In this article you will find:
- How to activate Klaviyo integration
- How to send all reward emails through Klaviyo.
- How to send Store Credit campaigns through Klaviyo
How to Activate the Integration:
Step 1 - Go to your Klaviyo dashboard -> account -> settings, and create a new private API key. You can follow this link to see how to do so:
Step 2 - Go to the integrations page in your Rise dashboard and activate the Klaviyo integration. Here, insert your private API key in the token box:
Once it's synced, all of your customers’ loyalty card codes and balances will be imported into Klaviyo, and the Klaviyo email sending option will open up in your Loyalty & Rewards workflows.
How to send all reward emails through Klaviyo:
In the Rise dashboard, Loyalty & Reward tab, go to the workflow you are working on, and in the action, click the notification section.
Then, click on the Klaviyo toggel -
If you have multiple tiers and actions in the workflow, make sure you follow these steps in each action box.
After saving, go to your Klaviyo dashboard -> Flows -> Create Flow
Choose "create from scratch" -> choose the metric option as the trigger -> choose the Rise.ai store credit metric -> click done.
After doing so, drag the email action to the correct location.
Then click the email action box, and turn off the "smart sending" option.
After doing so, click the configure content button, and choose how you'd like to design your email.
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_balance (the total store credit balance the customer has), expiration_date and referral link.
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 campaigns 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 at least [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 - Choose an existing email template or create a new one, click on Insert Property to insert the loyalty card balance and loyalty card code fields anywhere you'd like in the email.
Step 5 - save your template and send out the emails!
Got any feature requests?
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Have more questions?
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