Joy and Klaviyo
Sync customer data from Joy Loyalty to Klaviyo for advanced segmentation, marketing, and automation, enhancing your customer outreach and campaign effectiveness.
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:
Basic data synchronization: Customer loyalty information, like points balance, tier status, and referral links, is made available in Klaviyo for segmentation and personalization.
Enhanced event triggers: 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:
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.
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
Joy: 7 Days Pre Birthday
Triggered 7 days before a customer's birthday
Joy: Birthday
Triggered on a customer's birthday
Point Expiration Events
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
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
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
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
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
Joy: Tier Achieved
Triggered when customer achieves a new tier
Connect with Klaviyo
Creating a Private API Key for the Klaviyo App
Create a private API key for Joy to use
Open Klaviyo and select
Account. From there, head toSettingsand findAPI KeysFind
Create Private API Keysunder the Private API Keys section.
Enter a name for your Key
Choose 'Custom Key' and inside the Profiles and List rows, allow Joy to read and write access to List and Profiles as below. (It is important to keep each each key access to minimal instead of granting the Full access.)
Once you finish, you will see this private key shown on the screen. Bear in mind that this key may only show once for the sake of security, copy it to your machine and keep it safe.
How to integrate Klaviyo with the Joy Loyalty App
In the Joy Loyalty app, please access the Integrations section from the left menu and select Klaviyo.
Enter the Klaviyo's Private API Key that's just been created
Hit the 'Connect' button to test the connection status. Once you click the button, our app will test if the key you provide has the needed access scopes.
If it is working, we will soon start the Profile synchronization with all the customer loyalty data. This process may take a long time if you have over 100k customers in Joy Loyalty, which is mostly because of the API throttling of Klaviyo API.
What can you do after integrating with Klaviyo?
After successfully integrating Joy Loyalty with Klaviyo and sending loyalty information to Klaviyo, we will now introduce and guide you through the use cases provided by Joy when creating emails using the content below.
Note: To perform the following actions, ensure that Joy Loyalty and Klaviyo are integrated, and the loyalty program has been successfully synced with Klaviyo.
Segment customers based on their loyalty tier or point balance
The essence of segmenting customers using loyalty criteria: 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.
To segment customers using loyalty criteria, select "Create Filter" and apply Joy Loyalty criteria. For instance, the example below demonstrates segmenting all Gold tier customers under the VIP tier.
Creating 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:
Log in to your Klaviyo account
Navigate to Automation > Create Workflow
Select Custom Event as the trigger type
In the dropdown, you'll see all the Joy Loyalty events you've enabled
Select the specific event you want to use as a trigger
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:
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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