Klaviyo Loyalty Program Welcome Flow

What You Will Learn

By the end of this guide, you’ll understand:

• How to access and install TRIFFT’s pre-built Klaviyo flow templates
• How the Loyalty Program Welcome flow works and when it is triggered
• How dynamic loyalty data (points, tiers, coupons) is used in the emails
• Best practices for customizing and launching your loyalty flows

TRIFFT’s team of loyalty experts has created ready-to-use Klaviyo flow templates that you can easily copy into your own Klaviyo account with just a few clicks. These templates already include dynamic customer loyalty information and are a great starting point for building personalized email campaigns.

Requirements

• An active Klaviyo account
• An active TRIFFT account
• Working TRIFFT <> Klaviyo integration

How the "Loyalty Program Welcome" Flow Works

The Loyalty Program Welcome flow is triggered when a customer’s Member Verified event is recorded in Klaviyo. It sends three sequential emails:

1. Welcome Email (1 of 3) — Introduces the loyalty program and celebrates the customer’s membership.
2. Ways to Earn (2 of 3) — Highlights key actions customers can take to earn more points faster.
3. Ways to Redeem (3 of 3) — Shows customers how they can spend their points, with real-time available rewards and coupon offers.

Dynamic loyalty content such as current points balance, tier status, and active coupons is automatically pulled into the emails to personalize the experience.

How to Install a Flow Template

To implement a flow template:

1. Log into your Klaviyo account.
2. Click directly on this link Loyalty Program Welcome or navigate to search for "Loyalty Program Welcome" and use the Create Flow button. This will copy the flow into your account, and you can then customize it to fit your brand and loyalty program.
3. Edit and manage the flow works exactly the same as any other Klaviyo flow.
4. Once you’ve reviewed and customized your flow, refer to Klaviyo’s guide for how to enable and start sending a flow.

❗️

Some of the content in the flow templates is generic and must be updated to reflect your specific loyalty program before it is ready to send to customers. We recommend reviewing all blocks and emails individually (especially buttons and links) before enabling the flow.

Testing the flow

This flow is triggered once "Member verified" event is received by Klaviyo. Verified members are members who registered to the loyalty program and have been verified. How verification happens may depend on a particular loyalty program implementation. For example:

• If TRIFFT is integrated with Shopify, when Shopify customer creates and account
• If TRIFFT is integrated with WooCommerece, after WooCommerce customer registers for loyalty program
• If TRIFFT mobile app or client zone touch points are used, after member verified their primary contact by SMS or Email OTP or by clicking on email confirmation link

🚧

Before setting this flow live, test it properly, for example by adding a trigger filter that will launch the flow only for the test email address.

👍

If you don't have e-commerce or TRIFFT touch-point integration ready, use TRIFFT REST API Create a Member to easily create a verified member. Make sure you set "is_verified": true

curl --request POST \
     --url https://api.trifft.io/v1/member \
     --header 'Authorization: Bearer f8f****b2c' \
     --header 'accept: application/json' \
     --header 'content-type: application/json' \
     --data '
{
  "language": "en",
  "is_verified": true,
  "params": {
    "firstName": "John",
    "lastName": "Doe"
  },
  "email": "[email protected]"
}
'

Key Dynamic Components in the Loyalty Program Welcome Flow

Each email in the Loyalty Program Welcome Flow uses dynamic loyalty data to personalize the customer experience. Below is an overview of how dynamic content is integrated into each step:

Email 1: Welcome and Program Introduction

• How points are earned: Explain the main ways members earn points (e.g., purchases, actions).
• Expiration and tier rules: Clarify if members' points expire and how tier progression works.
• How rewards are redeemed: Provide the exchange rate (e.g., 100 points = $5 discount).
• Coupons: Introduce how rewards are issued through coupons and how members will receive them. Explain when and how perks or reward coupons are added to a member’s account.

Email 2: Ways to Earn More Points

• Highlight how members can accelerate point earnings beyond purchases, such as:
  • Referring friends
  • Following social media accounts
  • Leaving product reviews
  • Sharing marketing preferences

Email 3: Redeem Your Rewards

• Dynamically display the available coupons for the member at the time of sending.
  • The list of available coupons is updated whenever a TRIFFT event updates the Klaviyo profile.
  • Coupons and reward offers are can be personalized based on the member’s current point balance and tier status.