Joy and Klaviyo

Sync customer data from Joy Loyalty to Klaviyo for advanced segmentation, marketing, and email automation, enhancing your customer outreach and campaign effectiveness.

Who can connect Joy with Klaviyo?

This feature is available for All plans.

Overview

The Klaviyo integration for Joy Loyalty allows you to synchronize your loyalty program data with your email marketing platform, enabling more targeted and effective communications. This integration has been enhanced with real-time event triggers that automatically send detailed loyalty event data to Klaviyo when specific loyalty activities occur.

The integration works on two levels:

1. Basic data synchronization Joy and Klaviyo: Customer loyalty information, like points balance, tier status, and referral links, is made available in Klaviyo for segmentation and personalization.

2. Enhanced event triggers How to create event-based automations in Klaviyo: Real-time loyalty events are transmitted to Klaviyo, allowing you to create automated email workflows based on specific loyalty activities.

Benefits when integrate Klaviyo with Joy?

Klaviyo is a powerful email and SMS marketing automation tool designed for eCommerce businesses, including those on Shopify. When integrated with Joy Loyalty, this partnership empowers merchants to enhance their marketing strategies by leveraging loyalty program data to drive engagement and increase customer retention.

This collaboration helps you:

• Streamline marketing: Use real-time loyalty data to inform and automate email and SMS campaigns

• Personalize customer engagement: Enhance communications by tailoring messages based on loyalty insights

• Improve customer retention: Keep customers coming back by consistently highlighting rewards and program benefits

• Save time: Simplify marketing efforts with automated workflows triggered by loyalty activities

• Create targeted campaigns: Segment customers based on their loyalty tier or points balance for exclusive offers

• Drive program engagement: Automatically remind customers about expiring points or available rewards

With event triggers, your email marketing transitions from periodic campaigns to an ongoing conversation that responds directly to customer interactions with your loyalty program.

Understanding the Rule

The integration between Joy Loyalty and Klaviyo allows seamless data synchronization, enabling merchants to include loyalty program details in their marketing efforts. Here's how it works:

1. Data Flow:

   • Klaviyo pulls essential loyalty program data from Joy Loyalty, such as points balance, membership status, VIP tiers, referral links, and birthdays.

   • This information becomes accessible for segmentation and personalization in Klaviyo.

2. Use Cases:

   • Create automated workflows to reward loyal customers or re-engage inactive ones.

   • Segment customers based on their loyalty tier or point balance for exclusive offers.

By integrating these tools, merchants can craft highly targeted campaigns that resonate with their audience while fostering loyalty and driving sales.

How to integrate

The very first step to integrate Joy successfully with Klaviyo is to allow API connection between the 2 apps. Follow the simple guide below to see how:

1

Connect Joy to Klaviyo API

• In Step 1: Connect to Klaviyo API, click on the Connectbutton

• Review carefully the data that Klaviyo will have access to

• Click Allowto finish connecting

2

Sync Joy customer data to Klaviyo

• In Step 2: Sync data, click on the Connectbutton to allow customer data sync from Joy to Klaviyo

• Check in Klaviyo's end to see customer's profile is now filled with loyalty data, including:

  • Joy Loyalty Points

  • Joy member status

  • Joy Referral URL

  • Joy Vip tier

  • Shopify Tags

This process may take a long time if you have over 100,000 customers in Joy Loyalty, primarily due to the Klaviyo API's throttling.

3

Set up automation triggers

• Click on Select triggers to set up automation triggers

• Tick on events that you need, and Confirm to start sending triggers to Klaviyo

How to segment customers in Klaviyo (Bonus)

Segmenting customers with loyalty criteria means classifying customers based on loyalty conditions. For example, you can categorize customers by tier, such as segmenting Gold tier customers to send emails exclusively to this group.

1

Head to List & segments

• In the Klaviyo platform, open the Audience > List & segments

• Click on Create new segment

2

Customize segment conditions

• Add a name for the segment

• Add a condition, using the Properties about someone condition type

• Select Joy's properties, including: Joy member status, Joy Referral URL, Joy Vip tier

• Enter value (e.g. Joy Vip tier equals to "Gold")

3

Save the segment

• Click Create segment to save and use for email campaigns (e.g. monthly newsletter)

How to create event-based automations in Klaviyo

The essence of creating automated workflows: Create workflows that include loyalty program information in your email content. For example, you can send emails notifying customers about their points balance, sharing referral links, or tier details directly within the email.

Building workflows with loyalty program details is simple—just use variables and integrate them into your email content appropriately. For instance, the example below demonstrates creating a workflow:

1

Log in to Klaviyo

Log in to your Klaviyo account

2

Create workflow

Navigate to Flows > Create Flow to start creating your event-based flow

3

Select trigger event

• Start with Select a trigger menu, click on the Your metrics option

• Choose the API option as the Joy Loyalty event folders. You'll see all the Joy Loyalty events you've enabled

• Select the specific events (refer to Joy and Klaviyo for detailed information) you want to use as a trigger for the workflow and click Add

4

Customize emails

Design your email workflow using Klaviyo editor

Utilize event data in your email content to personalize messages

Set the workflow to active when ready

Example automation workflows

Here are powerful automation workflows you can create with the Joy Loyalty triggers:

Points redemption reminder

Trigger: Joy: Points Eligible Reward Purpose: Alert customers when they have enough points for rewards Content: Show available rewards and provide a clear redemption path Benefit: Increases redemption rates and program engagement

Tier advancement celebration

Trigger: Joy: Tier Achieved Purpose: Congratulate customers on reaching a new tier Content: Highlight new tier benefits and exclusive offers Benefit: Reinforces the value of loyalty program progression

Tier retention reminder

Trigger: Joy: 4 Weeks Pre Tier Reset Purpose: Notify customers who are at risk of losing their current tier Content: Show current status, requirements to maintain tier, and benefits of keeping status Benefit: Motivates additional purchases to maintain tier status

Point expiration warning series

Triggers: Joy: 30 Days Pre Point Expiration → Joy: 7 Days Pre Point Expiration → Joy: 3 Days Pre Point Expiration Purpose: Create a sequence of increasingly urgent reminders about expiring points Content: Show expiring points amount and suggest redemption options Benefit: Reduces point wastage and drives redemption activity

Birthday campaign sequence

Triggers: Joy: 7 Days Pre Birthday → Joy: Birthday Purpose: Build anticipation for birthday rewards and then deliver them Content: Teaser message followed by birthday reward details Benefit: Creates a memorable loyalty moment and strengthens emotional connection

Referral thank you

Trigger: Joy: Point Referrers Purpose: Thank customers who have successfully referred friends Content: Show points earned and encourage additional referrals Benefit: Reinforces referral behavior and acknowledges customer advocacy

Trigger events

The following events can be used to trigger automations in Klaviyo:

Birthday Events

Event Name	Description
Joy: 7 Days Pre Birthday	Triggered 7 days before a customer's birthday
Joy: Birthday	Triggered on a customer's birthday

Point Events

Event Name	Description
Joy: Points Eligible Reward	Triggered when customer has enough points to redeem a reward
Joy: Redeem Points	Triggered when customer redeems points
Joy: POS Point Redemption	Triggered when customer redeems points at POS
Joy: Earn Point	Triggered when customer earns points
Joy: Upon Point Expiration	Triggered when customer points expire
Joy: 30 Days Pre Point Expiration	Triggered 30 days before customer points expire
Joy: 7 Days Pre Point Expiration	Triggered 7 days before customer points expire
Joy: 3 Days Pre Point Expiration	Triggered 3 days before customer points expire

Referral Events

Event Name	Description
Joy: Coupon Referrers	Triggered when referrer receives a coupon reward
Joy: Point Referrers	Triggered when referrer receives points reward
Joy: Referral Friend	Triggered when a referred friend makes their first purchase

Tier Events

Event Name	Description
Joy: 4 Weeks Pre Tier Demotion	Triggered 4 weeks before customer tier demotion
Joy: 2 Weeks Pre Tier Demotion	Triggered 2 weeks before customer tier demotion
Joy: 1 Day Pre Tier Demotion	Triggered 1 day before customer tier demotion
Joy: Tier Downgrade	Triggered when customer tier is downgraded
Joy: 4 Weeks Pre Tier Reset	Triggered 4 weeks before customer tier reset
Joy: 2 Weeks Pre Tier Reset	Triggered 2 weeks before customer tier reset
Joy: 1 Day Pre Tier Reset	Triggered 1 day before customer tier reset
Joy: Tier Reset	Triggered when customer tier is reset
Joy: Tier Achieved	Triggered when customer achieves a new tier

Milestone Events

Event Name	Description
Joy: Milestone Achieved	Triggered when a customer reaches a milestone

Member anniversary Events

Event Name	Description
Joy: Member Anniversary	Triggered on the anniversary of the customer's membership date
Joy: 7 Days Pre Member Anniversary	Triggered 7 days before the anniversary of the customer's membership date

Submit receipt Events

Event Name	Description
Joy: Approved submit receipt	Triggered when submitted receipt is approved
Joy: Reject submit receipt	Triggered when submitted receipt is rejected

Event properties

Use the following event|lookup variables inside Klaviyo’s Flow Builder. These let you display dynamic data from each Joy Loyalty event.

Points Event Properties (Earn, Redeem, POS Redemption)

Property	Klaviyo Syntax	Example
Program name	{{ event|lookup:'Program name'|default:'' }}	Earn point program
Discount code	{{ event|lookup:'Discount code'|default:'' }}	SAVE10
Earned points	{{ event|lookup:'Earned points'|default:'' }}	10 points
Created at	{{ event|lookup:'Created at'|default:'' }}	2025-01-30T13:17:41Z
Redeemed points	{{ event|lookup:'Redeemed points'|default:'' }}	50 points
Point expired	{{ event|lookup:'Points expire'|default:'' }}	10 points
Expired at	{{ event|lookup:'Expired at'|default:'' }}	2025-12-31

Tier Event Properties (Achieved, Downgrade, Reset)

Property	Klaviyo Syntax	Example
New tier name	{{ event|lookup:'New tier name'|default:'' }}	Gold
Old tier name	{{ event|lookup:'Old tier name'|default:'' }}	Silver
Current tier name	{{ event|lookup:'Current tier name'|default:'' }}	Platinum

Birthday Events

Property	Klaviyo Syntax	Example
Birthday	{{ event|lookup:'Birthday'|default:'' }}	07/12

Referral Event Properties (Coupon Referrers, Point Referrers, Referral Friend)

Property	Klaviyo Syntax	Example
Earned points (referrer only)	{{ event|lookup:'Earned points'|default:'' }}	10 points

Milestone Event Properties

Property	Klaviyo Syntax	Example
Milestone name	{{ event|lookup:'Milestone name'|default:'' }}	Number of order #1
Milestone rewards	{{ event.Reward|default:'' }}	10 points

Member anniversary Event Properties

Property	Klaviyo Syntax	Example
Reward	{{ event.Reward|default:'' }}	10 points

Notes

• All events include common customer properties like email, name, points, and ID.

• Some fields, such as Program name and Discount code, may appear in multiple event types.

• Test events may contain different values than live data.

• Date formats:

  • Timestamps use ISO 8601 (YYYY-MM-DDTHH:mm:ssZ)

  • Standard dates use YYYY-MM-DD

  • Birthdays use MM/DD

FAQ

Q: Which loyalty events can trigger Klaviyo automations? A: Joy Loyalty sends many events to trigger automations including point earnings, redemptions, tier changes, upcoming tier resets, birthdays, point expirations, and referral activities. The full list can be viewed and configured in your Joy Loyalty integration settings.

Q: Do I need to set up the triggers in both Joy Loyalty and Klaviyo? A: Yes. You need to enable the triggers you want in the Joy Loyalty integration settings, then create corresponding automation workflows in Klaviyo that use these triggers as starting points.

Q: How do I access loyalty data in Klaviyo email templates? A: You can use variables such as {{ event|lookup:'Customer points'|default:0 }}, and others, depending on the trigger event. These variables are available in the Klaviyo email editor.

Q: How quickly are loyalty events sent to Klaviyo? A: Events are transmitted to Klaviyo in real-time as they occur in your loyalty program, allowing for immediate email communications.

Q: How do I troubleshoot if an expected email isn't being triggered? A: First verify the trigger is enabled in Joy Loyalty, then check that the corresponding workflow is active in Klaviyo. Also confirm the test customer has a valid email address and hasn't unsubscribed from marketing emails.

Wrap up

And that's it! Your integration between Joy Loyalty and Klaviyo is now all set and ready to save your marketing efforts. If you run into any issues or have questions along the way, don't hesitate to reach out to our 24/7 live chat support. We're always here and happy to assist you!