> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarback-store-credit/integrations/klaviyo-integration.md). # Klaviyo integration {% embed url="" %} 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](/dollarback-store-credit/earning-cashback-programs/set-up-purchase-cashback.md)). ## 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. {% hint style="warning" %} 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. {% endhint %} ## 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)](/dollarback-store-credit/analytics-data-and-account/bulk-import-credit-csv.md)). ## Related articles * [Omnisend integration](/dollarback-store-credit/integrations/omnisend-integration.md) * [Shopify Flow: triggers and actions](/dollarback-store-credit/integrations/shopify-flow-triggers-and-actions.md) * [Email notifications overview](/dollarback-store-credit/notifications/email-notifications-overview.md) * [Credit expiry and reminders](/dollarback-store-credit/spending-store-credit-and-rewards/credit-expiry-and-reminders.md)