Klaviyo Loyalty Program: Flows, Customer Hub and Apps That Integrate

No. Klaviyo does not award points, manage tiers or issue reward coupons. It stores data on each customer profile, triggers flows from events and, with Customer Hub, shows account information to signed-in shoppers on your store.

A loyalty program on Klaviyo therefore has two parts: a loyalty app that runs the program (points, tiers, rewards, referrals) and Klaviyo, which uses that data in email, SMS, segments and Customer Hub. Klaviyo's own guide to customer loyalty programs covers program design; this guide covers the Klaviyo side.

The app you choose decides how good the Klaviyo side can be. If loyalty data syncs once a day, a "you just reached Gold" email arrives a day late. If it arrives as real-time events and profile properties, flows can react the moment something happens.

Use this as a checklist when you compare loyalty apps:

• Events. Every loyalty moment as a Klaviyo event: points earned or spent, tier changed, reward available, reward redeemed, referral completed, birthday. Each event can start a flow or filter one.
• Profile properties. Points balance, current tier, next tier, points needed to reach it, tier expiry date and referral link on every profile, so you can personalize emails and build segments without exports.
• Real-time sync. Events should arrive within seconds, not in a nightly batch.
• Segments back to the app. If the app can read your Klaviyo segments, you can target loyalty campaigns at audiences you already built.
• Customer Hub support. If you use Klaviyo Customer Hub, check that the app can act as its loyalty provider.

In Klaviyo you print a property with the lookup syntax, for example {{ person|lookup:'balance' }}, where balance is the property name your app uses. Klaviyo explains how these work in Understanding custom profile properties. The screenshots below show what this looks like with JeriCommerce.

Once the data is in Klaviyo, these five flows cover most of the value. Exact event names depend on your loyalty app.

• Welcome to the program. Trigger: the customer joins the program or adds the loyalty card to their phone wallet. Explain how to earn, show the current balance and link to the rewards page.
• Reward ready. Trigger: reward available, or balance reaches the cost of your most popular reward. This is usually the flow that brings customers back to buy.
• Tier upgrade. Trigger: tier changed. Say what the new tier unlocks and how far the next one is.
• Tier about to expire. Trigger: a date-based flow on the tier expiry property, for example 30 days before. Show how much they need to spend to keep the tier.
• Win-back with points. Trigger: a segment of customers with an unused balance and no order in 90 days. Remind them what their points are worth.

Add a flow filter to skip anyone who ordered in the last few days, so a loyalty message never lands on top of an order confirmation. More examples are in Klaviyo loyalty flow examples, and Klaviyo loyalty segments lists audiences to build from the same data.

Customer Hub is Klaviyo's signed-in account experience on your Shopify store, where shoppers see orders, recommendations and support in one place. With a connected loyalty provider, the Hub also shows the customer's points, tier, progress to the next reward, available rewards and referral link, and lets them redeem rewards without leaving your store.

Klaviyo only shows loyalty in the Hub for apps that integrate with it as a loyalty provider. Klaviyo documents integrations for several apps in Integrate other platforms with Customer Hub, and some apps, including JeriCommerce, document their own setup. The storefront side is covered in Getting started with Customer Hub on Shopify.

The screenshots below show Customer Hub with JeriCommerce as the loyalty provider, in the store's own branding.

These are four of the Shopify loyalty apps with a Klaviyo integration, in alphabetical order, with what each documents publicly about it:

• JeriCommerce. Puts the loyalty card in Apple Wallet and Google Wallet and works at the POS as well as online. Sends loyalty events and profile properties to Klaviyo, reads Klaviyo segments, can be the loyalty provider in Customer Hub, and lets a Klaviyo flow send a push notification to the wallet pass. Listed in the Klaviyo marketplace.
• LoyaltyLion. Sends loyalty events and profile data such as points and tier status to Klaviyo.
• Smile.io. Shares points and tier data with Klaviyo and connects to Customer Hub.
• Yotpo Loyalty and Referrals. Sends loyalty events and profile properties to Klaviyo and connects to Customer Hub.

To choose, start with where your customers buy. If they buy only online, compare the depth of the Klaviyo data and your budget. If you also sell in store, check that the app identifies customers at the POS and that those visits reach the same Klaviyo profile.

JeriCommerce connects to Klaviyo from Settings, then Integrations, then Klaviyo, with three modules you switch on as needed: Events, Segments and Custom Fields. To show loyalty in Customer Hub, turn on Events, then select JeriCommerce as the loyalty provider in Klaviyo's Customer Hub loyalty settings. An initial sync loads every customer with an email and loyalty data.

Two details are specific to JeriCommerce. Each profile gets a personal link to add the loyalty card to Apple Wallet or Google Wallet, which you can drop into any flow. And a webhook action in a flow can send a push notification to that wallet pass, so a "your reward is ready" message reaches the lock screen as well as the inbox. To compare that channel with email for your store, try the push vs email ROI calculator.

Full setup steps are in the JeriCommerce Klaviyo integration guide. The 34-second video below shows the three parts: events, profile properties and Customer Hub.