This guide explains integrating Webplanex Rewards Wallet with Klaviyo to trigger automated emails based on customer store cash balance updates.
Webplanex Rewards Wallet Configuration:
WebplanexWallet Admin:
- Log in to your WebplanexWallet admin area.
- Go to Integrations > Klaviyo .
- Click "Connect" button to initiate the connection between Webplanex Rewards Wallet and Klaviyo.
- Enter the Email ID and password generated for Klaviyo integration.
- Visit klaviyo.com to proceed with the next steps.
Set up a flow and design the email template in Klaviyo
Within Klaviyo, navigate to Flow > Build your own > Create Flow.
- Enter your store name to make the flow unique, then click on 'Create Flow
Trigger Selection:
On the right side Select a trigger > Your metrics > Store cash balance update event and add profile filters.
- The "Email" option from the right side into the flow area.
- Click on "Create" Button for make A Cutom template or use Default klaviyo Template.
Email Template Variables
- The email's Define and insert dynamic placeholders to personalize automated email templates.
Store Cash Balance in Email:
Personalize your email template to display the updated customer's store cash balance using Klaviyo functionalities (refer to Klaviyo's documentation for specific instructions).
Outcome:
With this setup, whenever a customer's Webplanex Rewards Wallet store cash balance reaches or exceeds the specified condition in the trigger filter, an automated email will be sent through Klaviyo based on your customized email template.
By effectively integrating Webplanex Rewards Wallet with Klaviyo,
you can leverage automated emails to inform customers about their store cash balance updates, potentially prompting them to make purchases and utilize their earned rewards.