Klaviyo
- Connect Klaviyo with MESA
- Configuration
- Potential Use Cases with Klaviyo
- Create a Flow in Klaviyo for your MESA workflow
Connect Klaviyo with MESA
When you're setting up your first workflow with Klaviyo, you'll need to add your own API key so that Klaviyo is a connected app within MESA. The API Key to copy will depend on the Klaviyo step in your workflow.
- Locate your Public API Key for MESA's Create Track Event action
- Locate your Private API Key for MESA's List Subscribe action
Locate your Public API Key for MESA's Create Track Event action
You will need your public API key to connect MESA with Klaviyo with the Create Track Event action. Click here to view the API Keys tab within Klaviyo's Account settings.
Under Public API Key / Site ID, you can locate your Public API Key on the right-hand side. Ensure you copy the value for Public API Key. Then, paste this value into your workflow's Klaviyo step and then click on Add Credential. Afterward, you can re-use the newly created credential and select it for your future workflows!
Locate your Private API Key for MESA's List Subscribe action
You will need your private API key to connect MESA with Klaviyo with the Create Track Event action. Click here to view the API Keys tab within Klaviyo's Account settings.
Under Private API Keys, you can locate your Private API Key on the right hand side after you click on the eye icon. Ensure you copy the value for Private API Key. Then, paste this value into your workflow's Klaviyo step and then click on Add Credential. Afterwards, you can re-use the newly created credential and select it for your future workflows!
Configuration
List Subscribe Action
Description: Add a customer to a Klaviyo List
Configuration Fields
List ID: You will be able to select an existing Klaviyo List that MESA populates.
Email Address: The customer's email address. You can utilize MESA's Variables feature to find the right variable for the customer's email address.
Data Mapping: This lets you map out data and send that data to Klaviyo. You can send any data. Here is an example from an existing template: Add a customer with a backorder tag to a Klaviyo email list.
Settings for a Klaviyo List
When creating an email list in Klaviyo, the email list should be set to: Single Opt-In. A workflow may not work when the email list is currently set to Double opt-in. Double Opt-In means you would need to confirm your subscription before being added to the list.
Create Track Event Action
Description: Add a Track Event on a customer profile in Klaviyo. You can use Klaviyo Flows to interact with those Track Events.
Configuration Fields
Event: Fill out your preferred name of the Event that will be seen under a Profile.
Email address: The customer's email address.
Data Mapping: This allows you to send more information under the Track Event. Here is an example that uses Variables:
Potential Use Cases with Klaviyo
Integrate with Tracktor: Send a review email from Klaviyo once a fulfillment is delivered
To send a review email after a fulfillment is delivered, you will need to create a Klaviyo Track Event within MESA.
1. From MESA's Automate page, click on Create New Workflow to start a new workflow.
2. Select Tracktor from the Popular Apps tab. Then, click on the Fulfillment Status is Delivered trigger.
3. Click on the Add Step button below Tracktor Fulfillment Status is Delivered Step and then select Shopify. Search for the action: Retrieve Order.
4. Click on the Add Step button below Shopify Retrieve Order Step and then select Klaviyo. Find the Action title: Create Track Event. Your workflow should look like this so far:
5. On the Klaviyo step, click on the > icon on the right hand corner. Select or create your Klaviyo Credential if you have not done so already.
6. Configuration Fields - Event: Fill out your preferred name of the Event that will be seen under a Profile. Example: A fulfillment has been delivered.
7. Configuration Fields - Email address: You can copy and paste this variable that represents the order's email address: {{shopify_order.email}}
8. If you wanted to send more information under the Track Event, you can use Data Mapping. Here is an example that uses Variables:
9. Start a Klaviyo flow with a MESA Track Event. If you do not create a Flow in Klaviyo, a review email won't be sent out.
10. At the top of the workflow, hit the Save button to save your changes.
11. Hit the toggle to switch it to On when you are ready to start using the workflow.
Create a Flow in Klaviyo for your MESA workflow
Start a Klaviyo flow with a MESA Track Event
You may want to use those events to trigger some action in Klaviyo. Klaviyo allows you to create Flows so that you can connect MESA and Klaviyo together. If you are not familiar with Flow, you can click here to learn more.
Once you run a test on your MESAworkflow, you will find your customized Track Event under Metric when creating a Flow in Klaviyo.
In Klaviyo, create the flow and then under Trigger Setup, click on Metric.
Then, scroll to find your customized MESA Track Event and select it.
Use a MESA Track Event in a Klaviyo Conditional Split
In some cases, you may want to use a MESA track event in a Klaviyo conditional split so that you can add multiple actions depending on whether the condition was satisfied. The following example shows a Klaviyo flow that checks on a fulfilled order after 2 days. If the event " A fulfillment has been delivered" has not occured at least once since starting the Klaviyo flow, Klaviyo will send a notification.
You can find the MESA track event in the field next to Person has in the conditional split.
Using Event Variables from MESA's Track Event action
You can add event variables from MESA's Track Event action in metric-triggered flow messages. For more information on how to do this, you can click here.
1. In a Klaviyo flow, you first need to select the email in which you want to show the dynamic event data. Next, click Edit from the left hand sidebar.
2. Next, click on Edit Email and then Preview Email.
3. In the popup window, you will see a recent event that corresponds with the flow's trigger. You will see all data available for that particular event metric. Once you have located the specific data that you are looking for, you can copy the event variable located in the textbox field and paste it into your message.
