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Integrating Klaviyo with Alliance Pro

Written by Emily
Updated over a month ago

What this page is for

This page is a merchant-friendly guide to getting Alliance Pro → Klaviyo email notifications working end-to-end:

  • connect Klaviyo

  • pick the right event (metric) for each email

  • use event properties in templates

  • test and verify delivery

Connecting your Klaviyo account

Alliance Pro can integrate with your Klaviyo account, allowing you to manage and configure your customer notifications in Klaviyo.

  1. Go to Preferences

  2. Under Notifications > Customer notification method, select Klaviyo as your preferred method of handling customer notifications.

  3. Click Connect next to your Klaviyo account, log in to your Klaviyo account, and follow the prompts to connect it with Alliance Pro.

Important: When Klaviyo is your notification method, Alliance Pro will not send customer emails. Emails are sent by your Klaviyo Flows.

Managing notifications in Klaviyo

Once your Klaviyo account is connected, Alliance Pro can send the following events to Klaviyo:

  • Application received

  • Application approved

  • Application rejected

  • Membership updated

  • Membership active

  • Membership invited

  • Membership expired

Which event should I use?

Use these as your default Flow triggers:

  • “We received your application” email: Application received

  • “You’re approved” email (manual approval + auto-approval by email domain / activation code): Application approved

  • “You’re rejected” email: Application rejected

  • “Activate your account / set password” email: Membership invited (uses activation_url when present)

  • “Your membership is expiring / expired” email: Membership expired

Note: Membership invited is not the “approval” signal. Use Application approved for approval emails.

Event properties (what you can use in Klaviyo templates)

Important: Not every property applies to every event.

  • Message

  • First Name

  • Last Name

  • Send Customer Notification

  • Membership Active At

  • Membership Expires At

  • Membership Group

  • Membership Is Active

Specific properties per event:

Application approved

  • first_name

  • last_name

  • message

  • Profile properties:

    • membership_active_at

    • membership_expires_at

    • membership_group

    • membership_is_active

Application submitted

  • first_name

  • last_name

Application rejected

  • first_name

  • last_name

  • message

Membership updated, Membership expired, Membership invited

  • first_name

  • last_name

  • Profile properties:

    • membership_active_at

    • membership_expires_at

    • membership_group

    • membership_is_active

Additional property:

  • activation_url (Membership invited only; may be blank for existing Shopify customers)

These events and properties can be used to create flows in Klaviyo, letting you control your Alliance Pro customer notifications in Klaviyo. The next step is to create flows and segments for your Alliance Pro notifications. Click here for more information on setting up notifications and flows in Klaviyo.

💡 If you choose Klaviyo as your preferred method of handling customer notifications, customers won't receive any notifications until flows and segments are set up in Klaviyo.

Recommended Flows

Start with these:

  • Application received

  • Application approved

  • Application rejected

  • Membership invited

  • Membership expired

Be cautious with:

  • Membership updated (can fire frequently during admin changes/imports). If you use it, add filters so you don’t send unintended emails.

Recommended Segments

  • One segment per member group (based on membership_group)

  • Expiring soon segment (based on membership_expires_at)

Testing and verification

1) Make sure Klaviyo has “seen” the metric

Klaviyo won’t show a metric as a Flow trigger until it has been received at least once.

2) Generate a test event

Run a test scenario that matches the Flow you’re building (for example: submit an application, approve it, reject it, or invite a test member).

3) Verify the event arrived

In Klaviyo:

  • Go to Analytics → Metrics → Activity feed and confirm the event arrived.

  • Open the test profile and confirm the event + event properties are visible.

4) Verify the Flow is sending

If the event exists in Klaviyo but the email didn’t send:

  • Confirm the Flow trigger metric matches the event you tested.

  • Check Flow filters (trigger filters and profile filters).

Customer profile properties kept up to date

🔔 Membership properties are overwritten on customer profiles when you connect your Klaviyo account to Alliance Pro. Keep this in mind if you use other third party apps that also send membership properties to Klaviyo.

Membership properties are overwritten on customer profiles when you connect your Klaviyo account to Alliance Pro.

When events are sent, these profile properties are kept up to date:

  • Membership Active At

  • Membership Expires At

  • Membership Group

  • Membership Is Active

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