Klaviyo integration

Klaviyo is a powerful email and SMS marketing platform that leverages automation to drive faster, more efficient growth. It transforms your customer data into highly personalized messages.

With this integration, you can easily manage referral campaigns and send notifications to your customers about their referral activities.

Here are some use cases for utilizing Klaviyo:

• Send welcome emails for your referral program.

• Filter and retrieve referral information of your customers.

• Automate reward notifications and updates.

Here are the steps to utilize the integration:

Step 1. Get the Klaviyo API key

Visit the Klaviyo app to obtain your API key. Please check out this detailed guide: https://help.klaviyo.com/hc/en-us/articles/7423954176283

Ensuring your API key has 'Full Access' or at least the following scopes

• Events

• Metrics

• Profiles

Step 2. Connect to Klaviyo

From the BLOOP app, go to Integration > Klaviyo. Enable the feature and enter your API key in the Connect to Klaviyo section, then click Connect.

If the button says Connected, it means BLOOP has successfully connected to Klaviyo.

How the integration works?

The integration performs two key functions:

1. Synchronize Referrer Profiles: Profiles of referrers (customers who refer their friends) are automatically synced with Klaviyo profiles.

2. Trigger Events:

   1. When a customer joins the referral program and becomes a referrer.

   2. When a referrer sends email invitations to their friends.

   3. When a successful referral is completed (i.e., the referee, or referred person, checks out using the gift they received).

Use case 1: Manage profiles with referral program

After connecting, BLOOP referrer profiles will be synchronized with your Klaviyo profiles.

Based on BLOOP properties, you can create Segments or Lists in Klaviyo. For example, you can create a 'BLOOP Referrers' segment like the example below.

Use case 2: Send notifications automatically with Klaviyo

In this use case, you can set up three types of emails using Klaviyo's Flow feature. If you're new to Flows, please refer to this article for guidance: Klaviyo Flow.

1. Welcome customers to referral program

First, create a new flow. You will then see the following interface:

On the right side, click Your metrics and select API. Then, choose BLOOP - Join Program as the trigger.

Now that the trigger is created, the next step is to create your email. The integration allows you to add custom variables into the email content, such as the BLOOP Referral Link.

To utilize a custom variable, go to the email content editor, click Personalization, scroll down, and select the variable you want.

Here's what it looks like when you're finished:

2. Confirm with referrers when they refer friends via emails

Similar to the Welcome Customers to the Referral Program flow, create a new flow using the metric BLOOP - Referral Sharing as the trigger.

This will allow you to send a confirmation email to referrers when they share their referral links via email.

3. Congratulate referrers on a successful referral

Similar to the Welcome Customers to the Referral Program flow, create a new flow using the metric BLOOP - Successful Referral as the trigger.

This will enable you to send congratulatory emails to referrers when they successfully refer a friend.

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That's how you can utilize the Klaviyo integration feature. If you need assistance, feel free to reach out to us via in-app Live Chat or at [e-mail].