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.
✨ The basic Klaviyo integration is available on all paid plans. See pricing →
What does the integration do?
Add Rivo loyalty and referral properties to customer profiles on Klaviyo
Use Rivo events to trigger a flow when a customer takes an action within your programs
View the Rivo events completed by the customers on their profile page
Enhance program emails sent from Klaviyo with customer and event data
Create customer segments based on any Rivo property.
How to connect Rivo with Klaviyo
From your Rivo Dashboard, go to Integrations
In the Email & SMS Marketing section, click on Klaviyo
On the integration page, click Connect with OAuth
In a new tab, you will be asked to authorize Rivo to connect with your Klaviyo account. Review the permissions and click Allow to continue
Back to the integration page, you will see your account connected with Klaviyo
Recommended: Enable the loyalty and referral events and click Save
Make sure you turn the integration to
ONSync customers to start sending the data to existing customers.
💡 Tip: If you're logged out of Klaviyo, you'll need to sign in before authorizing the integration. Make sure you're using the correct account.
📝 Note: Starting June 17, 2024, the Rivo events you enable will be automatically added to the Klaviyo account upon the integration setup.
Using Rivo events to trigger your flows
✨ Rivo events 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.
From your Klaviyo account, go to Flows
Click Create flow > Build your own
Enter the name of your new flow in the pop-up. Optionally, add the tags to organize your flows and click Create flow
The flow builder will ask you to select a trigger. Click Your metrics > Rivo
Search for the preferred Rivo event 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 about when the flow should start (e.g.
trigger_name equals 'Placed an order')
Click Save and confirm your trigger selection by clicking Confirm and save
Drag and drop your preferred actions, timing, and logic boxes to the flow. To learn how to customize your program emails, go to Using Rivo data in a Klaviyo email
Once you finish with the flow, click Review and turn on to set your flow live or schedule it.
Flow triggers & filters
The following Rivo events will show up as Rivo metrics within the flow builder. 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 | • referral_link |
Rivo Customer Account Activated | A customer created an account using Shopify's legacy customer account system or via Rivo Accounts | • account_activated_at |
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 • next_vip_tier_threshold |
Rivo Customer Moves Up A Tier | A Loyalty program member unlocked a higher tier | • vip_tier_name • next_vip_tier_threshold |
Rivo Notification Points Expiry Warning | A customer's points are set to expire in 30 days | • time_until_expiry • expiry_date • expiry_date_formatted |
Rivo Notification Points Expiry Last Chance | A customer's points are set to expire in 3 days | • time_until_expiry • expiry_date • expiry_date_formatted |
Rivo Notification Reward Expiry Last Chance | A customer's reward is set to expire in 3 days | • reward_name • time_until_expiry • expiry_date • expiry_date_formatted |
Rivo Notification Reward Expiry Warning | A customer's reward is set to expire in 30 days | • reward_name • time_until_expiry • expiry_date • expiry_date_formatted |
Rivo Points Earned | A Loyalty program member earned points after completing an action | • earnings_amount • next_vip_tier_threshold |
Rivo Referral Completed | An advocate earned a reward after their referred friend placed their first order | • friend_email |
Rivo Referral Friend Claim | A referred friend followed the referral link and claimed their discount | • friend_email • reward_code |
Rivo Referral Invite Friend | An advocate sent their referral link through the email sharing option. The event is attributed to the advocate | • advocate_name • reward_name • friend_email |
Rivo Reward Redeemed | A customer redeemed or earned a reward via Loyalty, VIP, and/or Referrals (the event works to advocates and friends upon claiming their rewards) | • reward_code |
📝 Note: Starting March 27, 2024, the Friend Claim event will be added to the friend's profile in Klaviyo.
Important considerations
Rivo events can be also used in the Conditional Split logic
Trigger filters are optional
To prevent flows from sending emails after manual point adjustments, add the filter
trigger_name doesn't equal Manualto the 'Rivo Points Earned' triggerIf both the 'Rivo Customer Birthday' and 'Points Earned' events are enabled, ensure that you set up flows correctly to avoid sending duplicate emails from Klaviyo (e.g. add the filter
trigger_name doesn't equal Customer birthdayto the 'Rivo Points Earned' event)Deactivate any Rivo email already set up within a Klaviyo flow to avoid double notifications.
Using Rivo data in a Klaviyo email
✨ 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.
From the email template editor, double-click on a text block
Click on Personalization
Enter 'Rivo' to filter the options and select the property
Optional: Set a default text if the value can't be found for your customer property
Click Insert.
On the other hand, if you want to recreate the Rivo notifications in Klaviyo and 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.
From the email template editor, click on Preview & test
Click on All properties to view the list
Under Event properties, you'll see the data available for the Rivo event
Click on the event to copy the variable
After viewing the success message, click Close and paste the variable you copied into the preferred text block.
📝 Note: While Rivo customer properties can be used interchangeably across flow and campaign emails, the event properties are only available if the flow trigger is a Rivo event.
Customer properties
Tag | Example |
| 1940-12-31 |
| member |
| 100 |
| $10 |
| |
| Gold |
💡 Tip: Discover all date formats available on Date personalization in templates reference.
📝 Important Note: Use {{ person|lookup:"Rivo Points as Cash Balance"|default:"$0" }} to display your customer's points equivalent to cash balance.
Event properties
Advocate Signup event | Example |
| |
Customer Account Activated event | Example |
| 2025-01-30T13:17:41.000Z |
Customer Birthday event | Example |
| 100 |
Customer Moves Down A Tier & Customer Moves Up A Tier events | Example |
| 500 |
| Gold |
Points Expiry Warning & Points Last Chance events | Example |
| 21st January 2025 |
| 21st January 2025 |
| about 1 month |
Reward Expiry Last Chance & Reward Expiry Warning events | Example |
| 21st January 2025 |
| 21st January 2025 |
| $10 off coupon |
| about 1 month |
Points Earned event | Example |
| 100 |
| 500 |
| Placed an order |
Referral Completed event | Example |
| |
Referral Friend Claim event | Example |
| |
| BAL-XXXXXXXXXXX |
| $10 off coupon |
| Applies to all orders over $5.00.Expires 2 month(s) after being redeemed. |
Referral Invite Friend event | Example |
| John Doe |
| |
| $10 off coupon |
Reward Redeemed event | Example |
| BAL-XXXXXXXXXXX |
| $10 off coupon |
| Applies to all orders over $5.00.Expires 2 month(s) after being redeemed. |
Important considerations
Rivo custom 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 Balanceproperty, you must set the 'Points to Cash Conversion Rate' in your General Settings.The Rivo notification 'Invite Friend' sends an email directly to the referred friend. However, 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 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 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.
From 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 enter 'Rivo' in the dropdown menu to filter the events
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 Rivo data
Group your customers based on their Rivo properties and target your emails.
From your Klaviyo account, go to Audience > Lists & segments
Click on Create New > Create segment
Give it a name, for example, 'Rivo points over 100'
Click Select a condition and then Properties about someone
Click on the default property and search for 'Rivo' to view all the options. Select your preferred condition
Optional: Add more conditions or set the tag to add to customers who enter the segment
Click Create segment.
Common questions
What is the difference between customer properties and event properties?
You can 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 Rivo 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 already configured within a Klaviyo flow. This prevents duplicate notifications from being sent to customers from both platforms.
Why do I see 1940 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.
What emails can be sent through Klaviyo, and which are exclusive to Rivo?
Please see the list below of the emails you can rebuild with Klaviyo and the ones that must be sent via Rivo.
Loyalty emails (Klaviyo optional) |
|
Referral emails (Klaviyo optional) |
|
Referral emails (Rivo only) |
|