Integrating Yotpo Loyalty & Referrals with Klaviyo

      Integrating Yotpo Loyalty & Referrals with Klaviyo

        Article Summary


        Loyalty & Referrals
        Supported plans

        Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom

        Before you start

        If you don't already have an account with Klaviyo, create one now.

        Integrate your Yotpo Loyalty & Referrals with Klaviyo to automatically push program-related data directly into your Klaviyo account. 

        Use Klaviyo to reach your email marketing goals, such as increasing repeat purchases with a redemption reminder, increasing customer acquisition with referral share emails, and segmenting your audience using loyalty insights.

        If you have already completed this integration, you can go straight to the Email Setup Guide for Klaviyo to learn a list of the flows we recommend setting up, as well as an example text for each one.

        What Information is shared in the integration

        There are two types of information that Loyalty & Referrals pushes into Klaviyo. Click to see a full list of properties and a full list of events available in this integration.

        After creating your Klaviyo account:

        1. Add Klaviyo to your Loyalty Admin.
        2. Create your core emails.
        3. Create your highly-recommended emails.

        After setting up your core & recommend emails:

        • Explore a full list of events you can use to trigger emails
        • Explore a full list of customer properties and see how to leverage them.  

        Adding Klaviyo to Loyalty & Referrals 

        Log in to your Yotpo Loyalty & Referrals admin:

        1. Go to Integrations.
        2. Select Klaviyo from the integrations dropdown menu:

        1. Click Add.
        2. Paste your Klaviyo Public API Key/Site ID where prompted.
        3. Click Add Integration:

        When the set up is successful, a data sync of your customers and loyalty information will begin.We only sync "opted in users" - except for those who were added via a referral, in which case all customers are synced regardless of opt in status. Learn more about Loyalty Opt in.

        Depending on the number of customers you have, the data sync may take up to several hours.
        Please note:
        Depending on the number of customers you have, the data sync may take up to several hours.

        Privacy considerations

        Please note:

        Loyalty & Referrals pushes every customer that has submitted an order, regardless of if they accepted marketing or not.

        There are two attributes you can use to ensure you're only sending emails to the customers who want them.

        • Create a segment where the customer attribute "Swell Has Account" = true.
        • Leverage the Loyalty Opt-in feature to differentiate which customers choose to join your loyalty program and those who did not.

        Next steps

        After you set up your integration, you need to set up your email flows. Click to see a complete guide to setting up your emails

         Create your Core Emails
        These are 6 core emails we recommend setting up first:

        Create your Highly-Recommended Emails.

        1. Customer Birthday
        2. Points Reminder (Sent to inactive customers who have points but not enough to redeem a reward)
        3. Redemption Reminder (Sent to inactive customers who have enough points sitting in their account to redeem a reward)

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