How to Integrate with ReCharge

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Overview

ReCharge has created a v2 of the ReCharge/Klaviyo integration. To learn more about the v2 integration, how to enable it, or how to migrate from v1 to v2, check out ReCharge's Klaviyo v2 resource. If you need support for ReCharge's v2 integration, you can email ReCharge support at apps@rechargeapps.com. If you wish to continue using the Klaviyo-built v1 ReCharge integration, you can continue to do so. 

This article walks you through setting up the v1 ReCharge integration with Klaviyo. After you complete this integration process, you will be able to send targeted campaigns and trigger automated email flows based on your ReCharge customer activity.

There are two main steps you will need to complete:

  • Enable Klaviyo's ReCharge integration to track subscription start and cancellation events in Klaviyo along with the rest of your existing Shopify order data
  • Update your Integration Settings in ReCharge to start syncing checkout activity to Klaviyo from ReCharge

Klaviyo’s ReCharge integration is designed to work alongside an existing Shopify integration. Before you enable your ReCharge integration, we recommend that you first integrate your Shopify store with Klaviyo.

Enable the ReCharge Integration in Klaviyo

Click on the Integrations tab in the left sidebar of your account.

Navigate to the All Integrations tab and find ReCharge on the list of available integrations. All integrations are in alphabetical order. Click Add Integration.

Add ReCharge Integration to Klaviyo

Click the Enable ReCharge button and you will be prompted to authenticate and give Klaviyo access to subscription activity within your ReCharge account.

Click 'Enable ReCharge' to complete integration

Once authenticated, you'll be taken back to Klaviyo's ReCharge integration page. A green box with the message Integration enabled confirms a successful integration.

As soon as your new integration is enabled, a historical sync of all past subscription events will begin. Past Subscription Started events, as well as Subscription Cancelled events, are then pulled into Klaviyo from ReCharge.

The integration page for ReCharge will then show Recent Data from your integration.

ReCharge integration enabled in Klaviyo

Enable Started Checkout Event Syncing in ReCharge

While Klaviyo's built-in integration with ReCharge supports the automatic syncing of all subscription activity, you will need to complete one additional step within your ReCharge App Settings in order to start syncing checkout activity.

In ReCharge, navigate to your Klaviyo integration. If you do not yet have this integration enabled, navigate to Settings > Integrations, and find Klaviyo on the list of All Integrations.

Here, you will see a field to enter your Public API Key. Your Public API Key is six characters long and can be found in the Account > Settings > API Keys tab in Klaviyo. In the image below, we've highlighted an example Public API Key in blue, represented by the six characters "XXXXXX".

Add Public API Key to your ReCharge account

Make sure to use your public API key here, and not your private API key, which should never be exposed to the public.

Enter in this public key and click Save.

Save Klaviyo API key to ReCharge account

After you save your Klaviyo API Key, a Started Checkout event will sync whenever a customer starts the checkout process and enters their email address. To view the event, navigate to your account's Analytics tab and click into Metrics.

View Started Checkout metric in Klaviyo

Monitor the ReCharge Sync and Verify Synced Data

To verify your integration, navigate to Analytics > Metrics in your Klaviyo account.

Find one of the ReCharge metrics - for example, the Started Subscription metric - by filtering by ReCharge in the dropdown. Then, click on the activity feed for that metric.

View Started Subscription metric in Klaviyo to verify sync

If your integration has begun syncing data, you will see Started Subscription metrics populate here.

Sync Frequency

ReCharge syncs with Klaviyo in real time.

Keep this timing in mind when you monitor flows triggered by ReCharge metrics. For example, your subscription welcome flow may be configured to immediately send an email when a customer subscribes.

ReCharge Metrics

The following metrics are synced to Klaviyo from ReCharge:

View expired subscription, cancelled subscription, and started subscription metrics in Klaviyo under ReCharge

The Started Checkout metric appears with a gear icon instead of a ReCharge logo icon, and is listed under API metrics. This metric will only appear after one checkout event has been synced.

View started checkout metric under in Klaviyo under API metrics

All subscription orders are synced directly from Shopify. Order events are not synced directly from ReCharge to avoid duplicative event tracking.

$expired_subscription

This metric records an event when a customer's subscription expires, either due to an intentional expiration or accidental. These events are synced in real time, and include the following data in each event:

  • Item name: The name of the product subscribed to
  • Order interval days: The number of days between orders for the subscription
  • Variant: If the item is a variant, the variant title will populate; otherwise, this line will be empty

Cancelled Subscription

This metric records an event when a customer cancels a subscription to a product in your store using ReCharge. Cancelled Subscriptions events are synced in real time, and the following data is included along with each event:

  • Item name: The name of the product subscribed to
  • Order interval days: The number of days between orders for the subscription
  • Variant: If the item is a variant, the variant title will populate; otherwise, this line will be empty
  • Cancellation reason: The reason for cancellation of the subscription, if provided 

Started Subscription

This metric records an event when a customer subscribes to a product in your store using ReCharge. New subscriptions are synced in real time. Started Subscription events sync the following details:

  • Item name: The name of the product subscribed to
  • Order interval days: The number of days between orders for the subscription
  • Variant: If the item is a variant, the variant title will populate; otherwise, this line will be empty

Started Checkout

This metric is pushed to Klaviyo from ReCharge when a customer clicks to checkout and enters his/her email address. Started Checkout events are synced in real time, and the following data is included along with each event:

  • Started checkout value: The value of the customer's cart
  • Item names: A list of all items included in the cart
  • Items: For each item in the customer's cart, we will sync the following details:
    • Image URL: Link to the item's image
    • Item price: Price of the item
    • Name: Name of the item
    • Product URL: Link to the item's product page
    • Quantity: Quantity of the item included
    • Row total: Price of the item * the quantity included
    • SKU: SKU of the item

If you're using the Image URL property in your emails, but the images are coming out blurry, use the |cut:"_small" filter. The full Placeholder tag is item.ImageURL|cut:"_small".

To create an Abandoned Cart Reminder flow for ReCharge checkout activity, use the Started Checkout event synced from ReCharge as the flow's trigger, and the Placed Order event from Shopify as the flow's filter.

To link a shopper back to their abandoned cart, you can hardcode a cart URL using {{ organization.url }}/cart. However, please note that this does not restore the shopper's checkout session; it just sends them back to the cart page. If they are using a different device than they started the session on or if they've cleared their cache, they will not be returned to the same cart.

Customer Data Synced from ReCharge

For every ReCharge subscription event, we will also pull the email address of the customer. This allows Klaviyo to create a profile for someone if this is the first event tracked, or otherwise track the subscription event to any pre-existing contact profile inside Klaviyo.

For each individual that starts a ReCharge subscription, we also set a custom property on their profile labeled ReCharge Subscriptions. This custom property is a list of all of the products this person has subscribed to. If they cancel a subscription for a product on their list, the product is automatically removed from their ReCharge Subscriptions list. If they cancel all active subscriptions, the ReCharge Subscriptions list becomes empty.

Related Shopify Subscription Data

ReCharge customers and orders are automatically tagged with one of the following when they are created in Shopify:

  • Active Subscriber: Shopify customers who have an active subscription to at least one item
  • Inactive Subscriber: Shopify customers who do not have an active subscription

Since this is Shopify data, these tags are sent over to Klaviyo via Shopify integration. This data can be used to segment active or inactive ReCharge customers in Klaviyo.

Learn more about Shopify subscription tags on the ReCharge Help Center: Using Shopify order and customer tags

Use ReCharge Data in Klaviyo

Any ReCharge metric can be used to trigger a flow in Klaviyo. Here are some example flows which incorporate ReCharge metrics:

Recurring Subscription Welcome Flow

Welcome customers who signup for a subscription. This flow is triggered by the ReCharge Started Subscription metric.

Set up recurring subscription welcome flow using started subscription metric

Abandoned Cart Flow with ReCharge

Reach out to your future customers when they add a subscription product to their cart, but don't place an order for that subscription. To set up an abandoned cart flow with ReCharge make sure to use the appropriate ReCharge metric Started Checkout to trigger the flow. Below is an example of the conditions:

Set up abandoned cart flow using started checkout metric

This flow adds anyone who adds a subscription product to their cart, but doesn't place an order for that subscription after entering the flow.

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