Klaviyo Use Case Library

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.

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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).

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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).

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Use case 3: – Creating a Unique Refer-a-Friend URL

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.

1. Configure the Custom Parameter

Create a Custom Parameter that will receive and process the referring member’s identifier.

For example:

In the general Client Zone Settings, configure:

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:

<Client Zone URL>/?<custom-parameter-slug>=<member-attribute>

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.