## **List of Use Cases** - **Automated Tier Upgrade Celebration:** Recognizes and rewards members the moment they reach a new status, reinforcing positive behavior and brand affinity. - **Points Expiry "Last Chance" Drive:** Creates urgency by notifying members before their hard-earned points lapse, driving immediate redemption and store visits. *** ## **Use Case 1: Automated Tier Upgrade Celebration** **Summary:** This use case triggers a personalized congratulatory message (Email/SMS) when a member hits a spending or point threshold, moving them to a higher loyalty tier. #### **Trigger and Eligibility** - **Trigger Event:** `Tier Upgraded` event in TRIFFT. - **Eligibility:** All members who move up a tier. Exclude members who have opted out of marketing. - **Timing:** Immediate (Real-time sync ensures the message arrives while the achievement is fresh). #### **Execution Flow** 1. **Event Fires:** A member reaches a new tier threshold in TRIFFT (via purchase or bonus); the `Tier Upgraded` event fires. 2. **Klaviyo Selects Audience:** Klaviyo receives the event and identifies the member based on their email. 3. **Loyalty Context:** Klaviyo pulls the specific `trifft_tier_name` and `trifft_points_balance` properties to populate the template. 4. **Delivery:** A personalized email or SMS is delivered, highlighting new perks and providing a **Deep Link** to the "My Rewards" section of the app. 5. **Action:** Member taps the link, explores their new benefits, and makes a repeat purchase. 6. **Measure:** Track the conversion rate of the "Tier-Up" email and the subsequent revenue lift.
#### **What You Need** - **Data:** `Tier Upgraded` event, `trifft_tier_name` property, and verified marketing consent status. - **Content:** Congratulatory copy, visuals representing the new tier, and a CTA linking to the **Mobile App**. - **Rules:** Frequency capping to avoid duplicate notifications if a member moves tiers rapidly. #### **Measurement** - **Primary KPI:** Revenue lift from tier-up recipients compared to a control group. - **Secondary:** Email Open Rate (OR) and App Engagement (sessions following the email). *** ## **Use Case 2: Points Expiry "Last Chance" Drive** **Summary:** Prevents points from "slipping away" by triggering a series of reminders, ensuring members return to the store to redeem their value. #### **Trigger and Eligibility** - **Trigger Event:** Internal TRIFFT expiry calculation synced as an attribute update in Klaviyo. - **Eligibility:** Members with a non-zero balance whose points are scheduled to expire within the next 14 days. - **Timing:** Triggered at 14 days and 3 days before expiry for maximum urgency. #### **Execution Flow** 1. **Event Fires:** TRIFFT identifies points nearing expiry and updates the `points_expiry_date` property in Klaviyo. 2. **Partner Selects Audience:** Klaviyo identifies all members in the "Points Expiring Soon" segment. 3. **Loyalty Context:** Klaviyo pulls the `trifft_points_balance` to show exactly how much value is at risk. 4. **Delivery:** A "Use them or lose them" email is sent with a direct link to the **Web Portal** or **App** Deals section. 5. **Action:** The member redeems their points for a discount code and completes a transaction. 6. **Measure:** Monitor the redemption rate and the reduction in "points breakage" (expired points). #### **What You Need** - **Data:** `points_expiry_date` property and `trifft_points_balance`. - **Content:** Urgent copy (e.g., "Don't let $10 go to waste!") and a list of available rewards they can currently afford. - **Rules:** Suppression of members who have already made a purchase or redemption in the last 7 days. #### **Measurement** - **Primary KPI:** Redemption rate of expiring points. - **Secondary:** Click-Through Rate (CTR) and unsubscribes (to ensure the urgency isn't too aggressive). *** ## Use case 3: – Creating a Unique Refer-a-Friend URL **Summary: **You can use Klaviyo to generate a unique referral URL for each member. When another customer opens the URL and completes registration, the referring member is identified automatically and the configured referral rewards are triggered. Before creating the Klaviyo flow, configure a Custom Parameter mapped as **Referral Code** and enable its processing during registration. For detailed instructions, see the **Custom Parameters – Other Functions** article. ### 1. Configure the Custom Parameter Create a Custom Parameter that will receive and process the referring member’s identifier. For example: | Setting | Value | | :--------------- | :-------------- | | **Name** | `Referral` | | **Slug** | `refer` | | **Mapping** | `Referral Code` | | **Visibilities** | `Registration` | In the general **Client Zone Settings**, configure: | Setting | Value | | :----------------------------------- | :----------------------------------- | | **Process Params on Registration** | `ON` | | **Registration Process Params List** | Select the referral Custom Parameter | ### 2. Create a Klaviyo Flow Create a Klaviyo flow containing the email that will be sent to the referring member. Add a personalized URL to the email template using the following structure: `/?=` For example, if: - the Custom Parameter slug is `refer`; - the member’s Trifft Support ID is stored in Klaviyo as `trifft_support_id`; use the following syntax: `https://clientzone.com/?refer={{ person.trifft_support_id }}` Klaviyo replaces `{{ person.trifft_support_id }}` with the recipient’s unique Trifft Support ID when the email is generated. ### Result When a customer uses the referral URL and completes registration: 1. The referring member’s Trifft Support ID is passed through the `refer` URL parameter. 2. The Custom Parameter is processed automatically during registration. 3. The registering customer is linked to the referring member. 4. The configured referral mechanism evaluates the referral conditions. 5. The applicable referral rewards are triggered. Each Klaviyo recipient receives a unique referral URL containing their own Trifft Support ID. The referred customer only needs to open the URL and complete registration. *** ## Use Case 4: Set Up a Digital Wallet Card with Klaviyo **Summary: **This use case follows the customer journey from creating a TRIFFT account to adding a Digital Wallet Card to a mobile wallet. It will cover the customer experience and the configuration required in TRIFFT and Klaviyo. ### Step 1 - Enable the Loyalty Card mechanic in TRIFFT 1. In TRIFFT, go to **Engagement **→ **Mechanic **→ **Loyalty Card**. 2. Click **Enable **in the upper-right corner and **Save**. 3. When the Loyalty Card mechanic opens, select the **Settings **tab to configure it.

### Step 2 - Configure the Digital Wallet Card design in TRIFFT Before configuring the Google Wallet and Apple Wallet card designs, create a Touchpoint channel: 1. Go to **Settings **→ **Touchpoints **→ **Add new**. 2. Name the channel and set **Type **to **Digital Wallet Pass**. 3. Configure the channel’s three tabs: - Screens — card design - Translations — basic text labels - Settings — channel settings 4. Adjust the configuration to your needs. The following video shows the setup:

### Step 3 - Set up the email flow in Klaviyo #### 1. Create an email template 1. In Klaviyo, go to **Content **→ **Templates **and create an email template. 2. Add the dynamic Digital Wallet Card links to the template. - Apple Wallet: [https://3ft.us/pass/projectID/a/\{\{](https://3ft.us/pass/projectID/a/\{\{)** person|lookup:'trifft_id' \}\}** - Google Wallet: [https://3ft.us/pass/projectID/g/\{\{](https://3ft.us/pass/projectID/g/\{\{)** person|lookup:'trifft_id' \}\}** Replace projectID with your TRIFFT project ID. Keep the {{ person|lookup:'trifft_id' }} expression so Klaviyo inserts the recipient’s TRIFFT member ID. #### 2. Create and activate the flow 1. Go to **Flows **→ **Create Flow **→ **Build your own**. 2. Enter a flow name and, optionally, a tag. Click **Create Flow**. 3. Select **Your metrics **→ **Trifft loyalty **→ **Member verified **as the trigger. 4. Click **Save**, then **Confirm and Save**. 5. Add an **Email action**. Enter its name and subject, and select the template created above. 6. Click **Exit **to return to the flow. 7. Click **Save **→ **Review and turn on **and activate the flow. The Member verified event occurs once for each member after verification, so the flow targets members whose profiles have been successfully created and verified.

#### Customer journey video - Digital Wallet Card from Klaviyo email The following video shows the member receiving the email, opening the Digital Wallet Card link directly from it, and adding the card to their mobile wallet:

Example of email sent from Klaviyo with buttons for downloading the Digital Wallet Card:

### Add the Digital Wallet Card link to Client Zone - configure your custom CSS/JS in the Client Zone To allow customers to download their Digital Wallet Card directly from Client Zone, update the Client Zone settings and add the required custom code in the **CSS / Javascript** section. 1. Go to **Settings **→ **Touchpoints **→ **Client Zone **→ **Settings**. 2. Find the **CSS / Javascript** section. 3. Add custom code to display the Digital Wallet Card link in Client Zone.

If you do not have custom CSS/JavaScript code, contact TRIFFT Support for help with the complete setup. #### Customer journey video - Digital Wallet Card downloading directly from Client Zone The following video shows the complete customer journey: registering in Client Zone, downloading a Digital Wallet Card for Google Wallet or Apple Wallet, and adding it to the mobile wallet.