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Setting Up an Integration ​

Follow these six steps to connect an email marketing platform to your loyalty program.

Step 1 - Go to Settings → Integrations ​

You will see all available integrations with a status badge showing whether each one is Connected, has an Error, or is Inactive.

Step 2 - Click on the platform you want to connect ​

This opens the integration's configuration page.

Step 3 - Enter your API key ​

Here is where to find your API key for each platform:

  • Klaviyo - In your Klaviyo account, go to Settings → API Keys and create a new Private API Key. Make sure it has full access.
  • Omnisend - In your Omnisend account, go to Settings → Integrations & API → API Keys.
  • Mailchimp - In your Mailchimp account, click your profile icon → Profile → Extras → API Keys → Create A Key.

Klaviyo only - Optional List ID: If you want customers to be automatically added to a specific Klaviyo list when loyalty events fire, enter your List ID here. You can find it in Klaviyo under Lists & Segments → your list → Settings. Customers who have given email marketing consent will be subscribed to the list. Customers without consent will be added to the list but not subscribed.

Mailchimp only - Audience selection: After entering your Mailchimp API key, a dropdown will load showing all your Mailchimp Audiences. Select the one you want loyalty events sent to.

Step 4 - Test your connection ​

Click Test connection to make sure your API key works before saving. You will see a success or failure message straight away.

Step 5 - Choose which events to send ​

You will see a list of loyalty events. You can enable all of them, or pick only the ones relevant to your email flows. See the full event list.

Step 6 - Save ​

The integration goes live immediately after saving. From this point on, every matching loyalty event is sent to your platform automatically.