How to manage and distribute Punchh offers via Klaviyo

You will learn

Learn how to create and manage Punchh reward offers directly within Klaviyo and tie them to your existing lists and segments. This allows you to orchestrate sophisticated loyalty experiences while using Klaviyo to handle the distribution, messaging, and attribution.

Before you begin

Before you can create an offer in Klaviyo, make sure you have done the following:

• Set up the Punchh integration, including the Rewards webhook, so reward activity can sync to Klaviyo.
• Work with your Punchh CSM to get access to Punchh’s Headless Offers API.
• Configure your Punchh redeemables in your Punchh account.

Create an offer

The first step is defining the campaign details for your Punchh campaign in Klaviyo.

1. In Klaviyo, select the Integrations tab.
2. Click your Punchh integration.
3. In the Offer management section, click Create offer.

4. Enter the Name and select the Start date for your Punchh campaign.

• You can select a Start date from tomorrow up to 3 months in the future.

Assign redeemables

Once your redeemables are defined, you must decide which customers are eligible for which reward by mapping them to your Klaviyo data.

1. Navigate to the Assign redeemable section of the offer builder.
2. Create a mapping between your redeemable and a specific Klaviyo list or segment.
3. Review your campaign details and redeemable mapping. You cannot edit the offer after it is created. Click Create to finish.

Send reward notifications via Klaviyo messages

After you create the offer, Klaviyo will automatically sync profiles in the Klaviyo list or segment to the Punchh segment if their email addresses match existing customers in Punchh. When a profile is issued a reward based on your mapping, Klaviyo records an Earned Reward metric and a Reward object via the Punchh integration for that profile.

Using the Earned Reward metric

Use the Earned Reward metric to trigger a flow that sends customers a reward notification after Punchh reports the reward to Klaviyo. You can also use dynamic blocks to include reward details within your message.

Using the Reward object

Use the Reward object to trigger automated flows and segment your customers. You can also use dynamic blocks to include reward details within your message.

For example, if you wanted to send a reminder to your customers before their reward expires, you can set up a date-triggered flow on your Reward object by referencing the ExpiringAt property.