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Segments

You can build Klaviyo segments based on both profile data and events from Cevoid.
Here are some great examples of segments to get started with for your program.

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All program members

This segment allows you to target all Klaviyo profiles that are active members of your program.
  1. Create a new segment in Klaviyo
    1. Condition: Properties about someone
    2. Property: Cevoid: Program member
    3. Value: is true (boolean)
  2. Click Create segment

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Members of a tier

This segment allows you to target all Klaviyo profiles with a specific tier.
We will use a imaginary tier called “Platinum” in this example, please adopt your tier names when setting up your segments
  1. Create a new segment in Klaviyo
    1. Condition: Properties about someone
    2. Property: Cevoid: Tier Name (you can also use Tier ID)
    3. Value: Platinum (replace with the name of your tier for this segment)
  2. Click Create segment

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Completed one or more challenge

This segment is great for targeting those who are most likely to participate in new activities and challenges.
  1. Create a new segment in Klaviyo
    1. Condition: What someone has done (or not done)
    2. Person has: Cevoid: Challenge completed
    3. Values: At least once + over all time
  2. Click Create segment

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Participated in a specific challenge

This segment allows you to update the precipitance of a specific challenge, which is perfect for winner announcements and updates of larger competitions.
  1. Create a new segment in Klaviyo
  2. Start with the following condition
    1. Condition: What someone has done (or not done)
    2. Person has: Cevoid: Challenge completed
    3. Values: At least once + over all time
  3. Click the icon next to that condition and add the following values
    1. where: Title equals (name of your challenge)
  4. Click Create segment
Use shortId if you or your team might change the challenge’s title while it’s live.

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Email flows

You can build email flows in Klaviyo based on both profile data and events from Cevoid.
Here are some examples for your first flows around your program.

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Welcome to the program

This flow will send an email to profiles when they join your program.
Email typeTrigger
FlowAdded to segment -> “name of program members segment”
Ensure that you have prepered a segment that includes all of your program members before creating this flow.
  1. Create a new email flow
  2. Select Added to segment as trigger
  3. Select the segment that includes all of your program members
  4. Click Save
Subject line:
Welcome to {{ organization.name }}'s rewards program! 💜!
Preview text:
Learn how to earn points and access exclusive offers
Body:
Welcome to the club, {{ first_name|default:'bestie' }}!

- Explore exciting brand challenges
- Earn points every time you shop
- Redeem rewards and access exclusive offers

Log in today to get started!
CTA:
Explore the program
The CTA should link to a page where you include your program widgets

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Post-purchase program invite

This flow will Invite new customers to your program after they have placed an order.
This can also be added as a flow branch if you already have a post-purchase email.
This flow is not recommeded if your program opt-in setting is any of All customers, Store account, or Store account with action since they will already be opted-in to the program when placing an order.
Email typeTrigger
FlowOrder placed
  1. Create a new email flow
  2. Select Placed order or Fulfilled order as trigger
  3. Add the following Profile filters with an OR combination:
    1. Condition: Properties about someone
      1. Dimension: Cevoid: Program member
      2. Type: boolean
      3. value: is false
    2. Condition: Properties about someone
      1. Dimension: Cevoid: Program member
      2. type: text
      3. value: is not set
  4. Click Save
  1. Edit you existing post-purchase flow
  2. Add the following conditions with an OR combination
    1. Condition: Properties about someone
      1. Dimension: Cevoid: Program member
      2. Type: boolean
      3. value: is false
    2. Condition: Properties about someone
      1. Dimension: Cevoid: Program member
      2. type: text
      3. value: is not set
    3. Click Save
Subject line:
Join our rewards program to earn towards your next purchase
Preview text:
Explore perks and ways to earn
Body:
Hey, {{ first_name|default:'bestie' }}!

Did you know that you can earn on every action you take with us?

When you join our program you get the opportunity to:

* Participtate in exciting challnges
* Earn points on every purchase
* Access exclusive perks and rewards

Are you ready for it?
CTA:
Join the program
The CTA should link to a page where they can join the program

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New tier reached

This flow is triggered every time a member reaches a new tier.
Email typeTrigger
FlowCevoid: Tier Earned
  1. Create a new email flow
  2. Select Cevoid: Tier Earned as trigger metric
  3. Click Save
The Tier Reached event that triggers this flow includes values such as tier name, milestone, and rewards which can be used to personlize the email even further. You can copy these values from Klaviyo when editing the flow email by clicking preview & test.
Subject line:
You have earned a new tier!
Preview text:
Explore your rewards & perks
Body:
Congrats, {{ first_name|default:'bestie' }}!

You have reached the {{ event.tier.name|default:"" }} tier and gained access to new perks. We also want to celebrate this moment with giving you some extra rewards.
CTA:
Explore rewards & perks
The CTA should link to a page where you display one of the following widgets:
  • Account summary (or section on the full landing page widget)
  • My rewards (or section on the full landing page widget)

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Reward received

This flow will send an email everytime a member earns a rewards through a challange or loyalty activty, and when they redeem award using points.
The Tier Reached event that triggers this flow includes what activity triggered the event, rewards were fulfilled and details about them. These values can be used to build more advanced emails. You can copy these values from Klaviyo when editing the flow email by clicking preview & test.
Email typeTrigger
FlowCevoid: Reward Fulfilled
  1. Create a new email flow
  2. Select Cevoid: Reward fulfilled as trigger metric
  3. Click Save
Subject line:
You have new rewards waiting for you!💜
Preview text:
Access your rewards
Body:
Hi, {{ first_name|default:'bestie' }}!

You have new rewards waiting for you🎉 

Are you ready to use them right away?
CTA:
access rewards
The CTA should link to a page where you display one of the following widgets:
  • Account summary (or section on the full landing page widget)
  • My rewards (or section on the full landing page widget)

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Happy birthday

This flow will send an email every birthday for those who have shared their birthdate through the Happy birthday loyalty activity
Email typeTrigger
FlowDate property -> Birthday
  1. Create a new email flow
  2. Select date property as a trigger
  3. Select Cevoid: Joined program at as the date property
    1. Select the following options:
      1. When should this flow start? -> On the date property value
      2. When should this flow repeat? -> Yearly
      3. Optional: Change the value on the Select a time of day setting
  4. Click Next
  5. Click Add on Profile filters
  6. Click Add profile filter
  7. Add the following condition
    1. Condition: Properties about someone
      1. Dimension: Cevoid: Program member
      2. Type: boolean
      3. value: is true
    2. Click Save
  8. Click Save
Subject line:
Happy birthday{{ first_name|default:'bestie' }}! We got a gift for you🥳
Preview text:
Check out your birthday gift
Body:
Happy birthday, {{ first_name|default:'bestie' }}🥳! 

We hope you're having a wounderful b-day!

We want to be part of your celebration and have prepared a birthday gift for you 💜

Check in on your account to find your birthday reward
CTA:
See my rewards

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New challenge available

This flow will be triggered every time a challenge is made avialable for the profile.
The flow will not be triggered for challenges where the profile does not match the participation criteria of the challenge
Email typeTrigger
FlowCevoid: Challenge available
  1. Create a new email flow
  2. Select Cevoid: challenge available as trigger
  3. Click Save
Subject line:
We got a new challenge for you!
Preview text:
Join our new challenge
Body:
Hi, {{ first_name|default:'bestie' }}

We just launched a new challenge called {{ event.title|default:'' }}.
Are you ready to join in?
CTA:
Go to challenge
The CTA should link to:
  • A page where the challenge widget is avilable, or
  • the a page where the full landing page widget is avilable, or
  • to the Cevoid hosting challenge link, using this event value: 
    {{ event.url|default:'' }}

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Join your first challenge

This flow will be send one or more email(s) to program members that have not yet partcipated in their first challenge.
Email typeTrigger
FlowAdded to segment -> “name of program members segment”
Ensure that you have prepered a segment that includes all of your program members before creating this flow.
  1. Create a new email flow
  2. Select Added to segment as trigger
  3. Select the segment that includes all of your program members
  4. Add the following profile filter
    1. Condition: What someone hsa done (or not done)
    2. Metric: Cevoid: Challenge completed
    3. Value: Zero times + over all time
  5. Click Save
  6. Add a first email
  7. Add a time delay and set it to e.g. 14 days
  8. Add a conditional split
  9. Add the following condition settings:
    1. Condition: What someone hsa done (or not done)
    2. Metric: Cevoid: Challenge completed
    3. Value: Zero times + over all time
  10. Don’t add anything to the No branch
  11. Add a reminder email to the Yes branch
  12. Click Save
Subject line:
Join your first challenge and earn exciting rewards
Preview text:
Join your first challenge
Body:
Hi, {{ first_name|default:'bestie' }}!

Did you know that we launch new challenges every month that allows you to earn more? Our challenges ranges from everyting from competitions, quizzes, questions, and sharing content.
CTA:
Explore challenges
The CTA should link to a page where you display the challenges widget or the full landing page widget

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Challenge completed

This flow will send an email every time a member completes a challenge.
Email typeTrigger
FlowCevoid: Challenge completed
  1. Create a new email flow
  2. Select Cevoid: Challenge completed as trigger metric
  3. Click Save
Subject line:
Thank you for particpating in our challenge
Preview text:
Explore more ways to earn
Body:
Hi, {{ first_name|default:'bestie' }}!

Thank you for partcipating in the {{ event.title|default:'' }} challenge💜 

New challenges and other ways to earn are published monthly on our pogram page.
CTA:
Go to program page
The CTA should link to a page where you display one of the following widgets:
  • Challenges
  • Full landing page

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Email blocks

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Membership summary block

A membership summary block includes relevant program values for each member and can be reused across newsletters, program updates, and other emails.
  1. Select your block
  2. Click Display
  3. Click Use code under show/hide logic
  4. Add this code: 
    person|lookup:'Cevoid: Program Member' == 1
  5. Click Save
Here are some of the most common values to include in the program block

Their current points balance:
{{ person|lookup:"Cevoid: Points"|default:'your currently don't have any points' }}
The name of their current tier:
{{ person|lookup:"Cevoid: Tier Name"|default:'You have not reached a tier yet' }}
The icon of their current tier:
Use this for a more unique visual experience
{{ person|lookup:"Cevoid: Tier Icon"|default:'LINK TO AN IMAGE FOR THOSE WITHOUT A TIER' }}

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Block: Program invitation block

A program invitation block can be used to invite non-members to the program and can be used as an alternative to the membership summary block.
  1. Select your block
  2. Click Display
  3. Click Use code under show/hide logic
  4. Add this code: 
    not person|lookup:'Cevoid: Program Member'
  5. Click Save
  • Include 1-3 perks of joining your program
  • Include a CTA that links to a page from where they can join the program
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