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This article is for merchants who want to migrate to or are already using the OAuth-based Klaviyo integration with Yotpo Loyalty & Referrals.
If you’re looking for information about the API-based integration, please refer to Yotpo’s legacy Klaviyo integration guide.
Goals and Outcomes
Integrate Yotpo Loyalty & Referrals with Klaviyo to automatically sync loyalty program data into your Klaviyo account. This allows you to create highly personalized email and SMS campaigns and automated flows based on customer loyalty behavior.
With this integration, you can use Klaviyo to:
Send redemption reminders to increase repeat purchases.
Trigger referral share emails to drive customer acquisition.
Segment audiences using loyalty insights such as points balance, tier status, and referral activity.
Personalize campaigns using real-time loyalty data.
In this article, you’ll learn how to set up the Yotpo Loyalty & Referrals integration with Klaviyo using OAuth.
Integration Overview
To connect Yotpo Loyalty & Referrals with Klaviyo, you’ll need:
An active Klaviyo account
Access to your Yotpo Loyalty & Referrals admin
The integration enables you to:
Sync loyalty and referral data from Yotpo to Klaviyo
Trigger email and SMS flows based on loyalty events
Build advanced segments using customer loyalty properties
View branded events and metrics in Klaviyo
Connecting Yotpo Loyalty & Referrals with Klaviyo
To connect Yotpo to Klaviyo using OAuth:
From your Yotpo Loyalty admin, go to Integrations Center.
Locate the Klaviyo OAuth tile and click it.
Click Connect Klaviyo OAuth.
When prompted, allow Klaviyo to access your Yotpo Loyalty account and use customer data by clicking Next.
Click the Connect button. You’ll be redirected to Klaviyo to verify your credentials.
Approve the connection in Klaviyo within 5 minutes to complete the setup.
Important
The authorization window expires after 5 minutes of inactivity. Make sure to authorize the connection within that time. If it expires, uninstall and reinstall the integration to restart the process.
You’re all set. Once connected, your loyalty and referral data will begin syncing to Klaviyo automatically.
Information Shared in the Integration
There are two types of information that Loyalty & Referrals syncs to Klaviyo:
Events
Webhook events that can be used to trigger automated flows, such as:
Customers earning points
Customers redeeming rewards
Customers entering a new loyalty tier
These events allow you to send timely, behavior-based communications, such as congratulating a customer on reaching a higher tier. See a full list of events here.
Customer properties
Customer-specific loyalty attributes that can be used for segmentation and personalization, including:
Points balance
Loyalty tier
Birthday
These properties help you build targeted segments and create personalized campaigns. See a full list of customer properties here.
Migrating from the Legacy (API-Based) Klaviyo Integration to OAuth
Note
The legacy integration is labeled Klaviyo (API key)
The new OAuth integration is labeled Klaviyo
If you’re currently using the legacy Klaviyo integration (API key) and want to switch to OAuth:
Locate the Klaviyo OAuth integration tile in the Yotpo Integrations Center or in Klaviyo’s Marketplace, and click it.
Follow the setup steps in Yotpo.
Enter your Klaviyo credentials when prompted.
Approve Yotpo Loyalty’s access to your Klaviyo account to complete the connection and sync your data.
Important
The Klaviyo (API key) integration will appear in your Integrations Center only if it’s currently installed in your account.
Once the OAuth integration is active, the legacy integration will no longer appear in your list of active integrations in Yotpo.
Your existing Klaviyo settings, flows, segments, and historical data will not be lost during the migration.
Next Steps
After completing the integration, set up your Klaviyo email flows to start engaging customers using loyalty data. To learn how to create and customize the different emails, see our loyalty emails setup guide for Klaviyo.