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How to use Klaviyo with Appstle Subscriptions

Complete and detailed steps for Klaviyo and Appstle Subscriptions Integration

Updated over 3 weeks ago

Initial Setup

Step 1: Navigate to More → App Integrations found in your Appstle Dashboard and then click on Set up Integration for Klaviyo Email.

Step 2: After clicking on Set up Integration you will be automatically redirected to Klaviyo's login page.

Step 3: Log in to your Klaviyo account and click Continue.

Step 4: Click Allow and now your Klaviyo account will be linked to Appslte Subscriptions. With those steps done, the initial setup is complete!

Setting the flow

Now, let's move to the Flow part. Everything in Klaviyo is triggered by an Event. Hence, you would need to first create an event flow, to trigger any subscription-related emails. For example, let's see the steps for Subscription Created Email.

Step 1: Click on 'Flows' in the Klaviyo Dashboard.

Step 2: Click on the Create Flow button on the right top, as shown in the screenshot.

Step 3: Click on 'Create From Scratch'. Give a name for this event. It can be as simple as 'Subscription Created Flow'. Then, click on the Create Flow button.

Step 4: Once the Flow is created, it will require the specification of 'events' to trigger the email flow. To set the events, you need to click on 'Metric' in the Klaviyo dashboard, as shown in the screenshot below.

Step 5: Now please click on the Dropdown arrow. It will give you the list of all the events that Appstle Subscription supports. Choose the 'Create Subscription Event' (as that is the example we are using for this help doc). Once selected, click on the Done button.

Step 6: Once you click on 'Done', Klaviyo will take you to the page where you set the actions for the subscription created event. The page will look like the screenshot below. Depending on whether you prefer an Email or SMS notification to your shoppers, either drag the Email or SMS from the Actions panel on left, and drop it under the Trigger Option. In this example, we are using 'Email'.

Step 7: Now if you click on the Email box that is in the main section of the page, it will open the Content box on Left (marked in the screenshot). You can now configure the content by clicking on to the configure content button.

Step 8: Content Configuration:
You can use any appropriate and catchy 'subject line' you want. Appstle also has a very handy help doc on custom email template which can be found here.

After entering the Subject, click on Save changes. For selecting the Template, click on the Use Template.

Step 9: Now from the Template window, you can go to My Templates. There you will find the Email templates that are coming from our Appstle Subscriptions.

Step 10: After choosing the Email Template, you can preview the template by clicking on the preview button. Once you are satisfied with the preview, click on the Save button, and then the Done button to create the template.

Step 11: Once the above process is done, you'll be re-directed to the Flow page. From here, you can activate the 'Smart Sending' toggle. Then, click Done and then Save & Exit.

  • Smart Sending : This is the feature from the Klaviyo app which prevents sending duplicate emails to customers. By default, this feature is on.

After completing these steps, you will find the 'Subscription Created' Flow under the Flows section in Klaviyo. This means that the Flow has been set up correctly. You now need to test it to ensure it is working! Testing will be the final step!

Testing

For testing, you can send test emails from the Appstle Dashboard, and verify that it is coming from Klaviyo.

Please go to More > Email Settings > Email Templates, click on the Test Email Button, and enter your Email address. With this, your Appstle Integration with Klaviyo is complete!

For a video tutorial on this integration, please click here.

Don't hesitate to reach out to us!

If you have any questions on Klaviyo integration or need any other help with subscriptions for your Shopify store, please don't hesitate to reach out to us at subscription-support@appstle.com. Our Merchant Success Engineers are avaliable 24/7/365 and will be happy to assist you further.

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