Rise & Klaviyo Integration - Store Credit Setup

In this article you will find:

How to send all reward emails through Klaviyo.
How to send store credit campaigns through Klaviyo

How to send all reward emails through Klaviyo:

Firstly, make sure that the integration is active. To learn how, check out this this article.

In the Rise dashboard, navigate to the Workflows tab, select the workflow you are working on, and then click on the Notification section within the action settings.

Then, click on the Klaviyo toggle -

If you have multiple tiers and actions in the workflow, make sure you follow these steps in each action box.

How to send store credit campaigns through Klaviyo

After saving, go to your Klaviyo dashboard → Flows → Create Flow.

At the top right, click on Build Your Own → select the flow name → choose Your Metric → select API.

Select the Rise.ai Store Credit metric → click Save.

Afterward, drag the email action to the correct location.

Then click the email action box, turn off the Smart Sending option, and click Save

After that, click on the Select Template button and select your preferred design for the email.

For email design, you can set up the email content in two ways:
using Event Properties or Customer Properties.

Customer Properties are properties attached to the customer's profile, meaning the emails will be sent out according to the properties attached to the customer.
This option allows sending out emails according to information regarding the customer in general.
Event Properties are properties per event, meaning that the system will know to differentiate between each reward given.

Each option has different ways you can use them, as detailed below:

Feature	Customer Properties	Event Properties
Segment different emails per workflow	Not Possible	Possible
Reminder emails for unused credit	Possible	Not Possible
Multiple rewards per-order	Not Possible	Possible

Event Properties Set up:

With this option, you can choose to segment your emails based on the workflow ID of your flow, if you are using multiple workflows and want to set up separate emails for each.

To do so, in your flow add a 'trigger split' and choose 'workflow_id' → equals → add the workflow ID.

You can get the workflow ID from the URL of your workflow in the Rise dashboard:

You can now begin to edit the email. In the email's text section, you can set up the different event properties.

You can copy & paste the properties by clicking Preview & Test and see all of the properties there:

The different properties include:

$value	The reward's value
loyalty_card_balance	The current balance of the loyalty card, after receiving the reward.
loyalty_card_code	Loyalty card code
referral_link	The customer's referral link, if they have one.
reward_expiration_date	This reward's expiration date
workflow_id	The id of the flow that is attached to this reward

Customer Properties Set Up:

In the email's text section, you can add Rise properties that include -

last_reward	the last reward given to the customer
loyalty_card_code	Loyalty card code
loyalty_card_balance	The current balance of the loyalty card, after receiving the reward.
expiration_date	The last reward's expiration date
referral_link	The customer's referral link, if they have one.

After doing so, you're all set up! Once a customer is rewarded with store credit through your loyalty scheme, they will now be sent the email through Klaviyo.

How to send store credit campaign emails through Klaviyo:

In addition to sending all reward emails through Klaviyo, you can send out reminder email campaigns and campaigns based on store credit balance through the platform. You can also include the customers' store credit balance in other emails you send out.

Step 1 - Create a new Segment:

Step 2- Define your segment based on - loyalty_card_code property:

Definition=> loyalty_cart_balance=>is greater than [insert any amount you'd like] Then click on Create Segment.

Step 3 - Create a new campaign:

Click the Campaigns tab, then choose the new Segment (list) you created based on the loyalty card balance property.

step 4 - Turn off Smart Sending > then click Next

step 5 - Choose an existing email template or create a new one, click on Personalization to insert the loyalty card balance and loyalty card code fields anywhere you'd like in the email.

Step 6 - save your template and send out the emails!

Email example:

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