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Klaviyo - Advanced Loyalty Flows
Klaviyo - Advanced Loyalty Flows
Written by Jason Leader
Updated over a week ago

The flows shown in this article are only available on the LoyaltyLion Plus Plan or with the Klaviyo Events add on.
All examples of Flows shown in this article are made with a Shopify Plus - Klaviyo - LoyaltyLion Plus set up.

This is not an complete list of all the emails you will need, but rather the emails that can be directly set up from the LoyaltyLion Klaviyo integration

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Insight Segments

Reward Reminders

Reward reminders are a good way of bringing customers back after they have made a purchase by letting them know their points value goes over the threshold for a reward. With this flow, you will need to know the boundaries of your rewards in order to add the correct conditional splits.

By splitting the flow, you can change the email content for each email sent. For example, if a customer has enough points for a $5 voucher, the email content suggesting items to buy could be appropriate for the $5 discount. You can then follow this for $10, $15 etc.

To start this flow, use the Metric trigger, LoyaltyLion - Reward Available.

Flow Example:

You can exchange the points 'greater than' and 'less than' to match the reward boundaries you have set up in your program.

Referral Complete

The Referral Complete metric trigger is a great way to add a personal touch, and thank a customer for bringing you new business. This will help encourage future referrals as well.
The Referral Complete will only trigger once the referred customer has made a qualifying purchase and after the Approval Period in the Refer a Friend rule has elapsed.

To start this flow, use the Metric Trigger, LoyaltyLion - Referral Complete:

Flow Example:

Tip: Make sure to include the 'referral_url' property in the email content attached to this flow. This will allow your customers to easily find their unique referral url, so they can refer their friends faster and more often.

Approaching Tier Upgrade

This will trigger when a customer comes within 10% of going up a tier, encouraging them to come back and make an additional purchase to make it over the threshold.
The 10% is determined by your tier boundaries, so if your boundary was $100 spent, once a customer has spent at least $90, this email flow would trigger. This is also the case with points based tiers.

To start this flow, use the Metric Trigger, LoyaltyLion - Approaching Tier Upgrade.

Flow Example:

Tier Upgrade/Downgrade

Using Metric Triggers, there are separate options for Tier Upgrade and Tier Downgrade. Therefore, you can tell in which direction a customer is traveling and change the content of the email you are sending to sound more appropriate: If they are going up, you can congratulate them and let them know all the new benefits they will receive. If they have gone down, you can tell them how they can go back to their old tier.

To start this flow, use the Metric Trigger, LoyaltyLion - Tier Upgrade OR LoyaltyLion - Tier Downgrade.

Flow Example (Upgrade):

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