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.
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.
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
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