5. Klaviyo + Loyalty STARTER Plan
The starter plan provides a foundational subset of metrics. Unlike the core plans—which support all channels (Email, SMS, and Push) for every event—the STARTER plan delivers events dedicated strictly to a single specified channel.
Included metrics
- Tokens Earned (SMS)
- Tokens Earned (Email)
- Purchase Event (SMS)
- Coupon Earned (SMS)
- New Customer Sign-Up (SMS)
Tokens Earned (SMS)
See the Tokens Earned Below section below for the complete list of available channels and event properties.
Tokens Earned (Email)
See the Tokens Earned section below for the complete list of available channels and event properties.
Purchase Event (SMS)
See the Purchase Event section below for the complete list of available channels and event properties.
Coupon Earned (SMS)
See the Coupon Earned section below for the complete list of available channels and event properties.
New Customer Sign-Up (SMS)
See the New Customer Sign Up section below for the complete list of available channels and event properties.
6. Klaviyo + Loyalty Essential Plan (10 Flows)
The Essential plan includes the foundational loyalty and transaction metrics required to build customer segments, trigger flows, and personalize campaigns.
Included metrics
- New Customer Sign Up
- Purchase Event
- Tokens Earned
- Coupon Earned
- Tokens Spent (Cash Redemption)
- Tokens Spent (Coupon Redemption)
- Loyalty Card Added
- Completed Profile Rewards
- Completed Interest Survey Rewards
- Store Feedback Rewards
7. New Customer Sign Up
Segment: New Customer Sign-Up
This is handled in a segment created inside Klaviyo. It tracks brand-new profiles created in the system on the current calendar day. This segment is highly dynamic, resetting daily, and is typically used to monitor real-time list growth, trigger immediate welcome sequences, or audit today's incoming subscriber data.
Available Channels:
- STARTER Plan: SMS Only
- Other Standard Plans: Email, SMS, Push
Purchase Event
Metric: Purchase Event
This event is tracked whenever a customer completes a qualifying purchase. You can use this metric to trigger post-purchase automations, create customer segments, and personalize marketing messages.
Note: The event property names shown throughout this article reflect the actual property names sent to Klaviyo. These are displayed exactly as they appear in the event payload and should be referenced precisely when building segments, configuring flow trigger filters, or personalizing message content.
Property names use the same naming convention as the event payload sent to Klaviyo. The values shown in this article are representative of the fields available for each event. Actual property availability may vary depending on the event type and active FTx Control Center features.
Available Channels:
- STARTER Plan: SMS Only
- Other Standard Plans: Email, SMS, Push
See Loyalty Transaction Payload below for the complete list of event properties.
Tokens Earned
Metric: Points Earned
This event is tracked whenever a customer earns loyalty points or tokens. You can use this metric to notify customers of newly earned rewards or create loyalty engagement automations.
Available Channels:
- STARTER Plan: SMS and Emails Only
- Other Standard Plans: Email, SMS, Push
See the Loyalty Transaction Payload section below for the complete list of event properties.
Coupon Earned
Metric: Tokens Earned
This event is tracked when a customer qualifies for and receives a loyalty reward coupon.
Available Channels:
- STARTER Plan: SMS Only
- Other Standard Plans: Email, SMS, Push
See the Loyalty Transaction Payload section below for the complete list of event properties.
Loyalty Transaction Payload
The following event properties are used by the Purchase Event, Points Earned, Coupon Earned, and Customer Visit metrics:
- receiptNumber — The receipt or transaction number associated with the purchase
- tokensEarned — The number of loyalty tokens or points earned from the purchase
- customerTotalBalance — The customer's updated loyalty token balance after the transaction
- couponsEarned — Any loyalty coupons or rewards generated from the purchase
- itemDetails — Information about the purchased items, including product details and quantities
- categories — The product categories associated with the purchased items
- departments — The departments associated with the purchased products
- brands — The brands associated with the purchased products
- manufacturers — The manufacturers associated with the purchased products
- campaigns — Marketing campaigns or promotions associated with the transaction
- recentSwagItems — Swag or loyalty reward items related to the customer's recent activity
Tokens spent (cash redemption)
Metric: Cash Redeem
This event is tracked when a customer redeems loyalty tokens as a cash-equivalent reward during a transaction.
Event Properties
- dollarsRedeemed— The monetary value redeemed by the customer
- tokensRedeemed — The number of loyalty tokens used
- balanceAfter — Token Balance after redemption
Tokens Spent (Coupon Redemption)
Metric: Coupon Redeemed
This event is tracked whenever a customer redeems a loyalty coupon or promotional reward.
Event Properties
- couponId — The identifier of the redeemed coupon
- coupon_value — The value associated with the coupon
- receipt_number — The associated transaction identifier
- coupon_name — Name of the coupon
Loyalty Card Added
Metric: LNS Card Added
This event is tracked when a loyalty card is linked to a customer account.
Event properties
- cardNumber — The loyalty card assigned to the customer
Completed Profile Rewards
Metric: Profile Complete Points Earned
This event is tracked whenever a customer completes their loyalty profile and earns a profile completion reward.
See the Customer Activity Reward Payload section below for the complete list of event properties.
Completed Interest Survey Rewards
Metric: Customer Interest Points Earned
This event is tracked whenever a customer completes an interest survey or preference profile and receives loyalty points.
See the Customer Activity Reward Payload section below for the complete list of event properties.
Store Feedback Rewards
Metric: Store Feedback Points Earned
This event is tracked whenever a customer receives loyalty points for submitting store feedback.
See the Customer Activity Reward Payload section below for the complete list of event properties.
Customer Activity Reward Payload
The following event properties are used by the Profile Complete Points Earned, Customer Interest Points Earned, Store Feedback Points Earned, and Swag Item Review Points Earned metrics.
- points — The number of points awarded for completing the profile
- recentSwagItems — Recent Swag items added
8. Klaviyo + Loyalty Pro Plan (18 Flows)
In addition to all Essential Plan metrics, the Plus plan includes customer engagement and loyalty lifecycle metrics.
Additional metrics included
- Email Campaign Opened
- New Campaign
- View Campaign
- View Coupon 1 (Expiration Date)
- View Coupon 2 (No Expiration Date)
- View Token Balance
- New Click To Card Offer
- Click 2 Card Offer Added
Email Campaign Opened
Metric: Email Opened
This event is tracked when a customer opens an email campaign sent.
Event Properties
- email_campaign_id — The identifier for the campaign that has been opened.
New Campaign
Metric: New Campaign
Triggered when a new campaign becomes available, helping notify customers about promotions, rewards, or special offers.
Event Properties
- campaigns — List of available campaigns.
View Campaign
Metric: Viewed Campaign
This event is tracked whenever a customer views a marketing campaign or promotional offer.
Event Properties
- itemName — The name of the campaign
- itemImage — The campaign image
- otherDeals — Other more campaigns
View Coupon 1 (Expiration Date)
Metric: Viewed Coupons
This event is tracked when a customer reward or coupon is approaching its expiration date.
See the Coupon Payload section for the complete list of event properties.
View Coupon 2 (No Expiration Date)
Metric: Viewed Coupons
This event is tracked whenever a customer views an available coupon or reward.
See the Coupon Payload section below for the complete list of event properties.
View Token Balance
Metric: Viewed Balance
This event is tracked whenever a customer views their loyalty balance.
Event Properties
- total_balance — The customer's current loyalty balance, sum of all balance types
- balances — customer balances along with customer balance type and respective balances
Coupon Payload
The following event properties are used by the Viewed Coupons and Coupon Expire metrics.
- coupon_image — The coupon image
- coupon_name — The coupon name
- coupon_type — The type or category of coupon (Free Item/Percentage Off/Dollar Amount Off)
- coupon_value — The coupon value
- coupon_expiration_type — The expiration type of coupon (Never Expire / Day After Issue / Static Date)
- coupon_expected_end_date — The expiration date of the coupon (calculated automatically based on selected expiration type)
New Click To Card Offer
Metric: New Click To Card Offer
Triggered when a new Click 2 Card offer becomes available, allowing customers to save and redeem offers directly from their loyalty account.
- name — The coupon name
- value — The coupon value
- can_expire — Shows if coupon can expire
- expiration_type — Coupon expiration type
- expiration_date — Coupon expiration date
- coupon_image_s3_path — The coupon image
- account — Coupon account details
Click 2 Card Offer Added
Metric: Click 2 Card Offer Added
This event is tracked when a customer clicks to add a coupon/card to their account. It is sent through the existing Coupon Earned Klaviyo event.
Event Properties
- couponsEarned — List of coupons earned from the click-to-card action
- recentSwagItems — Latest Swag Shop items for the account
- customerTotalBalance — Customer’s total loyalty balance
- type — Set to click_to_card, used to identify this Coupon Earned event as a click-to-card coupon event
9. Klaviyo + Loyalty Pro+ Plan (24 flows)
In addition to all Essential and Pro plan metrics, the Premium plan includes advanced automation and customer lifecycle metrics.
Additional metrics included
- Missing Interest Survey
- Missing Profile Information
- Customer Visits
- Birthday Rewards
- We Miss You (Win Back)
- Loyalty Anniversary
Missing Interest Survey
Segment: Missing Interests
This is handled in a segment inside Klaviyo and identifies subscribers who have not yet indicated or been assigned any specific content/product preferences. This segment is useful for launching zero-party data enrichment campaigns (e.g., preference center update emails) to help improve targeting and personalization.
Missing Profile Information
Segment: Profile Missing Information
Captures incomplete contact profiles that are missing either an email address or a phone number. It helps identify gaps in your multi-channel marketing reach and is valuable for cleaning up standard profiles or targeting users specifically through the single channel they did provide.
Customer Visits
Metric: Customer Visit
This event is tracked whenever a customer visit is recorded. It can be used to identify active customers and build visit-based automations.
Note: Configured rewards through auto-trigger campaigns.
See the Loyalty Transaction Payload section for the complete list of event properties.
Birthday Rewards
Metric: Birthday
This event is tracked when a customer becomes eligible for a birthday campaign or reward.
See the Auto Trigger Campaign Reward Payload section below for the complete list of event properties.
We Miss You (Win Back)
Metric: We Miss You
This event is tracked when a customer meets the criteria for a win-back campaign due to inactivity.
See the Auto Trigger Campaign Reward Payload section below for the complete list of event properties.
Loyalty Anniversary
Metric: Loyalty Anniversary
This event is tracked on the anniversary of a customer's loyalty enrollment.
See the Auto Trigger Campaign Reward Payload section below for the complete list of event properties.
Auto Trigger Campaign Reward Payload
The following event properties are used by Birthday and Loyalty Anniversary and We Miss You metrics.
- campaign_name — The campaign name
- reward_type — The reward type for the campaign
- reward — Reward text (Tokens/Coupon)
Additional below properties based on reward type
For token reward,
- token_reward — The reward token value.
For coupon reward,
- coupon_image — The coupon image
- coupon_name — The coupon name
- coupon_type — The type or category of coupon (Free Item/Percentage Off/Dollar Amount Off)
- coupon_value — The coupon value
- coupon_expiration_type — The expiration type of coupon (Never Expire/Day After Issue/ Static Date)
- coupon_expected_end_date — The expiration date of the coupon (calculated automatically based on selected expiration type)
10. Swag Shop Add-On Metrics
If the "Swag Shop" module is enabled for your account, the following additional metrics are synchronized to Klaviyo.
Additional metrics included
- New Swag Shop Items Added
- View Swag Shop Item
- Wishlist Swag Shop Item
- Tokens Spent (Swag Shop Redemption)
- Swag Shop Item Review (Follow Up)
- Swag Shop Item Review Rewards
New Swag Shop Items Added
Metric: New Swag Item
This event is tracked whenever a new Swag item becomes available.
Event properties
- swagItemName — The item name
- swagItemImage — The item image
- swagItemTokenAmount — The token amount required to redeem the item
- redeemNowLink — The link to redeem the item
View Swag Shop Item
Metric: Viewed Swag Item
This event is tracked whenever a customer views a Swag or loyalty reward catalog item.
Event properties
- itemImage —The image of the viewed Swag item
- itemName — The name of the viewed item
- itemLink — The Swag item link
- recentSwagItems — Other Swag items recently added
Wishlist Swag Shop Item
Metric: Swag Item Wishlist
This event is tracked whenever a customer adds a Swag item to their wishlist.
Event Properties
- itemName — The name of the selected item
- itemImage — The image of the selected Swag item
- itemLink — The Swag item link
- deals — Newly added deals
Tokens Spent (Swag Shop Redemption)
Metric: Tokens Spent
This event is tracked whenever loyalty tokens are spent by a customer.
Event Properties
- name — The name of the item
- tokenAmount — The amount of loyalty tokens used
- image — The item image
- customerBalance — The customer's remaining loyalty balance
- swagItems — The other recent Swag items
- deals — The deals newly added
- itemType — Type of the item purchased (Coupon/Merchandise)
Swag Shop Item Review (Follow Up)
Metric: Swag Item Order
Triggered after a customer receives their redeemed Swag Shop item. It is sent through the existing Swag Item Order event.
Event Properties
- name — The name of the item
- tokenAmount — The amount of loyalty tokens used
- image — The item image
- customerBalance — The customer's remaining loyalty balance
- swagItems — The other recent Swag items
- deals — The deals newly added
- itemType — Type of the item purchased (Coupon/Merchandise)
- orderStatus — The status of the Swag Shop item order. After delivery, the status is displayed as “Completed / Delivered”
Swag Shop Item Review Rewards
Metric: Swag Item Review Points Earned
This event is tracked whenever a customer earns loyalty points for submitting a Swag item review.
See the Customer Activity Reward Payload section for the complete list of event properties.
11. Altria Scan Data add-on metrics
If the "Altria Scan Data" module is enabled for your account, the following additional metrics are synchronized to Klaviyo.
Additional Metrics Included
EAIV/AVT
Metric: EAIV Completed
This event is tracked whenever a customer successfully completes the Electronic Age and Identity Verification (EAIV) process. You can use this event to trigger follow-up communications or build audience segments based on verification of completion.
Event Properties
- eaiv_status — The EAIV status value (0/1).
12. Using Loyal-n-Save Data in Klaviyo
After the integration is connected, the synchronized metrics and profile properties can be used throughout Klaviyo.
Build Segments
Create dynamic segments based on customer loyalty and engagement activity, for example:
- Customers who earned loyalty points
- Customers who redeemed coupons
- Customers who have not visited recently
- Customers approaching a loyalty anniversary
- Customers with available reward balances
- Customers who viewed campaigns or Swag items
Trigger Flows
Use Loyal-n-Save metrics to trigger automated flows such as:
- Welcome Series
- Post-Purchase Follow-up
- Points Earned Notifications
- Coupon Earned Notifications
- Birthday Rewards
- Win-Back Campaigns
- Loyalty Anniversary Campaigns
- Swag Redemption Follow-Ups
Personalize Messages
Profile properties and event data can be inserted into email and SMS templates to personalize messaging with customer names, loyalty balances, rewards, transaction details, and other synchronized information.