Klaviyo

Dollarback integrates seamlessly with Klaviyo, allowing you to synchronize store credit data, trigger automated emails, and personalize customer communication based on store credit transactions.

This guide will walk you through the integration process and how to utilize DollarBack’s Klaviyo events and properties to enhance your email flows.

How to Integrate Dollar Back with Klaviyo: A Step-by-Step Guide

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How to integrate Klaviyo with Dollarback

Prerequisites

Before integrating DollarBack with Klaviyo, ensure that:

• You have an active Klaviyo account.

• Your Klaviyo account is already integrated with Shopify.

• You have installed DollarBack on your Shopify store.

Step 1: Connecting DollarBack with Klaviyo

1. Open the DollarBack app in your Shopify Admin.

2. Navigate to the Integrations page.

3. Click Connect with Klaviyo.

4. A new page will open asking for permissions. Click Continue.

5. Review the permissions and click Allow.

6. Once connected, you will see the list of store credit properties that sync with Klaviyo.

Step 2: Understanding Synced Properties

When integrated, Dollarback syncs the following store credit-related properties to Klaviyo:

• Dollar Balance - Customer's main store credit balance (i.e 36.85)

• Dollar Currency Code - Customer's main store credit currency symbol (i.e. "$")

• Dollar Formatted Balance - Customer's main store credit balance formatted amount (i.e. "$36.85")

• Dollar Symbol - Customer's main store credit balance currency (i.e. "USD")

To ensure data sync, a dummy profile ([e-mail]) is created before any store credit transactions even occur for ease of configuration.

Step 3: Klaviyo Events Triggered by DollarBack

DollarBack pushes the following events to Klaviyo:

1. Store Credit Credited - Triggered when a customer receives store credit.

2. Store Credit Debited - Triggered when a customer spends store credit on an order.

Each event includes:

• formattedAmount: The store credit amount formatted for easy readability. ($36.85)

• amount: The raw numerical value of store credit. (36.85)

• currency: The currency of the transaction. (i.e. "USD")

• symbol: The currency symbol. (ie $)

You can view these events in Klaviyo under Metrics > Store Credit Events.

Step 4: Creating Klaviyo Email Flows

To notify customers of store credit transactions, set up an automated Flow in Klaviyo.

1. Creating a Store Credit Credited Flow

1. Open Klaviyo and navigate to Flows.

2. Click Create Flow and select Build Your Own.

3. Name your flow (e.g., "Cashback Credited").

4. In the Trigger section, choose DollarBack and select Store Credit Credited.

5. Click Save.

6. Drag and drop the Email action from the left panel into the flow.

7. Click Edit on the email action.

8. Use the Drag-and-Drop Builder to design your email.

9. To personalize the email with store credit data, click Personalization (top-right) and search for dollar_balance or formatted_balance.

10. Insert it into the email (e.g., "Your current balance is {{ formatted_balance }}. Spend it now!").

11. Click Save & Exit.

2. Creating a Store Credit Debited Flow

Repeat the same steps above but select Store Credit Debited as the trigger.

Step 5: Preview and Test

1. Click Preview & Test within your email template.

2. Select a test customer to see how the store credit details appear.

3. Click Send Test Email to verify the email formatting and personalization.

Step 6: Placing an Order to Validate

1. Place an order in your Shopify store that triggers a store credit event.

2. Check Klaviyo's Activity Feed to ensure the event is logged.

3. Verify that an email is sent based on your flow settings.

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Payload for events and profiles

Synced Properties

Name	Description
Dollarback Balance	Customer's main store credit balance (i.e. 36.85)
Dollarback Symbol	Customer's main store credit currency symbol (i.e. "$")
Dollarback Currency Code	Customer's main store credit balance currency (i.e. "USD")
Dollarback Formatted Balance	Customer's main store credit balance formatted amount (i.e. "$36.85")

Synced Events

Name	Trigger Description	Properties
Store Credit Credited	Triggered when a store credit has been credited to a customer.	currency: String (i.e. "USD") amount: Number (i.e. 36.85) formattedAmount: String (i.e. "$36.85")
Store Credit Debited	Triggered when a store credit has been debited from a customer.	currency: String (i.e. "USD") amount: Number (i.e. 36.85) formattedAmount: String (i.e. "$36.85")
Store Credit Expiry Threshold	Triggered when a store credit is about to expire.	currency: String (i.e. "USD") amount: Number (i.e. 36.85) formattedAmount: String (i.e. "$36.85") symbol: String (i.e. "$") expiresAt: Date (i.e. "Mar 5, 2025 at 3:07 AM") remainingDays: Number (i.e. 1)

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Conclusion

Your Klaviyo integration with DollarBack is now live! You can further customize emails, automate notifications, and personalize communication based on store credit data. If you need any assistance, feel free to reach out to our support team!