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Setting up Klaviyo Flows

This guide will teach you how to set up Klaviyo flows based off events fired by Mage Loyalty.

Written by Kris James

Before You Start

To see Mage events appear in Klaviyo, you'll need to send test events to Klaviyo. See our guide on sending test events.


Triggering Klaviyo Flow with Mage Events

When logged into Klaviyo, go to the Klaviyo Flows page. Click the "Create Flow" button on the top right of the page.

On the next page click "Build your own" and enter a name for the flow, e.g. Customer Earned Points. Optionally add tags to help organise your flows.

Configuring the flow

On the Flow edit page, on the left side, click the Your Metrics tab, then click Mage Loyalty.

This will show you a list of available triggers which Mage Loyalty can fire to Klaviyo.

Event

Description

Enabled

Points Awarded

Track when customers earn points through purchases, actions, or other activities

Yes

Points Pending

Track when customers earn points that are pending approval (e.g. awaiting the refund window)

No

Reward Redeemed

Track when customers redeem their points for rewards or discounts

Yes

VIP Tier Changed

Track when customers move up or down VIP tiers based on their lifetime points

No

Referral Invite Sent

Track when an advocate invites a friend via email

No

Referral Claimed

Track when a friend claims their referral discount code

No

Referral Reward Earned

Track when an advocate earns their reward after a friend purchases

No

Points Expiry Soon

Track when a customer has points expiring within 7 days

No

Gift Reminder

Track when a gift occasion reminder is sent

Yes

Birthday

Track when customers earn points on their birthday

Yes

Once you've selected a trigger, for Re-entry criteria, select Allow re-entry & click Save. You can now select an action e.g. Email.

Using Mage Properties in Klaviyo Emails

Klaviyo emails can be populated with customer loyalty data from Mage.

  1. To start, open the email editor from the flow action.

  2. Begin editing a text field within the email.

  3. At the top, select Personalisation and type "Mage".

  4. Optionally add a default value if you expect a value might not exist for some customers.

  5. Click Insert.

Using Event Properties in Klaviyo Flows

Event properties are structured as the following: {{ event|lookup:'VARIABLE NAME' }}

For example, with the Points Awarded event, if you wanted to display the name of the earning rule, you can do: {{ event|lookup:'Earning Rule' }}. This returns a value such as Made a purchase or Follow on Instagram.

You can see a definitive list of event properties here.

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