How to Integrate with Shift4Shop

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Overview

This article will walk you through integrating Shift4Shop (formerly 3dcart) with Klaviyo. After completing the steps outlined in this guide, you'll be able to personalize and target emails based on each customer's purchases and website activity. Here's a sample of the key data we sync from Shift4Shop:

  • Data about orders your customers make, including sales, refunds, fulfilled orders, and cancelled orders
  • Detailed customer information, including when and how often people visit your website

We only sync information for customers who have placed an order within the last three years.

Add the Shift4Shop Integration

Click on the Integrations tab in the left sidebar of your account. Navigate to All Integrations and search for Shift4Shop.

Click Add Integration to be brought to the Shift4Shop integration page, where you’ll need to add your Shift4Shop store URL, also known as your secure URL.

To find your secure URL in your Shift4Shop account, go to Settings > General > Store Settings, then, under Store Information, click on Manage Domain & Store URL.

Navigate to general settings in Shift4Shop account to find store URL

Copy the Store URL from beneath Domain Settings.

Find and copy store URL in Domain settings

Once you have entered your Secure URL into Klaviyo, click Connect to Shift4Shop (formerly 3dcart).

Add secure URL to Klaviyo to connect to Shift4Shop account

After clicking to connect, you will see a Next Steps section. Copy the Klaviyo Public API Key from this page before clicking the blue Go to Shift4Shop button.

Copy Klaviyo public key to add to Shift4Shop account

This will take you to the REST API Apps page in Shift4Shop. Click Add in the top right hand corner to add the Klaviyo API key.

Add new REST API key to Shift4Shop

Paste the Klaviyo public API key (2bd83b00fcd7d56916a28c452d3d080c) and click Save.

Paste Klaviyo API public key and save

A popup window will then appear, asking you to give Klaviyo authorization to pull the Shift4Shop data into our platform. Click Authorize.

Authorize Klaviyo to pull data from Shift4Shop into site

You will then be redirected back to your Klaviyo account and your data will begin to sync. A green success callout will confirm that your data is syncing.

Successful integration between Shift4Shop and Klaviyo

Monitor the Klaviyo Sync & Verify Order Data

To check on your Shift4Shop integration data, navigate to Analytics > Metrics in your Klaviyo account.

Click on the Placed Order metric to verify that your data has started to populate. If you see data populating the chart, that means the Shift4Shop integration is successfully syncing to your account. When the sync is complete, you’ll see a green border next to the Shift4Shop integration when viewed in the Integrations tab.

Integration with Shift4Shop fully complete, with green border

Klaviyo imports all of your historic Shift4Shop data. To verify this, compare the number of orders on a particular day in Klaviyo with what's in your Shift4Shop interface and confirm they match.

For example, when exploring the Placed Order metric in your Klaviyo account's Analytics tab, you can mouse over yesterday's data point or look at the data table below the chart to see how many orders were reported yesterday. Compare that number to what's stored in Shift4Shop from yesterday and you should see they match exactly. If they don't, the issue is most likely that your Klaviyo account's timezone doesn't match your Shift4Shop timezone. To check your timezone setting in Klaviyo, go to Account > Contact Information > Organization. In the middle of this page, you will see an area to set your timezone. Update your Klaviyo account to the correct timezone and click Update Timezone.

Shift4Shop Data

The Shift4Shop integration syncs data into Klaviyo once every hour.

The following metrics are synced from Shift4Shop:

  • Fulfilled Order
  • Ordered Product
  • Placed Order
  • Started Checkout

Metrics synced from Shift4Shop into Klaviyo

Metrics and profile properties from Shift4Shop are synced once an hour, so you should see events appear in Klaviyo within an hour of when the event is recorded in Shift4Shop.

Fulfilled Order

This event is tracked when a customer completes the checkout process and creates an order in your Shift4Shop store. It includes all the product information about the items someone purchased including product names, images, and variation information to use in purchase follow-up emails. You can filter and target Fulfilled Order events based on the following criteria:

  • Items: the names of the products in someone's order, e.g., t-shirt or pants
  • Categories: the complete set of the categories of the products in someone's order, e.g., t-shirts, men's, pants, and sale

Ordered Product

This metric is tracked when a customer places their order, and tracks an event for each item someone purchases. For example, if someone buys a t-shirt and a pair of pants, two Ordered Product events are created - one for the t-shirt and one for the pants.

The Ordered Product event includes detailed information about each product someone purchases. This is useful when creating behavioral segments based on product variation options and other detailed information that's not available in the Placed Order event. You can filter and target Ordered Product events based on the following criteria:

  • Name: the name or title of the product in Shift4Shop, e.g., t-shirt or pants
  • SKU: the SKU of the product variation e.g., REDMEDIUMTSHIRT
  • Categories: the complete set of the categories of the product, e.g., t-shirts, men's, and sale

Placed Order

This event is tracked when a customer completes the checkout process and creates an order in your Shift4Shop store. It includes all of the product information about the items someone purchased including product names, images, and variation information to use in purchase follow-up emails. You can filter and target Placed Order events based on the following criteria:

  • Items: the names of the products in someone's order, e.g., t-shirt or pants
  • Categories: the complete set of the categories of the products in someone's order, e.g., t-shirts, men's, pants, and sale
  • Item Count: the number of items in the order, e.g., 2

Note: By default, Shift4Shop syncs two statuses for Placed Order: 2, 4

Started Checkout

This event is tracked when a customer enters their contact and shipping information on the page before the payment page in the Shift4Shop checkout process and clicks continue. It includes all of the product information about the items in someone's cart, including product names, images, and variation information to use in your abandoned cart emails. You can filter and target Started Checkout events based on the following criteria:

  • Items: the names of the products in someone's cart, e.g., t-shirt or pants
  • Categories: the complete set of the categories of the products in someone's cart, e.g., t-shirts, men's, pants, and sale

Customer Data

In addition to the metrics Klaviyo syncs from Shift4Shop, there are also custom properties that are added to each Klaviyo profile. You can use these properties in segments and in flows. The following built-in Klaviyo properties automatically synced from Shift4Shop:

  • Email
  • First Name
  • Last Name
  • City
  • State/Region
  • Zip Code
  • Country
  • Phone Number

Add Klaviyo Web Tracking

To enable Klaviyo web tracking, you can add a snippet of tracking code to your Shift4Shop template footer in the admin dashboard panel. This code snippet allows you to track two additional metrics: Active on Site and Viewed Product.

You can then use the Active on Site metric to create segments of people who have visited your site (while logged in) but haven't purchased anything. This metric tracks all website activity for known browsers. Viewed Product tracking is most often leveraged to trigger a Browse Abandonment automated email flow. For more information, see our article on Creating a Browse Abandonment Flow.

First, log in to your Shift4Shop store admin and navigate to Content > Site Content. Click on the Edit button under Header & Footer.

Find Footer to add Klaviyo tracking script to Shift4Shop site

Click the + to the right of Global Footer to open the footer editor.

Open global footer editor

Click the slider next to WYSIWYG Mode Off / On to toggle the view to the HTML editor.

Switch global footer editor to HTML view

Paste the following Klaviyo tracking script into the bottom of the HTML editor, replacing Public API Key with your Klaviyo Public API Key, found under Account > Settings > API Keys.

<script type="application/javascript" async src="https://static.klaviyo.com/onsite/js/klaviyo.js?company_id=Public API Key"></script>

Paste Klaviyo tracking script into Shift4Shop HTML editor

Then, to enable the Viewed Product metric, add the next script underneath the tracking script in the footer.

<script>
var _learnq = _learnq || [];
var item = {
  Name: _3d_item.name,
  CatalogID: _3d_item.catalogid,
  ID: _3d_item.id,
  Price: _3d_item.price
};

  _learnq.push(['track', 'Viewed Product', item]);
</script>

Paste Klaviyo Viewed Product script into Shift4Shop HTML editor

Then, in the top right hand corner of the page, click Save.

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