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Use Okendo Loyalty with Klaviyo

Send Okendo loyalty events and member data to Klaviyo so welcome, points, tier and nudge emails go out automatically.

Written by Simon Mainwaring

Personalize your Okendo loyalty program by automating your loyalty emails through Klaviyo, from welcome emails and points notifications to tier changes and nudge campaigns.

✅ Before you begin

  • Connect Okendo to Klaviyo. See Getting started with Klaviyo and Okendo.

  • Already connected Klaviyo for Okendo Reviews or Referrals? Loyalty uses the same connection, so there's no need to reconnect.

In this article, you will learn about;


Loyalty data in Klaviyo

When you connect Okendo to Klaviyo, Okendo syncs loyalty events and profile properties to Klaviyo as your customers earn points, redeem rewards, and move through tiers. You can use this data to trigger flows, segment audiences, and personalize email content.

Okendo sends events for key loyalty actions, such as points being awarded, rewards being redeemed and tier changes, along with a set of profile properties that reflect each customer's current loyalty status, point balance and tier.

For the full list of loyalty profile properties and event variables, see Okendo data sent to Klaviyo.


Disable email communications in Okendo Loyalty

If you send loyalty emails from Klaviyo, turn off the matching emails in Okendo Loyalty so members don't receive both.


Email communications you can build with loyalty data

With Okendo loyalty data in Klaviyo, you can automate the following types of emails:

  • Welcome emails: greet customers when they join your loyalty program

  • Points awarded emails: notify customers when they earn points from a purchase or other action

  • Redeemed reward emails: confirm when a customer successfully redeems a reward

  • Tier upgrade emails: celebrate when a customer reaches a new tier

  • Tier downgrade emails: notify customers when their tier changes down, with encouragement to re-qualify

  • Nudge emails: close to next reward: prompt customers when they're nearly at a points threshold for a reward

  • Nudge emails: enough points to claim a reward: remind customers they have unclaimed rewards available

  • Nudge emails: close to next tier: encourage customers to spend a little more to reach the next tier

  • Points adjustment emails: inform customers of manual or system adjustments to their point balance


Common loyalty flow examples

Build a points awarded flow

Use this flow to notify customers each time they earn points.

  1. In Klaviyo, go to Flows and create a new flow.

  2. Set the trigger to the Okendo Loyalty Points Awarded metric.

  3. Add an email action. In the email body, use event variables to show:

    • How many points the customer earned (Points Earned)

    • What action triggered the award (Action)

    • A description of the earning event (Description)

  4. Activate the flow.

💡 You can also add a time delay before the email sends, giving any order processing time to complete.

Build a tier change flow

Use this flow to send tailored emails when a customer's tier changes, up or down.

💡 This flow is included as a template in the Klaviyo integration. Search "tier" when creating a new flow.

To build it from scratch:

  1. In Klaviyo, go to Flows and create a new flow.

  2. Set the trigger to the Okendo Loyalty Tier Changed metric.

  3. Add a conditional split:

    • If Is Tier Upgrade = true → send an upgrade congratulations email

    • If Is Tier Upgrade = false → send a downgrade notification email

  4. In each email branch, use the event variables Old Tier, New Tier, and Earning Period End to personalize the message.

  5. Activate the flow.

Build a tier nudge flow

Use this flow to encourage customers to spend a little more to reach the next tier before their earning window closes.

  1. In Klaviyo, go to Flows and create a new flow.

  2. Set the trigger to the Okendo Loyalty Tier Nudge metric.

  3. Add an email action. Use the event variables to personalize the message:

    • Current Tier: the customer's current tier

    • Next Tier: the tier they're working toward

    • Spend to Upgrade Tier: how much more they need to spend to qualify

    • Tier Upgrade Window End Date: when the earning window closes

  4. Activate the flow.

💡 Create a sense of urgency by highlighting the Tier Upgrade Window End Date in your subject line or email header.

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