Klaviyo Use Case Library

This business use case playbook outlines high-impact strategies for leveraging the TRIFFT + Klaviyo integration to drive customer retention and loyalty-driven revenue.

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

Event Fires: A member reaches a new tier threshold in TRIFFT (via purchase or bonus); the Tier Upgraded event fires.
Klaviyo Selects Audience: Klaviyo receives the event and identifies the member based on their email.
Loyalty Context: Klaviyo pulls the specific trifft_tier_name and trifft_points_balance properties to populate the template.
Delivery: A personalized email or SMS is delivered, highlighting new perks and providing a Deep Link to the "My Rewards" section of the app.
Action: Member taps the link, explores their new benefits, and makes a repeat purchase.
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

Event Fires: TRIFFT identifies points nearing expiry and updates the points_expiry_date property in Klaviyo.
Partner Selects Audience: Klaviyo identifies all members in the "Points Expiring Soon" segment.
Loyalty Context: Klaviyo pulls the trifft_points_balance to show exactly how much value is at risk.
Delivery: A "Use them or lose them" email is sent with a direct link to the Web Portal or App Deals section.
Action: The member redeems their points for a discount code and completes a transaction.
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).