Klaviyo

The ReferralHero/Klaviyo integration is very powerful and can work together in a few ways:

• Import existing subscribers from Klaviyo to ReferralHero

• Sync ReferralHero with Klaviyo

• Add ReferralHero subscriber data into your Klaviyo emails using template tags

How to import subscribers from Klaviyo

If you have existing contacts in your Klaviyo account and you want to import/subscribe them all to your ReferralHero campaign, you'll want to follow these instructions:

1. Go to your campaign dashboard > Subscribers > Import and click on the tab Import from CRM.

2. If you haven't connected your Klaviyo account yet, please do it now by clicking on the button "Setup Integration".

3. Choose a Klaviyo list from which you want to import subscribers. If you can't see a specific list (for example because you created it recently) click on the link "Update lists".

4. Specify a URL for the referral link. This is the URL that we will use to generate the referral link for your subscribers. For example, if you use http://mywebsite.com, the referral link will be 'http://mywebsite.com?mwr=123456'

5. Optional: Choose to "Send Welcome Email" at the time of import. Note, you must activate your Welcome Email in Automations before enabling the "Send Welcome Email".

6. Click on the button "Import"

We will import your subscribers into your ReferralHero campaign immediately. Depending on how many subscribers you are importing, it might take from a few minutes to several hours. We will send you an email when the import is finished.

NOTE: If you turn on the Klaviyo integration, ReferralHero will populate the custom properties in your Klaviyo list with the subscriber's values.

Sync ReferralHero subscribers to Klaviyo

ReferralHero allows you to automatically sync your ReferralHero subscribers with a Klaviyo list of your choice.

To connect your Klaviyo account, go to your campaign dashboard > Edit Campaign > Integrations > Klaviyo

After you connect your account, choose a Klaviyo list from the drop-down menu and save the changes. If you create or remove lists in your Klaviyo account and need to update the lists on ReferralHero, just click on the "Update lists" link.

Note: Depending on when you connect your Klaviyo account, you might have subscribers or data in ReferralHero that was not synced to Klaviyo. If you find this is the case, simply click the "re-sync" button to do a full ReferralHero data push to Klaviyo.

The following custom properties will now be automatically created in your Klaviyo list. (Refer to the official Klaviyo custom properties documentation for more info).

CUSTOM PROPERTY	Description
SUB_ID	Subscriber's id
FNAME	Subscriber's first name
LNAME	Subscriber's last name
MWR	Subscriber’s referrer’s referral code
EX_FIELD	Subscriber's extra field value
EX_FIELD_2	Subscriber's second extra field value
CODE	Subscriber's unique referral code
REF_LINK	Subscriber's unique referral link
TOT_REF	Subscriber's total number of referrals
SOURCE	Subscriber's source. If empty value will be "None"
LASTREF	Timestamp of last referral
FB_LINK	Subscriber’s Facebook link
TW_LINK	Subscriber’s Twitter link
EM_LINK	Subscriber’s email link
POSITION	Subscriber’s position
POINTS	Subscriber’s total accumulated points
REFERRER	Subscriber’s referrer’s name

NOTE: ReferralHero will automatically update these custom properties when a person signs up or when things change (eg: when a subscriber refers a new person, their TOT_REF value changes).

How to use template tags in Klaviyo

Though a guide on Klaviyo's template tags is beyond the scope of this article (and we recommend you to read Klaviyo's official template tags guide), we have created an example of how to use the custom properties ReferralHero sends to your list for your Klaviyo emails.

Assuming you are importing all ReferralHero custom properties as described above, let's say you want to send out an email where you remind your subscribers about your referral program and to keep sharing their code.

The body of your email could then look like this:

Hey {{ first_name }},

Only 7 days left in our competition.

Remember that you can win a FREE holiday in the Caribbeans if you invite 5 friends.

Just share your unique referral link and convince your friends to sign up:

Your referral link: {{ person|lookup:'REF_LINK' }}

Best regards,