Setting up Email + SMS

We integrate with Klaviyo, Omnisend, Sendlane, Postscript + Attentive.There are six core events we recommend setting up first.
Written by Nora
Updated 1 week ago

For Loyalty

  • Joined Program
  • Program announcement
  • Referral Completed
    • Re-engage Social Activities
  • Reward Tier Earned
    • Collected but didn’t redeem
  • Redemption Created (aka coupon code from reward tier used)
    • Refer a friend
  • Points Earned
    • Push to next highest tier
    • Send to a friend
    • Exchange Notification
  • Points Reminder (Sent to inactive customers who have points but not enough to redeem a reward.)
  • Redemption Reminder (Sent to inactive customers who have enough points sitting in their account to redeem a reward.)

For Memberships

  • Membership About to Reup or Expire
  • Membership Purchased

Properties we support:

  • Toki_points_earned: The customer's total historical points earned
  • toki_point_balance (if you are using points-as-credit, see below): The customer's current available points balance that they can use now,
  • Toki_tier_name: The name of the tier the customer is in now
  • Toki_loyalty_nt_points: The number of points the customer must earn in order to proceed to the next tier.
  • Toki_nt_amount: The amount the customer must spend in order to proceed to the next tier. This property will show the default currency defined in your account settings.
  • Toki_nt_name: The name of the next tier that customer will unlock.
  • Toki_referral_link: The customer's unique referral link. If you are running a code-based referral program, see below for attributes for code-based referrals.
  • Toki_has_account: True/False depending on if the customer has an account with the platform or not.
  • Toki_referrer_email: The email of the customer to send the referral to the friend.
  • toki_referrer_name: The first name + last name of the advocate (if that information is available).
  • toki_${CHALLENGE_NAME}challenge_completed_at: The challenge that this customer has completed
  • toki_voting_activity_${ACTIVITY_NAME}: The answer that the customer gave for the voting activity OR zero party data activity completed (we know this is a little confusing!)
  • apple_wallet_download_url: This will be replaced with a link to download the your users Apple Wallet pass
  • toki_tier_rewards: Rewards associated with current tier
  • toki_nt_rewards: Rewards associated with next tier

Events we support:

  • Toki Points Earned: This event is triggered any time a customer earns points; This event is commonly used for: keeping a customer's point balance up to date in your CRM or email marketing platform.
  • Toki Points Reminder: This event is triggered after a certain amount of days of inactivity. The Points Reminder events will be triggered each day at 5 pm UTC
  • Toki Redemption Reminder: This event is triggered after a certain amount of days of inactivity. This event is commonly used for: sending an email to remind the customer that they have enough points for a reward.
  • Toki Redemption Created: This event is triggered any time a customer redeems points and receives a coupon code. When the customer does not explicitly receive a coupon code, during redemption at checkout, for example, this event will not fire.
  • Toki Referral Completed: This event is triggered any time a customer refers a friend that satisfies the referral program requirements. This event is commonly used for: sending an email thanking the customer for the referral.
  • Toki Tier Earned: This event is triggered when a customer meets the requirement for a new tier.This event is commonly used for: letting a customer know they reached a certain status level.
  • Toki Tier Lost: This event is triggered when a customer fails to meet the requirement for a tier after the specified period of time has passed. This event is commonly used for: sending a "warning" a set period of time to let the customer know they are about to lose their tier if they don't step up their participation.
  • Toki Tier Status Changed: This event is triggered when a customer gets closer or farther from retaining their current tier, and from entering the next tier. This event is commonly used for creating incentives by notifying customers "You only need X more points to reach the next tier"
  • Toki Account Created: The event is triggered when a reward was given to a customer for creating an account using the Create Account earning rule. This event is commonly used: if you want to do a Welcome Series for new users.
  • Wishlist Item Added: When a user has added a new wishlist item to their wishlist. Properties attached: Toki Product Id, Toki Variant Id + Toki Label
  • Wishlist Item Removed: When a user has removed a new wishlist item to their wishlist: Toki Product Id, Toki Variant Id + Toki Label
  • Challenge Started: When a user has started a challenge
  • Challenge Completed: When a user has completed a challenge

Did this answer your question?