This guide explains how to sync opt-in data collected in Klaviyo to Wax and tag it as opt-ins for targeted retargeting campaigns.
Step 1: Collect Opt-ins in Klaviyo
Sources of Opt-ins:
Pop-up on your Shopify site (collecting emails and phone numbers).
Phone number field on your Shopify checkout page.
Data Transmission to Klaviyo:
Ensure that these opt-in sources feed into a specific list in Klaviyo.
For example, name the list: Wax WhatsApp Opt-in.
Step 2: Set Up a Flow in Klaviyo
Create a Flow in Klaviyo:
Go to the Flows tab in Klaviyo.
Click Create Flow and select Build Your Own.
Name the flow, e.g., Flow Tagging Wax.
Set Up a Trigger:
Choose Added to List as the trigger.
Select the list containing your opt-ins (e.g., Wax WhatsApp Opt-in).
Save the flow by clicking Save.
Add an Action to Call Wax:
Add a Webhook as an action in the flow.
Configure the webhook to send opt-in information to Wax (see the next step for webhook setup).
Step 3: Set Up the Webhook in Wax
Create a Flow in Wax:
Go to Wax and click Create Flow.
Name the flow, e.g., Flow Tagging Klaviyo.
Set the trigger to Webhook from Klaviyo.
Map the Opt-in Data:
Add an opt-in node to assign the opt-in data to contacts.
Add an attribute to define the opt-in source (e.g., Pop-up or Checkout).
Finalize the Webhook:
Generate a webhook URL in Wax.
Go back to Klaviyo, paste this URL in the webhook field.
Similarly, configure the header, key, and JSON body.
Save the configuration and activate the flow in Klaviyo.
Step 4: Finalization and Verification
Activate the Flows:
Set the Klaviyo flow to Live.
Set the Wax flow to Live.
Verify Synchronization:
Ensure that new opt-ins are correctly tagged in Wax with their source (Pop-up or Checkout).
Confirm that retroactively collected opt-ins are also tagged in Wax.
Step 5: Handle Opt-ins Collected Before This Setup
Duplicate the Flow in Wax:
Duplicate the previously created flow in Wax (click the three dots next to the flow and select Duplicate).
Modify the duplicated flow by removing the trigger (no webhook needed).
Create a Tagging Campaign:
Go to the Campaigns tab in Wax.
Click Create Campaign.
Name the campaign, e.g., Retroactive Tagging.
Target Existing Audience:
Select the list of existing opt-ins in Klaviyo.
Link this list to the duplicated tagging flow (e.g., Flow Tagging Bis).
Launch the Campaign:
The estimated cost will show as zero since no template is sent—this process is free.
Launch the campaign to retroactively tag the existing opt-ins.
Expected Outcome
New opt-ins (from pop-ups and checkout) are automatically synced and tagged in Wax.
Existing opt-ins are retroactively tagged with their source.
You can now use these tags for targeted retargeting campaigns in Wax.