# Joy and Klaviyo {% hint style="info" %} **Who can connect Joy with Klaviyo?** This feature is available for **All** **plans.** {% endhint %} ### Overview The [Klaviyo](https://www.klaviyo.com/) 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](#how-to-segment-customers-in-klaviyo "mention"): 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](#how-to-create-event-based-automations-in-klaviyo "mention"): 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: {% stepper %} {% step %} **Connect Joy to Klaviyo API** * In **Step 1: Connect to Klaviyo API**, click on the **`Connect`**button * Review carefully the **data** that **Klaviyo** will have access to * Click **`Allow`**to finish connecting
{% endstep %} {% step %} **Sync Joy customer data to Klaviyo** * In **Step 2: Sync data**, click on the **`Connect`**button 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` — current point balance * `Joy member status` — membership state (e.g. Member, Guest) * `Joy Referral URL` — customer's unique referral link * `Joy Vip tier` — current VIP tier name * `Birthday` — formatted date of birth (synced if customer has saved their birthday in Joy)
{% hint style="warning" %} 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](https://developers.klaviyo.com/en/v1-2/docs/rate-limits-and-error-handling). {% endhint %} {% endstep %} {% step %} **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
{% endstep %} {% endstepper %} ### Profile properties synced to Klaviyo After connecting and syncing data, Joy writes the following properties to each customer's Klaviyo profile. You can use these for **segmentation**, **personalization**, and **conditions** in your flows. | Property name | What it contains | Klaviyo syntax | | -------------------- | -------------------------------------------- | -------------- | | `Joy Loyalty Points` | Current point balance | \`{{ person | | `Joy member status` | Membership state (`Member`, `Guest`, `Left`) | \`{{ person | | `Joy Vip tier` | Current VIP tier name (e.g. `Gold`) | \`{{ person | | `Joy Referral URL` | Customer's unique referral link | \`{{ person | | `Birthday` | Date of birth in `MM/DD` format | \`{{ person | {% hint style="info" %} Profile properties are updated in real time whenever a customer's points, tier, or membership status changes in Joy. Use them in Klaviyo **segment conditions** (e.g. `Joy Vip tier equals Gold`) or **email personalisation** (e.g. `Hi, you have {{ person|lookup:'Joy Loyalty Points' }} points`). {% endhint %} #### 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. {% stepper %} {% step %} **Head to List & segments** * In the Klaviyo platform, open the **`Audience`** > **`List & segments`** * Click on **`Create new segment`** {% endstep %} {% step %} **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")* {% endstep %} {% step %} **Save the segment** * Click **`Create segment`** to save and use for email campaigns *(e.g. monthly newsletter)*
{% endstep %} {% endstepper %} ### 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: {% stepper %} {% step %} **Log in to Klaviyo** Log in to your Klaviyo account {% endstep %} {% step %} **Create workflow** Navigate to **Flows** > **Create Flow** to start creating your event-based flow {% endstep %} {% step %} **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](#available-trigger-events "mention") for detailed information) you want to use as a trigger for the workflow and click **`Add`** {% endstep %} {% step %} **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 {% endstep %} {% endstepper %} {% embed url="" %} ### 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)
PropertyKlaviyo SyntaxExample
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 | | Amount to next tier | `{{ event\|lookup:'Amount to next tier'\|default:'' }}` | 100 | | Is Highest Tier | `{{ event.isHighestTier\|default:'' }}` | False | | Level up rule | `{{ event.typeCalculator\|default:'' }}` | Point earned, Money spent, Number of orders | #### Birthday Events | Property | Klaviyo Syntax | Example | | ------------ | -------------------------------------------- | ------------------------------- | | Birthday | `{{ event\|lookup:'Birthday'\|default:'' }}` | 07/12 | | Reward type | `{{ event.rewardType\|default:'' }}` | Point, Coupon, Multiple Rewards | | Reward value | `{{ event.reward\|default:'' }}` | 100, JOY-ABCDEF | #### Referral Event Properties (Coupon Referrers, Point Referrers, Referral Friend) | Property | Klaviyo Syntax | Example | | ----------------------------- | ------------------------------------------------- | -------------------------- | | Earned points (referrer only) | `{{ event\|lookup:'Earned points'\|default:'' }}` | 10 points | | Reward type | {{ event.rewardType\|default:'' }} | Point, Coupon, Store redit | | Reward value | {{ event.reward\|default:'' }} | 100, JOY-ABCDEF, 10.5 | #### 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 | {% hint style="info" %} 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` {% endhint %} ### Email templates The following ready-to-use templates show exactly which variables to type in the Klaviyo email editor for each key automation. Copy the subject line and body text directly into your Klaviyo flow. {% hint style="info" %} Klaviyo does not show a variable picker for Joy events — you must type the variable syntax manually. Use `{{ event|lookup:'Property name'|default:'' }}` for multi-word properties. {% endhint %} {% tabs %} {% tab title="Birthday" %} **Trigger:** `Joy: Birthday` **Subject line:** ``` 🎂 Happy Birthday, {{ event|lookup:'Customer first name'|default:'there' }}! Your gift is inside ``` **Body:** ``` Hi {{ event|lookup:'Customer first name'|default:'there' }}, Today is your special day — and we wanted to celebrate with you! 🎉 You currently have {{ event|lookup:'Customer points'|default:'0' }} points in your account. {% if event|lookup:'Discount code' %} Here's your birthday gift: {{ event|lookup:'Discount code' }} Use it at checkout — it's our treat! {% endif %} Thanks for being a loyal customer, [Your store name] ``` {% endtab %} {% tab title="7 Days Pre-Birthday" %} **Trigger:** `Joy: 7 Days Pre Birthday` **Subject line:** ``` 🎁 Your birthday reward is almost here, {{ event|lookup:'Customer first name'|default:'there' }}! ``` **Body:** ``` Hi {{ event|lookup:'Customer first name'|default:'there' }}, Your birthday is just 7 days away — and we're already preparing something special for you. Stay tuned: a birthday reward will land in your inbox on your big day! You currently have {{ event|lookup:'Customer points'|default:'0' }} points ready to use. See you soon, [Your store name] ``` {% endtab %} {% tab title="Points Expiring" %} **Trigger:** `Joy: 7 Days Pre Point Expiration` *(Copy this template and adjust the urgency copy for 30-day and 3-day variants.)* **Subject line:** ``` ⏳ Your points expire in 7 days — don't lose them! ``` **Body:** ``` Hi {{ event|lookup:'Customer first name'|default:'there' }}, You have {{ event|lookup:'Customer points expire'|default:'0' }} points that expire in 7 days. Don't let them go to waste — redeem them before they're gone! [Redeem my points →] (link to your store) You currently have {{ event|lookup:'Customer points'|default:'0' }} points in total. [Your store name] ``` {% endtab %} {% tab title="Tier Achieved" %} **Trigger:** `Joy: Tier Achieved` **Subject line:** ``` 🏆 Congratulations! You've reached {{ event|lookup:'New tier name'|default:'a new tier' }} ``` **Body:** ``` Hi {{ event|lookup:'Customer first name'|default:'there' }}, You've just been upgraded to {{ event|lookup:'New tier name'|default:'a new tier' }}! 🎉 As a {{ event|lookup:'New tier name'|default:'' }} member, you now unlock exclusive perks and higher rewards on every purchase. {% if event|lookup:'Discount code' %} Here's a welcome gift for reaching this tier: {{ event|lookup:'Discount code' }} {% endif %} Keep earning — your next milestone is just {{ event|lookup:'Amount to next tier'|default:'some' }} points away. Thanks for being with us, [Your store name] ``` {% endtab %} {% tab title="Pre-Tier Demotion" %} **Trigger:** `Joy: 4 Weeks Pre Tier Demotion` *(Repeat for 2-week and 1-day variants with escalating urgency.)* **Subject line:** ``` ⚠️ Your {{ event|lookup:'Current tier name'|default:'current' }} status is at risk ``` **Body:** ``` Hi {{ event|lookup:'Customer first name'|default:'there' }}, Your {{ event|lookup:'Current tier name'|default:'current' }} tier status is at risk of being downgraded in 4 weeks. To keep your tier and all its benefits, make sure you meet the spending requirements before the review date. You currently have {{ event|lookup:'Customer points'|default:'0' }} points. [Shop now to keep your status →] [Your store name] ``` {% endtab %} {% tab title="Points Eligible Reward" %} **Trigger:** `Joy: Points Eligible Reward` **Subject line:** ``` 🎉 You have enough points to claim a reward! ``` **Body:** ``` Hi {{ event|lookup:'Customer first name'|default:'there' }}, Great news — you now have enough points to redeem a reward from {{ event|lookup:'Program name'|default:'our loyalty program' }}! You have {{ event|lookup:'Customer points'|default:'0' }} points, and you only need {{ event|lookup:'Program min point'|default:'0' }} to redeem. [Claim my reward →] (link to your store loyalty page) [Your store name] ``` {% endtab %} {% tab title="Points Earned" %} **Trigger:** `Joy: Earn Point` **Subject line:** ``` ⭐ You just earned {{ event|lookup:'Earned points'|default:'some' }} points! ``` **Body:** ``` Hi {{ event|lookup:'Customer first name'|default:'there' }}, You just earned {{ event|lookup:'Earned points'|default:'0' }} points from {{ event|lookup:'Program name'|default:'your recent activity' }}! 🎉 Your updated balance: {{ event|lookup:'Customer points'|default:'0' }} points Keep going — every point brings you closer to your next reward. [View my rewards →] (link to your store loyalty page) [Your store name] ``` {% endtab %} {% tab title="Points Redeemed" %} **Trigger:** `Joy: Redeem Points` **Subject line:** ``` ✅ Your reward is ready — here's your discount code ``` **Body:** ``` Hi {{ event|lookup:'Customer first name'|default:'there' }}, You've successfully redeemed {{ event|lookup:'Redeemed points'|default:'0' }} points. Here's your discount code: {{ event|lookup:'Discount code'|default:'' }} Apply it at checkout to claim your reward. Remaining balance: {{ event|lookup:'Customer points'|default:'0' }} points [Shop now →] (link to your store) [Your store name] ``` {% endtab %} {% endtabs %} ### 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!