This article will walk you through integrating Volusion with Klaviyo. After completing the steps outlined in this guide, you'll be able to personalize and target emails based on synced order data and customer properties.
From Volusion, we track Ordered Product and Placed Order metrics; with some extra code additions we can also track Abandoned Cart information as well.
NoteVolusion requires an update to your Volusion store's administrator account password every 90 days. When making this update your Volusion account, you must also make this update to your Volusion integration in your Klaviyo account. You can also create a permanent API Key by following these steps.
Add the Volusion Integration
To enable Klaviyo's Volusion integration, navigate to your account's Integrations tab.
Clicking over to All Integrations, find Volusion on this list. Integrations will be listed in alphabetical order, so you should find Volusion near the bottom of the page.
Click Add Integration and you will be brought to a page where you can enter your Store URL, Login Email, and Volusion API Key.
After filling out the information above, you will see a checkbox for Subscribe customers who opt in to a Klaviyo list. If you check this box, you can pick one of your lists in Klaviyo to which future customers will be added when they place an order.
Finally, click Connect to Volusion and you should see your integration show a sync status.
Disable Email to Web Tracking
The "email to web tracking" feature in Klaviyo uses click tracking to identify a user who arrives to your website through a Klaviyo email before we would originally be able to identify them (such as when they make a purchase or subscribe to your newsletter).
Volusion does not support the URL format that our click tracking uses and produces an error when a user tries to visit your store through one of these links, so this feature will have to be disabled in Klaviyo to make sure links in your email follow through to your Volusion store correctly.
You can disable this tracking in your account settings under Email Settings > Email to Website Tracking.
The only functionality lost with disabling this feature is the ability to track a new profile on your website through an email they clicked. As long as you have the Klaviyo web tracking analytics on your website, we will still be able to track users as soon as we get their email address through either a purchase in your store or when they sign up for a newsletter.
Abandoned Cart Reminders in Volusion
Volusion does not provide an out-of-the-box way to track abandoned carts through our integration, but we have created a custom script you can add to your Volusion store which will allow you to use this feature in Klaviyo. This will require some knowledge of adding code to your shop's template so if you have a developer, you can send him/her this doc to walk through adding the code.
The Abandoned Cart feature will only work for Volusion stores using the one page checkout feature, and stores that do not require a user to have an account before making a purchase.
You will need to add the snippet of code below to your store's template page in Volusion's File Editor, which you can find by clicking Design > File Editor.
Make sure to replace
API_KEY in the code below with your own Klaviyo API Key; you can find your API Key here:
This code will only be able to track checkout events going forward ,and you will not be able to back-populate abandoned cart flows inside Klaviyo.
After saving this code to your store, Klaviyo will automatically begin tracking a Started Checkout metric from which you can trigger an Abandoned Cart flow.
Monitor the Klaviyo Sync
Once integrated with Volusion, Klaviyo will need time to sync your data before it is ready to be used. You can check the status of this sync by navigating back to the Integrations page and looking for your Volusion integration on the list of Enabled Integrations.
If there is a gray outline, this means the integration is still syncing. The bigger your store, the longer a sync can take. When your integration is shown with a green border, you're ready to go.
Klaviyo imports all of your historic Volusion data when you first enable the integration. To verify this, you can compare the number of orders on a particular day with what's in the Volusion interface and confirm they match.
For example, when exploring the Placed Order metric in your Klaviyo account's Metrics tab, you can mouse over yesterday's data point or look at the table of data below the chart to see how many orders were reported yesterday. Compare that number to what's stored in Volusion 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 Volusion timezone. To check your timezone setting in Klaviyo, go your Account Settings and navigate to Contact Information > Organization. At the button, you will see an area to set timezone.
Review & Understand your Data
Navigate to our account's Metrics tab and you will find all of the metrics in your account. The metrics with a Volusion icon are synced from your Volusion integration. Metrics and profile properties from Volusion are synced within the hour of someone placing an order.
This event is tracked when a customer completes the checkout process and creates an order in your Volusion store. The Placed Order event Klaviyo tracks includes all relevant information about the items someone purchased including product names, product codes, images, and price information so you can use that information in purchase follow up emails.
This event is also tracked when a customer places an order, but one event is tracked for each item in the order. For example, if someone buys a t-shirt and a pair of pants, one Placed Order event is tracked and two Ordered Product events -- one event for the t-shirt and one event for the pants.
The Ordered Product event Klaviyo tracks includes detailed information about each product purchased. This is useful when creating behavorial segments based on product variant 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 Volusion, e.g., t-shirt
- Product Code: The product code for your product inside of Volusion
- Quantity: The quantity of the item purchased in an order
Customer Data Synced from Volusion
In addition to the above metrics Klaviyo syncs from Volusion, there are also customer properties that are added to each Klaviyo profile. You can use these properties in segments and in flows. Here are the properties that are automatically synched from Volusion:
- Email, First Name, Last Name, City, State/Region, Zip Code, Country, Phone Number: these built-in Klaviyo fields are automatically synced
- Source: Klaviyo will track customers from Volusion with a Source property on their profile set to "Volusion"
Volusion Placed Order Data isn’t Reporting in Klaviyo
This may be an issue with your Volusion API settings that allow data to be exported. To fix this, navigate to the Inventory tab of your Volusion admin panel. Select Import/Export from the dropdown menu.
Click on Volusion API to access the main API page.
In the Generic section, you will find the option to Run the export of your store’s Generic/Orders. Once the export is ran, the page will refresh.
Select all columns by click the checkbox in the column named * and click Run.
After clicking Run to export your Generic Orders, an API URL is generated at the top of the page. the URL for example, would appear as so:
The value that appears between "EncryptedPassword=" and "&EDI_Name=GenericOrders" (highlighted in the screenshot above) serves as your API Key. Use this to re-establish your integration settings from the Integrations tab of your Klaviyo dashboard.
Upon completion, test by clicking onto the Metrics tab of your Klaviyo account. View recent activity for the Volusion Placed Order metric to see if any new data has synced in Klaviyo.
If you see new data for the Placed Order metric, contact our Success Team to run a gap fill for missing orders in Klaviyo or for any further assistance.
For additional information on exporting data using the Volusion API, please refer to Volusion support.
People See an "Invalid Input" Error When Clicking my Email Links
The "email to web tracking" feature in Klaviyo uses click tracking to tie activity to a user who arrives to your website through a Klaviyo email before we would originally be able to identify him/her (such as when they make a purchase or subscribe to your newsletter).
NoteVolusion does not support the URL format that our click tracking uses and produces an error when a user tries to visit your store through one of these links, so this feature will have to be disabled in Klaviyo to make sure links in your email follow through to your Volusion store correctly.
If you don't disable this tracking, you customers will likely see the following error when clicking any links within emails that point to your website:
You can disable this tracking in your account settings under Email Settings > Email to Website Tracking.
The only functionality lost with disabling this feature is the ability to track a new profile on your website through an email they clicked. As long as you have the Klaviyo web tracking analytics on your website, however, we will still be able to track users as soon as we get their email address through either a purchase in your store or after they sign up for a newsletter.
Creating a Permanent API Key
Normally Volusion will require you to reset your API key every 90 days when you reset the password on your account, causing you to need to re-configure your Voluision integration in Klaviyo. The following steps will allow you to create an non-expiring API key instead; it involved generating API credentials for an admin account you never log in to:
1. From your Volusion admin panel, go to Customers > Administrators and create a new administrator account.
3. Navigate to Inventory > Import/Export and select the 'Volusion API' tab.
4. Under the "Generic" section, click the link for “Volusion API Integration Help”.
5. Select "Export" and select the new admin you created from the dropdown.
6. Expand the "URL with Query String..." box to find your permanent URL, login, and encrypted password (API Key).
Do not log in with this account, it will be used for API access only. Logging in with this account will cause the password to expire after 90 days and you will need to redo these steps to generate a new permanent API Key.