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Klaviyo Integration: Overview
Klaviyo Integration: Overview
CS avatar
Written by CS
Updated over a month 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 supports a range of events that is sent to Klaviyo as the relevant actions occur. For details on the supported events and recommended automation flows - read our our introduction on event 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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