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This guide shows you how to set up automated post-order email flows in Klaviyo for stores using New Customer Accounts. These flows will help you engage customers based on their loyalty program status after they place an order.

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Overview

With New Customer Accounts, the customer experience is streamlined, but you still need to handle different scenarios for customers who place orders:
  1. Enrolled customers - Already signed in and eligible for the loyalty program
  2. New members - Checked “Join program” at checkout and are automatically opted in
  3. Potential customers - Placed an order without signing in or joining the program

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Prerequisites

  • Klaviyo integration must be set up and working
  • Your loyalty program must be configured in Lantern
  • New Customer Accounts enabled in your Shopify store

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Flow 1: Points Awarded Email (Enrolled Customers)

This flow targets customers who are already enrolled in your loyalty program and have earned points from their order.

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Setup Instructions

  1. Create a new flow in Klaviyo
    • Go to Flows and click Create Flow
    • Choose Create from Scratch
    • Name it “Post-Order: Points Awarded (New Accounts)”
  2. Set the trigger
    • Select Metric as the trigger
    • Choose the Lantern Points Awarded metric
    • This triggers when enrolled customers earn loyalty points
  3. Add timing (optional)
    • Consider adding a short delay (15-30 minutes) to allow for order processing
    • This ensures customers receive the email after their order confirmation
  4. Create the email template
    • Subject line examples:
      • “You earned {{ event.points }} points! 🎉”
      • “Your loyalty points are ready!”
      • “{{ event.points }} points added to your account”
    • Email content should include:
      • Congratulations message for earning points
      • Number of points earned: {{ event.points }}
      • Current total points balance: {{ person.LanternLoyaltyPoints }}
      • Current loyalty tier: {{ person.LanternLoyaltyTier }}
      • Call-to-action to view account or redeem rewards
      • Next tier progress information

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Example Email Template

Subject: You earned {{ event.points }} points! 🎉

Hi {{ person.first_name|default:'there' }},

Great news! You've earned {{ event.points }} loyalty points from your recent order.

🏆 Your Loyalty Status:
• Points earned: {{ event.points }}
• Total points: {{ person.LanternLoyaltyPoints }}
• Current tier: {{ person.LanternLoyaltyTier }}

Keep shopping! You're only ${{ person.LanternLoyaltyNextTierSpendRemaining }} away from reaching {{ person.LanternLoyaltyNextTierName }} tier.

[View My Account] [Shop Rewards]

Thanks for being a loyal customer!

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Flow 2: Welcome Email (New Members)

This flow targets customers who checked “Join program” at checkout and were automatically opted into the loyalty program with New Customer Accounts.

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Setup Instructions

  1. Create a new flow in Klaviyo
    • Name it “Post-Order: Loyalty Welcome”
  2. Set the trigger
    • Select Metric as the trigger
    • Choose the Lantern Loyalty Opted In metric
    • This triggers when customers check “Join program” and are automatically enrolled
  3. Add timing
    • Send immediately or with a short delay (30 minutes)
  4. Create the email template
    • Subject line examples:
      • “Welcome to our loyalty program! 🎉”
      • “You’re now earning rewards on every purchase”
      • “Thanks for joining - here’s what you can expect”
    • Email content should include:
      • Warm welcome message
      • Confirmation they’re now enrolled
      • Overview of program benefits
      • How to view their account and points
      • What to expect going forward
      • Tier information and progression

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Example Email Template

Subject: Welcome to our loyalty program! 🎉

Hi {{ person.first_name|default:'there' }},

Welcome to our loyalty family! 🎉

You're now officially enrolled in our rewards program and will start earning points on every purchase.

Your loyalty benefits include:
✨ Points on every purchase
🎁 Exclusive member rewards
🚀 Early access to sales
🎂 Birthday surprises
🏆 Tier upgrades with more benefits

Current status:
• Points balance: {{ person.LanternLoyaltyPoints }}
• Current tier: {{ person.LanternLoyaltyTier }}

[View My Account] [Browse Rewards]

Thanks for joining - we're excited to reward your loyalty!

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Flow 3: Loyalty Program Invitation Email (Potential Customers)

This flow targets customers who placed an order without engaging with the loyalty program, encouraging them to join for future benefits. Note that with New Customer Accounts, they won’t get retroactive points but can start earning immediately.

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Setup Instructions

  1. Create a new flow in Klaviyo
    • Name it “Post-Order: Join Loyalty Program”
  2. Set the trigger
    • Select Metric as the trigger
    • Choose Placed Order (Shopify metric)
  3. Add flow filters
    • Properties about someone: LanternLoyaltyOptedIn is not equal to true
  4. Add timing
    • Wait 2-4 hours after order placement
    • This allows time for other transactional emails
  5. Create the email template
    • Subject line examples:
      • “You missed out on earning points - join now!”
      • “Turn your purchases into rewards”
      • “Start earning points on your next order”
    • Email content should include:
      • Information about the loyalty program benefits
      • What they could have earned (without specific amounts)
      • Easy signup process for New Customer Accounts
      • Grace period opportunity
      • Future earning potential

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Example Email Template

Subject: You missed out on earning points - join now!

Hi {{ person.first_name|default:'there' }},

Thanks for your recent order!

We noticed you haven't joined our loyalty program yet. Here's what you're missing out on:

🎯 Loyalty Program Benefits:
• Earn points on every purchase
• Redeem points for discounts
• Get exclusive member-only deals
• Receive birthday rewards
• Access to early sales

The good news? You can start earning points on your very next order!

With New Customer Accounts, signing up is quick and easy:

[Join Loyalty Program - It's Free!]

Already have an account? Make sure you're signed in when you shop to automatically earn points.

Start earning rewards today!

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Advanced Setup for New Customer Accounts

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Account Integration Considerations

New Customer Accounts have some unique characteristics:
  • Streamlined account creation process
  • Better mobile experience
  • Enhanced security features
  • Simplified password management

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Enhanced Personalization

Take advantage of improved data collection: 
As a {{ person.LanternLoyaltyTier }} member, you get:
[List tier-specific benefits]

Reminder: Your points expire on {{ person.LanternLoyaltyPointExpirationDate }}

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Multi-Channel Follow-Up Sequences

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Email + SMS Integration

For customers who provide phone numbers:
  1. Initial email - Points awarded/invitation
  2. SMS follow-up - 24 hours later for incomplete actions
  3. Final email - 5 days later with urgency

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Member Engagement Flow

Create a separate flow for newly opted-in members to encourage engagement:
  • Trigger: Lantern Loyalty Opted In metric
  • Wait: 7 days
  • Send: Tips on earning more points and tier benefits

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Testing and Optimization

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A/B Testing Strategies

  1. Subject Line Testing
    • Points value vs. benefit-focused
    • Urgency vs. excitement
    • Personal vs. brand-focused
  2. Content Testing
    • Short vs. detailed explanations
    • Visual vs. text-heavy designs
    • Different call-to-action buttons
  3. Timing Testing
    • Immediate vs. delayed sends
    • Different follow-up intervals
    • Day of week and time optimization

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Performance Monitoring

Track these specific metrics for New Customer Accounts:
  • Account completion rates
  • Point claiming rates
  • Repeat purchase behavior
  • Long-term customer lifetime value

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Mobile Optimization

Since New Customer Accounts are mobile-optimized, ensure your emails are too:
  • Use responsive email templates
  • Keep subject lines under 40 characters
  • Use clear, large call-to-action buttons
  • Minimize scrolling required

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Security and Privacy Considerations

With New Customer Accounts’ enhanced security:
  • Include security messaging in emails
  • Respect privacy preferences more granularly
  • Consider GDPR/privacy compliance in messaging

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Troubleshooting New Account Issues

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Common Problems

  1. Points not appearing after opt-in
    • Confirm grace period settings
    • Check order eligibility criteria
    • Verify customer account linking
  2. Customers receiving duplicate invitations
    • Review flow filters
    • Check for multiple triggers
    • Implement suppression lists

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Integration Verification

Regular checks for New Customer Account integration:
  1. Test account creation flow end-to-end
  2. Verify all Klaviyo metrics are firing
  3. Check customer property synchronization
  4. Test on mobile devices specifically

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Getting Support

For issues specific to New Customer Accounts:
  1. Check Shopify’s New Customer Account documentation
  2. Verify Lantern integration settings
  3. Test with fresh customer profiles
  4. Contact support with specific customer examples and error messages
These flows will help you maximize engagement and loyalty program adoption with Shopify’s New Customer Account system while providing a seamless experience for your customers.