Before you start

After you integrate Klaviyo to your Loyoly account, you’re going to be able to set up your recommended flows.

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

Video Walkthrough

Set up your flows

In Klaviyo, flows are email sequences that are triggered by certain events and then include one or more steps.

📝 Note : Be sure to disable emails manually in your Loyoly account in order to prevent your customers from receiving duplicate emails after you've set up the email flows in Klaviyo.

Here are the emails we recommend setting up first :

New mission
Points earned
Rewards reminder
Rewards
Friend referral
Referral reminder
Referral completed
Attribution delay

If VIP tiers are enabled :

Tier reached
Birthday

If product test is enabled :

Application accepted
Application refusal

📝 Don't forget to disable smart sending on the following emails: reward claimed, reward reminder, the three sponsorship emails and VIP tiers, as they contain important information.

For each new flow, go to "Flows" and click on "Create from scratch" (don't worry, we have templates ready to use) 😎

Then choose the trigger you wish to use in the "Metric" section.

You can preview them by accessing the Communication -> Emails tab and clicking on the Klaviyo icon.

Ready to discover every email you can set up ? Let’s go 🚀

💡 Please note

We've only included the variables we use.

For your part, you can add the following variables:

your customer's first name
total points
your brand name
link to your website

In the referral section :

the amount of the referral reward

In the same way, you can configure the CTA link: it can lead to the program on your site.

Section 1 : Missions

New mission

This email is generated when a new mission is activated and the "Do you want to inform all your users about this new mission? An email notification will be sent" is checked.

For the trigger, here is the starting metric to select: new_mission

The list of variables related to the event :

event.mission_name : name of the new mission added

event.mission_points : image of the new mission added

event.mission_icon : image of the new added mission

For the variable linked to the mission image, we return the icon link. You need to insert a dynamic image by filling in the variable for the image to appear.

If you want to set up one:

Subject :

New mission available !

Body :

Good news {{ first_name|default:"" }}

A new mission is available in our program.

Here is the new mission to be completed :

{{event.mission_icon}}
{{event.mission_points}}
{{event.mission_name}}

Continue collecting points by clicking the link below.

CTA : Go to the mission

Points earned

This email is automatically generated upon the successful completion of a mission.

For the trigger, here is the starting metric to select: points_earned

The list of variables related to the event :

event.points_earned : points earned from the completed mission

event.mission_name : name of the completed mission

If you want to set one up :

Subject :

You’ve earned {{event.points_earned}} points !

Body :

You have just won {{event.points_earned}} points!

You have completed the {{event.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 redeem a rewards, an email will be sent out.

For the trigger, here is the starting metric to select: reward_redeemed

The list of variables related to the event :

event.reward_name : the reward the user has redeemed

event.reward_points : the points amount of the reward

event.reward_image : the image of the reward

event.reward_code : the code of the reward, to use it on your store

event.reward_link : the link to the reward

event.reward_expiration : the expiration date of the code

event.reward_condition : the minimum purchase requirement

Similarly, for the reward image, you need to insert a dynamic image by setting the variable so that the image appears.

If you want to set up one :

Subject :

Get your reward {{event.reward_name}}

Body : Distribution via a code

Enjoy your reward {{event.reward_name}}.

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

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

Congratulations! You have used {{event.reward_points}} to obtain the {{event.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 get enough points to redeem a rewards.

For the trigger, here is the starting metric to select: reward_reminder

The list of variables related to the event :

event.reward_name : the reward that the user can unlock

event.reward_points : the value of the reward

event.next_reward_name : the next reward the user can unlock

event.next_reward_points : the number of points in the next reward

To add the number of points available to the user, click on "Add personalization" in the body of the e-mail and select the corresponding variable.

The result will be {{person|lookup: "Loyoly_Point_Balance"|default: "0" }}.

If you want to set up one :

Subject :

Get your reward

Body :

Your reward is waiting for you !

Congratulations, you have {{person|lookup:"Loyoly_Point_Balance"|default:"0" }} points, allowing you to unlock the {{event.reward_name}}.

You can also keep collecting points to get the {{event.next_reward_name}} at {{event.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 redeems their points for a reward and does not take advantage of the reward after 30 days.

For the trigger, here is the starting metric to select: reward_unused

The list of variables relating to the event :

event.reward_date: day on which the reward was obtained

event.reward_code: code of the reward to be used

event.reward_link: link to the reward

event.reward_image: image of the reward

Subject

Use your reward {{ first_name|default:"" }}

Body

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

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

{{event.reward_image}} 

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

Expiry date :{{event.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 the email address of their referred friend. This email is sent directly to the referred friend (only if they have never placed an order).

For the trigger, here is the starting metric to select: referral_friend_link

The list of variables related to the event :

event.referral_customer_firstname : referrer's first name

event.referral_link : the referral link, godsons will see the referral code when they click on it

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

Go to {{event.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: event.referral_link

🚨 The way referrals work changed on 23 July. Follow our specific guide here: referral modifications.

Referral reminder

The referral reminder email is sent halfway through the expiration date of the code, directly to the referred friend if he or she has not made a purchase since receiving the referral email.

For the trigger, here is the starting metric to select: referral_reminder

The list of variables related to the event :

event.customer_firstname : referrer's first name

event.referral_code : code to use the reward in your store

event.referral_expiration : code expiration date

If you want to set up one :

Subject :

Only X days left to redeem your referral code

Body :

Hello,

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

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

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

{{event.referral_code}}

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

Referral completed

This email flow activates when a referred friend makes a purchase, and it is then sent to the referring customer. The successful referral is confirmed when the friend completes a purchase, and the advocate (referring customer) receives this email.

For the trigger, here is the starting metric to select: referral_success

The list of variables related to the event :

event.friend_email : godson's email

event.referral_code : code to use the reward in your store

event.referral_expiration : code expiration date

If you want to set up one :

Subject :

Congratulations, your referral is approved

Body :

Congratulations {{event.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.

{{event.referral_code}}

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

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

Section 4 : Loyalty

Attribution delay

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

For the trigger, here is the starting metric to select: post_purchase

The list of variables related to the event :

event.points_earned : total points earned (order amount*points )

event.attribution_date: points attribution date

If you want to set up one :

Subject :

Your points are on their way!

Body :

You just earned {{event.points_earned}} points !

You've earned points with your last purchase. 

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

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

CTA : Access the program

Points expiry

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

For the trigger, here's the starting metric to select : points_expiry

The list of variables related to the event :

event.expiration_date : points expiration date

To configure the email :

Subject :

Your points expire soon!

Body :

Hello,

Your loyalty points will expire on {{event.expiration_date}}.

Use your points to get exclusive discounts or gifts.

Log in to your account at [Link to merchant site] to enjoy them before they expire.

If you don't have enough points for a reward, don't worry! You can accumulate more points and unlock offers.

Thank you for your loyalty!

CTA: Access the program

Section 5 : VIP tiers

If VIP tiers are enabled, you can configure this e-mail.

Tier reached

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

📝 Note: for this event, no variable is returned to Klaviyo. You will need to create conditional splits immediately after inserting the trigger.

The emails break down as follows:

You'll need to create a "conditional split" and an email for each level configured. Here are the parameters to fill in:

📝 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".

For email configuration :

Subject:

New level reached

Mail body :

Congratulations {{ first_name|default:"" }}

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

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

Birthday

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

For the trigger, here is the starting metric to select: birthday_gift

The list of variables related to the event :

event.reward_name: the reward the user has unlocked

event.reward_icon: the reward image

event.reward_code: the reward code, for use in your store

event.reward_link: the 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: 
{{event.reward_name}}.

{{event.reward_icon}}

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

{{event.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 test function is enabled, you can setup these two emails.

Application accepted

This email is sent out when you accept a user to complete a product test.

For the trigger, here is the starting metric to select: application_accepted

The list of variables related to the event :

event.product_test_name : name of your product test

event.reward_code : code you've added to the parameters

event.reward_link : link you've added to the parameters

If you want to set up one :

Subject :

Application accepted

Body : Distribution via a code

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

Use {{event.reward_code}} on {{event.reward_link}} to retrieve "{{event.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 {{event.first_name}}, your application to test "{{event.product_test_name}}" has been accepted.

You will be contacted by {{event.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 out when you unaccept a user to complete a product test.

For the trigger, here is the starting metric to select: application_refused

The list of variables related to the event :

event.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 "{{event.product_test_name}}" has been declined.

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

CTA : Go to program

Section 7 : Expiry of points

Expiry of points

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

For the trigger, here is the starting metric to select: points_expiry

The list of variables relating to the event :

event.expiration_date: Points expiration date

To configure it:

Hello,

Your loyalty points will expire on ‘{{event.expiration_date}}’.
Use your points to get exclusive discounts or gifts. 

Log in to your account on [Link to merchant site] to take advantage of them before they expire.

If you don't have enough points for a reward, don't worry!

Thank you for your loyalty!

CTA: Access the programme

Well done ! ✅

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

Integrating Loyoly with Klaviyo

Emails management

Create segments with Klaviyo

Integrating Loyoly with Brevo

Set up your emails with Brevo

Before you start

Video Walkthrough

Set up your flows

Section 1 : Missions

New mission

If you want to set up one:

Points earned

If you want to set one up :

Section 2 : Rewards

Rewards

If you want to set up one :

Rewards reminder

If you want to set up one :

Rewards unused

Section 3 : Referrals

Friend referral

If you want to set up one :

Referral reminder

If you want to set up one :

Referral completed

If you want to set up one :

Section 4 : Loyalty

Attribution delay

If you want to set up one :

Points expiry

To configure the email :

Section 5 : VIP tiers

Tier reached

Birthday

Section 6 : Product testing

Application accepted

If you want to set up one :

Application refusal

If you want to set up one :

Section 7 : Expiry of points

Expiry of points