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Klaviyo Integration: Overview
Klaviyo Integration: Overview
OMNI Team avatar
Written by OMNI Team
Updated over a week ago

OMNI is integrated with Klaviyo. allowing merchants using OMNI and Klaviyo to

  • See loyalty information of a customer alongside other customer data synced to Klaviyo

  • Continuously track a history of the customer's loyalty actions and behavior

  • Create segmentations for customers based on their loyalty information and behavioral data

  • Create automated flows around specific loyalty information and action

How the integration works

When ever a customer performs a defined loyalty related action on your store, OMNI sends these as events over to Klaviyo as they occur.

The events can be used to

  • Update customer properties on Klaviyo, ensuring customer loyalty information is accurate and up-to-date in Klaviyo.

    You can see this under the custom properties in their Klaviyo profile

  • Trigger "Klaviyo Flows", which allows you to define a series of criteria and actions that should follow up should an event occurs.

With each event, we pass over

  • Customer properties - to identify the customer and update certain loyalty information on their Klaviyo profile, including

    • Birth month

    • Member status

    • Current tier

    • Point balance

    • and more...

  • Event properties - to provide more information on the event action that occured. Information passed over are dependent on the event

Supported events

OMNI currently supports the following events.

  • wv/member/activated
    When a Shopify customer profile gets created or when OMNI launches for all customers

  • wv/member/account_registered
    When a customer completes account registration on your store and their Shopify customer account becomes enabled

  • wv/customer/merged
    When 2 customer profiles are merged via manaual staff action in Shopify or via OMNI's automated logics, this event will be sent to the merged account to combine loyalty information from both profiles

  • wv/birth_month/captured
    When a customer with an existing Shopify account before collecting birthday data with OMNI has inputted their birthday month.

  • wv/points/added
    When loyalty points are added to a customer profile

  • wv/points/subtracted
    When loyalty points are subtracted from a customer profile

  • wv/points/expiring
    When points earned from previous transactions or activities are expiring within a defined period of time (e.g., 30 days)

  • wv/points/expired
    When points earned from previous transactions or activities has expired.

  • wv/tier/updated
    When a customer's tier information has been updated

  • wv/reward/issued
    When a reward is redeemed by or for a customer

For more details on each event and the recommended automation flows you can build, read about our introduction on Klaviyo triggers

Leveraging event and customer properties in you Klaviyo communications

When designing an email on Klaviyo, you can show different values in an email based on (1) customer information and (2) The email’s flow event trigger and properties.

Using customer properties as dynamic syntax

In an email within a flow, press any text block which you would like to place dynamic customer syntax in.

Select the value you would like to use. OMNI information available includes: birth month, member status, tier, tier expiration, tier updated at, point balance, and point balance updated at.

Using event properties as dynamic syntax

In an email within a flow, press “Preview and test” in the email editor.

On the right hand side, event properties are displayed for an example customer. Click any property of your choice to copy the syntax, then paste it in your email template.

Use the following snippet and replace the content betweent the ' symbol with your desired event property to apply the dynamic syntax into any text block

event|lookup:'{name of the event property}' 

When the email is sent to the customer, the dynamic value populates from the event that triggers the flow

In an email within a flow, press “Preview and test” in the email editor.

On the right hand side, event properties are displayed for an example customer. Click any property of your choice to copy the syntax, then paste it in your email template.

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