Shopify Flows and the Klaviyo Connector

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Shopify Flow Overview

Shopify Flow is an ecommerce automation platform that Shopify Plus stores can use to automate common tasks, such as:

  • Tagging high-value customers
  • Flagging and cancelling high-risk orders
  • Sending reordering requests when your inventory levels become low
  • Identifying and adding tags to products based on their title or SKU

Shopify Flow is an app offered by Shopify in their App Store and is for Shopify Plus stores only. You can access the app in Shopify's app store here.

For Shopify Plus merchants using Flow, there are a number of resources available for understanding what's possible with Flow, and workflows you can download and import into your store:

  1. Workflow examples from Shopify Help Center doc
  2. 14 top workflows blog post

The Klaviyo Connector for Shopify Flow

Shopify Connectors is a feature that allows Shopify Plus stores to create app triggers and actions that third-party partners have built. Klaviyo is currently (as of July 2018) one of 12 partners that have built a Shopify Flows Connector.

The Klaviyo Connector supports two actions:

  • Track an event - This action sends data from your workflow to Klaviyo for it to track.
    • Example workflow
      When a customer's loyalty tier changes, you can track this change in Klaviyo.
    • How it works
      1. This workflow is triggered by LoyaltyLion when a customer moves up a loyalty tier. LoyaltyLion send the tier information to Shopify Flow.
      2. Shopify Flow sends data about the customer to Klaviyo, to track the event, and ot LoyaltyLion, to add bonus points the customer's loyalty account.
  • Create a campaign - This creates and sends a campaign via your Klaviyo account using a specified list or segment and email template.
    • Example workflow
      When you use Shopify’s Launchpad app to plan a sale and execute a theme change for your Shopify Plus store, you can schedule a marketing email to coincide with your theme change using Shopify Flows.
    • How it works
      1. Configure your Klaviyo email template with details of your theme change.
      2. Use the ID for your desired list or segment to create the campaign within Shopify Flows.

How the Klaviyo Connector Works

In a Shopify Flow, you can add actions into a workflow.

When in the Select an action menu, you can choose from Standard Actions developed by Shopify or additional actions developed by third-party apps. This is where you'll find the Klaviyo Connector if it's installed.

The two actions available in the Klaviyo Connector are Track an event and Create a campaign.

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Track an Event

Once you choose the Track an Event action, you'll need to fill out the following fields:

  • Klaviyo Public API Key. Navigate to Account > Settings > API Keys inside your Klaviyo account to get your public API key.
  • Event Name. Name of the event you want to track. This will appear on the customer profile's event timeline.
  • Customer Email Address. Email of the person going through the Flow whose activity will be tracked in Klaviyo.
  • Customer First Name. First name of the person going through the Flow whose activity will be tracked in Klaviyo.
  • Customer Last Name. Last name of the person going through the Flow whose activity will be tracked in Klaviyo.
  • Customer Properties. Hash dictionary of customer properties to be included in their Klaviyo profile as a custom field. 
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  • Event Properties. Hash dictionary of custom information about this event.

These events will be tracked in Klaviyo as Shopify events, as indicated by the Shopify icon alongside each event. To view your Shopify Flow event data, navigate to the Metrics tab and select Shopify from the dropdown menu. The tab will display only the events synced from Shopify.

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Create a Campaign

Once you choose the Create a Campaign action, you will need to fill out the following fields:

  • Private API Key - Navigate to Account > Settings > API Keys within your Klaviyo account to find your private API key. If you do not have one associated with your account yet, you may create one on this page. Your private API key should always be kept secret and should not be shared. You can read more about API key best practices in our guide to Managing Your Account's API Keys. 
    locateapikeys.png
  • List or Segment ID - Navigate to the Lists & Segments section within Klaviyo. Click into the Settings tab and copy the six-character code displayed here and enter it into the corresponding field. If you have trouble locating your list or segment ID, please refer to this guide.
  • Template ID - Navigate to the Templates section within Klaviyo. Click into your preferred email template, then select the Settings tab. Copy the six-character code displayed here and enter it into the corresponding field.
  • Sender Email Address - The email address that your recipients will see.
  • Sender Name - The name that your recipients will see.
  • Subject - The email subject line that will be used for your campaign.
  • Campaign Name - Your campaign’s name. After sending, you will be able to find and observe performance for your campaign in your Klaviyo account.
  • Enable Smart Sending? (Optional) - Enabling Smart Sending will skip recipients who have recently received an email from you.
  • Use UTM Tracking? (Optional) - Links in this campaign will include additional tracking information (UTM parameters) in third-party reporting tools like Google Analytics.
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