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How to set up LoyaltyLion Flows
How to set up LoyaltyLion Flows

This guide provides step-by-step instructions for setting up your LoyaltyLion Flow and configuring it to meet your specific goals.

V
Written by Vicky Vitkay
Updated over a week ago

LoyaltyLion Flows are currently only available to Shopify merchants on our Plus plan, who have a Klaviyo integration installed.
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If you would like this feature, please check the pricing page and support@loyaltylion.com.

Flows increases the impact and ROI of your program by delivering unique loyalty experiences in response to shopper actions and behaviors.

Before turning on your Flow, make sure your marketing email is ready. Read our Klaviyo integration guide.

Creating a Flow from one of our pre-built templates

  1. To create a new flow, click the Flows tab in your account's main navigation, and then select one of the available templates at the top of the page.

    Our templates provide a few flows based on your particular marketing goals, and more are coming soon.

  2. Once you have chosen which goal-based flow you want to set up, simply click the tile, and confirm you want to Use Flow in the confirmation modal to create the flow.

  3. Your flow will be named from the template you've chosen, but you can rename it at any time. The name of your flow should be easily understood by you and your team — as you start to use and create more flows, the number of flows can add up quickly and clear naming conventions will help you stay organized.

Customizing your flow

During Flows Beta, you can edit the existing blocks in a flow, but you can't drag or remove blocks from a flow at this time.

Trigger

Click on the Trigger block to edit:

  • The event's conditions (for example, you can change the order amount)

  • The event's filters (for example you can target 1st to 2nd purchase or a specific tier)

Time delay

Click on the Time delay block to edit:

  • How long the flow should wait after the Trigger before it moves to the next block

Wait for ...

Click on the Wait for ... block to edit:

  1. The maximum wait time

  2. Any conditions on the block (you can edit the existing or add another to create a range for example)

Points

Click on the Points block to edit:

  • The amount of points to award customers who have completed the action

  • The reason for points description customers will see in their account activity

Email

Before switching on your flow, you now need to configure the Email block. See Flows - Klaviyo Integration Setup.

Turning on your flow

Once you have configured each block, and turned on your Klaviyo email flow, you are now ready to turn on your Loyalty Flow!

Important! Configure emails in your ESP before turning on your LoyaltyLion Flow to prevent extra points being awarded before your flow is ready.

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