π‘ Alliance Pro is a brand new app developed and built by Orbit, and we're thrilled to finally share it with you. Anything missing? Anything you're looking to accomplish we're not doing yet? Help us shape this new app and request new features here.
Connecting your Klaviyo account
Alliance Pro can integrate with your Klaviyo account, allowing you to manage and configure your customer notifications in Klaviyo. Follow these instructions to connect Alliance Pro with your Klaviyo account:
Go to Preferences
Under Notifications > Customer notification method, select Klaviyo as your preferred method of handling customer notifications.
Click Connect next to your Klaviyo account, log in to your Klaviyo account, and follow the prompts to connect it with Alliance Pro.
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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
These event properties are also sent along with the 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
activation_url
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.
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π‘ 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.
Flows we recommend
Application submitted
Application approved
Application rejected
Membership invited
Membership expired
Segments we recommend
One segment per member group
Expiring soon segment
Customer properties
π 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.
When each event is sent, the following 4 properties on a customer profile are updated:
Membership Active At
Membership Expires At
Membership Group
Membership Is Active