🖥️Setting up incentives email with Klaviyo
Setting up the Shopify Flow integration
We will start by creating an automation triggered by the completion of a Gojiberry survey, and connecting it to a Track an Event Klaviyo action. Follow these steps to do so:
Open Shopify Flow, and create a workflow.
Select Gojiberry > Survey submitted as the trigger.
Connect the Klaviyo > Track an Event action to your trigger.
Klaviyo has various text input fields. Fill them out as instructed below.
Klaviyo Public API Key | Open your Klaviyo account, and follow the instructions here to obtain your public API key, and copy/paste it in. |
Event Name | Enter any name you wish that is easy to identify. This will show up later when setting up the automated flow inside Klaviyo. |
Customer Email address | Input {{customer.email}} |
Customer First Name | ※ not required |
Custom Last Name | ※ not required |
Customer Properties | ※ not required |
Event Properties |
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Click Turn on workflow > Turn on to save and activate Shopify Flow workflow.
Setting up the Klaviyo flow automation
After setting up your Shopify Flow workflow, you will then need to set up the email to be sent Klaviyo as well. Follow these steps to do so:
Log in to Klaviyo, and then create a new flow by navigate to Flows > View All Ideas > Create From Scratch.
In your Klaviyo flow, find the event you created in Shopify Flow in Step 4. The Event Name you set in that step will show up underneath Your metrics > Shopify.
After you set up your trigger, there will be a list of actions on the left. Drag the Email action to underneath your trigger.
Click on the email block and setup your email settings as you wish. For this tutorial, we will use a blank email template.
In the email template, copy in the personalization variable {{ event.gojiberry_incentive|default:'' }}, where the gojiberry_incentive portion matches the variable name you set in the Event Properties in Shopify Flow in Step 4.
When your email is ready, click Save and navigate back to the Flow page. Click Review and turn on to finish setting up your Gojiberry to Klaviyo integration.
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