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Go Further with Klaviyo

Optimize your use of Klaviyo

nawel avatar
Written by nawel
Updated over a week ago

Introduction

In this guide, you'll learn how to make the most of Klaviyo to encourage your customers to actively engage with your loyalty program.


Loyoly Data Synced with Klaviyo

Klaviyo automatically pulls in key loyalty program data from Loyoly, which you can use in your campaigns and flows.

Here are the variables Klaviyo receives from Loyoly

Field name

Klaviyo Attribute

Points balance

Loyoly_Point_Balance

Referral ID

Loyoly_Referral_Id

Total validated missions

Loyoly_Missions_Count

Total rewards earned

Loyoly_Rewards_Count

Total referrals made

Loyoly_Referrals_Count

VIP tier name

Loyoly_Tiers_name

Birthday

Loyoly_Birthdate

If you're using Brevo, check this guide to find the right variables to insert.


Send a Campaign to Announce Your Program

When launching your program, don’t forget to send a newsletter to inform your customers especially if you have imported points for existing customers. Some of them may already have enough points to redeem rewards.

These loyal customers can also become a powerful lever for your referral program since they know your brand well and are more likely to recommend it.


Bi-Monthly Reminder Emails

Some customers may create an account and place an order without ever using the points they’ve earned.
To increase engagement, set up reminder emails that highlight the benefits of your loyalty program.


Marketing Actions: Double Points, Referral Boost, UGC

Creating bonus point events is a powerful way to encourage your customers to make more purchases and engage with your loyalty program.

These temporary events offer more generous rewards for specific actions, increasing engagement and strengthening customer relationships.

Why run a bonus points event?

  • Attract new members with exclusive benefits

  • Reward loyal customers and increase retention

  • Drive sales during key periods (sales, product launches, Black Friday, etc.)

  • Encourage UGC creation, product reviews, referrals, or social media engagement

This guide walks you through setting up your bonus event step by step


Add the Customer’s Referral Link in Emails

To encourage referrals, you can directly insert each customer's unique referral link into your emails.

Setup in Klaviyo:

  • Add a Text Block where you want the link

  • Insert the referral URL using your domain, followed by #ref= and the Loyoly_Referral_Id variable.

Exemple:

https://emilyspillow.com/#ref{{person|lookup:"Loyoly_Referral_Id"|default''}} 

Referral Reminder ,Second Email in Referral Success Flow

To increase conversions from referrals, set up a follow-up email to the referred friend if they haven’t made a purchase after receiving their discount code.

Add an inactivity condition: the friend must not have placed an order within X days of receiving the code.

📝 Note:

Send a reminder halfway through the code's validity.

We also recommend a final follow-up just before the code expires to add urgency.


Create Dynamic Segments

Use a dynamic table block when sending the same email to all customers, but want the content to adapt to each user’s data.

For example:
If you have two rewards: one at 200 points and another at 400 points:

  • Customers with fewer than 400 points will only see the 200-point reward.

  • Customers with 400+ points will see the 400-point reward (and possibly the 200-point one too, depending on your setup).

In Klaviyo:
Go to Content > Templates > Create to start building your email.

  1. Add a Custom Image

    Use an image block to insert a visual you’ve configured in Loyoly for a specific reward.

2.Display Personalized Data

Use conditional logic blocks to personalize email content based on customer data.
For example, show content depending on the customer's point balance using Loyoly_Point_Balance.

📝 Note:

Logic Builder sometimes has trouble reading the variable Loyoly_Point_Balance.

If the conditional display doesn't work, try the following method: in Logic Builder use the "Convert into code" function and add a multiplication by 10 to the variable.

For example, to display a block to customers with between 150 and 300 points, use this condition:

person|lookup:"Loyoly_Point_Balance"|multiply:10 >= 1500 and person|lookup:"Loyoly_Point_Balance"|multiply:10 < 3000 and person|lookup:"Loyoly_Point_Balance"

This type of personalization helps you target more effectively while saving time when building your campaigns.


Points Banner

Add a custom banner in your emails to automatically show each customer’s current point balance.

Setup:

  1. Go to Content > Templates > Create to create a new email template.

  2. Add a Text block where you want the banner to appear.

  3. Insert this variable: {{ person.Loyoly_Point_Balance }} to automatically display the customer's points balance.`


  • Add the Loyoly Banner to Your Newsletter

To go further, you can add the following variables to your newsletters and emails:

  • Customer’s first name

  • Their VIP tier

  • Their current points balance

This level of personalization increases brand connection and encourages customers to make the most of your program.

Setup in Klaviyo:

  1. Go to Content > Templates > Create

  2. Add a Text block in your email layout

  3. Use the following properties:

    • First name: {{ first_name }}

    • VIP Tier: {{ person.Loyoly_Tiers_name }}

    • Points balance: {{ person.Loyoly_Point_Balance }}


Post-Purchase Email

Send a post-purchase email to reinforce the loyalty program:

  • Remind the customer of their current points balance

  • Encourage them to complete missions to earn more points

  • Highlight available rewards and program benefits

Take the opportunity to visually highlight the program with a banner, a CTA button, or inspiring images.

📝Note:
An order confirmation email is already sent after each purchase. This post-purchase email is specifically meant to promote your loyalty program.


Abandoned Cart

In your abandoned cart emails, highlight:

  • The rewards they could unlock with their points

  • The benefits of participating in the loyalty program (referrals, reviews, social media engagement, etc.)

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