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How to Use Klaviyo's Integration with Referral Programs

  • Writer: Dispatch Strategy Team
    Dispatch Strategy Team
  • Apr 7
  • 2 min read

Referral programs are a powerful tool for driving customer acquisition and loyalty, and integrating them with Klaviyo can supercharge your marketing efforts. With Klaviyo's robust email and SMS capabilities, you can seamlessly manage referral campaigns, track conversions, and reward advocates—all while creating personalized experiences for your audience.

How to Use Klaviyo's Integration with Referral Programs

Setting Up Klaviyo Referral Program Integration


To use Klaviyo's integration with referral programs, connect your referral platform (like Voucherify, Refersion, or Yotpo) to Klaviyo via API or native integrations. This allows you to sync referral data, automate targeted emails, and track referral conversions effectively. You can create personalized messages featuring unique referral codes, rewards, and program updates directly within Klaviyo.


Step-by-Step Guide to Integrating Referral Programs with Klaviyo


1. Choose Your Referral Platform


Several platforms integrate with Klaviyo, including:


  • Voucherify: Ideal for omnichannel campaigns. It allows mapping referral data fields to Klaviyo properties for seamless data transfer.


  • Refersion: Perfect for affiliate programs. Automatically adds affiliates to designated lists in Klaviyo.


  • Yotpo Loyalty & Referrals: Pushes loyalty and referral data into Klaviyo for targeted campaigns.


  • Prefinery: Great for pre-launch waitlists and viral campaigns.


2. Connect Your Referral Platform to Klaviyo


Most platforms offer simple API integrations:


  • Log into your referral platform and locate the Integrations section.


  • Select Klaviyo from the list of available integrations.


  • Input your Private API Key from Klaviyo (ensure it has full access permissions).


  • Map relevant data fields (e.g., "referral_code") to Klaviyo properties.


For example:

  • In Voucherify, map "referral_klaviyo" to ensure codes sync correctly.


  • In Refersion, configure settings to push affiliate events like conversions into Klaviyo.


3. Create Targeted Referral Emails


Once integrated, use Klaviyo’s email editor to design referral-specific campaigns:


  • Include unique referral codes in emails using merge tags.


  • Highlight rewards for successful referrals.


  • Use segmentation to target advocates based on their activity.


Recommended emails include:

  • Welcome emails for new participants.


  • Reminder emails encouraging referrals.


  • Reward notification emails.


4. Track Referral Conversions


With the integration active:


  • Monitor referral activity through events pushed into Klaviyo (e.g., "conversion_event").


  • Use analytics tools within Klaviyo to measure campaign success.


Best Practices for Optimizing Referral Campaigns in Klaviyo


Personalize Communication


Use dynamic content and segmentation to tailor messages based on customer behavior.


For example:

  • Send exclusive rewards to top referrers.


  • Offer tiered incentives based on the number of successful referrals.


Automate Workflows


Leverage Klaviyo flows for efficiency:

  • Trigger post-purchase emails encouraging referrals via platforms like ReferralCandy.


  • Automate reward notifications when a referral is successful.


Avoid Common Pitfalls


  • Ensure accurate mapping of data fields between platforms.


  • Regularly update your lists to prevent syncing errors.


  • Test your email templates thoroughly before launching campaigns.


Conclusion


Integrating a referral program with Klaviyo is a game-changer for eCommerce brands looking to boost customer acquisition and engagement. By leveraging platforms like Voucherify or Refersion alongside Klaviyo’s powerful marketing tools, you can streamline referral management while delivering personalized experiences that drive results.


Need help setting up or optimizing your referral campaigns? Let’s talk.


At Dispatch, we specialize in helping brands maximize revenue through email & SMS marketing strategies tailored to their goals.


Connect with Dispatch today and take your email marketing strategy to the next level.

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