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Configure your emails with Splio

How to set up your email flows

nawel avatar
Written by nawel
Updated today

Before you start

Once you’ve integrated Splio with your Loyoly account, you’ll be able to create your email flows. Follow this guide to understand how they work and how to customize them.

💡 If you haven’t completed the integration yet, follow our guide on integrating Loyoly with Splio.


Setting up Events or Emails in Loyoly

When you integrate Splio with Loyoly, you can choose to enable either Events or Emails.

1. Activating Splio Events in Loyoly

1.1 In Loyoly

  • If you choose to activate Events in Loyoly, you need to enable the specific Event you want to send.

  • Don’t forget to save your changes after activation.

1.2 In Splio

  • Go to TargetFilters.

  • Create a new filter and name it, for example, Post-Purchase, just like in Loyoly to ensure consistency.

  • In Conditions, add all conditions (AND) → Interactions: post_purchase is greater than 0.

  • Save your changes.

Once the filter is created, make sure to enable the recurrence setting so the filter is recalculated daily.


To create an email campaign

  1. Go to Campaigns → Automations, then click Create your campaign.

  2. Enter the name of the campaign, for example Post-Purchase.

  3. Select From scratch to build the campaign from the beginning.

  4. Click The contact belongs to a specific audience to define your target.

  • In the Builder → Audience:

  • Click Filters and select the filter you just created.

  • Choose the desired recurrence for sending.

  • Then add your email to the automation.

2. Activating Splio Emails in Loyoly

2.1 In Loyoly

  • If you choose to activate Emails in Loyoly, you need to enable the email section corresponding to the email you want to send.

  • Don’t forget to save your changes after activation.

2.2 In Splio

  • Go to Designer → Emails and enter the name of your email.

  • In the Builder, create your email content.

  • After creating your email, copy the email ID from the URL and paste it into the corresponding field in Loyoly.


Configure your flows

Here are the emails you can set up:

  • Points Earned

  • Reward

  • Reward Reminder

  • Unused Rewards

  • Referral

  • Referral Reminder

  • Referral Approved

  • Post-Purchase

If VIP tiers are enabled:

  • Tier Reached

  • Birthday

If the product test is enabled:

  • Product Test: Approved

  • Product Test: Declined

💡 Please note
We’ve only included the variables that we use.

On your side, you can also 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 referral reward amount

Additionally, the CTA link must be configured on your side. The link can lead directly to your loyalty program page on your website.


Section 1 : Missions

Points earned

This email is automatically generated when a mission is successfully completed.

  • To target the correct audience, use the following starting metric : points_earned

  • List of event-related variables :

points_earned: points earned upon completing the mission

mission_name: name of the completed mission

📝 If you choose the Email option in Loyoly, the targeted audience is automatically retrieved. You don’t need to enter it manually.

  • If you want to set one up :

Subject :

You’ve earned {{points_earned}} points !

Body :

You have just won {{points_earned}} points!

You have completed the {{mission_name}} mission.

You can continue to accumulate points by completing further missions to gain access to exclusive rewards.

CTA : Earn more points

Section 2 : Rewards

Rewards

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

  • To target the correct audience, use the following starting metric : reward_redeemed

  • List of event-related variables :

reward_name: the reward the user has unlocked

reward_points: the number of points for the reward

reward_image: the reward image

reward_code: the reward code

reward_link: link to the reward

reward_expiration: the expiration date of the code

reward_condition: the minimum purchase condition

  • If you want to set up one :

Subject :

Get your reward {{reward_name}}

Body : Distribution via a code

Enjoy your reward {{reward_name}}.

Congratulations! You have used {{reward_points}} to obtain the {{reward_name}}.

Here's how to collect your reward.
Code to use: {{reward_code}}
On the website: (add your store link)
Before: {{reward_expiration}}
Minimum purchase amount: {{reward_condition}}

You can retrieve this information at any time from the program.

CTA : Use my reward

Body : Send the reward yourself

Enjoy your reward {{reward_name}}.

Congratulations! You have used {{reward_points}} to obtain the {{reward_name}}.

(Your brand name) will get in touch to send your reward !

You can find this information at any time from the program.

CTA : Use my reward

Rewards reminder

This email is generated when a user has earned enough points to redeem a reward.

  • To target the correct audience, use the following starting metric : reward_reminder

  • List of event-related variables :

reward_name: the reward the user can redeem

reward_points: the value of the reward

next_reward_name: the next reward the user can redeem

next_reward_points: the number of points for the next reward

  • If you want to set up one :

Subject :

Get your reward

Body :

Your reward is waiting for you !

Congratulations, you have {{Loyoly_Point_Balance}} points, allowing you to unlock the {{reward_name}}.

You can also keep collecting points to get the {{next_reward_name}} at {{next_reward_points}} points.

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

CTA : Go to rewards

Rewards unused

This email is generated when a user has redeemed their points for a reward but hasn’t used it after 30 days.

  • To target the correct audience, use the following starting metric : reward_unused

  • List of event-related variables :

reward_name: the name of the reward

reward_date: date the reward was obtained

reward_code: the code to use the reward

reward_link: link to the reward

reward_image: reward image

reward_expiration: expiration date of the code

  • To configure the email :

Subject :

Use your reward {{first_name}}

Body :

Your [Name of reward] reward is waiting to be used! 

You redeemed points for a reward on
{{reward_date}}

{{reward_image}}

Here's how to redeem your reward:
{{reward_code}} on the website {{reward_link}}

Expiry date :{{reward_expiration}

You can retrieve this information at any time from the programme!

Section 3 : Referrals

Friend referral

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

  • To target the correct audience, use the following starting metric : referral_friend_link

  • List of event-related variables :

referral_customer_firstname: first name of the referrer

referral_link: link to access the referral code

  • If you want to set up one :

Subject :

Referral : (add you referral reward) free

Body :

Take advantage of free [Referral Rewards]!

Thanks to your friend {{referral_customer_firstname}}, you'll receive a free [Referral Reward] on your first order.

Go to {{referral_link}} to get your code and use it.

Valid for a minimum purchase of [minimum purchase]

PS: your code expires in (add number of days) days.

CTA: I enjoy my [Referral reward].
Link: {{referral_link}}

Referral reminder

The referral reminder email is sent halfway to the referral code’s expiration date, directly to the referred friend if they haven’t made a purchase since receiving the referral email.

  • To target the correct audience, use the following starting metric : referral_reminder

  • List of event-related variables :

referral_customer_firstname: first name of the referrer

referral_code: code to use the reward in your store

referral_expiration: expiration date of the code

  • If you want to set up one :

Subject :

Only X days left to redeem your referral code

Body :

Hello,

Thanks to your friend {{referral_customer_firstname}}, you benefit from (add you referral reward) discount on your first order.

Your code will expire the {{referral_expiration}}, don't miss this great offer.

Go to (add your store link) and use your code now.

{{referral_code}}

CTA : I benefit from my (add you referral reward)

The referral_reminder event is triggered only when referral email verification is enabled.

Referral completed

This email flow is triggered when a referred friend makes a purchase and is then sent to the referrer. The referral is confirmed as successful once the friend completes a purchase and the referrer (the customer who referred) receives this email.

  • To target the correct audience, use the following starting metric : referral_success

  • List of event-related variables :

friend_email: email of the referred friend

referral_code: code to use the reward in your store

referral_expiration: expiration date of the code

  • If you want to set up one :

Subject :

Congratulations, your referral is approved

Body :

Congratulations {{friend_email}}

Your friend has placed his first order!

You get (add you referral reward) free on your next order.

Go to (add your store link) and use your code now.

{{referral_code}}

NB: your code is available until the {{referral_expiration}}

CTA : I benefit from my (add you referral reward)

Section 4 : 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.

  • To target the correct audience, use the following starting metric : post_purchase

  • List of event-related variables :

points_earned: total points earned (order amount × points)

attribution_date: date the points were awarded

  • If you want to set up one :

Subject :

Your points are on their way!

Body :

You just earned {{points_earned}} points !

You've earned points with your last purchase.

Your points will be available starting from {{attribution_date}}.

You can continue to accumulate points by completing further missions to gain access to exclusive rewards.

CTA : Access the program

Section 5 : VIP tiers

If VIP tiers are enabled, you can configure these two emails via the Flows section in Splio :

Tier reached

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

📝 Note: For this event, no variables are sent to Splio. You will need to create conditional splits immediately after inserting the trigger.

The emails are structured as follows:

You will need to create a "conditional split "and an email for each configured tier. Here are the parameters to set :

📝 Note: the tier name must be added manually for each "conditional split". The name of the tier will be exactly the same as your tier. For the property, use "Loyoly_Tiers_name".

  • If you want to set up one :

Subject:

New level reached

Mail body :

Congratulations {{first_name}}

You've just reached the new {level name}level.

Here are the new rewards and benefits for this level:

- {example}
- {example}

You can now use your rewards. Simply go to your account in the "Rewards" section, then "Use".

CTA: Access the program

Cadeau d'anniversaire

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

  • To target the correct audience, use the following starting metric : birthday_gift

  • List of event-related variables :

reward_name: the reward the user has redeemed

reward_icon: image of the reward

reward_code: code to use the reward in your store

reward_link: link to the reward

  • If you want to set up one :

Subject:

Happy birthday, discover your gift!

Body : Distribution via a code

We wanted to wish you a happy birthday! 

To celebrate your birthday, here's your present:
{{reward_name}}.

{{reward_icon}}

Here's how to get your reward :
Code to use: {{reward_code}}
On the website: {{reward_link}}

CTA: Use my reward

Body : Send the reward yourself

We wanted to wish you a happy birthday! 

To celebrate your birthday, here's your present:
{{reward_name}}.

{{reward_icon}}

(Your brand name) will contact you to send you the reward.

You can find this information at any time from the program.

CTA: Use my reward

Section 6 : Product testing

If the product testing feature is enabled, you can configure these two emails.

Application accepted

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

  • To target the correct audience, use the following starting metric : application_accepted

  • List of event-related variables :

product_test_name: name of your product test

reward_code: code you added in the settings

reward_link: link you added in the settings

  • If you want to set up one :

Subject :

Application accepted

Body : Distribution via a code

Congratulations {{first_name}}, your application to test "{{product_test_name}}" has been accepted.

Use {{reward_code}} on {{reward_link}} to retrieve "{{product_test_name}}".

Once you've received your product, log in to your account and join the program to complete the related tasks.

CTA : Join the program

Body : Send the reward yourself

Congratulations {{first_name}}, your application to test "{{product_test_name}}" has been accepted.

You will be contacted by {{brand_name}} to receive your product.

Once you've received your product, log in to your account and join the program to complete the related missions.

CTA : Join the program

Application refusal

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

  • To target the correct audience, use the following starting metric : application_refused

  • List of event-related variables :

product_test_name: name of your product test

  • If you want to set up one :

Subject :

Unsuccessful application

Body :

Unsuccessful application

Unfortunately, your application to test "{{product_test_name}}" has been declined.

Don't worry (add your brand name) will contact you for the next tests!

CTA : Go to program

Well done ! ✅

Your integration has been completed and your workflows have been set up.

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