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Klaviyo

Raleon gives you the ability to integrate your Loyalty Segments with other services to automate even more of your loyalty strategy.

Configuring the Integration

  1. Raleon needs a Klaviyo API key from your Klaviyo environment to sync data.
  2. In Klaviyo, navigate to Settings (find settings by clicking your account name at the bottom of the sidebar).
  3. Select API Keys.
  4. Click the Create Private API Key button.
  5. Name your Key and choose Custom Key.
  6. Grant the following API scopes to the token
    1. Accounts: Read
    2. Campaigns: Read/Write
    3. Events: Read/Write
    4. Flows: Read/Write
    5. Images: Read
    6. List: Read/Write
    7. Metrics: Read
    8. Profiles: Read/Write
    9. Segments: Read/Write
    10. Templates: Read/Write
  7. Copy the Private Key.
  8. Navigate back to Integrations in your Raleon environment.
  9. Click the Edit button on in the Klaviyo Section.
  10. Paste the private key in the "Private API Key" field in the Klaviyo integration section.
  11. Click Connect. You should see a green success message if we have successfully connected to your Klaviyo account.

Raleon Events Integrated with Klaviyo

General and Points Program Events

  • Raleon Joined Loyalty and Raleon New Customer: Both these events gets sent when a new customer signs up for an account through the store.
  • Raleon Point Balance Changed: This event gets sent when a customer's point balance has increased.
  • Raleon Customer Birthday: This event gets sent when a customer provides their birthday in the Birthday Bonus Way to Earn. A flow in Klaviyo can be created to send emails on or before the customer's birthday based on this event.
  • Raleon Birthday Reward: This event fires when a customer is granted their birthday reward. The birthday reward is granted and this event fires at the start of their birthday month.
  • Raleon Reward Granted: This event fires when a reward is granted to the member from Raleon.
  • Raleon Next Reward Update: This event fires after a points balance change and includes data for the next reward available to a user above their current points balance. For example, if a reward is priced at 100 points, and the member has 99 points, then that reward will be the next reward included in this payload.
  • Raleon Reward Expiring: This event fires when a reward will be expiring either today or in exactly 28 days. The system checks for reward expiration daily but will only send this event a maximum of 2 times for each expiring reward.

Referral events

  • Raleon Referral Shared: This event gets sent when a customer shares their referral code with a friend.
  • Raleon Referral Received: This event gets sent when a customer refers a friend by inputting the friend's email address into the Raleon Referral Section. The event creates a new profile if one doesn't already exist. This provides the ability to send emails in Klaviyo to customers who have been referred.
  • Raleon Referral Completed: This event gets sent when a customer refers a friend that completes a purchase.

VIP Events

  • Raleon VIP Tier Updated: This event is sent whenever a customer enters a higher VIP tier. It will not send when a customer moves down a tier.

Promotions Events

  • Raleon Offer Received: This event is sent when a member receives an offer from Raleon's Intelligent Offers system.

Setting Up Klaviyo Flows with Raleon Events

With your Raleon + Klaviyo integration in place, it time to setup some automated emails! If you're not familiar with how to use events in Klaviyo flows, here's a short video that will walk you through how to set it all up. https://www.loom.com/share/b9a95d27c9fe40ada7de727d4de717fd?sid=aa58dcee-a2d6-4c7b-ae32-e7e24b55b8f9

Raleon Custom Properties in Klaviyo

In addition to events, we also have meta data we sync to Klaviyo as custom properties on the profile. These properties can be embedded into any email to make it more personalized and aware of customer loyalty. The following are the current supported properties, whose information is updated nightly.

  • Raleon Loyalty Points
  • Raleon VIP Tier (if VIP is eanbled)
  • Raleon Birthday (if they have used a way to earn to provide their birthday)
  • Raleon Segment

Integrating Loyalty Segments With Klaviyo

  1. Install Raleon.
  2. Raleon will begin analyzing your store data and generate your loyalty segments.
  3. Raleon assigns each customer to a loyalty segment, and then updates that Customer's record in Shopify with a Raleon Loyalty Segment tag corresponding to their assigned segment.
    1. These tags are updated whenever the customer moves from one segment to another so you know that your campaigns are always targeting the customer based on the most recent data available.
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You can learn more about Shopify Tags in the documentation here.

This deep integration with Shopify allows you to use Loyalty segments anywhere in Shopify or with any app that supports Tags.

  1. Once all your customers have been segmented and tagged by Raleon, you can now use these Shopify Tags in your campaigns in Klaviyo.

Using Shopify Tags in Klaviyo

Within Klaviyo, Raleon Loyalty Segments are now available to match your outbound campaigns to your loyalty strategy in Raleon.

You can:

  • Match your loyalty segments from Raleon into Klaviyo.
  • Use loyalty segments to trigger Klaviyo flows.
  • Dynamically create loyalty campaigns with personalization from start to finish.
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Visit Klaviyo's Help Center for the latest How-To guides

Updated 4 months ago