Joy and Klaviyo

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

Who can connect Joy with Klaviyo?

This feature is available for All plans.

What is this feature?

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 How to segment customers in 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.

Why do you need to integrate Klaviyo with the Joy Loyalty Program?

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.

Available 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 Expiration Events

Event Name
Description

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

Point Activity 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

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 Demotion 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

Tier Reset Events

Event Name
Description

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

Tier Achievement Events

Event Name
Description

Joy: Tier Achieved

Triggered when customer achieves a new tier

How to integrate Klaviyo with the Joy Loyalty App

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

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

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 Available trigger events 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

Frequently Asked Questions

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!

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