🏷️ Loyalty email flows for Klaviyo are unlocked
on the Loyalty Accelerate plan.
Learn how to create custom Klaviyo automations for your Marsello loyalty program. Use event triggers like points earned, rewards claimed, and orders placed to send personalized messages and enhance customer engagement.
Create custom Klaviyo automations for Marsello loyalty events like points earned, rewards claimed, and orders placed.
⚠️Important: Make sure you’re logged in to your Klaviyo account in a separate browser tab before continuing.
How do I create a custom flow in Klaviyo?
From your Klaviyo admin
1. Go to Flows > Create Flow
2. Select Build your own
3. Name your flow, add tags if needed, and click Create Flow to continue.
Choose a custom trigger to send a loyalty automation?
4. Select All triggers > Metric
📝 Note: Once a trigger has been selected in Klaviyo, it cannot be edited or undone.
5. Add the trigger filters, if required, for example, the site name.
Here are a list of Marsello event triggers you can choose from in Klaviyo to send custom automations around loyalty events.
Custom loyalty automation | Klaviyo trigger |
Earned points email | Marsello - Points Awarded |
Reward claimed email | Marsello - Claimed Reward |
Thank you for leaving feedback | Marsello - Feedback Received |
Thank you for ordering product "x" | Marsello - Ordered product |
Thank you for ordering from "x" category | Marsello - Ordered Product from Category |
Thank you for ordering | Marsello - Order placed |
Reward redeemed | Marsello - Reward Redeemed |
Craft your own custom automation
6. Add the next steps to your flow from the drag-and-drop editor.
7. Begin creating your email by adding more information about your automation. Be sure to include your email's name, subject line, and preview text. Under the Template section, click on Select template.
8. Choose from the predesigned templates or choose to create your own email by selecting Create.
9. Further customize your campaign using your Marsello merge tags to personalize messages with the customer’s loyalty tier, points balance, or referral link.
Example available merge tags:
Loyalty Tier:
{{ person|lookup:"marsello_loyalty_tier"|default:'' }}Points Balance:
{{ person|lookup:"marsello_loyalty_points_balance"|default:'' }}Referral Link:
{{ person|lookup:"marsello_referral_link"|default:'' }}
Example message using merge tag
{{ person.first_name|default:'' }}, you’re currently on the {{ person|lookup:"marsello_loyalty_tier"|default:'' }} tier and have {{ person|lookup:"marsello_loyalty_points_balance"|default:'' }} points available to spend!
💡Optional step: Include referral content
If you're using Marsello’s referral functionality, you can also surface the customer’s unique referral link in your Klaviyo automation:
{{ person.first_name|default:'' }}, refer your friends & family to {{organization.name }}! Give X and get Y! Simply share your unique referral link: {{ person|lookup:"marsello_referral_link"|default:'' }}
10. Return to your automated flow and repeat steps 7-10 as needed.
11. Test your flow as needed. Once completed and reviewed, click Reviewed and Turn on.
12. Edit your flow message as needed.
⚠️Important: Be sure to use your unique loyalty program link behind any loyalty the buttons linking to your Marsello loyalty program added to your message (STORENAME/?loyal).
13. Click Create automation
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