Setting up Klaviyo for Yotpo Loyalty & Referrals

This is a one-off email that is sent to all customers who choose to receive marketing materials. Start your loyalty program off with a bang and make sure all your customers don’t miss out on it.

• Email type: Campaign

• Trigger: N/A. There is no trigger since this email is only sent once to all customers

Suggested email copy

Title/Subject

Introducing {{ organization.name }}’s exclusive rewards program 🌟

Preview text

It’s finally here! Earn points every time you shop.

Body

It’s finally here - {{ organization.name }}’s new rewards program! 

Get ready to earn points every time you shop 🛍️ , unlock rewards, and enjoy special offers. 

Sign up today to start earning!

CTA 

Sign up

This email will be sent to the referred friend - any new customer being referred, containing the referring customer's unique referral link. The friend will click on the link contained in this email to receive an incentive to make their first purchase with your store.

• Email type: Flow

• Trigger: Swell Referral Share

Suggested email copy

Title/Subject:

Your friend gifted you a special discount! 🎁

Preview text:

Unlock {{ event.redemption_option.name}} your first purchase at {{ organization.name }}!

Body: 

Hey friend,

{{ person|lookup:"swell_referrer_name"|default:"" }} thinks you’ll just love {{ organization.name }}! Here is a special discount off your first purchase to get you started. Click below to unlock your offer:

Happy shopping!

CTA: 

Unlock your discount {{ event.customer.referral_link }}

This event-triggered email is sent to the referring customer letting them know they have received a reward for their referred friend completing a purchase. 

• Email type: Flow

• Trigger: Swell Referral Completed

The copy will change according to the reward you have set in your referral program settings.

You earned points for your referral! 🌟

Log in now to see your reward.

Hey {{ first_name|default:'friend' }},

A friend made their first purchase using your referral link.
As a thank you, we’ve added {{ event.perk.reward_points }} points to your account, which are redeemable for all kinds of great rewards at our store!

Log into your account to see which rewards you could be eligible for.

Log in

You earned a reward for your referral! 🌟

Use it on your next purchase

Hey {{ first_name|default:'friend' }}, 

A friend made their first purchase using your referral link. 

As a thank you, we’re awarding you with {{ event.redemption_option.name|default:‘a discount’ }} at our store! 

Use this discount code at checkout: {{ event.redemption.reward_text }}

Log in

This event-triggered email is sent to a customer whenever they get a coupon code from a loyalty reward. To learn more about the Rewards Page, see Creating a Rewards Page.

While the code will appear on-site for the customer to copy and paste at checkout, this email contains the discount code as well and is triggered so customers can easily locate the code should they opt to use the discount at a later time. 

• Email type: Flow

• Trigger: Yotpo: Reward received

Suggested email copy

Title/Subject: 

Congrats, you’ve got a new reward!

Preview text: 

Use the discount code on your next purchase

Body: 

Hey {{ first_name|default:'friend' }},

Your {{ event.redemption_option.name}} reward from {{ organization.name }} is here! 
Your discount code is:
{{ event.redemption.reward_text }}

Just enter it at checkout when you make your next purchase.

CTA: 

Shop now

Available for:

• Shopify merchants who joined Yopto Loyalty & Referrals Pro plan after April 2024

• Shopify merchants who joined Yopto Loyalty & Referrals Premium and Enterprise plans after August 2024

This email will be sent to the referred friend - any new customer being referred, containing the referring customer's unique referral link. The friend will click on the link contained in this email to receive an incentive to make their first purchase with your store.

• Email type: Flow

• Trigger: Yotpo Referral Share

Suggested email copy

Title/Subject:

Your friend gifted you a special discount! 🎁

Preview text:

Unlock {{event.perk.redemption_option.name}} your first purchase at {{ organization.name }}!

Body:

Hey friend,

{{ person|lookup:"swell_referrer_name"|default:"" }} thinks you’ll just love {{ organization.name }}! Here is a special discount off your first purchase to get you started. Click below to unlock your offer:

Happy shopping!

CTA:

Unlock your discount {{ event.referral_link }}

Available for:

• Shopify merchants who joined Yopto Loyalty & Referrals Pro plan after April 2024

• Shopify merchants who joined Yopto Loyalty & Referrals Premium and Enterprise plans after August 2024

This event-triggered email is sent to the referring customer letting them know they have received a reward for their referred friend completing a purchase.

• Email type: Flow

• Trigger: Yotpo Referral Completed

The copy will change according to the reward you have set in your referral program settings.

You earned points for your referral! 🌟

Log in now to see your reward.

Hey {{ first_name|default:'friend' }},

A friend made their first purchase using your referral link.
As a thank you, we’ve added {{ event.perk.reward_points }} points to your account, which are redeemable for all kinds of great rewards at our store!

Log into your account to see which rewards you could be eligible for.

Log in

You earned a reward for your referral! 🌟

Use it on your next purchase

Hey {{ first_name|default:'friend' }}, 

A friend made their first purchase using your referral link. 

As a thank you, we’re awarding you with {{ event.perk.redemption_option.name }} at our store! 

Use this discount code at checkout: {{ event.perk.redemption.reward_text }}

Log in

Available for:

• Shopify merchants who joined Yopto Loyalty & Referrals Pro plan after April 2024

• Shopify merchants who joined Yopto Loyalty & Referrals Premium and Enterprise plans after August 2024

This event-triggered email is sent to an eligible referred friend whenever they get a coupon code after clicking a referral code. To learn more about the referral rewards, see Configuring Your Referral Program Settings for Shopify (New).

While the code will appear on-site for the customer to copy and paste at checkout, this email contains the discount code as well and is triggered so customers can easily locate the code should they opt to use the discount at a later time.

You can use a conditional split and create 2 templates for the “Reward received” email:

• Template #1: is triggered when a customer receives a discount reward that isn’t related to referrals

• Template #2: is triggered specifically for a referred friend, after they click a referral link and the coupon is generated on the welcome popup

Use the trigger split “source equals referrals”:

• Email type: Flow

• Trigger: Yotpo: Reward received

Suggested email copy

Title/Subject:

Congrats, you’ve got a new reward!

Preview text:

Use your referral discount code on your next purchase

Body:

Hey {{ first_name|default:'friend' }},

Your referral reward from {{ first_name|default:'your friend' }}, is here!
Your discount code is:
{{ event.redemption.reward_text }}

Just enter it at checkout when you make your next purchase.

CTA:

Shop now

This flow sends an email to customers after they create a platform account to inform them of the loyalty benefits.

• Email type: Flow

• Trigger: Added to segment > {new segment name}

To set up this flow:

• Create a segment (e.g. "Loyalty has account") and define it using the customer property swell_has_account = TRUE.

• Create an email flow and set the trigger to added to segment.

• Select the new segment's name (e.g "Loyalty has account")

Suggested email copy

Title/Subject: 

Welcome to {{ organization.name }}’s rewards program!

Preview text: 

Earn points and exclusive offers every time you shop

Body: 

{{ first_name|default:"" }}, you’re in! 

Earn points, redeem them for discounts, and get exclusive offers like early access to our newest products and VIP deals. 

Log in today to check out your rewards!

CTA:

 Check it out

This event-triggered email is sent to a customer when reaching a new VIP tier level. 

• Email type: Flow

• Trigger: Yotpo: Tier earned

To set up this flow, use a conditional split based on the swell_vip_tier_name customer property.  For example, after the trigger comes the 1st conditional split- customer property "swell_vip_tier_name" = {1st tier name}.

• If YES, send an email with the suggested copy and update the name of the tier in the email's copy.

• If NO, set another conditional split for the 2nd tier: customer property "swell_vip_tier_name" = {2st tier name}.

  • If YES, send an email with the suggested copy and update the name of the tier in the email's copy.

  • If NO,  set another conditional split for the 2nd tier, etc.

Use the following copy options according to the reward set up in your VIP tier program.

You’ve entered a new tier!

New tier = more rewards 

Congratulations, {{ first_name|default:'friend' }}! 
You’ve just leveled up to {{ person|lookup:'swell_vip_tier_name'|default:'your new tier' }} status. 
To celebrate, we’ve added {{ event.perk.reward_points }} points to your account. 

Explore your new benefits and shop now!

Shop now

You’ve got a new reward for entering a new tier!

New tier = more rewards 

Congratulations, {{ first_name|default:'friend' }}!  

You’ve just leveled up to {{ person|lookup:'swell_vip_tier_name'|default:'your new tier' }} status. 
To celebrate, here is a {{ event.redemption_option.name}} reward.  

Discount code: {{ event.redemption.reward_text }}  

Explore your new tier benefits and shop now!

Shop now

You’ve entered a new tier!

New tier = more benefits 

Congratulations, {{ first_name|default:'friend' }}!

You’ve just leveled up to {{ person|lookup:'swell_vip_tier_name'|default:'your new tier' }} status. 

As a {{ person|lookup:'swell_vip_tier_name'|default:'rewards' }} member, you can enjoy many more program benefits including special rewards, exclusive discounts, and more! 

Explore your new tier benefits and shop now!

Shop now

This event is triggered after a specified duration of inactivity and sends an email reminding the customer that they have enough points to redeem for a reward.

• Email type: Flow

• Trigger: Swell Redemption Reminder

Suggested email copy

Title/Subject: 

Don't forget!

Body: 

You have {{ person|lookup:'swell_point_balance'|default:'text' }} points // OR {{ person|lookup:'swell_credit_balance'|default:'text' }} to use - now it's time to treat yourself by cashing in. 

Login to your account to redeem a discount on your next order! 

CTA: 

Shop now

This event-triggered email is sent to customers on their birthday and lets them know they received a gift from your store. 

• Email type: Flow

• Trigger: Swell Customer Birthday

The copy will change according to the reward you have set in your Birthday Reward earning rule.

Happy birthday 🎉 A special reward is waiting for you.

Enjoy this special gift

Happy birthday, {{ first_name|default:’friend’}}! 

You didn’t think we’d come empty-handed, did you? We’re getting this party started with BONUS birthday points just for you. 

We added {{ event.perk.reward_points|default:'' }} points to your account. 

You now have a total of {{ person|lookup:"swell_point_balance"|default:"" }} points to treat yourself.

Redeem now

Happy birthday 🎉 A special reward is waiting for you.

Enjoy this special gift

Happy birthday, {{ first_name|default:’friend’}}! 

You didn’t think we’d come empty-handed, did you? We’re getting this party started with a special discount just for you. 

Enjoy this {{ event.redemption_option.name }} reward off your next purchase from {{ organization.name }}.

Discount code:{{ event.redemption.reward_text }} 

Just enter it at checkout when you make your next purchase.

Shop now

This event-triggered email is sent to customers to mark the date they joined your loyalty program. It lets them know they received a gift from your store to celebrate the occasion.

• Email type: Flow

• Trigger: Swell Customer Anniversary

The copy will change according to the reward you have set in your Anniversary Reward earning rule.

Happy {{ organization.name)) anniversary 🎉!

A special reward is waiting for you

Hey, {{ first_name|default:’friend’}}! 

We’re so excited to celebrate the anniversary of you becoming a rewards member. Please enjoy {{ event.perk.reward_points|default:” }} BONUS points added to your account. 

Thanks for being such a loyal member! 

You now have a total of {{ person|lookup:”swell_point_balance”|default” }} points to treat yourself!

Redeem now

Happy {{ organization.name }} anniversary 🎉!

A special reward is waiting for you

Hey, {{ first_name|default:’friend’}}! 

We’re so excited to celebrate the anniversary of you becoming a rewards member. Please enjoy this {{ event.redemption_option.name }} reward off your next purchase. 

Thanks for being such a loyal member! 

Discount code: {{ event.redemption.reward_text }}

Shop now

This event is triggered after a specified duration of inactivity and sends an email notifying customers of their point balance, as well as the number of additional points they must earn to redeem a reward. 

• Email type: Flow

• Trigger: Swell Points Reminder

Suggested email copy

Title/Subject: 

Get a discount off your next order!

Body: 

Hi {{ first_name|default:'reward member' }}, 

You have {{ person|lookup:'swell_point_balance'|default:'tons of' }} points to use - now it's time to treat yourself by cashing in.  

Login to your account to redeem a discount on your next order! 

Want to learn more? Login to your account at to check out your status and redeem your rewards. 

Happy shopping!

CTA: 

Shop now

This event is triggered after a specified duration of inactivity and sends an email that reminds the referred friend to take advantage of their referral discount.

• Email type: Flow

• Trigger: Swell Redemption Reminder

Suggested email copy

Subject/Title: 

Don't miss out!

Preview text: 

You still have [insert amount] towards your first purchase of [insert amount].

Body: 

Use this link {{ event.customer.referral_link }} and they'll give you a coupon for [insert discount] you can use at checkout.

CTA: 

Shop now

Swell Points Earned
This event is triggered any time a customer earns points

This event is commonly used for keeping a customer's point balance up to date in your CRM or email marketing platform. 

Swell Points Reminder
This event is triggered when a customer loses their tier.

Swell Redemption Reminder
This event is triggered after a certain amount of days of inactivity.

This event is commonly used for sending an email to remind the customer that they have enough points for a reward.

Swell Redemption Created
This event is triggered any time a customer redeemed points and receives a coupon code. When the customer does not explicitly receive a coupon code, during redemption at checkout, for example, this event will not fire.

This event is commonly used for sending an email with the coupon code to the customer.

Points expiration reminder

 This event is triggered when a customer's points are about to expire. Customers will receive email notifications 30, 14, and 7 days before the points will expire to prompt them to use the points and make a purchase.

This reminder is sent only for points with the nearest expiration date. To learn more about points expiration, see Setting up Points Expiration.

This event is commonly used for Sending a reminder email to incentivize the customer to use their points before they expire.

_____________________________________________________________________________

Referrals

Swell Referral Completed / Yotpo Referral Completed (new)
This event is triggered any time a customer refers a friend who completes the referral program requirements.

This event is commonly used for: sending an email thanking the customer for the referral.

Swell Referral Share / Yotpo Referral Share (new)
This event is triggered when a customer shares their referral link with their friends.

This event is commonly used for: telling new customers that someone they know likes your store.

Swell Referral Share Reminder
This event is triggered after a certain amount of days that a referred customer had not submitted a purchase in

This event is commonly used for: sending an email to remind the referred customer to use their friend's referral link to give both the referring and referred customer a reward. To update the setting, go to Communications > Settings.

_____________________________________________________________________________

Birthday & Anniversary

Swell Customer Birthday
This event is triggered on the birthday of a customer. The Customer Birthday events will be triggered each day at 1 pm UTC

This event is commonly used for: sending an email to congratulate them and update them if they were awarded points or a coupon according to an existing Birthday Campaign.

Swell Birthday Captured
This event is triggered when a customer sets their birthday through your storefront.

Swell Customer Anniversary
This event is triggered on the anniversary of a customer. The Anniversary Birthday events will be triggered each day at 11 am UTC

This event is commonly used for: sending an email to congratulate them and update them if they were awarded points or a coupon according to an existing Anniversary Campaign.

Swell Anniversary Captured
This event is triggered when a customer sets their anniversary through your storefront.

______________________________________________________________________________

VIP Tiers

Swell Tier Earned
This event is triggered when a customer meets the requirement for a new tier.

This event is commonly used for: letting a customer know they reached a certain status level.

Swell Tier Lost
This event is triggered when a customer fails to meet the requirement for a tier after the specified period of time has passed.

This event is commonly used for: sending a "warning" within a set period of time to let the customer know they are about to lose their tier if they don't step up their participation.

Swell Tier Status Changed
This event is triggered when a customer gets closer or farther from retaining their current tier, and from entering the next tier.

This event is commonly used for creating incentives by notifying customers "You only need X more points to reach the next tier"

______________________________________________________________________________

Other Swell Widgets Customer Authentication (Relevant if your POS is integrated with Loyalty & Referrals)

If a customer has an account with your store, they will enter their email address in the "email address" field and will get a "We Sent You An Email" verification message. They will then receive f the In-Store Loyalty Authentication Link email to log in to the module.

Be sure to set up the widget_url attribute so that the In-Store Loyalty Authentication Link is included in the email your customers receive. 

Loyalty opt_in/opt_out
This event is triggered when a customer opts-in or out of the loyalty program. A customer who is opted in can earn points, get into tiers, redeem points, etc. As opposed to a customer that is opted out that cannot participate in any of these activities. Read more about Loyalty Opt-in

This event is commonly used for:
Segmenting customers based on if they are loyalty members if they have an account

Swell Redemption Code Below Threshold
This event is triggered when your "Custom Coupon" is running low on uploaded coupon codes. This is determined by the threshold set in the "Custom Coupon" itself in your Yotpo Loyalty admin. We will send a webhook notification when your unused codes are at the following values: [threshold, threshold/2, threshold/4, threshold/8, 0]

This event is commonly used:
To let you know when you're running out of coupon codes! 

Swell Newsletter Signup
This method takes an email address to capture and will record it as having participated in the newsletter signup campaign.

This event is commonly used
if you want to use an existing newsletter signup form but still record the capture in Swell.

Swell Account Created
The event is triggered when a reward is given to a customer for creating an account using the New Member Reward earning rule.

This event is commonly used: if you want to do a Welcome Series for new users.

The following events are only relevant if you are using a code-based referral program

Swell Referral code Activated
When the customer's referral code is activated

Swell Referral Discount Code Updated
For code referral programs when the customer’s code gets manually updated

Swell Purchase Payout Received
This email notification is triggered when PayPal notifies Yotpo that a customer successfully received their cash payout into their PayPal account. This allows you to reach out directly and remind them of the value of their payout or the date it was sent.

Swell Redemption Payout Received
This email notification is triggered when a customer successfully receives their payout in the form of a coupon/reward.

Swell Purchase Payout Scheduled
This email notification is triggered when a referred customer makes a purchase using an influencer link and a cash payout is created.

Swell Redemption Payout Scheduled
This email gets sent to the influencer responsible for the referral and serves as a notice that the influencer has earned a coupon/reward payout for referring a customer to your store. 

Swell Redemption Payout Unclaimed
This email notification is triggered when PayPal tells us that payment is unclaimed because the email address used to send the payment does exist on PayPal. 

Swell Customer Locked (only relevant for US-based customers)In the US there’s a rule that says that if you "pay" an individual more than $600 a year, they are considered your employee and you must pay taxes for their employment (The awarded customer will have to do the same). As soon as a user reaches this amount, their affiliate status will be locked and you will be notified that they need to collect this customer's tax details.

• loyalty_next_points_expire_on - The expiration date for the customer's points. Use this data to encourage customers to use their points before the points expire.

• loyalty_next_points_expire_amount -The number of points that are about to expire.

• swell_points_earned - The customer's total historical points earned.

• swell_point_balance (if you are using points-as-credit, see below) - The customer's current available points balance that they can use now.

• swell_credit_balance (only relevant if you display points as credit) - The customer's current available credits. This will equal the dollar value of the customer’s point balance, based on the logic set in your variable redemption rewards.

• swell_vip_tier_name - The name of the tier the customer is in now.

• swell_vt_ends_at_date -The date this customer's eligibility for the tier ends. Use this data to encourage customers to maintain their VIP tier status and keep their perks.

• loyalty_nt_points - The number of points the customer must earn in order to proceed to the next tier.

• loyalty_nt_amount_cents - The amount the customer must spend in order to proceed to the next tier. This property will show the default currency defined in your account settings.

• loyalty_nt_amount_cents_c - The amount the customer must spend in order to proceed to the next tier. This property will show the currency the customer used when making the purchase.

• loyalty_nt_purchases - The number of purchases the customer must complete in order to proceed to the next tier.

• loyalty_nt_referrals - The number of referrals the customer must complete in order to proceed to the next tier.

• loyalty_mt_points - The number of points the customer must have in order to maintain their current tier status.

• loyalty_mt_amount_cents - The amount the customer must spend in order to maintain their current tier status. This property will show the default currency defined in your account settings.

• loyalty_mt_amount_cents_c - The amount the customer must spend in order to maintain their current tier status. This property will show the currency the customer used when making the purchase.

• loyalty_mt_purchases - The number of purchases the customer must complete in order to maintain their current tier status.

• loyalty_mt_referrals - The number of referrals the customer must complete in order to maintain their current tier status.

• swell_referral_link - The customer's unique referral link. If you are running a code-based referral program, see below for attributes for code-based referrals.

• loyalty_opt_in - Whether the customer opts into the loyalty program following the event trigger.

• loyalty_opt_in_date - Date when the customer has opted into the loyalty program.

• swell_has_account - True/False depending on whether the customer has an account with the platform or not.
  ______________________________________________________________________________

• Referring Customer Attributes

  These are attributes of the referring customer (also known as the "advocate").

• swell_referrer_email
  The email of the customer to send the referral to the friend.

• swell_referrer_link
  Referral link of the referring customer (advocate).

• swell_referrer_name

  The first name + last name of the advocate (if that information is available).

swell_referral_discount_code
The customer's unique referral code (if you are using a link-based referral program, see above).