How to use Klaviyo for loyalty program emails

Using Klaviyo for loyalty program emails involves integrating your loyalty program with Klaviyo to send personalized and automated emails that encourage customer engagement and reward loyalty. Here’s how to set up and manage loyalty program emails in Klaviyo:

Step-by-Step Guide to Setting Up Loyalty Program Emails in Klaviyo

1. Log in to Klaviyo:

• Go to your Klaviyo account and log in with your credentials.

1. Integrate Your Loyalty Program:

• Ensure your loyalty program provider (e.g., Smile.io, Yotpo, LoyaltyLion) is integrated with Klaviyo.
• Navigate to “Integrations” in Klaviyo and search for your loyalty program provider. Follow the instructions to complete the integration.

1. Sync Loyalty Data:

• Once integrated, Klaviyo will sync loyalty data such as points earned, reward eligibility, and tier levels.
• Ensure that this data is correctly mapped to custom properties in Klaviyo.

1. Create a Loyalty Segment:

• Go to the “Lists & Segments” tab.
• Click on “Create List/Segment” and select “Segment.”
• Define your segment based on loyalty data. For example, create a segment for customers who have earned a certain number of points, are eligible for a reward, or have reached a new tier level.

1. Set Up Loyalty Program Flows:

• Navigate to the “Flows” tab and click on “Create Flow.”
• Choose “Create From Scratch” to start a new flow or select a pre-built template related to loyalty programs if available.

1. Set the Trigger:

• Define the trigger for your loyalty flow. Common triggers include:
  • Points Earned: Triggered when a customer earns points.
  • Reward Eligibility: Triggered when a customer becomes eligible for a reward.
  • Tier Advancement: Triggered when a customer advances to a higher loyalty tier.

1. Customize Flow Actions:

• Add email actions to the flow. Drag and drop the “Email” block into your flow.
• Click on the email block to open the email editor and design your email template. Customize the content to match the loyalty event that triggered the email.

1. Use Dynamic Content:

• Personalize your emails using dynamic content. For example, include the number of points a customer has earned, the reward they are eligible for, or their current tier level using dynamic tags like {{ points_earned }}, {{ reward_name }}, and {{ tier_level }}.
• Insert dynamic variables to include personalized information such as the recipient’s first name, loyalty points balance, and available rewards.

1. Set Delays and Conditional Splits:

• Add delays between actions if needed. For example, you might want to wait a few days after a customer earns points before sending a reminder email.
• Use conditional splits to create different paths based on user behavior. For example, if the user has redeemed a reward, you can send them a thank you email and suggest other ways to earn more points.

1. Add Additional Actions:
   • Besides emails, you can add other actions like updating profile properties, tagging customers, or triggering webhooks.
   • This can help you track customer behavior and segment your audience more effectively.
2. Test the Flow:
   • Before activating the flow, test it to ensure all steps and conditions work correctly.
   • Use the “Preview” and “Send Test Email” features to review the emails and flow logic.
3. Activate the Flow:
   • Once you are satisfied with the setup and testing, click “Review and Turn On” to activate the flow.

Example Loyalty Program Email Campaigns

1. Points Earned Notification

• Trigger: Points Earned
• Email Content: Congratulate the customer on earning points and highlight their new points balance. Encourage them to redeem their points or continue earning.

2. Reward Eligibility Notification

• Trigger: Reward Eligibility
• Email Content: Notify the customer that they are eligible for a reward. Provide details about the reward and how to redeem it.

3. Tier Advancement Notification

• Trigger: Tier Advancement
• Email Content: Congratulate the customer on reaching a new loyalty tier. Explain the benefits of the new tier and encourage continued engagement.

4. Points Expiration Reminder

• Trigger: Points Expiration Approaching
• Email Content: Remind the customer that their points are about to expire. Encourage them to redeem their points before they lose them.

Tips for Effective Loyalty Program Emails

• Personalization: Use dynamic content to personalize emails for each recipient based on their loyalty data.
• Clear Call-to-Actions: Ensure each email has a clear and compelling call-to-action (CTA) that guides the recipient to the desired action, such as redeeming points or viewing available rewards.
• Timely and Relevant: Ensure the timing of the emails is appropriate for the loyalty event. For example, send a points expiration reminder well before the points expire.
• Engagement: Use engaging and celebratory language to make customers feel valued and appreciated.
• Monitoring and Optimization: Continuously monitor the performance of your loyalty program flows and make adjustments based on engagement metrics and customer feedback.

By following these steps and best practices, you can effectively use Klaviyo to manage and optimize your loyalty program emails, driving customer engagement and rewarding loyal customers.