Klaviyo Set Up

Prerequisites

Before you begin, gather the following:

Step-by-step installation

The integration can be initiated either from TRIFFT or from the Klaviyo integration directory.

Option A: Install from TRIFFT

1. Log in to the TRIFFT administration interface.
2. Navigate to Settings → Integrations → Klaviyo.
3. Click Install in the top-right corner.
4. Log in to Klaviyo if required.
5. Select or confirm the Klaviyo account that should be connected.
6. Review the requested permissions and allow TRIFFT to access the account.
7. Complete the authorization and return to TRIFFT.

Option B: Install from Klaviyo

1. In Klaviyo, open Integrations.

2. Click Add Integration and search for TRIFFT.

3. Click Add App.

4. Log in if required.

   

5. Select the TRIFFT project you want to connect.

   

6. Click Authorize.

7. Review and allow the requested Klaviyo permissions.

8. You will be redirected to TRIFFT to finish the configuration.

Architectural Diagram

What starts syncing after installation

The standard integration continuously synchronizes verified TRIFFT members and loyalty activity to Klaviyo.

Core behavior includes:

• Verified registered members are created or updated as Klaviyo profiles.
• Transactions received by TRIFFT are shared with Klaviyo as transaction events.
• Loyalty events are shared as Klaviyo metrics.
• Standard profile properties and project-specific Custom Parameters are refreshed when TRIFFT sends a standard event.

Standard events sent to Klaviyo

Whenever TRIFFT is connected to Klaviyo, the integration works by continuously synchronizing data from TRIFFT members to Klaviyo profiles. This includes both Customer events (such as purchases or redemptions) and Custom profile properties (like points balance, membership tier, or consent status). Every time a standard TRIFFT event is sent to Klaviyo, it also updates the full customer profile with the most current data—ensuring that Klaviyo always reflects the latest state of the member.

Overview: What TRIFFT Shares with Klaviyo

By default, TRIFFT shares 15 metrics and enriches 13 profile attributes in Klaviyo.
This enables advanced segmentation, precise automation, and personalized campaigns.

Metrics Shared

✅ Member verified

✅ Coupon assigned

✅ Coupon activated

✅ Coupon redeemed

✅ Transaction created -> Is processed as transaction event by Klaviyo, not as standard event

✅ Wallet credited

✅ Wallet debited

✅ Profile updated

✅ App opened

✅ Favorite venue changed

✅ Added to segment

✅ Removed from segment

✅ Language changed

✅ Referral code provided

✅ Referral invited

✅ Referral reward awarded

✅ Promotion Participated

Attributes Enriched

✅ Locale – User's preferred language

✅ External ID – TRIFFT member UUID

✅ trifft_available_coupons – Number of active coupons

✅ trifft_coupons – List of all assigned coupons

✅ trifft_fav_location_id – UUID of favorite venue

✅ trifft_fav_location_name – Name of favorite venue

✅ trifft_id – TRIFFT member UUID

✅ trifft_points – Loyalty point balance

✅ trifft_primary_card_id – Primary card ID

✅ trifft_segments – Current segment membership (slugs)

✅ trifft_support_id – Support/referral ID

✅ trifft_tier – Current tier (e.g. Bronze, Silver, Gold)

✅ Custom Parameters – All member-specific parameters (e.g. first_name, last_name, date_of_birth, etc.)

For a complete breakdown of payloads and how to use these in flows or segmentation, continue reading below.

Events sent to Klaviyo

Sending additional events / custom structure or payload of events

If the above events do not cover your needs, leverage TRIFFT's webhook functionality to share any of the long list of events.

Attributes sent to Klaviyo

Default attributes shared by all TRIFFT projects

Attributes shared when Tiers are enabled

Additional project-specific attributes shared

All member custom parameters (e.g. first name, last name, date of birth etc) are shared to Klaviyo.

Validate the standard data flow

1. Confirm the member profile

1. Create or select a verified test member in TRIFFT.
2. Open the corresponding profile in Klaviyo.
3. Confirm that the profile contains a TRIFFT member identifier such as External ID or trifft_id.
4. Check that available loyalty properties such as points, coupons, segments, locale, and tier are present.

2. Trigger a standard event

Use one of the following test actions:

• Create a verified member.
• Add points to the member's primary wallet.
• Assign a coupon.
• Create a test transaction.
• Update a member profile field.

3. Confirm the event in Klaviyo

1. Open Analytics → Metrics in Klaviyo.
2. Find the relevant TRIFFT metric.
3. Open the test profile and confirm that the event appears in the activity history.
4. Inspect the event payload and verify that the member and event values are correct.
5. Confirm that the latest profile properties were refreshed.

Configure a pre-built loyalty flow

TRIFFT provides ready-to-use Klaviyo flow templates that can be copied and customized.

Loyalty Program Welcome Flow

The welcome flow is triggered by the Member verified event and contains three sequential emails:

1. Welcome and Program Introduction — Introduces the loyalty program and membership benefits.
2. Ways to Earn — Explains how members can earn points beyond purchases.
3. Ways to Redeem — Shows how to use points and can display current coupons or rewards.

Dynamic content can include:

• Current points balance.
• Current tier.
• Active coupons.
• Program earning rules.
• Redemption rules and exchange rate.
• Referral, review, profile-completion, or preference-sharing opportunities.

To configure the flow:

1. Open the Klaviyo Flow Library and locate the TRIFFT loyalty welcome template.
2. Copy the flow into your Klaviyo account.
3. Review every email and content block.
4. Replace generic program names, reward examples, buttons, and URLs.
5. Add a test-only trigger filter before activation.
6. Trigger Member verified for the test member.
7. Confirm that all dynamic loyalty values render correctly.
8. Remove the test restriction only after validation.

Points Expiration Reminder Flow

Before enabling the expiration flow:

1. Enable point expiration on the primary TRIFFT wallet.
2. Confirm that the Points expiration reminder sent metric is visible in Klaviyo. Older implementations or technical payloads may refer to the underlying event as wallet_points_expiration.
3. Copy the Points Expiration Reminder template from the Flow Library.
4. Customize the messages and redemption links.
5. Test each relevant timing scenario.

TRIFFT evaluates point expiration daily at 01:00 UTC and sends predefined reminders on:

• 30 days before expiration.
• 14 days before expiration.
• 3 days before expiration.
• 1 day before expiration.
• The day of expiration (0).

The event can include:

Configure Klaviyo to call TRIFFT

Use this setup when a Klaviyo flow should execute a loyalty action in TRIFFT.

1. Create a TRIFFT API key

1. In TRIFFT, open Settings → API Keys.
2. Create an API key with only the permissions required by the flow.
3. Store the key securely.

2. Add a webhook action in Klaviyo

1. Open an existing Klaviyo flow or create a new one.
2. Select the event or audience trigger.
3. Add a Webhook action.
4. Configure the action:

Why the Batch API is used

Klaviyo webhook URLs do not support inserting Jinja variables directly into the URL. The TRIFFT Batch API acts as a wrapper: the destination URL remains static, while member-specific IDs and endpoint paths are provided inside the JSON payload.

Variable formatting

Use spaces inside Klaviyo template braces:

{{ person.id }}

Do not use:

{{person.id}}

Example: assign a coupon

[
  {
    "uri": "/v1/member/{{ person.id }}/coupon/COUPON_ID/assign",
    "method": "POST",
    "payload": {}
  }
]

Example: add points

[
  {
    "uri": "/v1/member/{{ person.id }}/wallet/add",
    "method": "POST",
    "payload": {
      "points": 100,
      "note": "Klaviyo flow reward",
      "timestamp": null
    }
  }
]

Example: update segments, assign a reward, and send an app message

[
  {
    "uri": "/v1/segment/TARGET_SEGMENT_ID/add-members",
    "method": "POST",
    "payload": {
      "members": ["{{ person.id }}"]
    }
  },
  {
    "uri": "/v1/segment/PREVIOUS_SEGMENT_ID/remove-members",
    "method": "POST",
    "payload": {
      "members": ["{{ person.id }}"]
    }
  },
  {
    "uri": "/v1/member/{{ person.id }}/coupon/COUPON_ID/assign",
    "method": "POST",
    "payload": {}
  },
  {
    "uri": "/v1/member/{{ person.id }}/message/notification",
    "method": "POST",
    "payload": {
      "notification": {
        "title": "Reward unlocked",
        "text": "Your new loyalty reward is ready."
      },
      "link": {
        "type": "APP",
        "uri": "coupon/COUPON_ID"
      },
      "modal": null
    }
  }
]

Test a Klaviyo → TRIFFT webhook

1. Open the webhook action in Klaviyo.
2. Click Preview.
3. Select a profile that exists in both Klaviyo and TRIFFT.
4. Confirm that all template variables resolve to real values.
5. Click Send Test Request.
6. Confirm that Klaviyo receives an HTTP 2xx response.
7. In TRIFFT, open the member detail and inspect the member event history.
8. Confirm that the intended action was performed exactly once.

If the request fails, check:

• Destination URL.
• API key and authorization header.
• JSON syntax.
• Member identifier mapping.
• Coupon, wallet, segment, or other resource IDs.
• Klaviyo webhook execution logs.
• API response body and status code.

Configuration checklist

Run through this checklist before going live: