Klaviyo is a marketing automation platform with a built-in customer data platform (CDP). You can enable Klaviyo’s Shopify integration in order to bring your customer profile and order data into Klaviyo and reach customers with targeted messaging via Email and SMS.
How does Klaviyo work?
You can install the Klaviyo app from this link. Then you need to integrate Klaviyo with your Shopify store.
Campaigns vs. Flows
In Klaviyo, it is important to distinguish between flows and campaigns:
Campaign | Flow |
Send to a target list that you build in advance | Send one or more automated messages, curated based on certain triggers and filters |
Manually created and scheduled | Triggered every time a certain behavior occurs |
Example: monthly emails for your subscribers/members list, or a flash sale announcement sent to existing subscribers via text. | Example: automated subscription welcome email or SMS that sends to new subscribers immediately after they subscribe to a product or purchase a membership. |
For more information about getting started with the Klaviyo app, please visit the Klaviyo help center.
How to integrate Subi into the Klaviyo to create Flows?
Method 1: Use the Subi tag management setting
You can enable Subi order or customer tags from Subi > Settings > Tag Management. Subi will then put automated tags on orders and customers that have a subscription product or membership.
You can enable 8 types of automatic tags in Subi for subscription orders and customers:
Customer tags | Order tags |
for any customer who had at least one subscription. |
for any subscription order. |
for any customer with an active subscription. |
for the first subscription order. |
for any customer with a paused subscription. |
for recurring subscription orders (E.g. Recurring order #1, Recurring order #2, etc.) |
for any customer with a canceled subscription. |
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Note that when you enable any of these tags, they will be applied to your future subscribers/members or subscription orders. Your existing customers and orders won't be updated. You can manually add these tags to your existing customers or use Shopify automation.
Using these tags, you can define a flow in Klaviyo to contact your subscribers/members in their subscription journey.
Here's an example of a flow you can create to contact your subscribers/members after any subscription order:
Create a Flow in Klaviyo.
Add the Shopify Trigger "Placed Order".
Add a trigger filter if needed (for example, you can select a condition that the order contains a specific product)
Add a waiting period to ensure Subi has put the tag on the order before Klaviyo wants to check the order's tags.
Add this condition: "Shopify Tags" contains "Subi Subscriber" (or any other tag that you have enabled in Subi)
Add the email/SMS you want to send to your subscribers.
Ensure you add the waiting period before your trigger and condition in the flow; otherwise, the flow won't work correctly.
Method 2: Send subscription data as an event from Shopify Flow to the Klaviyo app
You can send the data of your subscriptions to the Klaviyo app as an event that can be used in Klaviyo email automation flows:
Download the flow:
Install Klaviyo and connect it to your Shopify store.
Import the flow in your Shopify Flow app.
Open the flow and click on "Track an event" action.
Fill in the Klaviyo Public API Key. (Navigate to "Klaviyo app > Account > Settings > API Keys" to get your public API key)
Change the event name if needed. (The default name is "subscription contract is created")
Turn on the workflow.
Create a test subscription on your store.
Go to Klaviyo and add this event to your email automation.
How to integrate Subi into the Klaviyo app to run campaigns?
You can enable Subi customer tags from Subi > Settings > Tag Management. Subi will then put automated tags on customers who purchased a subscription product or membership on your store.
Using these tags, you can create a list or dynamic segment in Klaviyo to run campaigns for your subscribers/members. Here's how it works:
Go to List & Segment in Klaviyo.
Create a new Segment in Klaviyo.
Select a name for your segment.
Fill in the definition based on Shopify tags:
Properties about someone > Shopify tags > contains > [select the Subi tag you want]:
Click on Create Segment.
Use this segment in your campaigns to target your subscribers or a group of your subscribers.
This is how you can use Subi tags in your Klaviyo segments:
Tag(s) | Use Case |
Contains: | Segments all your subscribers (no matter what their subscription status is) |
Contains: | Segment customers who have at least one active subscription on your store. |
Contains: AND Does not contain: AND Does not contain:
| Segment customers that all their subscriptions are active. |
Contains: | Segment customers who have at least one paused subscription on your store. |
Contains: | Segment customers who have at least one canceled subscription on your store. |