Yotpo Loyalty + Klaviyo
Turn Loyalty Data into Revenue with Yotpo Loyalty + Klaviyo
Sync loyalty points, tiers, and rewards activity from Yotpo directly into Klaviyo to run personalized email and SMS campaigns that bring customers back.
Why integrate Yotpo Loyalty and Klaviyo?
Yotpo Loyalty and Klaviyo do different jobs well. Yotpo tracks every point earned, redeemed, and tier reached. Klaviyo turns that data into timely, targeted messages. Used together, they connect customer behavior to personalized outreach so you can reward loyal shoppers at the right moment — not hours later when the feeling has passed. The integration also cuts out the manual data exports and guesswork that slow retention teams down.
Automate & integrate Yotpo Loyalty & Klaviyo
Use case
Real-Time Points Balance Sync for Personalized Campaigns
Push each customer's current points balance and tier status from Yotpo Loyalty into Klaviyo profile properties whenever a change occurs. Marketers can then pull live points data directly into email and SMS templates to show customers exactly how close they are to their next reward. No more stale numbers in campaign copy, and no more messages that feel like they were written for someone else.
Use case
Tier Upgrade Triggered Welcome Flows
When a customer moves into a new loyalty tier in Yotpo — Silver, Gold, VIP — tray.ai sends that event to Klaviyo immediately, triggering a tier-upgrade welcome flow. The flow can deliver a congratulatory email, spell out the new benefits they've unlocked, and include an offer to encourage their next purchase. Tier recognition that arrives in real time feels like a reward. A message that shows up two days later feels like an afterthought.
Use case
Reward Expiration Reminders to Recover Unredeemed Value
Sync expiring rewards and points data from Yotpo Loyalty into Klaviyo to trigger reminder emails and SMS messages before a reward disappears. tray.ai watches expiration timelines and fires the right Klaviyo flow with each customer's specific reward details already filled in. Customers losing rewards they didn't know were expiring is a fast way to damage trust — these reminders prevent that.
Use case
Loyalty Enrollment Nurture Sequence
When a customer joins the Yotpo Loyalty program for the first time, tray.ai captures the enrollment event and passes it to Klaviyo to trigger an onboarding email series. The sequence can walk them through how to earn points, show the most popular redemption options, and set expectations for tier progression. Customers who understand the program from day one participate far more consistently than those left to figure it out themselves.
Use case
Win-Back Campaigns for Lapsed Loyalty Members
tray.ai monitors Yotpo Loyalty for customers who've gone quiet for a configurable period and pushes those profiles — along with their accumulated points balance — into a dedicated Klaviyo win-back flow. Messaging can remind lapsed members what they've already earned and include a time-sensitive bonus to get them back. Reactivating someone who already chose your brand once is almost always cheaper than finding a new customer.
Use case
Referral Completion Rewards Confirmation
When a customer successfully completes a referral through Yotpo Loyalty, tray.ai sends that event to Klaviyo to trigger an immediate confirmation email celebrating the achievement and laying out the reward earned. Prompt acknowledgment reinforces the behavior. It also opens a natural moment to cross-sell while the customer is feeling good about the brand.
Use case
VIP Segment Targeting for Exclusive Campaign Access
Continuously sync Yotpo Loyalty tier data into Klaviyo to maintain accurate VIP audience segments for exclusive campaigns, early access sales, and product launches. tray.ai updates segment membership automatically as customers move between tiers, so no one's manually auditing lists. You can gate exclusive offers with confidence knowing the right people are actually receiving them.
Get started with Yotpo Loyalty & Klaviyo integration today
Yotpo Loyalty & Klaviyo Challenges
What challenges are there when working with Yotpo Loyalty & Klaviyo and how will using Tray.ai help?
Challenge
Keeping Points and Tier Data Fresh Across Both Platforms
Loyalty data changes constantly. Every purchase, redemption, and referral updates a customer's profile in Yotpo. Without automation, Klaviyo profile properties go stale fast, and campaigns end up referencing wrong point balances or outdated tier labels — which customers notice, and not in a good way.
How Tray.ai Can Help:
tray.ai runs continuous sync workflows that listen for Yotpo Loyalty events in real time and immediately update the corresponding Klaviyo profile properties, so every campaign draws from current loyalty data without any manual intervention.
Challenge
Mapping Complex Loyalty Event Structures to Klaviyo Metric Events
Yotpo Loyalty emits richly structured event payloads with nested loyalty attributes, reward types, and tier metadata. Getting those into the flat Klaviyo metric event format required to trigger flows accurately takes careful data transformation — and doing it manually or with basic tools is error-prone.
How Tray.ai Can Help:
tray.ai's visual data mapper and built-in transformation functions let teams extract, rename, and format Yotpo event data into exactly what Klaviyo expects, without writing custom code. The mapping logic stays visible and easy to audit.
Challenge
Triggering Klaviyo Flows at the Right Moment Without Delays
Timing is most of the value in loyalty-triggered marketing. A tier upgrade email that arrives hours late feels anticlimactic. An expiring reward reminder that fires after the expiration date actively damages the relationship. Batch exports and nightly syncs can't get you there.
How Tray.ai Can Help:
tray.ai supports real-time webhook-driven workflows that process Yotpo Loyalty events and fire Klaviyo flow triggers in seconds, so milestone emails and reward alerts reach customers when they're actually relevant.
Challenge
Managing Loyalty Segmentation at Scale Without Manual List Exports
As a loyalty program grows to tens or hundreds of thousands of members, manually exporting tier-based segments from Yotpo and importing them into Klaviyo becomes a real bottleneck. Segment membership drifts between exports, which means mis-targeted campaigns and wasted send credits.
How Tray.ai Can Help:
tray.ai automates segment membership updates by listening for tier change events in Yotpo and adding or removing customer profiles from the right Klaviyo segments continuously, keeping audience definitions accurate regardless of program size.
Challenge
Handling API Rate Limits and Data Volume During Peak Commerce Periods
During Black Friday or holiday sales, loyalty transaction volume can spike sharply, generating bursts of Yotpo events that all need to reach Klaviyo without hitting rate limits, dropping events, or corrupting customer profiles. It's a genuinely tricky infrastructure problem.
How Tray.ai Can Help:
tray.ai has built-in rate limit handling, automatic retry logic, and event queuing that throttle requests to both APIs intelligently during volume spikes, so every loyalty event gets processed reliably without manual monitoring or custom error-handling code.
Start using our pre-built Yotpo Loyalty & Klaviyo templates today
Start from scratch or use one of our pre-built Yotpo Loyalty & Klaviyo templates to quickly solve your most common use cases.
Yotpo Loyalty & Klaviyo Templates
Find pre-built Yotpo Loyalty & Klaviyo solutions for common use cases
Template
Yotpo Loyalty Tier Change → Klaviyo Tier Upgrade Flow Trigger
Monitors Yotpo Loyalty for tier change events and immediately posts the event — including new tier name, previous tier, and customer details — to a Klaviyo flow trigger, launching a personalized tier upgrade email and SMS sequence.
Steps:
- Webhook or polling trigger detects a tier change event in Yotpo Loyalty
- tray.ai maps the customer's email, new tier, previous tier, and points balance to Klaviyo profile properties
- Klaviyo metric event is fired to trigger the pre-built tier upgrade flow for the matched customer profile
Connectors Used: Yotpo Loyalty, Klaviyo
Template
Yotpo Points Update → Klaviyo Profile Property Sync
Automatically syncs a customer's current points balance, lifetime points earned, and tier status from Yotpo Loyalty to Klaviyo custom profile properties on every points transaction, so active Klaviyo campaigns always use accurate loyalty data.
Steps:
- tray.ai polls Yotpo Loyalty for points transaction events or listens via webhook
- Customer loyalty data including points balance, tier, and enrollment date is extracted and formatted
- Klaviyo profile is updated via API with the latest loyalty properties, ready for dynamic email content and segmentation
Connectors Used: Yotpo Loyalty, Klaviyo
Template
Yotpo Loyalty Enrollment → Klaviyo Onboarding Sequence
Triggers a Klaviyo onboarding email flow the moment a customer joins the Yotpo Loyalty program, delivering a welcome message, earning guide, and first-purchase incentive to maximize early engagement.
Steps:
- New loyalty enrollment event is captured from Yotpo via webhook or scheduled sync
- tray.ai creates or updates the Klaviyo customer profile with enrollment date and initial points balance
- A Klaviyo metric event is fired to start the loyalty onboarding email flow for the new member
Connectors Used: Yotpo Loyalty, Klaviyo
Template
Expiring Yotpo Rewards → Klaviyo Urgency Email Trigger
Identifies customers with rewards or points expiring within a configurable window in Yotpo Loyalty and sends each customer's expiration details into Klaviyo to trigger personalized, time-sensitive reminder emails and SMS messages.
Steps:
- tray.ai runs a scheduled query against Yotpo Loyalty to identify customers with rewards expiring within the defined threshold (e.g., 7 or 14 days)
- Each customer's expiration date, reward type, and points value are mapped to Klaviyo event properties
- Klaviyo flow is triggered with expiration-specific data populated, sending a personalized reminder email and optional SMS
Connectors Used: Yotpo Loyalty, Klaviyo
Template
Lapsed Loyalty Member → Klaviyo Win-Back Campaign
Detects loyalty program members with no earning or redemption activity beyond a set inactivity threshold in Yotpo and enrolls them in a Klaviyo win-back flow, using their existing points balance as a reactivation hook.
Steps:
- tray.ai runs a daily scheduled workflow querying Yotpo Loyalty for members inactive beyond the configured threshold
- Inactive member profiles — including unredeemed points balance and last activity date — are pushed to a dedicated Klaviyo segment
- Klaviyo win-back flow is triggered, referencing the customer's existing loyalty value to drive return visits
Connectors Used: Yotpo Loyalty, Klaviyo
Template
Yotpo Referral Completed → Klaviyo Confirmation & Cross-Sell Email
Fires a Klaviyo confirmation email automatically when a customer successfully completes a referral in Yotpo Loyalty, celebrating the achievement and including a personalized cross-sell recommendation while the positive moment is fresh.
Steps:
- Yotpo Loyalty referral completion event is captured by tray.ai via webhook
- Referral details — reward earned, referee identity, and updated points balance — are mapped to a Klaviyo custom event
- Klaviyo triggers a referral confirmation flow with dynamic content blocks for the reward summary and cross-sell product recommendations
Connectors Used: Yotpo Loyalty, Klaviyo