To see which plans include the Klaviyo integration, see our pricing page. If Klaviyo is not listed on your Integrations page and you would like it, contact support@loyaltylion.com.
In this article:
Overview
The Klaviyo integration sends your loyalty program data to Klaviyo, so you can use it to personalize your emails and SMS messages, build segments and trigger flows. By the end of this article you will have connected Klaviyo, chosen what LoyaltyLion sends to it, and know where to find that data in Klaviyo.
LoyaltyLion sends two kinds of data to Klaviyo:
Customer properties, such as points balance, tier and referral URL, which are saved on each customer's Klaviyo profile.
Program events, such as a customer earning points or a reward becoming available, which arrive in Klaviyo as metrics you can trigger flows from. The events are covered in Klaviyo - Events.
Each LoyaltyLion program connects to one Klaviyo account, and using one Klaviyo account with more than one LoyaltyLion program is not supported.
How the Klaviyo integration can help you
With your loyalty data in Klaviyo, you can send emails your customers look forward to receiving:
Increase returning purchases with reward available emails.
Keep customers engaged with monthly loyalty summary emails.
Grow customer acquisition with referral prompts that carry each customer's referral link.
Target specific customer groups by segmenting on points, tier or Insights segment.
Personalize every email and SMS with each customer's own loyalty details.
How to connect Klaviyo
Your loyalty program must be live before LoyaltyLion starts sending data to Klaviyo.
In LoyaltyLion, go to Integrations.
Under Available integrations, click Klaviyo.
Under 1. Connect to Klaviyo, click the Connect to Klaviyo button.
Log in to your Klaviyo account when you are redirected to Klaviyo.
Click Allow to give LoyaltyLion access to your Klaviyo account. You are then returned to LoyaltyLion.
Under 2. Configuration, choose the customer properties to send to Klaviyo. You can send all current and future customer properties, send none, or pick the ones you want.
Choose the program events to send to Klaviyo.
Click Complete installation.
In the Ready to install window, decide whether to tick Backfill data for all customers, then click Install.
When the installation finishes, you will see an Integration installed message and Klaviyo moves to your Installed integrations.
The backfill choice decides which customers reach Klaviyo straight away:
Ticked: we send the properties you chose for every customer in your program. This can take a while to complete.
Not ticked: we only send customers whose loyalty data changes after you install.
Either way, program events that happened before you installed the integration are not sent to Klaviyo. After the first sync, we send changes to Klaviyo as they happen.
Changing what you send to Klaviyo
You can change the customer properties and program events you send to Klaviyo at any time.
In LoyaltyLion, go to Integrations.
Under Installed integrations, click Klaviyo.
Update the customer properties and program events you want to send.
Click Save changes.
You will see an Integration updated message when your changes are saved.
On the same page, the Date format setting controls how dates such as points expiry are sent to Klaviyo:
UTC sends an absolute timestamp, which Klaviyo shows in each recipient's own timezone.
Program timezone adjusts the date to your store's timezone, so every recipient sees the same day.
If your emails show a date one day out for some customers, switch to Program timezone.
What fields are synchronized to Klaviyo?
These are the customer properties the Klaviyo integration can send, and the tag you use to show each one in a Klaviyo email:
Property | What it is | How it looks in Klaviyo: |
Total points | The number of points this customer currently has, including pending points | {{ person|lookup:"points_total"|default:'' }} |
Approved points | The number of points this customer has available to spend | {{ person|lookup:"points_approved"|default:'' }} |
Pending points | Points this customer has earned but can't yet spend, e.g. from unpaid orders | {{ person|lookup:"points_pending"|default:'' }} |
Spent points | The number of points this customer has spent | {{ person|lookup:"points_spent"|default:'' }} |
Lifetime points | The total number of points this customer has ever earned, including spent points | {{ person|lookup:"points_lifetime"|default:'' }} |
Number of rewards claimed | The number of rewards this customer has claimed | {{ person|lookup:"rewards_claimed"|default:'' }} |
Number of rewards used | The number of rewards this customer has used | {{ person|lookup:"rewards_used"|default:'' }} |
Blocked | Whether this customer is blocked from earning or spending points | {{ person|lookup:"blocked"|default:'' }} |
Date enrolled in program | The date and time this customer joined the Loyalty Program | {{ person|lookup:"enroll_date"|default:'' }} |
Referral URL | This customer's unique referral URL | {{ person|lookup:"referral_url"|default:'' }} |
Loyalty Tier | The name of this customer's current Loyalty Tier | {{ person|lookup:"loyalty_tier"|default:'' }} |
Birthday | This customer's birth date | {{ person|lookup:"birthday"|default:'' }} |
Insights segment | This customer's Insights Segment (one of "Loyal", "At Risk", "Win Back") | {{ person|lookup:"insights_segment"|default:'' }} |
Tier expiration date | When the customer's current tier ends | {{ person|lookup:"tier_expiration_date"|default:'' }} |
Tier progress | The customer's current progress toward maintaining or upgrading their tier | {{ person|lookup:"tier_progress_value"|default:'' }} |
Projected tier progress at expiration | The customer's projected progress when their current tier expires | {{ person|lookup:"tier_progress_value_at_expiration"|default:'' }} |
Progress needed to renew tier | How much more progress the customer needs to keep their current tier when it expires | {{ person|lookup:"tier_progress_needed_for_renewal"|default:'' }} |
Progress needed to upgrade tier | How much more progress the customer needs to reach the next tier | {{ person|lookup:"tier_progress_needed_for_upgrade"|default:'' }} |
Next tier | The next tier the customer would reach if they upgrade | {{ person|lookup:"tier_upgrade_tier_name"|default:'' }} |
Forecasted tier at expiration | The tier the customer is forecasted to be in when their current tier expires | {{ person|lookup:"tier_forecasted_tier_name"|default:'' }} |
Receipt upload URL | A receipt upload URL associated with this customer | {{ person|lookup:"receipt_upload_url"|default:'' }} |
Loyalty Pass URL | A link to this customer's wallet-pass install page, for use in emails (only populated when Loyalty Pass is enabled) | {{ person|lookup:"loyalty_pass_url"|default:'' }} |
Loyalty Pass installed | Whether this customer currently has the Loyalty Pass in their phone wallet (true/false; always false when Loyalty Pass is not enabled) | {{ person|lookup:"loyalty_pass_installed"|default:'' }} |
You can find the properties in Klaviyo under Profiles, by opening a customer's profile.
How to segment your customers in Klaviyo
You can use the LoyaltyLion properties to build segments in Klaviyo.
In Klaviyo, click Lists & Segments.
In the top right corner, click Create List/Segment.
Add a new definition and click Dimension. The LoyaltyLion properties appear in the drop-down under Custom properties.
Adding LoyaltyLion data to your Klaviyo SMS messages
You can use the LoyaltyLion properties as dynamic content in your Klaviyo SMS messages, where Klaviyo calls them Personalizations.
Add them with the Personalization option on the Content screen, and the preview on the right updates with a sample value. Klaviyo allows one Personalization per SMS.
FAQ
How can I use this data to help my business?
You can use your LoyaltyLion data in Klaviyo to increase revenue, engagement and customer acquisition: segment customers on their loyalty properties, prompt them to refer friends with their own referral link, and remind them when they have a reward to spend.
I have connected Klaviyo, but the LoyaltyLion fields do not appear. Why?
LoyaltyLion only sends data to Klaviyo once your loyalty program is live. If you did not tick Backfill data for all customers when you installed, a customer only reaches Klaviyo once their loyalty data changes. After the first sync, we send changes as they happen.
Some loyalty fields, like tiers, are not showing up in Klaviyo. Why?
Some fields, like points and referral URL, are sent straight away. Tier fields only have values once your tiers are live. In LoyaltyLion, go to Program, and then Tiers, and check that your tiers have been launched and have finished processing.
Why do customer referral links in Klaviyo differ from those in the customer export?
Each customer has a separate referral link for each referral channel, because the link records where a referral came from. The link in Klaviyo may differ from the one in your customer export, but it still belongs to the same customer.
Do you sync the customer's points expiry date to Klaviyo?
Points expiry is not a customer property. To email customers about expiring points, use the Points expiring soon LoyaltyLion email, or the points expiry event described in Klaviyo - Events.
My segment that uses a LoyaltyLion field does not update. What is wrong?
To find out whether the problem is in the sync or in the segment, follow these steps:
In LoyaltyLion, go to Customers and find a test customer who is not in the Klaviyo segment.
Make a change that should move them into the segment, such as giving them points manually or changing their tier.
In Klaviyo, go to Audience, and then Profiles, and open the test customer's profile.
Check that their approved points or tier match LoyaltyLion. If they do not, contact your Account Manager or support@loyaltylion.com and we will investigate.
If they match, check whether the customer has moved into the segment. If not, wait 1 hour and check again. If they still have not moved, contact Klaviyo's support team.
According to Klaviyo's documentation, segments can take between 15 minutes and 1 hour to update.
If I delete a customer in Klaviyo, will this change their subscription status?
No. LoyaltyLion does not send or change marketing subscription status in Klaviyo. On Shopify, Klaviyo takes a customer's subscription status from its own Shopify sync, so to change a customer's marketing preferences, update them in Shopify. For more information, see Klaviyo's documentation on their Shopify sync.