Klaviyo Integration
- Sharath Chandra Parashara
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
Profiles
Analytics → Metrics
Email Templates
Lists & Segments
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.
Ref: Getting started with the email template editor,
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.
After setting up the trigger, we can do actions like sending emails, SMS, updating profile property, etc. Flows also give the flexibility to split the flow into multiple branches based on conditions and can choose different email templates for diff branches. And there is flexibility to delay the action up to sometime when the flow is triggered.
Ref: Getting started with flows,
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
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.
To add a new user to klaviyo account, go to the following:
Profile→account→settings→users→ add new user (Manager role preferred).
What are the initial manual steps to set up post-purchase email notifications from Klaviyo by using Fenix?
Setting up Flows and Metrics are the two manual steps required to set up post-purchase email notifications from Klaviyo using Fenix data.
How does Fenix send post-purchase notification emails through Klaviyo?
Fenix uses the Klaviyo ‘Flows’ to send post-purchase notification emails.
Does Fenix create any flows and metrics on Klaviyo?
Yes, Fenix will create metrics and flows in your Klaviyo account to support the entire post-purchase notifications functionality.
Is it mandatory to have a Klaviyo account to enable Fenix post-purchase notifications?
In case you do not have a Klaviyo account and still want to send post-purchase notifications, you can opt for the Fenix email engine system to send the notifications.
Does Klaviyo allow resending a post-purchase notification email?
Yes, Klaviyo allows resending an email but it is manual. Here are the steps:
Go to Profiles→Respected customer→Messages→Resend
How to add digital assets to the post-purchase notification emails?
You can add digital assets in the post-purchase notification emails using the Klaviyo email engine.
You must drag and drop the image block in the email editor. Add image and redirect URL to respected fields.
How to display product recommendations in the post-purchase notification emails?
You can display product recommendations in the post-purchase emails by integrating your Shopify store with Klaviyo.
You will have to drag and drop products block to email and respective select fields in the block editor.
Does Klaviyo allow you to hide some of the blocks in an email from the desktop to the mobile version?
Yes, you can hide some of the blocks in an email from the Desktop version to the Mobile version by following the below steps:
In an email, the editor selects Block→Block Styles→Block→Show On.
Does Klaviyo allow you to show a block(content) in an email based on certain conditions using event properties?
Yes, Klaviyo allows you to show a block(content) in an email based on certain conditions using event properties. You will need to follow below steps:
Select any block in the email editor→Select? The symbol at the top left→Add condition is based on event or person properties.
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.
How to import new fonts to the Klaviyo account?
Ans - You may follow the below steps to import new fonts to the Klaviyo account.
Go to Brand Library→Fonts→Select one of google fonts→Import
Where to find uploaded images in the Klaviyo account?
Ans - To find the uploaded images in the Klaviyo account, follow the below steps.
Go to Brand Library→Images
How to determine if the emails are delivered or not in the flow?
To determine if the emails are delivered or not in the flow, follow the below steps.
Go to respected Flow→Click on Email Template→View all Analytics.
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.
Go to Profiles→Select Customer→Check for Opened or Clicked Email Metric
Which are the different modes in Klaviyo flow?
There are three modes in Klaviyo flow. These are Draft, Manual, and Live.
What is ‘Draft mode’ in Klaviyo flow?
As the term ‘Draft’ suggests, it means that you are still working on the email or flow, and no one can view the email or the changes that you are making.
What is ‘Live mode’ in Klaviyo flow?
For ‘Live’ emails, anyone who is triggered by a particular action and passes through all filters will receive the email sometime later.
What is ‘Manual mode’ in Klaviyo flow?
This is somewhere between a Draft and Live mode. In this case, people are queued in for review, but they will not receive the email until you manually approve it.
How to approve Manual emails in Klaviyo?
To approve manual emails, follow the below steps.
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.
Url: POST-https://a.klaviyo.com/api/track
Urlencoded body:
Disc.Token: This is your public API key.
Event: Name of the metric
Customer_properties: JSON Object
Properties: optional; JSON Object
Steps to send email through Klaviyo:
Create a Metric with a dummy request to the above API.
To get the token from the klaviyo account, go to profile→account → settings → API keys.
Create a template using the dynamic parameters(tags) from the above request.
Email Templates → Create Template.
To access those properties in email templates, use place holder like the following. ref.
{{ event.tracking_number |default:'no tracking number' }}
Or
{{ event.tracking_number }}
Example Person Tags:
{{ person|lookup:'email'|default:' ' }} or {{ person.email|default:’abc@gmail.com’ }} | |
name | {{ person|lookup:'name'|default:'there' }} or {{ person.name|default:'there' }} |
fav_color | {{ person|lookup:’fav_color’|default:'red' }} or {{ person.fav_color|default:’red’ }} |
Example Event Tags:
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 ’ }} |
Create Flow in Klaviyo either from scratch or by cloning from another account.
To build flow from scratch, use metric as a trigger
Flows → Create Flow → Create from scratch
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.
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.
At the bottom of the screen, select the respected email template. Do any modifications if required.
Add any other actions in the flow if needed.
Turn off the smart sending to the email action if needed.
Now Set the flow status to Live.
Now we can use this flow by triggering the metric through an API call.
Sample Email:
Some useful links: