Note: if you haven't installed the Klaviyo app already, you can do so from here.

Configuring Klaviyo and Appstle℠ Subscriptions

In order to integrate Klaviyo and Appstle℠ Subscriptions in your Shopify store, please follow the below steps:


Step 1: Once you've installed the Klaviyo app in your Shopify admin, you will be able to find it in the App Integrations section of your Appstle Dashboard.

Step 2: Click on 'Klaviyo Email' in the Integrations section as shown in the above screenshot. It will open a pop-up. We will need 2 important things from your Klaviyo Dashboard. 1) Public API Key / Site ID, and 2) Private API Key. Please see the below screenshot on the interface you will see in the Integrations page.

Step 3: Public API Key / Site ID: To get Public API Key / Site ID, please go to your Klaviyo Account from the Shopify Admin, and click on 'Account', in the upper-right corner, as shown in the below screenshot.

Once you're on the Account page, click on Settings. Here you will find the Public API Key, and you can simply copy-paste it to the integration section on your Appstle Dashboard.

Step 4: Private API Key: To get this information, click on the Create Private API Key button in your Klaviyo Settings. The Klaviyo app will then generate a private API for you, which you can add in the integration section on your Appstle Dashboard.

Step 5: Once you have both the Private and Public keys entered then click on the Save button.


Step 6: Once you save, you will be able to see a button at the bottom that says Create Sample Template, as shown in the screenshot below.

Step 7: You have the option to either create a sample template of your choice or use the default template provided by Appstle Subscriptions. The Appstle Subscriptions template will include all the variables that are available from our end to Klaviyo.

Step 8: Creating an email template on your Klaviyo Account

Once you click on 'Create Sample Template', it will automatically generate the Appstle Email template on your Klaviyo Account. If you click on 'Email Templates' (left panel of your Klaviyo dashboard) as shown below, you will find the Appstle sample template there. You can also create a new template by clicking on 'Create Template' on the right side.

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 'Subscription Created' 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 templates. You can view the document here - https://app.intercom.com/a/apps/x4xb7xfy/articles/articles/5192141/show

After entering the Subject, click on Save changes. For selecting the Template, click on the Select 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 Appstle Dashboard > Customization > Email Template Settings > and Click on the Test Email Button and enter your Email address. With this, your Appstle Integration with Klaviyo is complete! :-)

Here is the link for the Video Tutorial on how Klaviyo can be integrated with our App : https://www.youtube.com/watch?v=pg_Q5MJxr7s&

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 24x7x365 available experts will be happy to assist you further.

Did this answer your question?