LV only works when members are incentivized to maintain or upgrade their benefits. That means sending them timely, relevant messages. LV supports both transactional and marketing communication for:
- Signup welcomes
- Monthly status updates
- Benefit extension and upgrade notifications
- Expiration warnings
- Expiration notices
- Re-signup opportunities
To accomplish this, LV integrates with Mailchimp or Klaviyo, or offers built-in email and SMS. Choose the option that fits your stack below.
When you connect your Mailchimp account to LV, you keep full control of your audience and automations. LV sends member events (signup, status changes, expiration, etc.) into Mailchimp so you can trigger flows and campaigns from your existing account. Email and SMS are both managed in your Mailchimp account; LV does not send messages directly.
Variables and triggers
LV does not send email through Mailchimp. It updates the contact (merge fields and tags), and you trigger flows from “Tag added” or “Merge field updated.” Template variables use *|TAG|* syntax in Mailchimp; the zip doc has the full mapping.
| Trigger description | MC trigger name | Provided template variables |
|---|---|---|
| Member joins club (welcome) | LiberoVino::ClubSignup / LVSIGNUP | client_name, customer_first_name, discount_percentage, expiration_formatted, tier_upgrade_min_purchase, next_tier_name, next_tier_discount_percentage, shop_url, header_block, footer_image_block, custom_content_block |
| Monthly status update | LiberoVino::MonthlyStatus / LVMONTH | client_name, customer_first_name, is_extended, expiration_formatted, extension_amount_needed, extension_deadline, has_upgrade, upgrade_*, current_discount_percentage, days_remaining, shop_url, status_body_message, extension_status_block, upgrade_offer_block, marketing_products_block, … (see zip doc) |
| Monthly status promo | LiberoVino::MonthlyStatusPromo / LVMONPRO | Same as Monthly status |
| Expiration warning (e.g. 7 days left) | LiberoVino::ExpirationWarning / LVWARN | client_name, customer_first_name, days, extension_amount, discount_percentage, extension_expiration, extension_months, shop_url, upgrade_message_block, header_block, footer_image_block, custom_content_block |
| Expiration notice (benefits expired) | LiberoVino::ExpirationNotice / LVNOTICE | client_name, customer_first_name, rejoin_amount, discount_percentage, duration_months, shop_url, header_block, footer_image_block, custom_content_block |
| Tier upgrade (member qualified) | LiberoVino::TierUpgrade / LVUPGRAD | client_name, customer_first_name, new_tier_discount_percentage, new_tier_duration_months, expiration_formatted, next_tier_upgrade_amount, next_tier_discount_percentage, shop_url, header_block, footer_image_block, custom_content_block |
| Annual re-sign opportunity | LiberoVino::AnnualResign / LVRESIGN | (typically expiration template vars; see zip doc) |
| Sales spotlight | LiberoVino::SalesBlast / LVBLAST | (marketing; see zip doc) |
| Test | LiberoVino::Test / LVTEST | (test) |
Suggested flows
After you connect Mailchimp, create automations (flows) that trigger when LV updates a contact. We suggest one flow per member touchpoint:
- Club Signup Welcome — trigger when tag
LiberoVino::ClubSignupis added (or when LVSIGNUP is updated). - Monthly Status Update — trigger when LVMONTH is updated (e.g. each month when LV runs the status job).
- Expiration Warning — trigger when LVWARN is updated (member is within the warning window).
- Expiration Notice — trigger when LVNOTICE is updated (benefits have expired).
- Tier Upgrade — trigger when LVUPGRAD is updated (member qualified for an upgrade).
- Optional marketing flows: Monthly Status Promo (LVMONPRO), Annual Re-Sign Opportunity (LVRESIGN), Sales Spotlight (LVBLAST).
Sample templates and documentation
LV provides sample templates and Mailchimp-specific documentation together in one zip file. The zip includes:
- All sample HTML email templates for Mailchimp (Monthly Status, Expiration Warning, Expiration Notice, Tier Upgrade), each using Mailchimp merge tag syntax (
*|TAG|*) so you can drop them into campaigns or automations and map your audience merge fields. - Provider-specific documentation (e.g. a Mailchimp guide) covering variables/merge tags, triggers (merge fields and tags), suggested flows and trigger conditions, and how to use the templates in Mailchimp.
When you connect your Klaviyo account to LV, you use your own advanced email marketing and automation tools. LV sends member events (metrics) into Klaviyo so you can build flows and campaigns with your existing setup. Email and SMS are both managed in your Klaviyo account; LV does not send messages directly.
Variables and triggers
LV does not send email through Klaviyo. It tracks events (metrics) in your Klaviyo account, and you trigger flows from those metrics (e.g. “Metric received: LiberoVino.MonthlyStatus”). Template variables use {{person.variable}} syntax in Klaviyo; the zip doc has the full mapping.
| Trigger description | Klaviyo metric name | Provided template variables |
|---|---|---|
| Member joins club (welcome) | LiberoVino.ClubSignup | client_name, customer_first_name, discount_percentage, expiration_formatted, tier_upgrade_min_purchase, next_tier_name, next_tier_discount_percentage, shop_url, header_block, footer_image_block, custom_content_block |
| Monthly status update | LiberoVino.MonthlyStatus | client_name, customer_first_name, is_extended, expiration_formatted, extension_amount_needed, extension_deadline, has_upgrade, upgrade_*, current_discount_percentage, days_remaining, shop_url, status_body_message, extension_status_block, upgrade_offer_block, marketing_products_block, … (see zip doc) |
| Monthly status promo | LiberoVino.MonthlyStatusPromo | Same as Monthly status |
| Expiration warning (e.g. 7 days left) | LiberoVino.ExpirationWarning | client_name, customer_first_name, days, extension_amount, discount_percentage, extension_expiration, extension_months, shop_url, upgrade_message_block, header_block, footer_image_block, custom_content_block |
| Expiration notice (benefits expired) | LiberoVino.ExpirationNotice | client_name, customer_first_name, rejoin_amount, discount_percentage, duration_months, shop_url, header_block, footer_image_block, custom_content_block |
| Tier upgrade (member qualified) | LiberoVino.TierUpgrade | client_name, customer_first_name, new_tier_discount_percentage, new_tier_duration_months, expiration_formatted, next_tier_upgrade_amount, next_tier_discount_percentage, shop_url, header_block, footer_image_block, custom_content_block |
| Annual re-sign opportunity | LiberoVino.AnnualResign | (typically expiration template vars; see zip doc) |
| Sales spotlight | LiberoVino.SalesBlast | (marketing; see zip doc) |
| Test | LiberoVino.TestMetric | (test) |
Suggested flows
After you connect Klaviyo, create flows that trigger when LV sends a metric. We suggest one flow per member touchpoint:
- Club Signup Welcome — trigger when metric
LiberoVino.ClubSignupis received. - Monthly Status Update — trigger when
LiberoVino.MonthlyStatusis received (e.g. each month when LV runs the status job). - Expiration Warning — trigger when
LiberoVino.ExpirationWarningis received (member is within the warning window). - Expiration Notice — trigger when
LiberoVino.ExpirationNoticeis received (benefits have expired). - Tier Upgrade — trigger when
LiberoVino.TierUpgradeis received (member qualified for an upgrade). - Optional marketing flows: Monthly Status Promo (LiberoVino.MonthlyStatusPromo), Annual Re-Sign Opportunity (LiberoVino.AnnualResign), Sales Spotlight (LiberoVino.SalesBlast).
Sample templates and documentation
LV provides sample templates and Klaviyo-specific documentation together in one zip file. The zip includes:
- All sample HTML email templates for Klaviyo (Monthly Status, Expiration Warning, Expiration Notice, Tier Upgrade), each using Klaviyo variable syntax (
{{person.variable}}) so you can drop them into flows and map your person properties. - Provider-specific documentation (e.g. a Klaviyo guide) covering variables, metrics/triggers, suggested flows, and how to use the templates in Klaviyo.
For clients without Klaviyo or Mailchimp, LV offers built-in email and SMS support using SendGrid and Twilio at no extra cost. You do not need your own ESP or SMS provider accounts.
You can brand and customize your own email templates and content directly in LV (Settings → Communication → Templates). In addition to transactional messages (signup welcome, monthly status, expiration warnings, etc.), LV supports a marketing opt-in where you can add promoted products from Commerce7 to include in your communication.
Variables and triggers
LV sends email and SMS directly when member events occur. Templates use {{variable}} syntax. Below are the touchpoints LV sends and the template variables available for each.
| Trigger description | Provided template variables |
|---|---|
| Member joins club (welcome) | client_name, customer_first_name, discount_percentage, expiration_formatted, tier_upgrade_min_purchase, next_tier_name, next_tier_discount_percentage, shop_url, header_block, footer_image_block, custom_content_block |
| Monthly status update | client_name, customer_first_name, is_extended, expiration_formatted, extension_amount_needed, extension_deadline, has_upgrade, upgrade_*, current_discount_percentage, days_remaining, shop_url, status_body_message, extension_status_block, upgrade_offer_block, marketing_products_block, … (see Settings → Communication → Templates) |
| Monthly status promo | Same as Monthly status |
| Expiration warning (e.g. 7 days left) | client_name, customer_first_name, days, extension_amount, discount_percentage, extension_expiration, extension_months, shop_url, upgrade_message_block, header_block, footer_image_block, custom_content_block |
| Expiration notice (benefits expired) | client_name, customer_first_name, rejoin_amount, discount_percentage, duration_months, shop_url, header_block, footer_image_block, custom_content_block |
| Tier upgrade (member qualified) | client_name, customer_first_name, new_tier_discount_percentage, new_tier_duration_months, expiration_formatted, next_tier_upgrade_amount, next_tier_discount_percentage, shop_url, header_block, footer_image_block, custom_content_block |
| Annual re-sign opportunity | (typically expiration template vars) |
| Sales spotlight | (marketing; customize as needed) |
| Test | (test) |