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Klaviyo integration

Connect Klaviyo to Rivo to leverage loyalty and referral data for more personalized customer emails

James Dohm avatar
Written by James Dohm
Updated today

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

  1. From your Rivo Dashboard, go to Integrations

  2. In the Email & SMS Marketing section, click on Klaviyo

  3. On the integration page, click Connect with OAuth

    Klaviyo integration page on Rivo
  4. 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

    Authorization to connect Rivo with Klaviyo

    Back to the integration page, you will see your account connected with Klaviyo

  5. Recommended: Enable the loyalty and referral events and click Save

    List of Rivo events available for Klaviyo
  6. Make sure you turn the integration to ON

  7. Sync 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.

  1. From your Klaviyo account, go to Flows

  2. Click Create flow > Build your own

    Flow creating workflow
  3. Enter the name of your new flow in the pop-up. Optionally, add the tags to organize your flows and click Create flow

    Creating a new flow
  4. The flow builder will ask you to select a trigger. Click Your metrics > Rivo

    Adding a Rivo trigger for your flows
  5. Search for the preferred Rivo event on the list. In this example, we will add 'Rivo Points Earned'

  6. 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')

    Saving a flow trigger
  7. Click Save and confirm your trigger selection by clicking Confirm and save

  8. 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

  9. 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 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
• trigger_name

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
• reward_name
• reward_tos

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
• reward_name
• reward_tos

📝 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 used in the Conditional Split logic too

  • Trigger filters are optional

  • To prevent flows from sending emails after manual point adjustments, add the filter trigger_name doesn't equal Manual to the 'Rivo Points Earned' trigger

  • If 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 birthday to 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.

  1. From the email template editor, double-click on a text block

  2. Click on Personalization

  3. Enter 'Rivo' to filter the options and select the property

  4. Optional: Set a default text if the value can't be found for your customer property

  5. 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.

  1. From the email template editor, click on Preview & test

  2. Click on All properties to view the list

  3. Under Event properties, you'll see the data available for the Rivo event

  4. Click on the event to copy the variable

  5. 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

{{ person|lookup:"Rivo Date of Birth"|default:" " }}

1940-12-31

{{ person|lookup:"Rivo Loyalty Status"|default:" " }}

member

{{ person|lookup:"Rivo Points Balance"|default:" " }}

100

{{ person|lookup:"Rivo Points as Cash Balance"|default:"$0" }}

$10

{{ person|lookup:"Rivo Referral URL"|default:" " }}

{{ person|lookup:"Rivo VIP Tier Name"|default:" " }}

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

{{ event.referral_link|default:'' }}

Customer Account Activated event

Example

{{ event.account_activated_at|default:'' }}

2025-01-30T13:17:41.000Z

Customer Birthday event

Example

{{ event.earnings_amount|default:'' }}

100

Customer Moves Down A Tier & Customer Moves Up A Tier events

Example

{{ event.next_vip_tier_threshold|default:'' }}

500

{{ event.vip_tier_name|default:'' }}

Gold

Points Expiry Warning & Points Last Chance events

Example

{{ event.expiry_date|default:'' }}

21st January 2025

{{ event.expiry_date_formatted|default:'' }}

21st January 2025

{{ event.time_until_expiry|default:'' }}

about 1 month

Reward Expiry Last Chance & Reward Expiry Warning events

Example

{{ event.expiry_date|default:'' }}

21st January 2025

{{ event.expiry_date_formatted|default:'' }}

21st January 2025

{{ event.reward_name|default:'' }}

$10 off coupon

{{ event.time_until_expiry|default:'' }}

about 1 month

Points Earned event

Example

{{ event.earnings_amount|default:'' }}

100

{{ event.next_vip_tier_threshold|default:'' }}

500

{{ event.trigger_name|default:'' }}

Placed an order

Referral Completed event

Example

{{ event.friend_email|default:'' }}

Referral Friend Claim event

Example

{{ event.friend_email|default:'' }}

{{ 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.advocate_name|default:'' }}

John Doe

{{ event.friend_email|default:'' }}

{{ 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 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 Balance property, 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.

  1. From your Klaviyo account, search for a customer by email and open the profile

  2. 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

    Klaviyo profile
  3. Select the event(s) you want to view

  4. 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.

  1. From your Klaviyo account, go to Audience > Lists & segments

  2. Click on Create New > Create segment

  3. Give it a name, for example, 'Rivo points over 100'

  4. Click Select a condition and then Properties about someone

    Selecting conditions for your segments
  5. Click on the default property and search for 'Rivo' to view all the options. Select your preferred condition

    Adding a Rivo property for a segment
  6. Optional: Add more conditions or set the tag to add to customers who enter the segment

  7. Click Create segment.


Migrating from API keys to OAuth

We're upgrading the way you integrate with Klaviyo by replacing private API keys. With OAuth, you can enjoy a more seamless and flexible connection without manually entering keys. Instead, you can securely authorize and manage access with just a few clicks.

If you already set up your integration using the API key, you'll only need to connect with OAuth by following these steps: How to connect Rivo with Klaviyo.

⚠️ Integration via private API keys will be deprecated by May 1, 2025.


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 are the emails that 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)

  • Points Earned

  • Reward Redeemed

  • Celebrate Birthday

  • VIP Tier Unlocked

  • Reward Expiry - Warning

  • Reward Expiry - Last Chance

  • Points Expiry - Warning

  • Points Expiry - Last Chance

Referral emails (Klaviyo optional)

  • Referral Completed

  • Friend Claim

  • Advocate Sign Up

Referral emails (Rivo only)

  • Invite Friend

  • Advocate Stats

  • Verified Reward

  • Ineligible Referral

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