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Klaviyo

Klaviyo offers powerful Email marketing software that you can use for discounts and promotions, VIP early access updates, or welcoming and thanking customers, as mentioned above. It's a versatile tool that you can use to support almost any email marketing campaign for your eCommerce business.

Here are some essential sections in the klaviyo account

  1. Profiles

  2. Analytics → Metrics

  3. Email Templates

  4. Lists & Segments

  5. Flows

1. Profiles:

Klaviyo maintains a complete record of contact for each person in your account. This means that we create and maintain a single profile for each of your contacts. If, for example, someone is part of three different lists, they won't exist three times in your account.

Ref: Understanding profiles in Klaviyo

2. Metrics: 

Metrics allow you to build a better understanding of your account data, how often it comes into your account, from what channel and profile, and more. You can then use this data to create targeted flows and segments.

Ref: Guide to Managing Your Metrics

3. Email Templates:

In klaviyo, we can use predefined email templates, or we can customize or create new templates. As part of customization, we can include dynamic parameters of contact details or event properties in the email template. 

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       Guide to the Email Template Editor (new editor)

4. Lists & Segments

Lists are static, meaning they grow as people subscribe or are manually added. Segments, on the other hand, are dynamic, meaning they grow as people meet the segments' conditions and shrink as people no longer meet them. Moreover, segments update in real-time.

Ref: About The Lists and Segments Dashboard

5. Flows:

Flows are used to build the sequence of steps to process to send the email. These flows will trigger automatically when some profile is eligible for the configured trigger setup. Those trigger setups are Lists, Segments, Metrics, Price drops, and Date Properties.

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Understanding flow triggers and filters

Fenix-Klaviyo integration:

As of now, Fenix and Klaviyo don’t have direct integration. However, we support klaviyo integration through some API calls and a bit of manual process. The Fenix team gives support and helps you in every step of integration.

Fenix-Klaviyo FAQs

  1. What does Fenix require to activate post-purchase notifications through Klaviyo?

The Fenix team will need the Public API key (Fenix’s team members to your Klaviyo account to support the Fenix notification system. After the initial setup, you can edit email templates at your convenience.

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Select any block in the email editor→Select? The symbol at the top left→Add condition is based on event or person properties.

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  1. How does Klaviyo use Fenix data to personalize email communication?

Ans - Klaviyo uses ‘Person’ and ‘Event’ tags in the email body to include Fenix data for personalizing the post-purchase communication. For example, First Name, Order Number, Estimated Delivery Date, etc.

  1. How to import new fonts to the Klaviyo account?

Ans - You may follow the below steps to import new fonts to the Klaviyo account.

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Go to respected Flow→Click on Email Template→View all Analytics.

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  1. How to determine whether a customer opened or clicked an email through a Klaviyo account?

To determine if the customer opened or clicked an email, follow the below steps.

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Click email in Flow→View Analytics→Needs Review→Recipient Activity→“Send now” or “Cancel”.

Track Profile Activity API:

This endpoint is used to track existing profile activity in klaviyo. But here, we are going to use it for sending data to a certain metric.

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Properties: optional; JSON Object

Steps to send email through Klaviyo:

  • Create a Metric with a dummy request to the above API. 

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  1. To get the token from the klaviyo account, go to profile→account → settings → API keys.

  1. Create a template using the dynamic parameters(tags) from the above request.

Email Templates → Create Template. 

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expected_edd

{{ event|lookup:’expected_edd’|default:' ' }} or

 {{ event.expected_edd|default:’’ }}

order_number

{{ event|lookup:’order_number’|default:' ' }} or 

{{ event.order_number|default:’ None’ }}

discount_code

{{ event|lookup:’discount_code’|default:' ' }} or 

{{ event.discount_code|default:’None ’ }}

  1. Create Flow in Klaviyo either from scratch or by cloning from another account.

  2. To build flow from scratch, use metric as a trigger 

Flows → Create Flow → Create from scratch

  1. Select actions from the list to add them to the flow(Email, Sms, Notification, etc.…). You can add trigger split to the flow to make branches based on conditions.

  1. Click on configure the content. Fill in the blanks(Sender name, email id, cc/bcc, subject… )

Here you can use the tags(placeholders) in the Subject & Preview text.

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  1. At the bottom of the screen, select the respected email template. Do any modifications if required.

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  1. Add any other actions in the flow if needed.

  2. Turn off the smart sending to the email action if needed.

  3. Now Set the flow status to Live.

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  1. Now we can use this flow by triggering the metric through an API call.

Sample Email:

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Some useful links:

  1. https://developers.klaviyo.com/en/reference/api-overview

  2. https://help.klaviyo.com/hc/en-us/articles/115005084927-Guide-to-Template-Tags-and-Variable-Syntax

  3. https://www.klaviyo.com/pricing?emailListSize=0&smsContacts=0&displayedForm=emailOnly