Klaviyo Other Functions

Other functions covered

• Pre-built Loyalty Flows: Welcome, referral invite, and points-expiration journeys.
• Coupon Lists in Emails: Dynamically display current TRIFFT coupons in Klaviyo emails.
• Review Rewards: Reward product or brand reviews using Klaviyo events and TRIFFT APIs.
• Member Activation Campaigns: Build progressive visit or transaction campaigns.
• Wallet Push Notifications: Send point-credit and point-debit updates through the TRIFFT app.
• Custom TRIFFT → Klaviyo Webhooks: Send non-standard events or custom payloads.
• Advanced KDP: Use deeper analytics, data transformation, audience management, and monitoring.

Pre-built loyalty flows

TRIFFT provides branded flow templates that can be copied into Klaviyo and customized. Templates include the trigger, baseline structure, and dynamic loyalty content, but all customer-facing copy and links must be reviewed before launch. Additional flow patterns described in the legacy documentation include reward-redemption reminders, tier-upgrade notifications, points-balance updates, and referral-incentive flows.

Loyalty Program Welcome Flow

The flow starts when Klaviyo receives the Member verified event.

It contains three messages:

Testing options include:

• Add a trigger filter that allows only a test email address.
• Create a verified member through a supported touchpoint.
• Create a verified member through the TRIFFT API with is_verified: true.

Example request:

curl --request POST \
     --url https://api.trifft.io/v1/member \
     --header 'Authorization: Bearer YOUR_TRIFFT_API_KEY' \
     --header 'accept: application/json' \
     --header 'content-type: application/json' \
     --data '
{
  "language": "en",
  "is_verified": true,
  "params": {
    "firstName": "John",
    "lastName": "Doe"
  },
  "email": "[email protected]"
}
'

How to Install a Flow Template

To implement a flow template:

1. Log into your Klaviyo account.

2. Click directly on this link Loyalty Program Welcome or navigate to search for "Loyalty Program Welcome" and use the Create Flow button. This will copy the flow into your account, and you can then customize it to fit your brand and loyalty program.

3. Edit and manage the flow works exactly the same as any other Klaviyo flow.

4. Once you’ve reviewed and customized your flow, refer to Klaviyo’s guide for how to enable and start sending a flow.

   

   

Testing the flow

This flow is triggered once "Member verified" event is received by Klaviyo. Verified members are members who registered to the loyalty program and have been verified. How verification happens may depend on a particular loyalty program implementation. For example:

• If TRIFFT is integrated with Shopify, when Shopify customer creates and account
• If TRIFFT is integrated with WooCommerece, after WooCommerce customer registers for loyalty program
• If TRIFFT mobile app or client zone touch points are used, after member verified their primary contact by SMS or Email OTP or by clicking on email confirmation link

curl --request POST \
     --url https://api.trifft.io/v1/member \
     --header 'Authorization: Bearer f8f****b2c' \
     --header 'accept: application/json' \
     --header 'content-type: application/json' \
     --data '
{
  "language": "en",
  "is_verified": true,
  "params": {
    "firstName": "John",
    "lastName": "Doe"
  },
  "email": "[email protected]"
}
'

Referral – New Member Invite Flow

This flow targets the referred contact and encourages them to complete the qualifying action or purchase.

Suggested sequence:

1. Day 0 — Invitation Received
   Introduce the program and referral benefit.
2. Day 3 — Reminder and Urgency
   Restate the value and remind the recipient to act.
3. Day 11 — Final Call
   Send a final reminder before the referral opportunity ends.

Best practices:

• Personalize the message with referrer data when available.
• Use a mobile-friendly call to action leading directly to registration or purchase.
• Add exit logic so converted users do not receive unnecessary reminders.
• Compare referral conversion and acquisition cost with other channels.

Points Expiration Reminder Flow

What this flow does

This flow sends automated reminders when a customer has loyalty points nearing expiration. It includes three stages:

Why this matters

Customers often forget to redeem their points. This flow nudges them before it's too late — and even after expiration, helps you re-engage with:

• Personalized subject lines
• Dynamic expiration dates & point counts
• Inline calls to action driving redemption

Setup Instructions

1. Ensure the TRIFFT → Klaviyo integration is live.
2. In Klaviyo, confirm that the Points expiration reminder sent metric is tracked.
3. Create the Points Expiration Reminder Flow from the Klaviyo Flow Library.
4. Customize subject lines, preview text, and email template to fit your brand.
5. Activate the flow.

Event Properties Used

The following event properties are passed from TRIFFT to Klaviyo and used for personalization:

How TRIFFT sends expiration events

TRIFFT sends the wallet_points_expiration event to Klaviyo automatically — but only under the following conditions:

• Point expiration must be enabled on your primary Wallet in TRIFFT Admin
• Points are evaluated daily at 01:00 UTC
• If points are scheduled to expire, the relevant Points expiration reminder sent event is sent — but only on the following predefined days:

These trigger days will be configurable per project in the future.

Display TRIFFT coupons in Klaviyo emails

The standard integration stores a member's coupon list in the Klaviyo profile property:

trifft_coupons

Each coupon object can contain:

• Coupon ID.
• Coupon name.
• Image URL.
• Valid-from date.
• Valid-until date.
• Member-specific expiration date.
• Points required for activation.

Example structure:

[
  {
    "id": "4b5803b8-8f57-48c2-8ab8-05f8405c6387",
    "name": "Rare Beauty $10",
    "img_logo": "https://cdn.trifft.io/files/example.png",
    "valid_from": 1724251806,
    "valid_until": null,
    "expiration_at": null,
    "points": 1500
  }
]

Option 1: Reusable content block

1. Use a TRIFFT-provided Klaviyo email template as the starting point.
2. Save the coupon section as a reusable content block.
3. Insert the block into any campaign or flow email.
4. Customize typography, spacing, buttons, and visual style.

Option 2: Custom HTML block

Alternatively, you can directly insert the TRIFFT Coupons List into your email by pasting provided HTML into an HTML Block within your Klaviyo template.

This method is more flexible if you want to heavily customize the visual appearance.

Insert an HTML block into the Klaviyo email and use a loop over trifft_coupons.

<div style="background-color:#8795FF;  padding:32px 0 24px 0; text-align:center; font-family:Arial, sans-serif;">
  {% for coupon in person|lookup:'trifft_coupons' %}

    <div style="background-color:#FBED00; display:inline-block; width:22%; min-width:140px; max-width:200px; margin:1%; vertical-align:top; border:1px solid #ddd; border-radius:10px; padding:12px; box-sizing:border-box; text-align:center;">

      <!-- Name -->
  <p style="font-size:14px; font-weight:bold; color:#333; margin:0 0 8px; min-height:40px; display:flex; align-items:center; justify-content:center; text-align:center;">
  {{ coupon|lookup:'name' }}
</p>

      <!-- Image -->
      <img src="{{ coupon|lookup:'img_logo' }}"
           alt="{{ coupon|lookup:'name' }}"
           style="max-width:100%; border-radius:6px; margin-bottom:10px;">

      <!-- Valid Until -->
      <p style="font-size:12px; color:#666; margin:0 0 6px;">
        Valid until:
        {{ coupon|lookup:'valid_until'|format_date_string|date:'d-m-Y' }}
      </p>

      <!-- Points / Free -->
      <p style="font-size:13px; font-weight:bold; color:#000; margin:0;">
        {% if coupon|lookup:'points' %}
          {{ coupon|lookup:'points' }} pts
        {% else %}
          Free
        {% endif %}
      </p>

    </div>

  {% endfor %}
</div>

The coupon list is refreshed whenever TRIFFT sends a standard event to Klaviyo, for example after:

• Coupon usage.
• Profile update.
• Transaction completion.
• Another standard loyalty event that refreshes the profile.

Reward product and brand reviews

Klaviyo Reviews can collect:

• Submitted Review — Product-level review.
• Submitted Rating — Brand or company-level rating.

These events can trigger a Klaviyo flow that rewards the customer in TRIFFT.

Prerequisites

• Klaviyo Reviews configured for the Shopify or WooCommerce store.
• Active TRIFFT project.
• Working TRIFFT and Klaviyo integration.
• TRIFFT API key for the webhook reward action.

Setup

Step 1: Enable Reviews in Klaviyo

Klaviyo supports built-in review collection for both:

• Product-level reviews (e.g. feedback on an individual item)
• Brand-level ratings (e.g. service or delivery satisfaction)

Follow Klaviyo’s documentation to enable this feature.

Step 2: Understand the Review Events

Once enabled, Klaviyo automatically tracks two types of review-related events:

These events appear on customer profiles and can be used as triggers in Klaviyo flows.

Step 3: Create a Reward Flow in Klaviyo

Set up a new Klaviyo flow that rewards customers for leaving a review.

Step 4: Use an Event Trigger

Select either Submitted Review or Submitted Rating as the trigger event.

Step 5: Apply Filters (Optional)

Examples of optional conditions:

• Only reward reviews with a rating above 3
• Limit to one reward per customer per 30 days
• Trigger only for specific product SKUs or categories

Step 6: Add a Webhook to Trigger a TRIFFT Reward

Typical reward would entail either adding points to member account or assigning a coupon.

Use the Webhook action in Klaviyo to trigger a reward in TRIFFT.

Loyalty member activation campaign

A member activation campaign uses transactions or visits to move members through milestones and issue progressively stronger rewards.

Typical architecture

1. TRIFFT or the connected commerce/POS system sends transaction data.
2. Klaviyo counts qualifying transactions or evaluates campaign conditions.
3. A flow webhook calls multiple TRIFFT API actions.
4. TRIFFT updates the member's segment, assigns the reward, and sends app communication.
5. App widgets or content can reflect the member's current progress.

Example progression:

A single Batch API request can:

• Add the member to the new milestone segment.
• Remove the member from the previous segment.
• Assign the appropriate coupon.
• Send a push notification linked to the coupon.

Best practices:

• Define campaign duration and qualifying spend clearly.
• Use strong in-store and app communication.
• Train staff so the campaign is explained consistently.
• Prevent repeat rewards for the same milestone.
• Track visit frequency, coupon activation, coupon redemption, new-member growth, and campaign ROI.
• Test different reward values and milestone structures.

Example

Example Klaviyo flow, excludes email or SMS. Each webhoke node ("Visit 1, Visit 2, Visit 3") calls multiple TRIFFT API endpoints to execute the appropriate actions in TRIFFT, e.g.:

• Add to segment "2 transactions"
• Remove from segment "1 transaction"
• Assign respective reward directly
• Send push notification

Example progression:

• Visit 1: Free appetizer
• Visit 2: Free beverage
• Visit 3: High-value discount

Send wallet credit and debit app notifications

Use this pattern when members should receive an immediate push or in-app message after points are added or deducted.

Data flow

1. A wallet movement occurs in TRIFFT.
2. TRIFFT sends Wallet credited or Wallet debited to Klaviyo.
3. The relevant Klaviyo flow starts.
4. The flow sends a webhook to the TRIFFT messaging endpoint.
5. TRIFFT delivers a push notification when the app is in the background and configured in-app content when the app is open.

Requirements

• Deployed TRIFFT mobile app.
• Working TRIFFT and Klaviyo integration.
• Wallet metrics visible in Klaviyo.
• TRIFFT API access for public messages/notifications.

Flow structure

Create two separate flows:

• Flow triggered by Wallet credited.
• Flow triggered by Wallet debited.

A single Klaviyo flow cannot use two different metric triggers as interchangeable entry triggers.

Example notification action:

[
  {
    "uri": "/v1/member/{{ person.id }}/message/notification",
    "method": "POST",
    "payload": {
      "notification": {
        "title": "Points updated",
        "text": "Your loyalty point balance has changed."
      },
      "link": {
        "type": "APP",
        "uri": "wallet"
      },
      "modal": null
    }
  }
]

Testing should confirm:

• The wallet event arrives in Klaviyo.
• The correct flow starts.
• The webhook returns HTTP 2xx.
• The correct member receives the message.
• The message format is appropriate when the app is open and closed.

Send custom webhooks from Klaviyo flows

1. Triggering a Flow with an Event from TRIFFT or Another Source

Instead of using webhooks from TRIFFT, Klaviyo flows can be triggered by an event imported from TRIFFT or any other data stream. Ensure that the event data is correctly imported into Klaviyo to initiate automated actions.

2. Configuring the Webhook in Klaviyo

To set up a webhook in Klaviyo:

1. Go to Flows in Klaviyo and open an existing flow or create a new one.

2. Add a Webhook Action to the flow.

3. Fill in the webhook details as follows:

   • Destination URL: https://api.trifft.io/v1/batch
   • Headers:
     • Key: "Authorization"
     • Value: "Bearer YOUR_TRIFFT_API_KEY"

   The YOUR_TRIFFT_API_KEY is the API key created in TRIFFT. You can find more information on generating API keys in TRIFFT’s Settings - API Keys documentation.

4. Define the request method as POST and configure the payload format as needed.

3) Testing & Validation

To test the webhook setup:

1. Open the webhook action in Klaviyo.
2. Click Preview.
3. Select the right profile, ensuring that the same profile exists in the TRIFFT project.
4. Search for the correct profile and click Send Test Request.
5. In TRIFFT’s CRM area, look at the member’s event flow to verify that the events are correctly flowing to TRIFFT.

   👍

   Webhooks sent via Klaviyo Flows appear in Klaviyo Profile details in customer event history:

   

Important Considerations

• Klaviyo's Webhook URL Limitations:
  Klaviyo's webhook implementation does not support entering Jinja variables in the URL. To work around this limitation, TRIFFT offers a Batch API that serves as a wrapper to call any of our APIs without requiring variables in the URL. This approach avoids issues related to URL variable substitution. For more details, refer to TRIFFT's Batch API documentation.

• Variable Notation in Klaviyo:
  When using variables in Klaviyo, ensure that there is a space before and after the curly brackets. For example, use {{ person.id }} instead of {{person.id}}. Omitting spaces can cause the variable to not work properly.

• TRIFFT Member ID Notation:
  To reference a TRIFFT member ID in Klaviyo, use the notation person.id.

Example JSON Payloads

Below are examples of JSON payloads for common actions:

For a comprehensive understanding of TRIFFT's API capabilities, refer to the complete API reference available at https://docs.trifft.io/reference.

For more details on setting up webhooks in Klaviyo flows, refer to Klaviyo’s Understanding webhooks in flows guide.

Send custom webhooks from TRIFFT to Klaviyo flows

While TRIFFT automatically shares a rich set of metrics and attributes with Klaviyo, there are two situations where you may want to send additional custom data:

When to Use Custom Webhooks

1. Non-standard Events or Profile Updates
   If you need to send custom events or modify profile properties that fall outside of TRIFFT's default dataset.

2. Payload Manipulation
   If you need to adjust the payload before sending it — for example:

   • Formatting datetime fields
   • Adding enriched data from external systems
   • Mapping to Klaviyo’s custom structure or naming conventions

These advanced use cases can be handled using TRIFFT’s native webhook system, which supports outbound HTTP calls to Klaviyo’s public API.

Step-by-Step Setup

1. Create a Klaviyo API Key

• Go to your Klaviyo Account Settings → API Keys
• Create a private API key
• Assign events/write or profiles/write scopes depending on your use case

2. Set Up the Webhook in TRIFFT

• Go to Settings → Integrations → Webhooks in TRIFFT Admin
• Create a new webhook authorisation and use the following settings:

3. Configure Webhook

Example payload to send a custom event:

{
  "data": {
    "type": "event",
    "attributes": {
      "time": "{{ event.created_at | date('c') }}",
      "metric": {
        "data": {
          "type": "metric",
          "attributes": {
            "name": "Customer profile updated"
          }
        }
      },
      "profile": {
        "data": {
          "type": "profile",
          "attributes": {
            "email": "{{ member.email }}"
          }
        }
      },
      "properties": {
        "first_name": "{{ member.param.first_name }}",
        "last_name": "{{ member.param.last_name }}",
        "dateOfBirth": "{{ member.param.dateOfBirth }}",
        "card_number": "{{ member.param.card_number }}",
        "language": "{{ member.param.language }}"
      }
    }
  }
}

Advanced Klaviyo Data Platform functions

Advanced KDP is not required for the standard TRIFFT integration. It is a separate Klaviyo subscription and provides additional analytics and data-management capabilities for teams that need deeper control.

Customer analytics

Data management

Advanced KDP can support:

• More precise targeting.
• Stronger personalization.
• Clearer measurement.
• Smarter automation.
• Proactive issue detection.

Ongoing management checklist