Okendo’s Klaviyo integration enables the ability to incorporate referrals into email and SMS marketing strategies to personalize and optimize customer acquisition.
In this article, you'll learn:
Connecting Okendo to Klaviyo
List of Profile Properties and Events in Klaviyo
Strategies to boost Referral program performance
Connecting Okendo to Klaviyo
If your Okendo account is not already integrated with Klaviyo, follow the steps below:
Create a private API Key called “Okendo” in Klaviyo - instructions here.
Open the Okendo app > Settings > Integrations.
Open the Klaviyo section, enable the integration, and copy your public and private API Keys into the corresponding fields.
Click Save.
Profile properties and events in Klaviyo
Profile properties and events in Klaviyo are a powerful combination that can level up how you target customers and customize content in order to maximize the performance of a Referral Program
Okendo syncs the following Profile Properties to Klaviyo
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 |
Okendo creates the following Events in Klaviyo
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 |
Strategies to boost Referral program performance
With the above data in hand, various strategies can be implemented to boost the performance of a Referral program. Common tactics to amp up your Referrals program with Klaviyo include:
Tactic 1: Increase awareness of your Referrals program
Announce your program
Let customers know that you have launched a Referral program and that they can get rewarded for sharing your brand. You can do so by creating an email campaign in Klaviyo with a CTA to the Referral landing page created onsite.
Create a post-checkout flow in Klaviyo to prompt customers to refer
Take advantage of the post-checkout journey and reach out to customers who have just placed an order. If you use Klaviyo SMS, you can distribute the referral program via text and email.
Tactic 2: Perform a lookback to reach out to those that left 4 or 5-star reviews
Target top reviewers to make referrals
There are two ways to target your top advocates to make a referral.
The first way is via a flow, with the trigger “Created Okendo Review” with the “latest review rating” equal to 5. To back populate, insert a time delay into the flow, click "add past profiles", and then remove the time delay. If the time delay is set to 30 days, it will capture customers who are eligible for this flow in the past 30 days.
Klaviyo's help article can be found here.
The second way is to create a segment with the same parameters and use it in a marketing campaign. This method is beneficial if you’d prefer to approve the list prior to sending out customer communication. You can also configure the segment to only track customers who left a review in the past 30 days etc, as opposed to all time.
Tactic 3: Send reminders to Referrers and Recipients who have not made a purchase yet
Life gets in the way and sometimes your Referrers and Recipients might forget to use the rewards that are waiting in their inbox. Nudge them to shop with you by creating a reminder flow
Tactic 4: Offer one-off perks to top customers to encourage advocacy
Target top referrers to refer again
Tap into customers who have already made successful referrals to encourage them to continue their advocacy by making it easy for them to refer again.
Step 1: Create a segment for top Referrers using the conditions below. These conditions can be customized further as per specific use cases
Step 2: Create a template to add to your campaign. To make the experience even better, include the Referrer’s unique URL that is available as part of profile properties
Step 3: Schedule a campaign to be sent out to the segment created above
Segment your customer base to identify brand champions
To increase the reach of your Referral program, create more niche segments to target with campaigns
For example, some great segments to have are
Customers who have purchased 2x with the brand in the last 6 months
Customers who have left more than 3 reviews with the brand (All time)
Customers who have subscribed to products