Joy and Klaviyo

Who can connect Joy with Klaviyo?

This feature is available for All plans.

Overview

The Klaviyo (opens in a new tab) 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: 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: 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:

Connect Joy to Klaviyo API

• In Step 1: Connect to Klaviyo API, click on the Connectbutton
• Review carefully the data that Klaviyo will have access to
• Click Allowto finish connecting

Sync Joy customer data to Klaviyo

• In Step 2: Sync data, click on the Connectbutton 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)

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 (opens in a new tab).

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

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.

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).

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.

Head to List & segments

• In the Klaviyo platform, open the Audience > List & segments
• Click on Create new segment

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")

Save the segment

• Click Create segment to save and use for email campaigns (e.g. monthly newsletter)

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:

Log in to Klaviyo

Log in to your Klaviyo account

Create workflow

Navigate to Flows > Create Flow to start creating your event-based flow

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 for detailed information) you want to use as a trigger for the workflow and click Add

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

Example automation workflows

Here are powerful automation workflows you can create with the Joy Loyalty triggers:

Trigger events

The following events can be used to trigger automations in Klaviyo:

Birthday Events

Point Events

Referral Events

Tier Events

Milestone Events

Member anniversary Events

Submit receipt Events

Membership Events

Event properties for Joy: Joined Loyalty Program:

Use this event to send a welcome flow, grant a bonus reward, or sync the new member to other marketing tools.

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)

Tier Event Properties (Achieved, Downgrade, Reset)

Birthday Events

Referral Event Properties (Coupon Referrers, Point Referrers, Referral Friend)

Milestone Event Properties

Member anniversary Event Properties

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

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.

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.

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.

Here's your birthday gift:

  {{ event|lookup:'Discount code' }}

Use it at checkout — it's our treat!

Thanks for being a loyal customer,
[Your store name]

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]

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]

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.

Here's a welcome gift for reaching this tier:

  {{ event|lookup:'Discount code' }}

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]

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]

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]

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]

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]

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!