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Klaviyo integration

Connect Klaviyo to receive every DollarBack credit event as a Klaviyo metric and keep each profile's credit balance and referral code in sync, so you can build flows, segments, and campaigns around store credit.

Prerequisites

  • A Klaviyo account with admin access.

  • At least one active earning program, so there are events to sync (Set up purchase cashback).

Connect Klaviyo

  1. Go to DollarBack admin → Integrations and find the Klaviyo card.

  2. Click Set up and approve the OAuth connection in the Klaviyo window that opens. Sign in to the Klaviyo account you want linked.

  3. Back on the Integrations page, the card shows Connected. Events begin syncing immediately; no API keys to copy.

Synced events

Each event appears in Klaviyo as a metric under the connected integration, attached to the customer's profile. Use these exact names when building flows:

Klaviyo event
Fires when
Key payload fields

Store Credit Credited

Credit is issued (order trigger, birthday, signup, bulk import with the integrations toggle on, etc.)

amount, currency, formattedAmount, reason, offerTitle, orderId, orderName, expiresAt, expiryDays

Store Credit Debited

Credit is removed (refund clawback, manual debit, or a reward-marketplace redemption cost)

amount, currency, formattedAmount, reason, orderId, orderName, offerTitle

Store Credit Redeemed

A customer spends credit

amount, currency, formattedAmount, reason, orderId, orderName, offerTitle

Store Credit Expiry Threshold

Credit crosses a reminder threshold you set in the Expiry Notification Schedule

amount, formattedAmount, expiresAt, remainingDays, transactionId

Store Credit Expired

Credit expires

amount, formattedAmount, expiresAt, remainingDays, transactionId

Referral Code Generated

A referral code is created for a customer

referralCode, reason

Referral Reward Credited

A referrer earns a reward

amount, currency, formattedAmount, expiresAt, orderId, orderName, refereeFirstName, refereeLastName

Discount Code Credited

A reward discount code is issued, earned through a program or claimed in the marketplace

discountCode, rewardSummary, offerTitle, reason, orderId, orderName, amount

Profile properties

Alongside each event, DollarBack updates these custom properties on the Klaviyo profile (matched by email or phone, with the customer ID as fallback):

Property
Contains

Dollar Balance

The customer's current store-credit balance as a number

Dollar Currency Code

The balance's currency code (e.g. USD)

Dollar Formatted Balance

The balance formatted for display (e.g. $24.50)

Dollar Symbol

The currency symbol

Referral Code

The customer's referral code (set when a code is generated)

Because properties update with every event, segments built on them stay current without scheduled exports.

Flow and campaign ideas

  • Credit reminder flow: trigger on Store Credit Credited, wait 7 days, and email customers who haven't ordered since: "You still have {{ person|lookup:'Dollar Formatted Balance' }} waiting."

  • Expiry winback: trigger on Store Credit Expiry Threshold and send an urgency email/SMS using the remainingDays and formattedAmount event fields. Pairs with (or replaces) DollarBack's own expiry reminder email.

  • Deliver the code your way: trigger on Discount Code Credited and send the discountCode in your own Klaviyo design instead of the DollarBack template.

  • Balance segment: a segment where Dollar Balance is greater than 0 for "has credit to spend" campaigns; include the referral code property in newsletters to promote sharing.

If you rebuild an email in Klaviyo (for example the credited notification), consider disabling the matching DollarBack template under Notifications so customers don't receive both.

Verify it works

  1. Trigger a credit: place a small test order or credit a customer manually.

  2. In Klaviyo, open that customer's profile: the Store Credit Credited event should appear in the activity feed within a few minutes, and the Dollar Balance properties should match the widget balance.

Common issues

  • Events aren't appearing: confirm the card still shows Connected, then trigger a fresh event; historical events from before connection are not backfilled.

  • Properties are stale: they update on events only; a profile with no credit activity since connection won't have them yet.

  • Bulk-imported credit didn't create events: the import must run with its send-to-integrations toggle enabled (Bulk import credit (CSV)).

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