Shopify Flow Integration with Klaviyo

Shopify Flow and Klaviyo integration helps automate eCommerce workflows and email marketing. Here’s what you need to know:

• What It Does: Automates tasks like customer segmentation, triggered emails, and personalisation.
• Who It’s For: Shopify Plus merchants with an active Klaviyo account.
• Why It Matters: Saves time during busy sales events like Boxing Day and Click Frenzy, especially in Australia.
• How to Set It Up:
  1. Install Shopify Flow via the Shopify App Store.
  2. Connect Klaviyo to your Shopify store.
  3. Build workflows (e.g., welcome emails, stock alerts).
  4. Test the integration for errors.

Quick Setup Checklist

Platform	Requirements
Shopify Plus	Admin access, Shopify Flow app, updated theme
Klaviyo	Growth/Enterprise plan, API key, email authentication
Permissions	Admin roles for both platforms

This integration boosts efficiency, especially during peak sales, by automating repetitive tasks and improving customer engagement.

Setup Requirements

Before integrating Shopify Flow with Klaviyo, make sure everything is set up correctly.

Shopify Plus Requirements

To use Shopify Flow, you’ll need an active Shopify Plus subscription and the following:

• A verified Shopify Plus account
• Admin access to your Shopify store
• The Shopify Flow app installed from the Shopify App Store
• The latest version of your store’s theme

Make sure you’re using Shopify’s current API version for full compatibility with Flow.

Klaviyo Account Setup

Your Klaviyo account should be ready with:

• An active Klaviyo account on the Growth or Enterprise plan
• Your Klaviyo Public API Key
• A verified sending domain
• Completed email authentication (SPF and DKIM records)

To find your Public API Key, go to Account → Settings → API Keys in your Klaviyo dashboard. Keep this key handy for the integration.

Required Permissions

Having the right access levels is crucial for managing both platforms smoothly. Here’s what you’ll need:

Platform	Required Role	Key Permissions
Shopify Plus	Admin or Custom	Access to store settings, Flow management, app installation
Klaviyo	Account Owner/Admin	API access, list management, template creation
Store Theme	Theme Editor access	Implementing tracking codes

For Australian businesses working across various time zones, set your account to AEST/AEDT. This ensures automation workflows run on time, especially during major sales events like Click Frenzy or Boxing Day.

Once these steps are complete, you’re ready to integrate the platforms.

Integration Steps

1. Set Up Shopify Flow

Start by accessing your Shopify Plus admin dashboard. If Shopify Flow isn’t already installed, follow these steps:

• Go to Apps → Visit Shopify App Store
• Search for “Shopify Flow”
• Click Add app
• Select Install app

Make sure to grant permissions for order data, customer details, and automation controls.

2. Link Klaviyo with Shopify

Next, connect Klaviyo to your Shopify store:

• Log into your Klaviyo account
• Go to Integrations → Shopify
• Click Connect to Shopify
• Enter your store’s .myshopify.com domain
• Authorise the connection when redirected to Shopify

Allow about 15-20 minutes for the initial data sync. During this time, Klaviyo will pull in:

• Customer profiles
• Order history
• Product catalogue
• Collection data

3. Build Your First Workflow

Click Create Workflow to get started. Some common triggers include:

Trigger Type	Use Case	Example
Order Placed	Welcome Series	Send a welcome email to first-time buyers
Order Fulfilled	Shipping Updates	Notify customers with tracking details
Customer Tagged	Segmentation	Add VIP customers to a special list
Inventory Level	Stock Alerts	Alert when stock drops below a set level

Set conditions that match your needs, such as:

• Orders over AUD 150
• Customers located in Australia
• Products from a specific collection

Then, select the corresponding Klaviyo action, like:

• Adding/removing customers from a list
• Triggering a flow
• Updating profile properties
• Sending a one-off email

4. Test the Connection

Before going live, run a test to ensure everything works:

• Enable test mode and create a test order that meets your trigger conditions
• Check Klaviyo’s activity feed to confirm actions and email delivery
• Review Shopify Flow’s history log for any errors

Use Shopify’s test payment gateway with an amount like AUD 10.99 to check decimal handling. Also, account for AEST/AEDT timezone differences for workflows that rely on timing.

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Workflow Optimisation Tips

Customer Segment Setup

Organise your customer base by factors like purchase habits, geographic location, and engagement levels. Key criteria to consider include:

• Purchase behaviour
• Geographic location within Australia
• Engagement metrics (e.g., email opens, site visits)
• Customer lifetime value (CLV)

Use dynamic segments that update automatically. For example, a “VIP Customer” segment could look like this:

Segment Criteria	Value
Total Spent	> $500
Purchase Count	≥ 3 orders
Last Purchase	Within 90 days
Location	Australia

Regularly review these segments to ensure they align with your goals and improve targeting.

Track Campaign Results

Use Klaviyo analytics to measure the effectiveness of your workflows. Focus on these key metrics:

Metric	Target Range	Next Step
Open Rate	25–35%	Test different subject lines
Click Rate	2.5–3.5%	Adjust CTA placement
Conversion Rate	0.5–1.5%	Refine landing page design
Unsubscribe Rate	< 0.2%	Reassess content relevance

Review these metrics every two weeks to fine-tune your workflows. Pay attention to patterns in local audience engagement.

Set Up Site Tracking

Tracking on-site actions provides deeper insights to enhance your automation strategy. Add the tracking snippet to your theme. liquid file and configure custom events for:

• Product views
• Add-to-cart actions
• Wishlist additions
• Category page visits

Enable advanced tracking to capture:

• Time spent on product pages
• Cart abandonment trends
• Browsing behaviour
• Interactions with product recommendations

Adjust tracking settings to reflect shopping trends in Australia, such as Boxing Day sales and End of Financial Year promotions. These seasonal patterns can significantly impact customer behaviour.

Problem-Solving Guide

Fix Data Sync Issues

If you’re facing data sync problems between Shopify Flow and Klaviyo, use this troubleshooting guide:

Issue	Solution	How to Verify
Delayed Data Transfer	Check the API connection status	Review Klaviyo metrics dashboard
Missing Customer Data	Refresh the integration	Monitor profile sync status
Duplicate Events	Inspect trigger conditions	Check event logs
Failed Syncs	Review API rate limits	Look at error logs

To prevent timing issues, ensure Klaviyo’s timezone is set to AEST/AEDT.

Correct Workflow Errors

Once data sync issues are resolved, focus on the workflow configuration to address potential errors.

1. Trigger Configuration
   • Check for incorrect event selection.
   • Ensure data fields match properly.
   • Refine filter conditions for accuracy.
2. Action Setup
   • Confirm email templates are correctly assigned.
   • Verify placeholders for dynamic content.
   • Double-check list or segment targeting.
3. Logic Flow
   • Test the workflow with scenarios such as:
     • Multiple customer profiles.
     • Orders ranging from A$10 to A$1,000.
     • Various product categories.
     • Shipping zones across different Australian regions.

Improve Email Delivery

After fixing workflow errors, shift focus to improving email delivery performance.

Requirement	Implementation	How to Check
Sender Identification	Use a verified business domain	Conduct monthly domain checks
Unsubscribe Method	Add a clear opt-out link in the footer	Test across email clients
Physical Address	Include a registered AU address	Verify in all templates
Content Guidelines	Follow ACMA regulations	Regularly audit templates
SPF and DKIM	Set up authentication protocols	Monitor bounce rates (keep below 2%)
List Management	Regularly clean subscriber lists	Track engagement metrics
Timing	Schedule emails between 10:00–15:00 AEST	Review delivery reports

Next Steps

With your integration complete, it’s time to focus on getting the most out of your automation. Shopify Plus merchants often experience an impressive 126% year-over-year growth.

Focus Area	Action Items	Expected Outcome
Workflow Expansion	Build detailed customer segments	Boost customer lifetime value
Data Analysis	Create custom reports and track conversions	Gain clearer insights into ROI
Campaign Optimisation	Test email templates and refine triggers	Achieve higher engagement rates
Technical Support	Perform regular system checks and monitoring	Ensure a smooth automation process

If you’re looking to take things a step further, expert guidance can help refine your strategies. As a certified Shopify Plus partner, Alinga helps businesses create eCommerce experiences tailored to maximise conversions through customised workflows.

“We use proven strategies, tailored design, & innovative technologies to make beautiful and conversion-optimised eCommerce experiences.” – Alinga

Advanced Implementation Options

1. Strategic Consultancy
   Tailor your eCommerce strategy for the Australian market with custom workflows designed to meet your specific needs.
2. Ongoing Optimisation
   Access dedicated support to keep your systems running smoothly as your business grows.
3. Marketing Enhancement
   Combine SEO techniques and merchandising strategies with your automated email campaigns to drive organic traffic and increase conversions.

Are you ready to elevate your online business to the next level? With automation, easy customisation, and multi-channel adaptability, Alinga’s Shopify Plus integration will help grow your e-commerce business. Our team of experts ensures that your setup is smooth future-ready, and fits every requirement. Let’s explore how Alinga can transform your Shopify platform into an effective sales tool, get in touch with us right away!

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