Klaviyo and Rivo integration explained

Our integration facilitates the dynamic communication between Rivo and Klaviyo to supercharge your marketing efforts. By passing loyalty and referral data to Klaviyo, you can create targeted, personalized, and effective emails that engage, convert, and retain customers.

✨ Integrations are available on the Scale and Plus plans. See pricing →

Connect Rivo with Klaviyo

What does the integration do?

Add Rivo properties to customer profiles in Klaviyo:
- Rivo Date of Birth
- Rivo Loyalty Status
- Rivo Points Balance
- Rivo Referral URL
- Rivo 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 Rivo events completed by the customers on the profile page
Populate customer and event properties in emails through tags
Create customer segments based on any Rivo property.

✨ Rivo events for Klaviyo are available on the Plus plan only

How to connect Rivo 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 Rivo 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 ON
Click Sync Customers to start sending Loyalty data to Klaviyo.

📝 Note: Starting June 17th, 2024, all Rivo events enabled will be automatically added to the Klaviyo account upon the integration setup.

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

💡 Find out more: Check out the permissions we need in your private API key here.

Using Rivo events to trigger your flows

✨ Rivo events for Klaviyo are available on the Plus plan only

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 Rivo events on the list. In this example, we will add 'Rivo 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

The following Rivo events will show up as metrics within the flow editor. You can use them along with the filters to trigger a flow.

Flow triggers	Description	Trigger filters
Rivo Advocate Signup	A customer signed up for the referral program through a campaign. The event appears on the advocate's profile	• referral_link
Rivo Customer Birthday	A customer earned points for celebrating their birthday	• earnings_amount
Rivo Customer Moves Down A Tier	A Loyalty program member fell to a lower tier	• vip_tier_name
Rivo Customer Moves Up A Tier	A Loyalty program member unlocked a higher tier	• vip_tier_name
Rivo Points Earned	A Loyalty program member earned points after completing an action	• earnings_amount • trigger_name
Rivo 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
Rivo 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
Rivo 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
Rivo 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

📝 Note: Starting March 27th, 2024, the Friend Claim event will be added to the referred friend's profile in Klaviyo.

Important considerations

Rivo 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 filter trigger_name doesn't equal Manual to the Rivo Points Earned trigger
If enabled, both 'Rivo 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 Rivo 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

✨ Rivo customer properties are available on all paid plans. Rivo event properties are available on the Plus plan only

You can use different variables to populate Rivo 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 Rivo emails in Klaviyo.

Adding customer properties

Tag	Example
`{{ person\|lookup:"Rivo Points Balance"\|default:" " }}`	100
`{{ person\|lookup:"Rivo Points as Cash Balance"\|default:"$0" }}`	$10
`{{ person\|lookup:"Rivo Loyalty Status"\|default:" " }}`	member
`{{ person\|lookup:"Rivo VIP Tier Name"\|default:" " }}`	Gold
`{{ person\|lookup:"Rivo Referral URL"\|default:" " }}`	https://example.com?referral_code=X
`{{ person\|lookup:"Rivo Date of Birth"\|default:" " }}`	1930-12-31

Tips:

Use {{ person|lookup:"Rivo Points as Cash Balance"|default:"$0" }} as a customer property in your emails to display points as a cash balance.
Discover all date formats available on Date personalization in templates reference.

Note: To activate the Rivo Points as Cash Balance property, you must set configure the 'Points to Cash Conversion Rate' in your General Settings.

Adding event properties

Advocate Signup event	Example
`{{ event.referral_link\|default:'' }}`	https://example.com?referral_code=X
Customer Moves Up/Down A Tier events	Example
`{{ event.vip_tier_name\|default:'' }}`	Gold
Customer Birthday event	Example
`{{ event.earnings_amount\|default:'' }}`	100
Points Earned event	Example
`{{ event.trigger_name\|default:'' }}`	Placed an order
`{{ event.earnings_amount\|default:'' }}`	100
Referral Completed event	Example
`{{ event.friend_email\|default:'' }}`	[email protected]
Referral Friend Claim event	Example
`{{ event.reward_code\|default:'' }}`	BAL-XXXXXXXXXXX
`{{ event.reward_name\|default:'' }}`	$10 off coupon
`{{ event.reward_tos\|default:'' }}`	Applies to all orders over $5.00.Expires 2 month(s) after being redeemed.
Referral Invite Friend event	Example
`{{ event.friend_email\|default:'' }}`	[email protected]
`{{ event.reward_name\|default:'' }}`	$10 off coupon
Reward Redeemed event	Example
`{{ event.reward_code\|default:'' }}`	BAL-XXXXXXXXXXX
`{{ event.reward_name\|default:'' }}`	$10 off coupon
`{{ event.reward_tos\|default:'' }}`	Applies to all orders over $5.00.Expires 2 month(s) after being redeemed.

Important considerations

Rivo properties about a customer can be used in your campaign and flow emails
Rivo event properties are based on your customer behavior, so they can only be used in a flow email
To activate the Rivo Points as Cash Balance property, you must set configure the 'Points to Cash Conversion Rate' in your General Settings.
Meanwhile the Rivo notification 'Invite Friend' sends an email directly to the referred friend, the Klaviyo event 'Referral Invite Friend' adds the activity to the advocate's profile and includes information about the referred friend and their reward to claim. You won't be able to email referred friends with the referral links from Klaviyo
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 Rivo events in a customer profile

✨ Rivo events for Klaviyo are available on the Plus plan only

Every customer profile in Klaviyo has a timeline of actions performed by the customer, including the Rivo events.

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

✨ Rivo customer properties are available on all paid plans

Group your customers based on their Rivo 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 'Rivo' 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?

You add customer properties to any email through personalization tags. Event properties are variables that you copy and paste into your flow emails depending on the flow trigger selected
Personalization tags are for populating email content with Loyalty program data, such as the current tier level, points balance, etc
Event properties are used to populate email content with flow-trigger data.

Why did my customer receive two emails after completing an action?

Disable any Rivo email notifications that you've previously configured within a Klaviyo flow. This prevents duplicate notifications from being sent to customers from both platforms.

Why do I see 1930 in my customer's date of birth?

Rivo 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 Rivo import customers into Klaviyo?
Rivo syncs with your existing customer data in Klaviyo by matching users based on email. If a customer exists in your Rivo list but not your Klaviyo list, Rivo cannot create a profile for them in Klaviyo.

Does Rivo send guest Loyalty data?

Yes. Rivo passes the Loyalty data of both guests and members to Klaviyo.

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