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Rise & Klaviyo Integration - Store Credit Setup
Rise & Klaviyo Integration - Store Credit Setup

How Rise integrates with Klaviyo and allows you to send out all store credit rewards through the platform and create Store Credit campaigns.

Sam from Rise avatar
Written by Sam from Rise
Updated over a week ago

In this article you will find:

How to send all reward emails through Klaviyo:

Firstly, make sure you have the integration active. To see how to do this, please check out this article.

In the Rise dashboard, Workflows tab, go to the workflow you are working on, and in the action, click the Notification section.

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

Choose "create from scratch" -> choose the metric option as the trigger -> choose the 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.

For the email design, there are two ways to set up the emails content- using 'Event Properties' or using '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 to send 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 different ways you can use them, as detailed below:


Customer Properties

Event Properties

Segment different emails per-workflow

Not Possible


Reminder emails for unused credit


Not Possible

Multiple rewards per-order

Not 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:


The reward's value


The current balance of the loyalty card, after receiving the reward.


Loyalty card code


The customer's referral link, if they have one.


This reward's expiration date


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 -


the last reward given to the customer


Loyalty card code


The current balance of the loyalty card, after receiving the reward.


The last reward's expiration date


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 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!

Email example:

Related articles:

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