Klaviyo and BrandLift integration explained
The seamless connection between BrandLift and Klaviyo enhances your marketing capabilities. This integration enables the transfer of loyalty and referral information to Klaviyo, allowing you to craft tailored, impactful emails that resonate with customers, boost conversions, and improve retention.
What does the integration do?
- Add BrandLift properties to customer profiles in Klaviyo:
- BrandLift Date of Birth
- BrandLift Loyalty Status
- BrandLift Points Balance
- BrandLift Referral URL
- BrandLift VIP Tier Name
- Trigger a flow when a customer takes an action within your program:
- Advocate signup
- Customer birthday
- Customer moves down a tier
- Customer moves up a tier
- Points earned
- Referral completed
- Referral friend claim
- Referral invite friend
- Reward redeemed
- View the BrandLift events completed by the customers on the profile page
- Populate customer and event properties in emails through tags
- Create customer segments based on any BrandLift property.
How to connect BrandLift with Klaviyo
To set up the integration, you will need to access your Klaviyo account and get your private API key with customized access.
- From your BrandLift Dashboard, go to Integrations
- Find Klaviyo in the Email & SMS Marketing section
- Click Configure
- Enter your Klaviyo private API key
- Click Save
- Optional: Check the Rivo events you would like to add to Klaviyo
- Turn the integration to
- Click Sync Customers to start sending Loyalty data to Klaviyo.
Where to find my API Key?
- Log into your Klaviyo account
- Go to Settings > API keys
- Copy any private API key you have set for third-party integrations or create a new private API key
Using BrandLift events to trigger your flows
Create a metric-triggered flow in Klaviyo that starts when a customer takes an action within your program.
- Log into your Klaviyo account
- Go to Flows
- Click Create flow > Create From Scratch
- Enter the name of your new flow in the pop-up and click Create flow
- Under Select a trigger, click Your metrics > API
- Search for the BrandLift events on the list. In this example, we will add 'BrandLift Points Earned'
- Optional: Add filters to the trigger if you want to be more specific on when the flow should start
- Click Save > Confirm and save
- Drag and drop your preferred actions, timing, and logic boxes to the flow. Once you complete it, click Review and turn on to set your flow live or save it as a draft.
Flow triggers & filters
BrandLift events will be displayed as measurable metrics in the flow editor. These can be utilized in conjunction with filters to initiate automated sequences.
Flow triggers | Description | Trigger filters |
BrandLift Advocate Signup | A customer signed up for the referral program through a campaign. The event appears on the advocate's profile | • referral_link |
BrandLift Customer Birthday | A customer earned points for celebrating their birthday | • earnings_amount |
BrandLift Customer Moves Down A Tier | A Loyalty program member fell to a lower tier | • vip_tier_name |
BrandLift Customer Moves Up A Tier | A Loyalty program member unlocked a higher tier | • vip_tier_name |
BrandLift Points Earned | A Loyalty program member earned points after completing an action | • earnings_amount• trigger_name |
BrandLift Referral Completed | An advocate earned a reward after their referred friend placed their first order. The event appears on the advocate's profile | • friend_email |
BrandLift Referral Friend Claim | A referred friend followed the referral link and claimed their discount. The event appears on the friend's profile | • reward_code• reward_name• reward_tos |
BrandLift Referral Invite Friend | An advocate sent their referral link through the email sharing option. The event appears on the advocate's profile | • reward_name• friend_email |
BrandLift Reward Redeemed | A Loyalty program member redeemed or earned a reward. This event works for both advocates and friends. | • reward_code• reward_name• reward_tos |
Important considerations
- BrandLift events can be used in the Conditional Split logic too
- Trigger filters are optional
- To prevent flows from sending emails after manual points adjustments, add the filte
r
trigger_name doesn't equal Manual
to the Rivo Points Earned trigger - If enabled, both 'BrandLift Customer Birthday' and 'Points Earned' events will notify when a member earns points for celebrating their birthday. Ensure that you set up flows correctly to avoid sending duplicate emails from Klaviyo
- Deactivate any BrandLift email already set up within a Klaviyo flow. This will avoid sending duplicate notifications to customers from both platforms.
Using Loyalty data in a Klaviyo email
You can use different variables to populate BrandLift data in your emails. If you want to add properties about a customer such as the points balance or tier name, use personalization tags.
On the other hand, if you need to add information about the action that your customer has just completed in the program such as the reward code or amount of points earned, use the event properties.
With event properties, you can easily recreate the BrandLift emails in Klaviyo.
Important considerations
- Your campaign and flow emails can incorporate BrandLift properties related to customers.
- Flow emails are the only place where BrandLift event properties can be utilized, as they are derived from customer actions.
- While the BrandLift 'Invite Friend' notification sends an email straight to the friend being referred, the Klaviyo 'Referral Invite Friend' event records the activity on the advocate's profile, including details about the referred friend and their redeemable reward. Klaviyo does not allow you to email referred friends using the referral links.
- The Smart Sending feature can skip Loyalty emails sent through Klaviyo if they're delivered within a short period to the same customer. Carefully review the wait time or turn the feature off.
Viewing BrandLift events in a customer profile
A chronological record of customer actions, including BrandLift events, is maintained in each customer's profile within Klaviyo.
- Log into your Klaviyo account
- Search for a customer by email and open the profile
- On the right side of the profile page, you'll see the timeline of events
- Click on All events and search for 'Rivo' in the dropdown menu
- Select the event(s) you want to view
- Optional: Filter by dates.
💡 Pro Tip: Use Klaviyo Analytics to understand how the event data evolves over time.
Creating segments based on Loyalty data
Group your customers based on their BrandLift properties and target your emails.
- Log into your Klaviyo account
- Go to Audience > Lists & segments
- Click the Create List / Segment button in the top right and select Segment
- Give it a name, for example, Rivo Points over 100
- Under Definition, select Properties about someone
- Search for 'BrandLift' in the Dimension field and you'll see all the properties
- Optional: Add more conditions or set the tag to add to customers who enter the segment
- Click Create Segment.
Common questions
What permissions should I grant in the API key?
Please give full (read/write) access to Accounts, Campaigns, Catalogs, Data Privacy, Events, Flows, List, Metrics, Profiles, Segments, Subscriptions, Tags, and Templates
What is the difference between customer properties and event properties?
- Personalization tags allow you to incorporate customer-specific information into any email. Depending on the chosen flow trigger, you can insert event properties - which are variables - into your flow emails.
- To include Loyalty program information like current tier status or points balance in your email content, you can utilize personalization tags.
- Flow-trigger data can be inserted into email content through the use of event properties.
Why did my customer receive two emails after completing an action?
If you've previously set up BrandLift email notifications within a Klaviyo flow, make sure to deactivate them. This step ensures customers don't receive duplicate notifications from both systems.
Why do I see 1930 in my customer's date of birth?
BrandLift does not request the year of birth of your customers, but as Klaviyo supports dates formatted in YYYY-MM-DD
, we fill in a fictional year so that you can filter between dates. You can change the date format in your emails.
Can BrandLift import customers into Klaviyo? BrandLift syncs with your existing customer data in Klaviyo by matching users based on email. If a customer exists in your BrandLift list but not your Klaviyo list, BrandLift cannot create a profile for them in Klaviyo.
Does BrandLift send guest Loyalty data?
Yes. BrandLift passes the Loyalty data of both guests and members to Klaviyo.