Use Okendo referral events and customer data in Klaviyo to send personalized referral reward emails and automate your referral program communications.
In this article, you will learn about:
Before you begin
💡 First, connect Okendo to Klaviyo. See Getting started with Klaviyo and Okendo.
⚠️ To use Klaviyo for referral communications, you must disable the same email types in Okendo Referrals. If you don't, your customers will receive duplicate emails — one from Okendo and one from Klaviyo. See configure referral email sending for instructions on disabling email types in Okendo Referrals.
Referrals data sent to Klaviyo
When you connect Okendo to Klaviyo, Okendo automatically syncs referral events and profile properties to Klaviyo as your customers interact with your referral program. You can use these to trigger flows, filter audiences, and personalize email content.
Events
The following events are sent to Klaviyo when key referral actions occur:
Profile | Event | Event description |
Referrer Profile | Sent Okendo Referral | Triggered when a customer refers someone |
| Received Okendo Referral Coupon | Triggered when the referral made by a customer is deemed successful and they are issued a coupon |
| Redeemed Okendo Referral Coupon | Triggered when a customer redeems the coupon received (in the step above) |
Recipient Profile | Received Okendo Referral Coupon | Triggered when a recipient successfully retrieves their referral reward |
| Redeemed Okendo Referral Coupon | Triggered when a recipient redeems their referral rewards |
❗ Okendo Referral Invitation and Okendo Referral Rejected events are not currently supported in email service providers (ESPs). Do not disable these email types in Okendo Referrals — Okendo must continue to send them.
Profile properties
Okendo also syncs the following properties to each customer's Klaviyo profile:
Property name | Description |
Okendo Referral Shareable Link | Unique URL that is associated with each Referrer |
Okendo Number of Successful Referrals | All time count of total successful Referrals made |
Okendo Total Successful Referral Revenue | All time total Revenue associated with successful referrals |
Okendo Latest Successful Referral Date | Last registered date of a successful referral |
💡 For full event payloads and property details, see Okendo data sent to Klaviyo.
Send referral emails through Klaviyo
Set up a referrer reward flow
This is the most common referrals flow — it delivers a reward coupon to the referrer after their referral makes a purchase.
In Klaviyo, go to Flows and create a new flow.
Set the trigger to the Received Okendo Referral Coupon metric.
Add a trigger filter and select Customer Role > equals > referrer
Add an email action. In the email body, use the event properties to display the coupon code and any relevant details.
Activate the flow.
💡 You can reference profile properties in Klaviyo templates using standard Klaviyo variable syntax. Check Klaviyo's documentation for the correct format.