Monthly loyalty updates
Send a scheduled monthly loyalty digest with the Roadmap: Loyalty Monthly Update metric — enable it, set the time, and pair it with profile properties.
A monthly digest keeps the program salient for members who haven't shopped recently — a retention lever that works by simply reminding customers the balance exists. Unlike every other loyalty metric, this one fires on a schedule you control, not on customer behaviour.
Klaviyo event name
Roadmap: Loyalty Monthly Update— your scheduled monthly digest event.
It's off by default. In Roadmap's Klaviyo settings: tick Enabled, use Set Time to choose when it fires each month, and Send Now to fire a test immediately.
Event properties
Update month
update_month (e.g. July)
Update year
update_year
Customer ID
customer_id
The event is deliberately thin — the content comes from profile properties, which are always current at send time.
Recommended flow structure
Trigger:
Roadmap: Loyalty Monthly UpdateEmail — immediately: "Your {{ event.update_month }} loyalty summary"
Build the body entirely from profile lookups:
Balance: {{ person.roadmap_loyalty_total_points|default:'0' }} points
Tier: {{ person.roadmap_loyalty_current_tier_name|default:'—' }}
Next tier: {{ person.roadmap_loyalty_next_tier_points|default:'' }} points to {{ person.roadmap_loyalty_next_tier_name|default:'' }}
Expiring soon: {{ person.roadmap_loyalty_expiring_points|default:'0' }} points in the next 30 daysStrategy
One email, four numbers. Balance, tier, next goal, expiring — that's the whole digest; resist making it a newsletter.
Suppress zero-value sends. Add a flow filter (e.g.
roadmap_loyalty_total_pointsgreater than 0) so point-less profiles don't get an empty summary.The expiring-points line quietly feeds the points expiring urgency play all year round.