Before you start

Once you've integrated Brevo with your Loyoly account, you'll be able to set up your recommended automations.

💡 If you haven't already done so, follow our guide to integrating Loyoly with Brevo.

Set up your templates

In Brevo, automations are e-mail sequences that are triggered by certain events and include one or more steps.

📝 Note: Be sure to manually deactivate e-mails in your Loyoly account to avoid your customers receiving duplicate e-mails after configuring e-mail flows in Brevo.

Here are the e-mails we recommend you configure first:

New mission
Points earned
Reward reminder
Rewards
Refer a friend
Refer a friend
Referral validated
Award deadline

If VIP tiers are activated :

Level reached
Anniversary date

If product test is activated :

Product test: validation
Product test: decline

For each automation, you'll first need to create templates for each email (don't panic, we've prepared some templates for you!).

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.

The list of variables related to the event :

params.mission_name: name of the new mission

params.mission_points: number of points required to unlock the mission

To display the reward name in another language, you can use the corresponding variable, specifying the desired language. For example, for Norwegian, use: {{params.mission_name_i18n.no }}.

You can also opt for the dynamic method:

{{ params.mission_name_i18n[person|lookup:'locale_language'] }}, which will automatically detect the user's language and display the appropriate variable.

See our complete guide for more details.

If you want to set up one:

Subject :

New mission available !

Body :

Good news {{params.first_name}}

A new mission is available in our program.

Here is the new mission to be completed :

{{params.mission_points}}
{{params.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.

The list of variables related to the event :

params.points_earned: points earned during the completed mission

params.mission_name: name of mission completed

To display the reward name in another language, you can use the corresponding variable, specifying the desired language. For example, for Norwegian, use: {{params.mission_name_i18n.no }}.

See our complete guide for more details.

If you want to set one up :

Subject :

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

Body :

You've just earned {{params.points_earned}} points! 

You've completed the mission {{params.mission_name}}.

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 :

params.reward_name: the reward the user has unlocked

params.reward_points: the number of points in the reward

params.reward_image: the reward image

params.reward_code: reward code

params.reward_link : link to the reward

params.reward_expiration : code expiration date

params.reward_condition : minimum purchase condition

To display the reward name in another language, you can use the corresponding variable, specifying the desired language. For example, for Norwegian, use: {{params.reward_name_i18n.no }}.

See our complete guide for more details.

If you want to set up one :

Subject :

Get your reward {{event.reward_name}}

Body : Distribution via a code

Enjoy your {{params.reward_name}} reward.

Congratulations! You've used {{params.reward_points}} points to obtain the {{params.reward_name}} reward.

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

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

CTA : Use my reward

Body : Send the reward yourself

Enjoy your {{params.reward_name}} reward.

Congratulations! You've used {{params.reward_points}} to obtain the {{params.reward_name}} reward.

(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.

The list of variables related to the event :

params.reward_name: the reward that the user can unlock

To display the reward name in another language, you can use the corresponding variable, specifying the desired language. For example, for Norwegian, use: {{params.reward_name_i18n.no }}.

See our complete guide for more details.

params.reward_points: the value of the reward

params.next_reward_name : the next reward the user can unlock

params.next_reward_points : the number of points of the next reward

To add the number of points available to the user, add a customization in the body of the mail and select the corresponding variable: {{ contact.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 {{ contact.LOYOLY_POINT_BALANCE | default : "0" }} points, you can unlock the {{params.reward_name}} reward. 

If not, continue to accumulate points to obtain the {{params.next_reward_name}} reward at {{params.next_reward_points}} points.

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

CTA : Go to rewards

Reward 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 :

params.reward_date: day on which the reward was obtained

params.reward_code: code of the reward to be used

params.reward_link: link to the reward

params.reward_image: image of the reward

To display the reward name in another language, you can use the corresponding variable, specifying the desired language. For example, for Norwegian, use: {{ params.reward_name_i18n.no }}.

See our complete guide for more details.

To configure the email :

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 
{{params.reward_date}} 

{{params.reward_image}} 

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

Expiry date :{{params.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).

The list of variables related to the event :

params.referral_customer_firstname: referrer's first name

params.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 (add your reward)!

Thanks to your friend {{params.referral_customer_firstname}}, you'll receive (add your reward) free on your first order.

Go to {{params.referral_link}} and use your code now.

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

CTA: I enjoy my (add your reward).
Link: params.referral_link

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.

The list of variables related to the event :

params.customer_firstname: referrer's first name

params.referral_code : code to use the reward on your store

params.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 {{params.customer_firstname}}, you can benefit from (add your reward) on your first order.

Your code will expire on {{params.reward_expiration}}, don't miss out on this great offer.
Go to our website (add your store link) and use your code now.

{{params.referral_code}}

CTA: I enjoy my (add your 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.

The list of variables related to the event :

params.friend_email: sponsor's email address

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

params.referral_expiration: code expiration date

If you want to set up one :

Subject :

Congratulations, your referral is approved

Body :

Congratulations !

Your friend {{params.friend_email}} has placed his/her first order! 

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

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

{{params.referral_code}}

NB : your code is available until {{params.referral_expiration}}

CTA : I enjoy my (add your 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.

The list of variables related to the event :

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

params.attribution_date: points attribution date

If you want to set up one :

Subject :

Your points are on their way!

Body :

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

You've earned points with your last purchase. 

Your points will be available starting from {{params.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 :

params.expiration_date : points expiration date

To configure the email :

Subject :

Your points expire soon!

Body :

Hello,

Your loyalty points will expire on {{params.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.

The emails use If/Else conditions and break down as follows:

You'll need to create an If / Else condition 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 email configuration :

Subject:

New level reached

Mail body :

Congratulations !

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.

The list of variables related to the event :

params.reward_name: the reward the user has unlocked

params.reward_icon: the reward image

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

params.reward_link: the link to the reward

To display the reward name in another language, you can use the corresponding variable, specifying the desired language. For example, for Norwegian, use: {{ params.reward_name_i18n.no }}.

See our complete guide for more details.

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: 
{{params.reward_name}}.

{{params.reward_icon}}

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

{{params.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.

The list of variables related to the event :

params.product_test_name : name of your product test

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

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

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

You will be contacted by {{params.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.

The list of variables related to the event :

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

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

CTA : Go to program

Activate automations

Once you've created your templates, you'll need to create your automations.

Here are the three things you need to know:

1. In the classic editor, check the "Allow your contacts to enter the automation more than once" box, so that users can receive emails several times.

2. In the entry point, add "An event happens". Then add a custom event. You'll need to add the trigger manually.

Here is the list of triggers for each email:

New mission: new_mission
Points earned: points_earned
Rewards: reward_redeemed
Reward reminder: reward_reminder
Referral: referral_friend
Referral reminder: referral_reminder
Referral validated: referral_success
Post-purchase: post_purchase
Level reached: new_tier_reached
Birthday date: birthday_gift

3. Then add a step to the scenario and choose an email.

Select the corresponding template and click on the "Use my event data to customize the email" box, then "The event data which triggered the scenario".