Klaviyo

Authentication

When you're setting up your first workflow with Klaviyo, you'll need to create a credential through MESA's Klaviyo App to finish the process. If you are not already logged in, you will be asked to log in and select the Klaviyo account that you want to connect.

Afterward, you can re-use the newly created credential and select it for your future workflows!

Configure

Create Event action

MESA's Klaviyo Create Event action lets you create a new event to track a profile's activity. This is especially helpful if you want to add events whenever something happens in Shopify.

This action has several required fields that you must fill in.

1. Metric > Name

The Metric's Name field is the name of the new event added to the profile's activity. In the screenshot below, our event's name is "Placed Order".

You can also choose "Insert variable" to add a custom Metric Name.

1. Properties

Properties are extra information that you'd like to add to the new event. You can think of Key as a label or description title of the extra information, while Value is the extra information you want to send.

In the screenshot below, we send the Shopify customer's ID as the Value with a Label called "customer_id".

1. Profile's Email or Phone Number

When selecting an existing profile, you must fill out the Profile's Email or Phone Number field so that Klaviyo can identify the correct profile to update.

You cannot add multiple variables in the field. You must select only one variable.

1. Profile > Email

If you create a new profile, you will want to input an e-mail address for the user profile. In most cases, you will probably want to use a MESA variable representing a profile's email address.

In the screenshot below, we selected the variable representing a Shopify customer's email address for the Email field.

Adding Profiles to a List

MESA provides two different actions for adding people to a Klaviyo list. There are key differences between these two actions: Add Profile to List and Subscribe Profile.

• Add Profile to List: This lets you add people directly to a Klaviyo list without offering consent. Adding a person to a list does not change their subscription status.

• Subscribe Profile: If a Klaviyo list has double opt-in enabled, people will receive a message requiring their confirmation before subscribing. Otherwise, people will be immediately subscribed without receiving a confirmation message. This will remove any unsubscribe, spam report, or user-suppressed suppressions from the person's profile.

To summarize, if you're trying to obtain consent to receive email marketing, SMS marketing, or both, we recommend using MESA's Subscribe Profile action in your workflows.

Technical Notes

Using MESA Track Events in a Klaviyo Flow

Switch to your Klaviyo Flow to begin including your MESA track events.

Start a Klaviyo flow with a MESA Track Event

You may want to use events created in MESA to trigger an action in Klaviyo. Klaviyo allows you to create Flows to connect MESA and Klaviyo together. If you are unfamiliar with Flow, you can click here to learn more.

Once you run a test on your MESA workflow, your customized event will be under Metric when creating a Flow in Klaviyo.

In Klaviyo, create the flow, and then under Select a trigger, click on Metric in the All triggers tab of the sidebar.

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 "A fulfillment has been delivered" event has not occurred at least once since starting the Klaviyo flow, Klaviyo will send a notification.

The MESA track event is in the field next to the "Person has" condition in the conditional split (under API).

Using Event Variables from MESA's Create Event action

You can add event variables from MESA's Create 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 in the right-hand sidebar.

1. Next, click on Preview & test in the top-right corner.

1. 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 by clicking on the property name.

1. Then, by editing a Text content block in your email template, you can add the event variable to populate its data when the email is sent.

View Klaviyo templates and tutorials here!