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 email is turned off, Rise won't sent gift card emails for your store. They will only be sent if once you've set up everything on Klaviyo, and activated it.
Setting Up Flows for Gift Card Emails via Klaviyo
Sending store credit emails with Klaviyo requires you to build two Klaviyo Flows, set them up according to the instructions below, and customize their emails.
For context, Rise.ai gift cards can generally be purchased using the gifting module (Rise.ai pop-up), or, directly by clicking 'Add to Cart'.
A gift card purchased using the gifting module will be sent to the recipient, while another buyer confirmation email can be sent to the buyer.
A gift card purchased using directly the 'Add to Cart' button will be sent to the buyer's email.
For clarity and with reference to the above, here is a short explanation of what each of the two Klaviyo flows is meant for:
'Gift Card Created' Flow –
This flow delivers the gift card either the recipient (if the gift card was pruchased using the “Send as a Gift” gifting module), or, to the buyer (if the gift card was purchased using the “Add to Cart” button).
Gift Card Buyer Confirmation Flow – This flow only gets triggered when a gift card was purchased using the using the “Send as a Gift” gifting module, and it sends a confirmation email to the buyer, confirming that the gift card was successfully sent to the recipient.
a. How to Create a Klaviyo Flow and Select a Rise.ai 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 gift card emails, start by focusing only on the following main gift card related triggers.
The main triggers will be:
Gift Card Created: always gets triggered when a gift card is purchased
Gift Card Buyer Confirmation: only gets triggered when a gift card is bought as a gift (there's a buyer and a recipient, meaning it was bought using the Rise.ai gifting module and not just the Add-to-cart button).
Other optional triggers (you might not want to use them at all):
Gift Card Disabled: Triggered when a gift card is disabled.
Gift Card Expiration Changed: Triggered if the expiration date is changed.
Gift Card Expired: Triggered after a gift card had expired.
Gift Card Loaded: Triggered when credit is added to an existing gift card.
Gift Card Redemption: Triggered when a gift card is used at checkout.
Note: each trigger should be used in a different Klaviyo flow. When setting up gift card emails via Klaviyo, you'll need to have at least two flows, one with 'Gift Card Created' as a trigger, and the other with 'Gift Card Buyer Confirmation' as a trigger.
We will now provide a detailed breakdown of how to build each flow individually.
b. Creating the 'Gift Card Created' Flow
click on Gift Card Created, and save.
2. After setting up the trigger, add a trigger split to create different emails based on the sending method (if the gift card was sent as a gift).
Add the Trigger Split and set: 'is_a_gift' -> is true:
3. Set two different emails:
If is_a_gift is True: Create an email for customers who are receiving a gift from someone else.
if is_a_gift is False: Create an email for customers who bought a gift card using "Add to Cart".
c. Creating the Gift Card Buyer Confirmation Flow
click on Gift Card Buyer Confirmation, and save.
2. After setting up the trigger, add a trigger split to create different emails based on the sending method (if the gift card was sent as a gift).
Add the Trigger Split and set: 'is_a_gift' -> is true:
3. Under the “Yes” option, add an email that confirms the gift card has been successfully created and sent to the recipient. This ensures that when someone sends a gift card to a friend, they receive a confirmation email.
The next step will be adding an action (Email) at the end of each relevant path, as explained in the next part of this article.
Customize The Email For Each Klaviyo Flow
Once you've set up the trigger and (optionally) the trigger splits, you'll now need to set a following action in every relevant 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 its type (considering how the Flow is built). The email should include event properties detailing the relevant gift card details (the main ones are its balance & code).
* The event properties will inject the relevant data to the email after a gift card is purchased.
In the email's text section, you can add Rise properties that include -
Gift card code | {{ event.gift_card_code|default:'' }} |
Gift Card balance | {{ event.gift_card_balance|default:'' }} |
Sender first name | {{ event.sender_first_name|default:'' }} |
Gift card expiration date | {{ event.gift_card_expiration_date|default:'' }} |
Sender Name | {{ event.sender_full_name|default:'' }} |
Recipient name | {{ event.recipient_name|default:'' }} |
Scheduled send date | {{ event.gift_send_date|default:'' }} |
Greeting message | {{ event.greeting_message|default:'' }} |
Greeting page link | {{ event.greeting_page_link|default:'' }} |
Is a gift | {{ event.is_a_gift|default:'' }} |
QR code | {{ event.qr_code|default:'' }} |
Recipient email | {{ event.recipient_email|default:'' }} |
Mobile Pass URL | {{ event.mobile_pass_url|default:'' }} |
Sender email address | {{ event.sender_email|default:'' }} |
Date | {{ event.date|default:'' }} |
Currency | {{ event|lookup:'$value_currency'|default:'' }} |
Initial amount of Gift card | {{ event|lookup:'$value'|default:'' }} |
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.
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Have more questions or any product feedback?
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