You may want to centralize email and campaign management in marketing automation platforms, such as Klaviyo. Okendo Loyalty integrates with Klaviyo, enabling merchants to personalize their loyalty program experience.
In this article, you'll learn:
How to Connect Okendo Loyalty to Klaviyo
Loyalty property and event data sent to Klaviyo
Email comms enabled using this data
Connecting Okendo Loyalty to Klaviyo
To connect Okendo Loyalty to Klaviyo, follow the instructions from this support article.
⚠️ NOTE
If you have an existing connection between another Okendo product and Klaviyo, you may piggyback off this connection and skip this step.
Loyalty property and event data sent to Klaviyo
Profile property data
The following information is synced to Profile properties in Klaviyo. This information can be used as email content or to create lists or segments.
Property name | Description |
Okendo Loyalty VIP Tier | Current VIP Tier associated with the member. This property will only sync to Klaviyo if VIP Tiers are enabled and the member's program status is |
Okendo Loyalty Program Status | The current program status of the member. Statuses include: |
Okendo Loyalty Enrollment Date | The date that a member opted in to the merchant's loyalty program, effectively becoming |
Okendo Loyalty Points Balance | The current points balance of the customer. This property will show against both |
Okendo Loyalty Next Birthday Date | The next birthday date of a member. |
Okendo Loyalty Points Expiry Date | If a member demonstrates no earn or redemption activity by this date, Okendo Loyalty will remove their points balance. |
Okendo Loyalty VIP Tier Expiry Date | The expiry date of the member's current tier. Members will need to meet spend requirements, to remain on this tier. |
Event data
Okendo Loyalty creates the following events, against profiles, in Klaviyo. Use event data to trigger/filter flows or create lists or segments.
Event name | Description |
Enrolled in Okendo Loyalty | Triggered whenever the member status changes. |
Okendo Loyalty Points Awarded | Triggered whenever points are earned from an action. Properties include |
Okendo Loyalty Points Redeemed | Triggered whenever a redemption event takes place. Properties include |
Okendo Loyalty Tier Changed | Triggered whenever a tier changes. Properties include |
Okendo Loyalty Points Adjusted | Triggered whenever points are manually adjusted by the merchant. Properties include |
Okendo Loyalty Tier Nudge | Triggered whenever an enrolled member's eligible, cumulative spend exceeds 80% (but not greater than 100%) of the required spend to qualify for the next tier.
Properties include:
|
Email comms enabled using this data
You can use this profile property and event data to automate email comms for the following use cases:
Welcome emails for your loyalty program.
'Points awarded' transactional emails whenever a member completes a specific action.
'Redeemed reward' transactional emails whenever a member uses points to redeem a reward.
'Tier change' transactional emails, whenever a member is upgraded or downgrade, from one tier to the next.
'Nudge' marketing emails, to incentivize members to earn more points, if they are close to their next reward.
'Nudge' marketing emails, to incentivize members to redeem a reward, if a member has enough points to claim it.
'Nudge' marketing emails, to incentivize members to spend more, if they are close to their next tier.
'Points adjustment' transactional emails, when a member's points have been manually adjusted by the merchant.
Disabling email communications in Okendo Loyalty
When using marketing automation platforms for loyalty communications, merchants will want to disable the same email types in Okendo Loyalty.
Please refer to this article on how to complete this task.
If you have any specific questions or need further assistance, feel free to reach out to our support team.