Sync Shopify Accepts Marketing Customers into a Klaviyo List

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Overview

When a customer completes a checkout in a Shopify store the customer has the option to accept marketing emails. Below is an example of an "accepts marketing" checkbox below the email field on a checkout page.
shopifyAcceptsMarketingCheckbox.png
Customers that check this box and provide an email address are added to your Accepts Marketing group in the Customers tab of your Shopify store.
shopifyAcceptsMarketingGroup.png

Klaviyo does two things with customers in the accepts marketing group:

  • The custom property "Accepts Marketing" is added as true to the profile of any customer that checks this box. The value is false if the customer leaves the box unchecked.
  • If you check the box in the image below on your Shopify integration page, customers that have "Accepts Marketing" set to true and have completed a purchase can be synced to a specific list when added to Klaviyo.
    shopifySyncAMToAList.png

We strongly recommend keeping your accepts marketing box unchecked by default to avoid damaging your sender reputation by accumulating passive subscribers. This option can be adjusted by navigating to Settings > Checkout in your Shopify store's admin panel:

Update the Accept Marketing Setting in Klaviyo

Navigate to your account's Integrations tab and click on Shopify. Just below the name of your store, you'll see a checkbox for Accepts Marketing. Check this box in order to have Klaviyo automatically subscribe customers who Accept Marketing to a Klaviyo list. After you check this box, you'll see a drop-down of the lists in Klaviyo that these people can be added to.

shopifyAcceptsMarketing.png

Note

If you don't see any lists populate, click the Lists & Segments tab, then click Create List, to create a new list. After you've done this, repeat steps above and you'll see your new list appear in the drop-down menu. 

Once you complete these steps, we'll automatically sync over everyone who is assigned the Accepts Marketing in Shopify after checking the "Subscribe to our Newsletter" box during checkout. If you add people to Shopify's Accepts Marketing list manually, note that they won't appear in Klaviyo until they begin a checkout/place an order.

Additionally, Klaviyo will not historically add those with the Accepts Marketing property to a specific list, but we will historically sync the property itself. So, if you wish to retroactively add these people to a list, you can do this one of two ways:

  1. Create a segment based of everyone who is on the list the Accepts Marketing subscribers are added to OR who have Accepts Marketing = true
    2017-11-14_09-21-44.png
  2. Manually export subscribers with this property as a CSV from Shopify and upload it to a list in Klaviyo

Accepts Marketing and Your Welcome Series Flow

If someone is added to your newsletter list by clicking the "Subscribe to Newsletter" box upon checkout, they will not get queued up for your welcome series flow.

This is a default setting because typically a welcome series is designed for new customers/visitors. Someone could check this Accepts Marketing box for the first time during their 100th purchase, which would mean it might not be appropriate for this person to get queued up for your welcome series. If you would like us to adjust this setting for your account, please contact our Success Team.

Accepts Marketing as a Dynamic Value

As you look to grow your subscriber list through Shopify's "Subscribe to Newsletter" box at checkout, keep in mind that the Accepts Marketing property exists independent of whether or not someone separately subscribes to receive emails through a sign-up form. 

This means that someone could elect not to check the marketing box upon checkout, but then decide to subscribe to your mailing list separately through a sign-up form. This person would end up on your subscriber list, but still have an Accepts Marketing property value of False.

Furthermore, the Accepts Marketing property value is also subject to change every time a customer begins a checkout. Every time someone begins a checkout, he/she will prompted to check (or not check) the Accepts Marketing box. If someone begins a checkout and checks the box, this person will be added to your list. If this person goes back to complete the purchase later and doesn't check the box, this person will remain on your list but the Accepts Marketing property value will change from True to False.

Leaving Accepts Marketing Unchecked by Default

It is tempting to consider leaving your accepts marketing box checked by default, so that users who navigate to your checkout page are automatically opted in. Let's look at an example to understand why this is not always a good idea.

Consider the following situation: a shopper is browsing your site and adds an item to her cart. She then starts to checkout, but second-guesses the purchase and stops. If she made it to the payment page and your "Subscribe to Newsletter" box there was pre-checked, she is now added to your Klaviyo account with an Accepts Marketing value of true. Any segments where you target users with "Accepts Marketing = true" will now include this user, even though she didn't explicitly opt-in to receive communications from you.

Two reasons why this is not a good thing:

  1. It's not a great experience -- the shopper will likely unsubscribe or ignore these emails until they start to filter to spam. Either way, you've lost your chance to cultivate her as a customer with relevant and targeted emails.
  2. If a large percentage of your list consists of passive subscribers added in this way and your email engagement is low, you're putting your email deliverability at risk.

While it may be tempting to keep this box checked by default to watch your list grow quickly, it's important to remember that quality over quantity mattersBy growing lists of engaged subscribers and focusing on the quality of your leads over quantity, you're setting yourself up for strong email deliverability and higher conversion rates.

Learn More About Accepts Marketing

From Shopify:

During the checkout process, customers have the option of receiving email updates from your store. By selecting Keep me updated -- I want to receive occasional emails about new products, promotions and other news, customers will be added to the Accepts Marketing group and you can email them with store updates, newsletters, and discounts.

To learn more about Accepts Marketing feature from Shopify's documentation, click here.

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