# Send birthday coupons via Klaviyo

> In this tutorial, let's set up an integration to generate coupons in Talon.One and send them to Klaviyo.

> For the complete documentation index, see [llms.txt](https://docs.talon.one/llms.txt).

Then, you can use these coupons in an email flow in Klaviyo to send birthday coupons to
your customers.

## Before you start

### Talon.One requirements

- You have completed the [setup](/docs/dev/technology-partners/klaviyo/set-up-klaviyo-integration.md)
  of the Klaviyo integration.
- You are an [admin](/docs/product/account/account-settings/manage-roles.md#admin-role)
  user.
- You have set up [an Application][App].
- Your Application contains [a running campaign][campaigns] with the **Coupons** feature [enabled](/docs/product/campaigns/settings/manage-campaign-features.md).

### Klaviyo requirements

- You have enabled [multi-factor authentication
  (MFA)](https://help.klaviyo.com/hc/en-us/articles/360026617692) for your account.
- Your [user role](https://help.klaviyo.com/hc/en-us/articles/115005231648) is Manager,
  Admin, or Owner.
- You have created a [list](https://help.klaviyo.com/hc/en-us/articles/115005078967). In
  this tutorial, we assume the list is named `Newsletter subscribers`.
- Your customer profiles in Klaviyo contain a [custom
  property](https://help.klaviyo.com/hc/en-us/articles/115000250912) that stores the
  customer's birthday. The property must be of type **Date** and contain the date in the
  ISO 8601 UTC date-time format, for example, `1981-06-01T00:00:00Z`. In this
  tutorial, we assume the property is named `date_of_birth`.

## Workflow overview

In the sections below, we set up the following workflow:

- Every day, a flow in Klaviyo checks if any of your newsletter subscribers have their
  birthday today.
- If a subscriber has their birthday, Klaviyo sends them an email with a coupon code from
  a batch of 10000 coupon codes created via Talon.One.
- Once a coupon code is sent, Klaviyo marks it as used and removes it from the pool of
  available codes, so the same code is never sent to another subscriber.

## Set up the integration

<StepsContainer>

### Create coupon codes in Talon.One

In Talon.One, [create](/docs/product/campaigns/coupons/create-coupons.md#generate-third-party-codes)
a batch of 10000 third-party coupon codes:

1. In Talon.One, on the left-side menu of the campaign where you want to create coupon
   codes, click <Coupons className="icon"/> **Coupons**.
1. Click <Add className="icon"/> **Create Coupons** and select the **Third-party codes**
   tab.
1. In **Integration Hub instance**, select the Klaviyo instance that you [set
   up](/docs/dev/technology-partners/klaviyo/set-up-klaviyo-integration.md) previously.
1. In **Number of coupons**, enter `10000`.
1. Leave the other fields with their default values and click **Create & send**.
   :::tip
   - For more information about the other fields, see [Generate random
     codes](/docs/product/campaigns/coupons/create-coupons.md#generate-random-codes).
   - Coupon redemption limits and schedules are **not** sent to Klaviyo. Klaviyo only
     receives the generated coupon codes.
   :::
1. In Klaviyo, open **Content** > **Coupons** > **API Coupons** and wait until
   **10000/10000** coupon codes are available.

### Create a birthday flow in Klaviyo

1. In Klaviyo, open **Flows** > **Create Flow** > **Build your own**.
1. Enter `Birthday coupon` as the flow name, and click **Create Flow**.
1. In the sidebar, choose the **Date property** trigger and click **Create Flow**.
1. In **Date property**, select the profile property that stores the customer's birthday.
   In this tutorial, we use `date_of_birth`.
1. Under **When should this flow start?**, select **On the date property value**.
1. In **Select a time of day**, set the time and timezone the email should be sent, for
   example, `09:00 AM` in your timezone, and click **Next**.
1. Apply the following trigger options:
   - Set **Re-entry criteria** to **Allow re-entry**.
   - Set **Repeat on date** to **Yearly**.
1. In **Profile Filters**, click **Add** > **Add profile filter**, select **If someone is
   in or not in a list**, select the `Newsletter subscribers` list, and click **Save**.
1. Save the settings and confirm.
1. Add an **Email** action to the flow and name it `Birthday email`.
1. In the sidebar, under **Templates**, click **...** > **Create text only email**.
1. Add the following content to the email body, where `COUPON_BATCH_NAME` is the name of
   the coupon batch you [created](#create-coupon-codes-in-talonone), for example,
   `3rdparty_1uo5vwva`.

   ```text
   Happy birthday, {{ first_name }}!
   Here's a gift from us: use code {% coupon_code 'COUPON_BATCH_NAME' %} at checkout for your birthday discount.

   Enjoy your day!
   ```
1. Click **Save**, provide a subject line, sender name, and sender email address, and
   click **Done**.
1. Click **Review and turn on** to activate the flow.

The flow should now look like this:

### Test the setup

The flow triggers on the next day at the time you specified. Change the birthday of a
customer in Klaviyo to tomorrow's date and confirm that they receive the email with a
coupon code.

To send a test email immediately, use the **Preview email** feature in Klaviyo:

1. Open the flow you created and click the **Email** action.
1. In the sidebar, in the **Template** section, click **Edit**.
1. Click **Preview email**.
1. Choose **Send as an email**, enter the email address of a test profile, and click
   **Preview Now**.
1. Verify that the test profile receives the birthday coupon email with an unused coupon
   code.

</StepsContainer>

[App]: /docs/product/applications/overview.md
[campaigns]: /docs/product/campaigns/overview.md