Create a Flow Using Loyal-n-Save Events

Create a Flow Using Loyal-n-Save Events

Loyal-n-Save metrics synchronized with Klaviyo can be used to trigger automated flows based on customer loyalty activity, such as purchases, points earned, coupons, birthdays, and customer visits.

This guide explains how to create a Klaviyo flow using a Loyal-n-Save metric as the trigger, configure trigger and profile filters, add timing and message actions, and activate the flow.

The metrics available for use in flows depend on the Klaviyo Plan and add-on modules configured for your FTx Control Center account.

Before You Begin

Before creating a flow, make sure:
  1. The Loyal-n-Save integration is connected to Klaviyo.
  2. The applicable Loyal-n-Save metrics have been synchronized.
  3. The metric you want to use as the flow trigger is available under Analytics → Metrics in Klaviyo.
For a complete list of available Loyal-n-Save metrics and event properties, see Loyal-n-Save Data Reference

Choose a Loyal-n-Save trigger 

Loyal-n-Save metrics can be used as flow triggers or as conditions within a Klaviyo flow.
  1. In Klaviyo, navigate to Flows.
            Figure 1.0
  1. Click Create flow.
                                                                       Figure 1.1
  1. Select a pre-built template or choose Build your own.
                                                                                                                                                Figure 1.2
  1. Enter the flow name.
  2. Select the required tags.
                                                                              Figure 1.3
  1. Click Create flow.
  2. Select the Your metrics tab.
                                                             Figure 1.4
  1. Select the required Loyal-n-Save metric.
    1. Purchase Event — trigger a post-purchase communication.
    2. Points Earned — notify customers when loyalty points are earned.
    3. Coupon Earned — notify customers when they receive a reward coupon.
    4. Birthday — trigger a birthday communication.
    5. Customer Visit — trigger communications based on customer visit activity.
  2. Configure the required trigger filters.
                                                            Figure 1.5

Trigger filters vs profile filters

Use trigger filters when you want to restrict the flow based on properties of the Loyal-n-Save event that triggered the flow. 

Use profile filters when you want to restrict the flow based on customer activity or profile criteria.

For example, a flow triggered by Birthday could use a profile filter to include only customers who have Viewed Coupons at least once in the last 30 days.
  1. Select the required profile condition.
                                                      Figure 1.6
  1. Select the appropriate Loyal-n-Save metric.
                                                            

  1. Click Save.
                                                                          Figure 1.8
  1. Review the trigger configuration and click Confirm and save.
After configuring and saving the flow trigger, add the actions you want Klaviyo to perform when a customer enters the flow. The following example adds an email action. 

Add an Email

  1. Drag the Email action into the flow.
  2. Configure the subject line and sender information.
  3. Select an existing template or create a new template.
  4. Customize the email content as required. You can use synchronized Loyal-n-Save profile and event properties to personalize the message.
  5. Preview and send a test email to verify the content.
  6. Click Done when the email is ready.

Activate the Flow

  1. Click Update status.
  2. Click Preview to review the flow.
  3. After verifying the flow, click Exit preview.
  4. Click Review and turn on.
                                                                  Figure 1.9
  1. Set the flow status to Live.
  2. Select Update Status Now or Schedule, as required.
  3. Click Save.
The configured flow is now active.

Additional Resources

  1. Getting Started with Loyal-n-Save
  2. Loyal-n-Save Data Reference
  3. Create a Klaviyo Segment Using Loyal-n-Save Data