Setting up Klaviyo for Yotpo Loyalty & Referrals

      Setting up Klaviyo for Yotpo Loyalty & Referrals


        Article summary

        Products


        Loyalty & Referrals

        Supported plans

        Pro, Premium, Enterprise

        eCommerce Platform

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

        After you integrate Yotpo Loyalty & Referrals with your Klaviyo account and your customers and events are synced with Klaviyo, you can go ahead and set up the necessary customer emails.

        • Create your core emails

        • Create your additional recommended emails

        After setting up your core and recommend emails, you can:

        Before you start

        • If you have yet to integrate Yotpo Loyalty & Referrals with your Klaviyo account, follow these steps for Integrating Klaviyo with Loyalty & Referrals.

        • Make sure after you set up the email flows in Klaviyo that you disable Loyalty & Referrals emails manually so that your customers won't get the same email twice

        Core emails

        These are basic customer communication emails that are necessary for your loyalty and referrals programs. Without them, your customers will not be able to refer friends via email and will not be made aware of the rewards they’ve received.

        Below are the core emails we recommend setting up together with their triggers and ready-made text you can paste into Klaviyo.

        Program announcement email

        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.

        Tip:

        We recommend sending out a program announcement email  48 hours after you publish your program on-site.

        • 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

        Referral share email

        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 }}


        Referral completed

        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.

        Points as reward

        If you choose to reward the referring customer with points, the email will contain the number of points added to their account. 

        Suggested email copy

        Title/Subject:

        You earned points for your referral! 🌟

        Preview text:

        Log in now to see your reward.

        Body:

        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.

        CTA:

        Log in


        Discount as reward

        If you choose to reward the referring customer with a discount, the email will contain the discount code they can use.

        Suggested email copy

        Title/Subject:

        You earned a reward for your referral! 🌟

        Preview text:

        Use it on your next purchase

        Body:

        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 }}

        CTA:

        Log in

        Redemption created (reward received)

        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


        Additional recommended emails

        Rewards program welcome email

        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


        VIP tier earned

        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.

        Please note:

        If you chose the All customers are members loyalty opt-in strategy,  we recommend setting another conditional split immediately after the trigger - customer property swell_has_account is TRUE.

        If YES, process to the first conditional for the VIP tier name.

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

        Points as reward

        If you choose to reward the customer with points, the email will contain the number of points being added to the customer's account as a bonus for moving up to the new tier.

        Suggested email copy

        Title/Subject:

        You’ve entered a new tier!

        Preview text:

        New tier = more rewards 

        Body:

        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!

        CTA:

        Shop now


        Discount as reward

        If you choose to reward the customer with a discount, the email will contain the discount code they receive for moving up to the new tier.

        Suggested email copy

        Title/Subject:

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

        Preview text:

        New tier = more rewards 

        Body:

        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!

        CTA:

        Shop now

        No reward

        You can also choose to only inform the customer about entering a new VIP tier without giving a reward.

        Suggested email copy

        Title/Subject:

        You’ve entered a new tier!

        Preview text:

        New tier = more benefits 

        Body:

        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!

        CTA:

        Shop now


        Redemption reminder

        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


        Customer birthday

        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.

        Points as reward

        If you choose to reward the customer with points, the email will contain the number of points added to their account.

        Suggested email copy

        Title/Subject:

        Happy birthday 🎉 A special reward is waiting for you.

        Preview text:

        Enjoy this special gift

        Body:

        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.

        CTA:

        Redeem now


        Discount as reward

        If you choose to reward the customer with a discount, the email will contain the discount code they receive as a birthday reward.

        Suggested email copy

        Title/Subject:

        Happy birthday 🎉 A special reward is waiting for you.

        Preview text:

        Enjoy this special gift

        Body:

        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.

        CTA:

        Shop now


        Anniversary reward

        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.

        Points as reward

        If you choose to reward the customer with points, the email will contain the number of points added to their account.

        Suggested email copy

        Title/Subject:

        Happy {{ organization.name)) anniversary 🎉!

        Preview text:

        A special reward is waiting for you

        Body:

        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!

        CTA:

        Redeem now


        Discount as reward

        If you choose to reward the customer with a discount, the email will contain the discount code they receive as an anniversary present. 

        Suggested email copy

        Title/Subject:

        Happy {{ organization.name }} anniversary 🎉!

        Preview text:

        A special reward is waiting for you

        Body:

        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 }}

        CTA:

        Shop now


        Points reminder (fixed amount rewards only)

        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


        Referral share reminder

        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

        Full list of events you can use to trigger emails

        These are webhook events that you can use to trigger specific emails. Each event also includes the store_name attribute that refers the event to the store where it originated.

        For example, the Swell Account Created event is triggered when a reward is given to a customer for creating an account using the New Member Reward earning rule. This is useful if you want to do a Welcome Series for new users. Use these events in conjunction with customer attributes to create an incredible variety of targeted emails.

        List of events

        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 after a certain amount of days of inactivity. The Points Reminder events will be triggered each day at 5 pm UTC

        This event is commonly used for sending an email to remind the customer that they're close to earning a reward.

        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
        This event is triggered any time a customer refers a friend that satisfies the referral program requirements.

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

        Swell Referral Share
        This event is triggered when a customer shares their referral link to 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.

        _____________________________________________________________________________

        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.

        Events for code-based referrals

        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.

        Leveraging customer properties

        Customer attributes can be a powerful tool to use in conjunction with your events. There are two main ways to leverage your customer attributes:

        1. Use them to segment customers for highly targeted emails.

        2. Add these attributes to your emails for the highest level of customization possible.

        List of customer properties

        Tip:

        Every time a value is updated (for example, if a customer earns more points), it triggers Yotpo Loyalty & Referrals to automatically push an update into Klaviyo as well.

        Your content goes here

        List of customer properties

        • 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 if 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).

        Properties for code-based referrals

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


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