Send a tier upgrade email via Klaviyo Closed beta

In this tutorial, let's set up Klaviyo to send a congratulatory email to a customer when they reach a new loyalty tier in Talon.One.

Before you start

Talon.One requirements

• You have completed the setup of the Klaviyo integration, with the Loyalty Sync configured to sync loyalty tiers to a loyalty_tier profile property in Klaviyo.
• You have set up an Application.
• Your Application contains a loyalty program with loyalty tiers.

Klaviyo requirements

• You have enabled multi-factor authentication (MFA) for your account.
• Your user role is Manager, Admin, or Owner.

Workflow overview

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

• A customer reaches a new loyalty tier in Talon.One.
• Talon.One syncs the new tier to the customer's loyalty_tier profile property in Klaviyo and sends a Tier upgrade event to Klaviyo.
• A flow in Klaviyo triggers on the Tier upgrade event and sends the customer an email that includes their new loyalty tier.

Set up the integration

1

Create a tier upgrade flow in Klaviyo

1. In Klaviyo, open Flows > Create Flow > Build your own.

2. Enter Tier upgrade email as the flow name, and click Create Flow.

3. In the sidebar, choose Your metrics > talonOne integration > Tier Upgrade as the flow trigger, and click Save.

4. Add an Email action to the flow and name it Tier upgrade email.

5. In the sidebar, under Templates, click ... > Create text only email.

6. Add the following content to the email body, where TIER_FIELD_NAME is the name of the profile property in Klaviyo that stores the loyalty tier. In this tutorial, we use loyalty_tier.

   Congratulations, {{ first_name }}!
   You've reached the {{ person|lookup:"TIER_FIELD_NAME" }} tier.

7. (Optional) To send a test email:

   1. Click Preview email.
   2. Choose a recent tier upgrade event.
   3. Choose Send as an email, enter the email address of a test profile, and click Preview Now.

8. Click Save, provide a subject line, sender name, and sender email address, and click Done.

9. Click Review and turn on to activate the flow.

The flow should now look like this:

2

Test the setup

Let's test our setup by triggering a loyalty tier change for a customer:

1. In Klaviyo, choose a customer profile to test the tier upgrade email with. Ensure you have access to the inbox for that profile's email address, so you can check that the email arrives.
2. Open the same customer profile in Talon.One and manually add loyalty points to it. Add enough points to trigger a tier change, for example, from Silver to Gold.
3. Verify that the customer receives the tier upgrade email in their inbox, with the correct loyalty tier displayed.