Set Up Your Emails in Insider | Loyoly Help Center

Before You Begin

After integrating Insider with your Loyoly account, you can start setting up your loyalty emails. Follow this guide to understand how they work and how to customize them to suit your needs.

💡 If you haven’t completed the integration yet, follow our guide to integrate Loyoly with Insider.

Configure Your Flows

In Insider, you’ll find your flows in the "Architect" section. These are email (and other channel) sequences that are triggered by specific events and include one or more steps.

📝 Note: Be sure to manually disable emails in your Loyoly account to prevent your customers from receiving duplicate emails once you have configured your email flows in Insider.

Here Are the Emails You Can Configure and Their Associated Events:

Post-purchase → post_purchase
Points earned → points_earned
Reward redeemed → reward_redeemed
Reward reminder → reward_reminder
Unused rewards → reward_unused
Referral → referral_friend_link
Referral follow-up → referral_reminder
Referral validated → referral_success
Points expiry → points_expiry

If VIP tiers are enabled:

New tier reached → new_tier_reached
Birthday gift → birthday_gift

If the product testing feature is enabled:

Product test approved → application_accepted
Product test rejected → application_refused

📝 Important: Do not restrict the sending of the following emails: reward redeemed, reward reminder, the three referral emails, and VIP tier emails, as they contain important information for your customers.

Start with the first flow in Architect section

💡 Good to Know

We have only included the variables we use.

On your side, you can add the following variables:

Your customer’s first name
Their total points
Your brand name
The link to your website

In the referral section:

The amount of the referral reward

Additionally, you will need to configure the CTA link yourself — it can redirect to the loyalty program page on your website.

Section 1 : Rewards

Reward

When a user redeems their points for a reward, an email is sent.

For the trigger, select the following starting metric: reward_redeemed

Here is the list of variables related to the event:

{{Reward Redeemed.reward_name}} : the reward the user has unlocked
{{Reward Redeemed.reward_points}} : the number of points required for the reward
{{Reward Redeemed.reward_image}} : the image of the reward
{{Reward Redeemed.reward_code}} : the reward code
{{Reward Redeemed.reward_link}} : the link to the reward
{{Reward Redeemed.reward_expiration}} : the reward code expiration date
{{Reward Redeemed.reward_condition}} : the minimum purchase condition

👉 Check out our full guide for more details.

To configure it:

Subject :

Your reward {{Reward Redeemed.reward_name‌}}

Email body : Distribution trough a code

Congratulations! 🎉 You’ve used {{Reward Redeemed.reward_points}} points to redeem the reward {{Reward Redeemed.reward_name}}.

Here’s how to claim your reward:

Reward code: {{Reward Redeemed.reward_code}}
Use it on: (add your store link here)
Valid until: {{Reward Redeemed.reward_expiration}}
Minimum purchase required: {{Reward Redeemed.reward_condition}}

You can access this information anytime from the loyalty program.

CTA: Use my reward

Email body : Distribution by contacting your customer

Congratulations! 🎉 You’ve used {{Reward Redeemed.reward_points}} points to redeem the reward {{Reward Redeemed.reward_name}}.

{{Your brand name}} will contact you to send your reward.

You can access this information anytime from the loyalty program.

CTA: Use my reward

Reward reminder

This email is generated when a user earns enough points to unlock a reward.

For the trigger, select the following starting metric: reward_reminder

Here is the list of variables related to the event:

{{Reward Reminder.reward_name}} : the reward the user can unlock
{{Reward Reminder.reward_points}} : the value of the reward
{{Reward Reminder.next_reward_name}} : the next reward the user can unlock
{{Reward Reminder.next_reward_points}} : the number of points required for the next reward

To add the number of points the user currently has, click on "Dynamic Content" in the body of the email and select the corresponding variable:

{{Loyoly Point Balance}}

👉 Check out our full guide for more details.

To configure it:

Subject : Enjoy your reward

Body email :

Your reward is waiting for you!

Congratulations, you have {{Loyoly Point Balance}} points — you can unlock the reward {{Reward Reminder.reward_name}}.

Or keep earning more points to unlock {{Reward Reminder.reward_name}} at {{Reward Reminder.reward_points}} points.

You can redeem your points now or save them for future rewards.

CTA: View rewards

Reward unused

This email is generated when a user redeems their points for a reward but does not use it within 30 days.

For the trigger, select the following starting metric: reward_unused

Here is the list of variables related to the event:

{{Reward Unused.reward_name}} : the name of the reward
{{Reward Unused.reward_date}} : the date the reward was claimed
{{Reward Unused.reward_code}} : the reward code to use
{{Reward Unused.reward_link}} : the link to the reward
{{Reward Unused.reward_image}} : the reward image
{{Reward Unused.reward_expiration}} : the expiration date of the reward code

To configure it:
Subject : Use your reward

Body email :

Your reward {{Reward Unused.reward_name}} is waiting to be used!

You redeemed points for a reward on {{Reward Unused.reward_date}}.

{{Reward Unused.reward_image}}

Here’s how to claim your reward:
Use code {{Reward Unused.reward_code}} on the site: {{Reward Unused.reward_link}}

Expiration date: {{Reward Unused.reward_expiration}}

You can access this information anytime from the program!

Section 2 : Referrals

Referrals

The referrer can choose to share their referral link or enter the email address of their friend. This email is sent directly to the referred friend (only if they have never placed an order).

For the trigger, select the following starting metric: referral_friend_link

Here is the list of variables related to the event:

{{Referral Friend Link.referral_customer_firstname}} : first name of the referrer
{{Referral Friend Link.referral_link}} : the link to access the referral code

To configure it:

Subject : Referral : (add your reward) gift

Body email :

Enjoy your referral reward!

Thanks to your friend {{Referral Friend Link.referral_customer_firstname}}, you get [Referral Reward] off your first order.

Go to {{Referral Friend Link.referral_link}} to get your code and use it. Valid on a minimum purchase of [minimum purchase]€.

P.S.: Your code expires in (add number of days) days.

CTA: Claim my [Referral Reward]

Link: {{Referral Friend Link.referral_link}}

Referral reminder

The referral reminder email is sent halfway through the referral code’s expiration period, directly to the referred friend if they have not made a purchase since receiving the referral email.

For the trigger, select the following starting metric: referral_reminder

Here is the list of variables related to the event:

{{Referral Reminder.referral_customer_firstname}} : first name of the referrer
{{Referral Reminder.referral_code}} : code to use the reward on your store
{{Referral Reminder.referral_expiration}} : expiration date of the code

To configure it:

Subject : Only a few days left to use your referral code

Body email :

Hello,

Thanks to your friend {{Referral Reminder.referral_customer_firstname}}, you get (add your reward) off your first order.

Your code expires on {{Referral Reminder.referral_expiration}}.

Visit our website (add your store link) and use your code now.

{{Referral Reminder.referral_code}}

CTA: Claim my (add your reward)

Referral success

This email flow is triggered when the referred friend makes a purchase, and it is then sent to the referrer (the customer who made the referral).

The referral is confirmed successful once the friend completes a purchase, and the referrer receives this email.

For the trigger, select the following starting metric: referral_success

Here is the list of variables related to the event:

{{Referral Success.friend_email}} : email of the referred friend
{{Referral Success.referral_code}} : code to use the reward in your store
{{Referral Success.referral_expiration}} : expiration date of the code

To configure it:

Subject : Congrats ! Your referral succeed !

Body email :

Congratulations (First Name)!

Your friend {{Referral Success.friend_email}} has placed their first order!

You have earned (add your reward) off your next purchase.

Visit our website (add your store link) and use your code now.

{{Referral Success.referral_code}}

Note: Your code expires on {{Referral Success.referral_expiration}}.

CTA: Claim my (add your reward)

Section 3 : Loyalty

Attribution delay

This email is sent when a customer places an order. Points are calculated based on the order amount, excluding taxes and shipping fees.

For the trigger, select the following starting metric: post_purchase

Here is the list of variables related to the event:

{{Post Purchase.points_earned}} : Total points earned (order amount * points)
{{Post Purchase.attribution_date}} : Date the points were credited

How to set-up :

Subject : Your points are comings !

Body email :

You just earned {{Post Purchase.points_earned}} points!

You’ve earned points thanks to your recent purchase.

Your points will be available starting {{Post Purchase.attribution_date}}.

Keep earning points by completing missions to unlock exclusive rewards.

CTA: Access the program

Point expiration

This email is sent when a customer's points are about to expire and the expiration mode is set to a fixed date. The email is sent 60 days before the points expire.

For the trigger, select the following starting metric: points_expiry

Here is the list of variables related to the event:

{{Points Expiry.expiration_date}} : the points expiration date

How to set-up :

Subject : Your points are expiring soon!

Body email :

Hello,

Your loyalty points will expire on {{Points Expiry.expiration_date}}.

Use your points to get discounts or exclusive gifts.
Log in to your account on [Link to your store] to take advantage before they expire.

If you don’t have enough points for a reward yet, don’t worry! You can keep earning more points and unlock offers.

Thank you for your loyalty!

CTA: Access the program

Section 4 : VIP Tiers

If the VIP tiers are actives

New tier reached

This email is sent when a user reaches a VIP tier. For the trigger, select the following starting metric: new_tier_reached.

📝 Note: For this event, no variables are sent to Klaviyo. You will need to create "check conditions" immediately after inserting the trigger.

You will therefore need to create a "check conditions" and an email for each configured tier. Here, the tier is called Sublime.

📝 Note: The tier name must be added manually for each "check condition." The tier name must match exactly your tier name.

For the property, use "Loyoly_Tiers_name."

To configure it:

Subject: New tier reached

Body email :

Congratulations {{Name}}!

You have just reached the new tier {tier name}.

Here are the new rewards and benefits of this tier:

{example}

{example}

You can start using your rewards right away. Simply go to your account, then the “Rewards” section, and click “Redeem.”

CTA: Access the program

💡 The benefits and rewards linked to the tier must be added manually in each email.

Birthday gift

This email is sent on your customer’s birthday as a VIP tier reward.

For the trigger, select the following starting metric: birthday_gift

Here is the list of variables related to the event:

{{Birthday Gift.reward_name‌}}
{{Birthday Gift.reward_condition}}
{{Birthday Gift.reward_image}}
{{Birthday Gift.reward_link}}
{{Birthday Gift.reward_code}}

Please refer to our complete guide for more details.

To configure it:

Subject : Happy birthday ! Here is our gift

Body email :

We wanted to wish you a wonderful birthday!

To celebrate your special day, here is your gift: {{Birthday Gift.reward_name‌}}.

{{Birthday Gift.reward_image}}

Here’s how to redeem your reward:
Code to use: {{Birthday Gift.reward_code}}
On the website: {{Birthday Gift.reward_link}}

CTA: Use my reward

Section 5 : Product test

If the Product test are actives

Application accepted

This email is sent when you accept a user’s product test application.

For the trigger, select the following starting metric: application_accepted

Here is the list of variables related to the event:

{{Application Accepted.product_test_name}}: name of your product test
{{Application Accepted.reward_code}}: code you added in the settings
{{Application Accepted.reward_link}}: link you added in the settings

To configure it:

Subject : Application accepted

Body email :

Congratulations {{Name}}, your application to test "{{Application Accepted.product_test_name}}" has been accepted.

You will be contacted by {{Application Accepted.brand_name}} to receive your product. Once you have received your product, log in to your account and join the program to complete the related missions.

CTA: Access the program

Application refused

This email is sent when you decline a user’s product test application.

For the trigger, select the following starting metric: application_refused

Here is the list of variables related to the event:

{{Application Refused.product_test_name}}: Name of your product test

To configure it:

Subject: Application refused

Body :

Application Not Selected

Unfortunately, your application to test "{{Application Refused.product_test_name}}" was not successful.

No worries—(add your brand name) will contact you for upcoming test opportunities!

CTA: Access the program

Section 5 : Product test

This email is sent when a user’s points are about to expire.

Points expiry

For the trigger, select the starting metric: points_expiry

The list of variables related to the event:

{{Points Expiry.expiration_date}}: Points expiration date

To configure it:

Hello,

Your loyalty points will expire on {{Points Expiry.expiration_date}}.

Use your points to get discounts or exclusive gifts.
Log in to your account at [Link to merchant’s site] to take advantage before they expire.

If you don’t have enough points for a reward yet, don’t worry! You can keep earning points and unlock offers.

Thank you for your loyalty!

CTA: Access the program

Congratulations! ✅

Your integration is complete, and your emails have been configured.

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