🏷️Custom VIP tier entry automation for Klaviyo is unlocked

on the Loyalty Accelerate plan.

The article walks you through each step — from creating a new flow in Klaviyo, setting the “Added to segment” trigger for your Marsello VIP tiers, to building and customizing automated emails with Marsello merge tags. Send personalized, automated messages to customers when they reach a new VIP tier, enhancing engagement and celebrating loyalty milestones.

⚠️ Important: Before setting up automations in Klaviyo with Marsello, make sure the following settings are ready:

✅ Your Marsello VIP Tier Program is enabled.
✅ Your Marsello VIP segments are saved and available for mailing in Klaviyo.

How can I build a VIP tier entry flow using Marsello and Klaviyo?

From your Klaviyo admin:

1. Go to Flows > Create Flow.

In the Klaviyo dashboard, navigate to the Flows tab and select ‘Create Flow’ to begin building a new automation.

2. Select Build your own.

In Klaviyo, choose the ‘Build your own’ option to create a custom flow from scratch.

3. Name your flow, add custom tags and click create flow once finished.

Enter a name for your flow, add any custom tags, and click ‘Create Flow’ to continue.

4. Go to Select a trigger > All triggers > Added to segment.

In Klaviyo, open the ‘Select a trigger’ menu, choose ‘All triggers,’ and select ‘Added to segment’ as the flow trigger.

5. Select your Marsello VIP tier segment you wish to target from the menu.

6. Confirm the segment and the trigger matches the entry rules of "profiles enter the flow when this happens.

Verify that the selected segment and trigger match the entry rule: ‘Profiles enter the flow when this happens.

Important: Once a trigger has been selected in Klaviyo, it cannot be edited or undone.

7. Add the next steps to your flow from the drag-and-drop editor.

Use Klaviyo’s drag-and-drop editor to add the next steps or actions to your flow.

8. 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.

“Start building your email by entering the name, subject line, and preview text, then click ‘Select Template’ under the Template section.

9. Choose from the predesigned templates or choose to create your own email by selected Create.

Select a predesigned template or click ‘Create’ to design your own custom email.

10. Enhance your message by inserting Marsello merge tags to display customer-specific details such as their loyalty tier, points balance, or referral link.

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 text block using merge tags

{{ person.first_name|default:'' }}, you’re currently on the [Your Loyalty Program Name] {{ person|lookup:"marsello_loyalty_tier"|default:'' }} tier and have {{ person|lookup:"marsello_loyalty_points_balance"|default:'' }} points available to spend!

11. Return to your automated flow and repeat steps 7-10 as needed.

12. Test your flow as needed. Once completed and reviewed, click Reviewed and Turn on.

Create a VIP Program

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