MANUAL // REFUND)

To identify a specific workflow ID, enter the specific workflow in your Rise.ai dashboard and copy the string of characters from the end of the URL:

Creating a path for a designated workflow:

Drag a 'Trigger Split' box to the relevant place in the flow:

Click the Trigger Split box to configure it.
Set the Split as follows: issuer_id → equals → type the relevant Workflow ID:

Click 'Save' and proceed with creating a dedicated email for the path, or create an additional path for another workflow.

* If the issuer_id property doesn’t appear in the list, you’ll need to trigger the relevant workflow at least once. This will generate the property and make it available in your dynamic data.

Creating a path for a specific store credit issuance method (source):

When referring to the store credit issuance method, there may be several actions after which store credit is issued to a customer. These actions are:

WORKFLOW	When store credit is issued by an automated workflow
REFUND	When store credit is issued by the store using Rise.ai's 'Refund with store credit' module
MANUAL	When store credit is manually issued to a customer from the Rise.ai dashboard
BULK	When store credit is issued using the Rise.ai bulk tool

When building your store credit emails flow in Klaviyo, you can use the above actions under the Credit_source variable, in order to create different paths and emails for each of them. To the so, follow these steps:

Note: You'll need to issue at least one code from any specific source out of the above list in order to see it in the Credit_source variable lists within Klaviyo.
** This has to be done after the Rise & Klaviyo integration was activated **

Drag a 'Trigger Split' box to the relevant place in the flow:

Click the Trigger Split box to configure it.
Set the Split as follows: Credit_source → equals → type the relevant Action name as presented above (WORKFLOW / REFUND / MANUAL / BULK):

For reference, the following screenshot demonstrates a flow that is built to address any issuance method, so an designated email can be customized accordingly:

Note: you may not need all the paths as shown below. Building the paths depend on which issuance methods you use, and which ones you want to communicate via Klaviyo.

You can see that first the flow checks if the store credit was issued from a workflow, and if it did, it then checks which of the workflows it was.

If the store credit was not issued from a workflow, it continues to check if it was issued by the 'Refund with store credit' action, or by the 'Manually issuance' action.

With this flow, you can design an email that will match any of these events, and ensure its content is the most relevant possible.

The next step will be adding an action (Email) at the end of every path.

c. Customize the email for each path

Once you've set up the trigger and (optionally) the trigger splits, you'll now need to set a following action in every path. This would usually be 'Email'.

Drag the Email action block and drop it at the end of the path. This email will be sent when the event is triggered and when the trigger split condition is met.

Important: make sure to un-tick the "Skip recently emailed profiles" option.
It's recommended that any Rise.ai email within Klaviyo has this setting off.

Continue by clicking 'Select Template'. You'll then need to either select one of Klaviyo's pre-made templates, or create one from scratch.

** This part is generally similar to how you create any email template on Klaviyo.

After selecting the template, customize the email based on which source the store credit is issued from. The email should include event properties detailing the specific reward issued, and custom properties, with the customer's general store credit wallet details (including the outstanding balance and code).
*Both type of properties will inject the relevant data to the email when triggered.
For your convenience, the relevant event and custom properties are listed below:

Event Properties:

Event	Event property	Description
Issued Amount	`{{ event.amount\|default:'' }}`	The amount of store credit issued for this specific event
Associated Expiration Date	`{{ event.expiration_date\|default:'' }}`	The expiration date that applies to this issued store credit amount
Associated Currency	`{{ event\|lookup:'$value_currency'\|default:'' }}`	The currency of this issued store credit amount

These properties are event-based, and are retrieved from the actual event that triggered the Klaviyo flow (store credit issuance).

Custom Properties:

Property	Custom property	Description
Customer Wallet Code	`{{ person.rise_wallet_code\|default:'' }}`	The unique code identifying the customer’s store credit wallet
Customer Wallet Outstanding Balance	`{{ person.rise_wallet_balance\|default:'' }}`	The current total store credit available in the customer’s wallet
URL of the Customer Wallet Pass Link	`{{ person.rise_wallet_qr_code_url\|default:'' }}`	A link the customer can use to add their Rise.ai wallet to Apple Wallet
Next Expiration Date for an Issued Amount	`{{ person.rise_wallet_next_expiration_date\|default:'' }}`	The nearest upcoming expiration date for any issued store credit amount in the customer’s wallet

These properties are retrieved from the Rise.ai data that's stores on customer-profile level within Klaviyo.

You can also find and copy the event and custom properties, while customizing the email, when clicking Preview & Test. On the right side of the opened preview page, you can click any of the events to copy its placeholder for your email:

For reference, here’s an example of a store credit email - both the template version with properties added and the actual email the customer will receive:

Template version:

Actual email version:

Setting Klaviyo Emails Live and Disabling Original Rise.ai Emails

a. Setting Klaviyo Emails Live

Once you've completed setting up the Klaviyo flow, you can set emails within the template as 'Live':

It's highly recommended that you the different scenarios to ensure the outcome matches your expectations.

Important note: when activating store credit emails via Klaviyo, you need to deactivate the Rise.ai emails on your (Rise.ai) dashboard

b. Disabling Original Rise.ai Emails

Within your Rise dashboard, enter the Notifications tab → Store credit → Toggle off the Store Credit Emails.

* If you have set up emails via Klaviyo only for workflow rewards, you can still keep the 'Refund to credit' emails live.

Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box