Skip to main content

How to Set Up the Klaviyo Integration

Connect Klaviyo to Mage Loyalty to leverage loyalty program data and drive more targeted, personalized customer engagement

Written by Kris James

What does the integration do?

The Klaviyo integration automatically syncs your Mage Loyalty program data to your Klaviyo customer profiles. This allows you to:

  • View loyalty data in customer profiles - See points balances, VIP tiers, and more directly in Klaviyo

  • Create targeted segments - Build segments based on loyalty data like "Customers with 100+ points" or "Gold tier members"

  • Build automated flows - Trigger email campaigns when customers earn points, redeem rewards, or change VIP tiers

  • Personalize campaigns - Use loyalty data in your email content to create more relevant messaging

Customer data is matched by email address, which is Klaviyo's recommended best practice. This ensures accurate syncing and prevents duplicate profiles.

How to connect Mage Loyalty with Klaviyo

Connecting your Klaviyo account takes just a few minutes:

  1. In Mage Loyalty, navigate to Integrations → Klaviyo

  2. Click the Connect with Klaviyo button

  3. Sign in to your Klaviyo account when prompted

  4. Review the requested permissions and click Allow

  5. You'll be redirected back to Mage Loyalty automatically

  6. Once connected, click Sync All Customers to perform your initial sync

That's it! Your loyalty data will now sync automatically whenever customers earn or redeem points. To turn off syncing, you will need to disconnect from Klaviyo.

What customer data is synced to Klaviyo

The following loyalty program properties are automatically synced to your Klaviyo customer profiles:

Property Name

Description

Example Value

Mage Loyalty Points Balance

Current available points

100

Mage Loyalty Lifetime Points

Total points earned all-time

500

Mage Loyalty Redeemed Points

Total points redeemed

400

Mage Loyalty VIP Tier Name

Current VIP tier

Bronze, Gold, Silver

Mage Loyalty Date of Birth

Customer's birthday (if provided)

17th September 1990

Mage Loyalty Enrolled Date

When customer joined the program

1st January 2025

Mage Points as Cash Balance

Cash value of the customer's current points balance. (Flexible redemption must be enabled)

$17.50

These properties update automatically whenever a customer's loyalty data changes, keeping Klaviyo in perfect sync with your loyalty program.

Using loyalty data in Klaviyo

Once synced, you can use these properties to:

  1. Create segments: Target customers based on points balance, tier, or enrollment date

  2. Personalize emails: Include loyalty data like {{ person|lookup:'Mage Loyalty Points Balance' }} in your campaigns

  3. Build conditional flows: Send different messages based on VIP tier or points balance

  4. Track customer journey: See when customers enrolled and their lifetime point history

What events are fired and how to toggle them

The integration can fire the following loyalty events to Klaviyo, which you can use to trigger automated flows:

Event Name

When It Fires

Points Awarded

When points are added to a customer's balance, either immediately or after the approval waiting period has passed.

Points Pending

When a customer earns points that are held during an approval waiting period (e.g. purchases waiting for the refund window to close). Off by default.

Reward Redeemed

When a customer redeems their points for a reward or discount.

VIP Tier Changed

When a customer moves up or down VIP tiers based on their lifetime points.

Referral Invite Sent

When an advocate sends a referral email invite to a friend.

Referral Claimed

When a friend claims their referral discount code.

Referral Reward Earned

When an advocate earns their reward after their referred friend completes a purchase.

Points Expiry Soon

When a customer has loyalty points expiring within the next 7 days. Off by default.

Gift Reminder

When a customer's gift recipient has an upcoming occasion matching one of the configured reminder intervals (e.g. 30, 14, or 7 days before). Off by default.

Birthday

When a customer earns birthday points on their birthday. Off by default.

Mage Welcome

When a customer joins the loyalty program for the first time.

Cashback Credited

When a customer earns cashback that is paid out as Shopify store credit. Off by default.

Cashback Code Issued

When a customer earns cashback that is issued as a single-use discount code, including a code reissued at a lower value after a partial refund. Off by default.

Managing event settings

You can toggle which events are sent to Klaviyo at any time:

  1. Navigate to Integrations → Klaviyo in Mage Loyalty

  2. Scroll to the Event Settings section (visible when connected)

  3. Use the checkboxes to enable or disable each event type

  4. Changes are saved automatically

Note: Disabled events will not be tracked in Klaviyo, so only enable the events you plan to use in your flows and campaigns.

FAQ

Why are some customers not receiving emails fired by Mage events?

This is usually caused by Klaviyo's Smart Sending feature, which can skip emails delivered to the same customer within a short window. If customers are missing Mage event emails, review your Smart Sending wait time or disable Smart Sending for the affected flow.

Why do customers with 0 points see a blank space in my emails?

Klaviyo treats 0 as empty, so customers with no points will see a blank space instead of their balance. To fix this, use {{ person|lookup:'Mage Loyalty Points Balance'|default:'0' }} in your email template. The |default:'0' part tells Klaviyo to show 0 instead of a blank.


Need Help?

If you have questions about the Klaviyo integration or need assistance setting up flows, contact our support team.

Did this answer your question?