Operation

This integration functions as a one-way sync from Loyale to Klaviyo. It manages the lifecycle of a customer profile based on their activity and consent status within Loyale.

Profile Creation & The "Marketing Gatekeeper"

Not every customer in your Loyale database will be pushed to Klaviyo. The integration uses a strict filter to ensure you are only emailing customers who have consented to communication.

• The Condition: The integration constantly checks the "Marketing Opt-in" status of your Loyale customers.
• The Action: A profile is created in Klaviyo only if the customer has explicitly opted in to receive marketing material within Loyale.
• The Exclusion: Customers who register on Loyale but decline marketing permission are not synced to Klaviyo. They remain solely in the Loyale database.

Continuous Data Updates

Once a profile is established in Klaviyo, Loyale acts as the primary source of truth for customer details.

• Trigger: Whenever customer details are modified inside Loyale (e.g., a customer corrects a typo in their name or updates their phone number).
• Effect: These changes are automatically pushed to the corresponding Klaviyo profile.
• Benefit: This ensures your marketing emails always use the most current personal details without manual data entry in Klaviyo.

Consent & Subscription Management

The integration automates compliance with email marketing laws (like GDPR) by managing the Suppression status in Klaviyo based on actions taken in Loyale.

Note: "Suppressed" in Klaviyo means the profile exists and retains its history/data, but the system creates a hard block preventing any marketing emails from being sent to them.

Scenario A: The Customer Opts Out

If an existing customer logs into Loyale and revokes their marketing permission:

1. Loyale detects the status change.
2. The integration locates the profile in Klaviyo.
3. The profile is marked as Suppressed.
4. Result: The customer is immediately removed from active mailing lists, even if they remain in your segments.

Scenario B: The Customer Re-Engages (Opts Back In)

If a previously opted-out customer decides to enable marketing permissions again in Loyale:

1. Loyale signals the integration.
2. The integration locates the Suppressed profile in Klaviyo.
3. The profile is Unsuppressed.
4. Result: The customer is immediately eligible to receive marketing campaigns again.