Essential E-Mail Klaviyo Flows for Shopify Store Credit

In today's competitive e-commerce landscape, retaining customers and driving repeat purchases are crucial for success. One effective strategy is the use of Store Credit. When you integrate Store Credit with Klaviyo's powerful email automation platform, you gain the ability to create hyper-personalized campaigns that keep customers engaged - and coming back for more.

In this guide, we'll walk you through

• Why Store Credit works so well with Klaviyo
• The essential Klaviyo flows you can set up around Store Credit
• How to leverage memberr merge fields and Klaviyo events for advanced segmentation and personalization

Let's dive in!

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Why Store Credit + Klaviyo?

Store Credit provides an excellent incentive for customers to revisit your store, bridging the gap between a one-time purchase and brand loyalty. Combined with Klaviyo - which excels at automating personalized email flows - you can craft messages that speak directly to each customer based on their specific Store Credit balance, upcoming credit, or even referral link.

One of the simplest ways to get started is through memberr, which automatically syncs Store Credit data to your Klaviyo profiles. This opens up powerful segmentation and personalization possibilities (more on that below).

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1. Welcome Series with Store Credit

Purpose: Convert new subscribers into first-time purchasers by offering an immediate perk.

Flow Steps:

1. Welcome & Introduction

   • Greet new subscribers and present Store Credit as a sign-up incentive.
   • Personalize your email using merge fields like {{ first_name }} or {{ memberr_current_balance_with_symbol }} if you award initial Store Credit.

2. Highlight Products

   • Showcase best-selling or newly released products.
   • Include a reminder of how they can use their Store Credit (e.g., "Apply your {{ memberr_current_balance_with_symbol }} to any purchase!").

3. Reminder

   • Send a nudge if they haven't redeemed their credit.
   • Emphasize any expiration date to create urgency.

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2. Post-Purchase Thank You Series

Purpose: Encourage a second purchase by thanking customers with additional Store Credit or showing them how to keep earning.

Flow Steps:

1. Order Confirmation

   • Confirm the order and let customers know if they have new or existing Store Credit.
   • Use {{ memberr_current_balance_with_symbol }} in your email to clearly display their balance.

2. Product Review Request

   • Ask for a review and sweeten the deal by offering bonus Store Credit if they complete it.
   • Segment your audience so only satisfied customers receive this incentive (e.g., those who haven't requested a refund).

3. Personalized Recommendations

   • Suggest complementary products, reminding them they can use their available Store Credit.
   • This is where dynamic content - powered by your Store Credit merge fields - really shines.

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3. Abandoned Cart Recovery

Purpose: Recover lost sales by reminding customers they have Store Credit to help complete the purchase.

Flow Steps:

1. Reminder

   • Alert customers about the items left in their cart.
   • Personalize with a direct link back to their cart.

2. Store Credit Offer

   • Showcase their current credit in the email using {{ memberr_current_balance_with_symbol }}.
   • If you want to give an extra push, consider adding a small top-up credit specifically for cart abandoners.

3. Urgency

   • Mention if the credit has an expiration date.
   • A time-sensitive nudge can significantly increase conversion rates.

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4. Win-Back Campaign

Purpose: Re-engage lapsed customers by offering Store Credit as an incentive to return.

Flow Steps:

1. We Miss You

   • Send a heartfelt "We Miss You" email, including a small Store Credit bonus.
   • Use segments targeting customers who haven't purchased in X days/months.

2. Highlight New Products

   • Show them what's new in your store - especially items related to their past purchases.
   • Remind them they can apply their available Store Credit to these new arrivals.

3. Last Chance

   • Follow up if they don't respond to the first email.
   • Emphasize any expiring credit or limited-time promotions.

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5. VIP Customer Rewards

Purpose: Reward your top-tier customers with exclusive Store Credit perks.

Flow Steps:

1. Exclusive Reward

   • Notify them of their VIP status and bonus Store Credit.
   • Personalize with membership or loyalty program details ({{ membership_name }}).

2. Early Access

   • Provide early access to new products or private sales.
   • Remind them to use their Store Credit for the best possible deal.

3. Thank You

   • Always appreciate their loyalty and remind them of the benefits they unlock with their status.
   • End with a CTA to use their credit while it lasts.

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6. Back-in-Stock Notifications

Purpose: Convert interest into a sale when an out-of-stock item returns.

Flow Steps:

1. Back in Stock

   • Alert interested customers that their desired item is available again.
   • Segment by product interest or waitlist signups.

2. Store Credit Reminder

   • Encourage an immediate purchase by pointing out available Store Credit.

3. Urgency

   • Back-in-stock items often sell out quickly.
   • Suggest using credit soon to avoid missing out.

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7. Referral Program

Purpose: Grow your customer base by incentivizing customers to refer friends.

Flow Steps:

1. Referral Invitation

   • Invite existing customers to refer friends.
   • Include {{ memberr_ref_link }} in your email to make sharing frictionless.

2. Progress Update

   • Show how many referrals they've made and any Store Credit earned.
   • E.g., "You've earned {{ memberr_current_balance_with_symbol }} so far - keep going!"

3. Thank You

   • Once a referral converts, thank them with added credit or a bonus perk.

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8. Birthday & Anniversary Rewards

Purpose: Surprise and delight customers on special dates by giving Store Credit.

Flow Steps:

1. Birthday/Anniversary Wishes

   • Personalize using their birthday ({{ memberr_birthday }} if stored).
   • Offer a small Store Credit as a gift.

2. Special Offers

   • Entice them with a curated selection of products for their celebration.

3. Reminder

   • Follow up before the credit expires to ensure they use it.

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memberr Merge Fields for Personalization

To make these flows truly shine, you'll want to incorporate memberr merge fields. These fields allow for dynamic content, ensuring your emails reflect each customer's unique Store Credit status. Here are some commonly used fields:

Filtering & Creating Segments

| Field | Description | | -------------------------- | -------------------------------------------------------------------- | | memberr_currency_code | Currency code (e.g. USD, EUR, GBP) | | memberr_current_balance | Current Store Credit (raw integer, smallest currency unit) | | memberr_upcoming_balance | Upcoming (not yet available) Store Credit (raw integer) |

Example Use Case:
Create a segment for customers whose memberr_current_balance > 100 to target big spenders or those with high credit balances.

Displaying in Email Templates

| Field | Description | | -------------------------------------- | --------------------------------------------------------------- | | memberr_current_balance_formatted | Formatted balance (e.g. 10.50) | | memberr_upcoming_balance_formatted | Formatted upcoming balance (e.g. 5.00) | | memberr_current_balance_with_symbol | Formatted balance with currency symbol (e.g. "$10.00") | | memberr_upcoming_balance_with_symbol | Formatted upcoming balance with symbol (e.g. "$5.00") | | memberr_ref_link | Unique referral link | | memberr_birthday | Customer's birthday |

Example Email Snippet:

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Key Klaviyo Events for Store Credit

Beyond merge fields, memberr sends specific events to Klaviyo. These events let you automate flows around actions like credit being added, expiring, or used. You can find them under metrics/events in your Klaviyo dashboard.

| Event Name | Trigger | | -------------------------- | -------------------------------------------------------- | | Store Credit added | When Store Credit is added to a customer's account. | | Store Credit available | When Store Credit becomes available for use. | | Store Credit deducted | When Store Credit is used for a purchase. | | Store Credit will expire | When Store Credit is about to expire (configurable). | | Store Credit expired | When Store Credit finally expires. |

Pro Tip: Use the Store Credit will expire event to set up a reminder flow that nudges customers before their credit vanishes.

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Connecting Klaviyo with memberr

Setting up your Shopify Store Credit data to flow into Klaviyo is straightforward with memberr:

1. Connect Klaviyo & memberr

   • Authenticate your Klaviyo account within the memberr dashboard.
   • memberr automatically syncs Store Credit data (balances, currency codes, referral links, etc.).

2. Create Segments

   • Use the newly available merge fields (e.g., memberr_current_balance) to build dynamic segments.
   • Example: "All customers with over $20 in Store Credit."

3. Automate Flows

   • Trigger specific flows based on Store Credit added, expired, or will expire events.
   • Insert merge fields into your flow emails for personalization.

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Best Practices

1. Use Formatted Values for Display
   Always show customers a friendly, currency-formatted balance ({{ memberr_current_balance_with_symbol }}).
2. Use Raw Values for Segmentation
   memberr_current_balance is an integer you can filter against (e.g., > 1000 in smallest currency units).
3. Leverage Deadlines
   If credit expires, mention the date or time frame to boost urgency.
4. Combine with Loyalty Tiers
   Many customers respond better when they see exclusive membership benefits. Use membership merge fields like {{ membership_name }}.
5. Referral Boost
   Make it easy for customers to share referral links ({{ memberr_ref_link }}) via email or social media.

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Wrapping It Up

By strategically implementing Store Credit in your Klaviyo flows, you transform routine marketing emails into high-conversion powerhouses. From welcoming new subscribers to recovering abandoned carts and rewarding loyal customers, Store Credit offers immediate value and keeps customers engaged.

Essential Flows:

1. Welcome Series: Encourage first purchases by offering immediate Store Credit.
2. Post-Purchase: Incentivize reviews and second purchases with additional credit.
3. Abandoned Cart: Use credit as a nudge to recover lost sales.
4. Win-Back: Re-engage lapsed customers through Store Credit incentives.
5. VIP & Referrals: Reward loyalists and grow your customer base.
6. Birthday & Anniversary: Surprise customers with small credits on special days.
7. memberr Merge Fields & Events: Personalize at scale and automate your best offers.

Ready to supercharge your Shopify Store Credit strategy? Start syncing your data with Klaviyo, set up these essential flows, and watch your repeat purchases soar!

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Interested in learning more about how to integrate and automate Store Credit? Check out our documentation or reach out to us for help in setting up your next-level retention strategy.