Using your customer loyalty and point-of-sale order data to create targeted marketing has never been easier with Marsello and Klaviyo.
🎥 See demo video of end-to-end experience:
Klaviyo and Marsello merchants can:
✨ Utilize loyalty program and in-store order data for personalized customer segments.
✨ Supercharge Klaviyo email campaigns and automations with customer loyalty information, along with offering redeemable incentives for both in-store and online.
✨ Keep accounts in sync with real-time data, enabling you to manage marketing using the latest insights.
✨ View in-depth reporting on in-store and online sales from their campaigns efforts in Klaviyo.
Not using Klaviyo? Discover more about Klaviyo's features and benefits here.
Before you start
Make sure you are logged into your Klaviyo account in separate browser tab.
How to enable Klaviyo integration in Marsello
1. In Marsello admin, go to Settings > Integrations > Extensions
2. Next to Klaviyo, click Connect
This will lead you into the Klaviyo admin to complete the authentication process.
📝Note: Marsello has submitted an application to join Klaviyo's Partnership program. This is currently in review with their team. While Klaviyo are reviewing the application, you will see a pop-up to inform you of the review during the connection process. Please click Continue.
3. On the Klaviyo authentication pop-up, click Allow
Your Marsello & Klaviyo accounts will now be connected.
In Marsello > Extensions:
In Klaviyo > Integrations:
Customer properties and events syncing to Klaviyo
Customer properties and events will be synced to the matching customer profile in Klaviyo (based on the customer's email address). If the customer does not exist in Klaviyo, they will be added.
📝 Note: All customers will be synced into Klaviyo along with their Marsello marketing opt-in status.
Customer Properties
Marsello automatically syncs the following customer properties into Klaviyo:
First name
Last name
Phone number
Email (required)
Marsello gender
Marsello birthdate
Marsello loyalty points balance
Marsello total points collected
Marsello loyalty tier
Marsello referral link
Marsello accepts email marketing
Marsello accepts sms marketing
Marsello RFM segment
Marsello tags
Marsello average spend
Marsello order frequency
Marsello Days since last order
Membership card ID
Marsello customer ID
⚠️ Important:
Marsello populates Klaviyo's existing First name, Last Name, Email, and Phone Number fields. All of the fields with "Marsello..." are custom fields created by Marsello.
If a customer unsubscribes from marketing, please note that Marsello will only update Marsello accepts email marketing and/or the Marsello accepts sms marketing (depending on the request). This will not impact the customer's Klaviyo's accepts marketing status.
Events
Sync customer event sets to your Klaviyo account to use them to automate timely and targeted emails based on their shopping behavior, loyalty engagement, or feedback responses. The events are dynamic and sent to Klaviyo in as close to real-time as possible.
The event sets you can choose to sync are:
1. In Marsello admin, go to Integrations > Extensions > Klaviyo
2. Under Sync Events, next to the event set, click the ON/OFF toggle to enable or disable.
ON: When the event set is enabled, the events will begin to sync as they occur, into the matching customer profile in Klaviyo.
OFF: When the event set is disabled, the events will no longer sync into Klaviyo.
💡 Best practice:
Sync POS orders – Highly recommended – so you can see the impact of your Klaviyo marketing on your in-store sales.
Sync eCommerce orders – Optional. If your eCommerce platform is already connected to Klaviyo, then this is optional as you'll already be syncing your eCommerce orders via that integration
Sync loyalty activities – Highly recommended – so you can personalize your email campaigns with customer & loyalty profile details
Sync feedback responses - Optional – could be useful when creating segments e.g. see all customers with a happy sentiment towards your business.
3. Click Sync existing data to Klaviyo
When the event set is first enabled it will automatically sync the last 6 months of event activities into Klaviyo. Depending on how many orders, customers, and products your store has, it can take anywhere from a few minutes to several hours to sync all of your data.
4. Click Yes, start sync to confirm you're happy for the sync to begin
More details on the event sets
POS & eCommerce orders:
Using Marsello, you can connect your POS and eCommerce platforms to create a seamless omnichannel loyalty experience. You can entice new customers to join and keep existing customers engaged with your loyalty program, which helps you gain access to a treasure trove of valuable order data such as purchase site, order total, product selection, and more.
Sync POS and eCommerce order events into Klaviyo to create a 360-degree view of your customers' spending behavior with your business. Create segments and automations based on in-store and online orders, and personalize your email marketing even further.
POS and/or eCommerce orders events:
Marsello - Placed order
Marsello - Ordered product
Marsello - Ordered product from category
Loyalty activities:
Using Marsello's loyalty program, you can encourage customers to return by rewarding them with loyalty program points for each purchase they make, and more.
Sync loyalty events into Klaviyo to supercharge your email marketing. Create segments and automations based on loyalty program engagement, and use their loyalty profile information to further personalize your marketing to each customer.
Loyalty & omnichannel offer events:
Marsello - Points Awarded
Marsello - Points removed
Marsello - Claimed reward
Marsello - Redeemed reward
Marsello - Claimed offer
Marsello - Redeemed offer
Marsello - Activity
Feedback responses:
Using Marsello's customer feedback feature, you can measure customer satisfaction with their shopping experience. Keep track of what you're doing well and how you can improve.
Sync feedback responses to Klaviyo to help measure customer sentiment. Create segments and automation follow-ups to help foster customer relationships with your brand.
Feedback response event:
Marsello - Feedback received
Using Marsello properties & events in Klaviyo
Customer properties and events will be synced to the matching customer profile in Klaviyo (based on the customer's email address).
This data can be used to create custom flows or segments in Klaviyo to supercharge your email marketing with better targeting and personalization.
Here's 3 ways your Marsello data can be used in Klaviyo
More details:
Klaviyo email templates
Klaviyo email templates
Use Marsello populated customer profile data to further personalize your Klaviyo email templates.
Marsello properties are available under Klaviyo's text block.
1. In your Klaviyo email template, click into your text block
2. Under text block settings, click the person icon (Hover = "Add personalization")
3. Scroll to Properties
4. Select the merge tag
💡Tip: Looking to add a discount to your email campaign? Easily create a discount code that will work in-store and online with Marsello's omni-channel offers. Learn more.
5. Optional: Update the default/fallback text value
6. Complete you email campaign ready to send to your customers.
Klaviyo segmentation
Klaviyo segmentation
Create conditional split in an automation using your Marsello data.
Go to your Klaviyo segmentation settings.
If you want to segment by the properties:
1. In select a condition, and click Properties about someone
2. Click into the Dimensions drop-down and scroll to the Custom Properties section
3. Select the property
4. Edit the operator and value for your condition
If you want to segment by order, loyalty or feedback events
1. In select a condition, and click What someone has done (or not done)
2. In the drop-down scroll to the API section
3. Select the event
4. Edit the operator and value for your condition
📝 Note: If you want to segment by customers who accept marketing, you will need to create a segment in Klaviyo using the OR condition: "marsello_accepts_email_marketing is true" "OR" "Accepts Marketing is True". Segments that do not include the OR condition run the risk of missing customers who are created at POS and accept marketing. POS and accept marketing.
Segmentation ideas:
In-store customers who have unlocked reward
Customers who have brought X product in-store or online
Positive feedback received; shopped more than 5 times
Klaviyo custom automations
Klaviyo custom automations
Create custom automations using your Marsello event data as the trigger.
Marsello events are available under Klaviyo's Automation Triggers.
1. In your Klaviyo automation section, click create flow
2. Click Create from scratch, enter a name and click create flow
3. Under Trigger Setup, click Metric
4. In the choose metric drop-down, select the event trigger e.g. Order placed
5. Add trigger filters if required; e.g. Site name etc.
6. Create your custom automation
Klaviyo automation conditional splits
Klaviyo automation conditional splits
Create conditional split in an automation using your Marsello data
1. In your Klaviyo automation editor, under Actions, select Conditional Split
2. Click Select a condition to configure your split
3. Click Properties about someone
4. Click into the Dimensions drop-down and scroll to the Custom Properties section
5. Select the property
6. Edit the operator and value for your condition
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