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  • Writer's pictureDaniel Budai

How to Integrate Klaviyo to Shopify

Updated: May 1, 2023

Most probably, you already know the benefits of Klaviyo and Shopify; that’s why you were looking for this blog to help you with integrating these 2 amazing platforms.


You have absolutely reached the right place. Klaviyo is definitely the best platform for Shopify e-commerce business owners to send automated emails and does so much more for your business needs.


In this blog, I will easily explain Klaviyo-Shopfy integration for busy people like you and how it can help Shopify online businesses grow leaps and bounds.



Klaviyo-Shopify integration

Did You Know Klaviyo Is Officially a Strategic Partner of Shopify?

In August 2022, Klaviyo collaborated with Shopify and it is serving as the suggested email marketing solution partner for Shopify Plus e-commerce businesses. This partnership allowed Klaviyo to gain quick access to the new features of Shopify. It helps Klaviyo to accelerate new technologies to online retailers for better sales.


  1. You can use the Klaviyo suite to create and automate personalized communications like price drop alerts, recommendations, back-in-stock, cart reminders, etc.

  2. Create a detailed audience segment with predictive analytics.

  3. See real-time revenue data as per campaigns, segments, channels, automation, etc.


There is a lot more to Klaviyo for Shopify store owners, and you get a free plan to explore most of the features. You can find Klaviyo in the Shopify app store here.


Klaviyo+Shopify: One-Click & Absolutely Seamless


The link I have provided you above will help you add Klaviyo to your Shopify store with just one click.


It will also sync all the historical and real-time customer action data automatically.


“Klaviyo [helps] hundreds of thousands of merchants better understand their customers and engage them in highly personalized ways across so many touchpoints.”


– Harley Finkelstein, President of Shopify


Why Should You Do Klaviyo Integration With Shopify?


Klaviyo-Shopify integration helps you in communicating with your customers on a deeper level almost instantly and automatically. It is the combination of rich Shopify data with richer segmentation and sophisticated automation powered by Klaviyo.


If you still have doubts about this integration, here are some convincing reasons:


Reason 1: You get 200+ pre-built other tech stack integrations. No code is required.


Reason 2: If you want more, there are options for direct and custom integrations.


Reason 3:It comes with a custom form builder to create mobile-friendly sign-up forms, announcements, etc.

Klaviyo has custom form builder.

Reason 4: Predictive customer analytics can help you figure out lifetime value and churn risk.

Klaviyo has predictive customer analytics.


Reason 5: It comes with a feature of personalized product recommendations based on customer purchase history.


Klaviyo has pre-built templates with drag and drop builder.

There are many more reasons. So, just explore yourself after integrating your Shopify store with Klaviyo.


Getting Started With Klaviyo+Shopify Integration


Before we begin with this section, please note that now you are about to learn:


  • How to collect email and SMS subscribers

  • How to sync the Shopify newsletter or sign up from subscribers to a Klaviyo list

  • How to add metrics from Shopify to Klaviyo

  • How to enable Klaviyo tracking for customers and their viewed products in the Shopify store


There are 2 ways you can start with Klaviyo and Shopify integration via Klaviyo:


  1. If you are a brand new customer, add Shopify integration from the Klaviyo setup wizard.

  2. Add Shopify from the integrations tab in Klaviyo.


Overall, there are 4 steps to Klaviyo and Shopify integration:


  1. Open Klaviyo

  2. Add Shopify

  3. Connect accounts

  4. Install the app


Let’s understand the integration in detail now.


Add Shopify From the Integrations Tab in Klaviyo


Step 1:

Select your account name in the lower left corner and click ‘integrations’.


Step 2:

Search for “Shopify” and click on ‘Add Integration’.


Klaviyo-Shopify integration

Step 3:

Paste your online store URL in the first box. The format should be - mystore.myshopify.com.


Klaviyo-Shopify integration

Step 4:

Now, you will be prompted to configure onsite tracking.


Step 5:

Check the ‘Sync your Shopify email subscribers to Klaviyo’ box. It will automatically add all customers who accept newsletters/email marketing campaigns at checkout. You can select the list from the dropdown where you would want their information to be submitted.


Step 6:

Check the ‘Sync your Shopify SMS subscribers to Klaviyo’ box. It will automatically add all customers who accept SMS marketing at checkout. You can select a list from the dropdown to add these subscribers.


Step 7:

If you want to sync any data, check the setting ‘Sync profiles and profile data from Klaviyo to Shopify’. It is recommended to sync all types of data to Shopify. If you check this setting, do the following:


  1. Check whether to sync updates for all Klaviyo profiles, or just the existing profiles in Klaviyo. If you choose all profiles, Klaviyo will create new customers in Shopify for all profiles created in Klaviyo (existing as well as new). It includes profiles synced from other integrations in your Klaviyo account or added via importing lists.

  2. Choose the customer profile data you want to sync to gather information:

    1. Name

    2. Email address

    3. Phone number

    4. Email marketing subscription status

    5. SMS subscription status (if you have SMS enabled)


You can learn all about syncing Klaviyo data to Shopify here.


Step 8:

Now, click ‘Connect to Shopify’. You may be prompted to log in to your Shopify account.


Step 9:

As you are now in Shopify, review all settings and click Install app. This will begin your Shopify data syncing with Klaviyo and you will be brought back to your Klaviyo account. A green success callout will indicate that the data is syncing with Klaviyo.


Klaviyo-Shopify integration

Step 10:

Now, enable onsite tracking by toggling on the Klaviyo app embed in Shopify. Scroll to the Onsite Tracking section on the integration settings page. You will find a notice saying - ‘Klaviyo App Embed is not enabled.’ Click on the ‘view your Shopify App Embed setting’.


Note: ‘Viewed Product tracking’ will start automatically, as it is checked by default.



Klaviyo-Shopify integration - Onsite tracking

Step 11:

After you will be brought to the theme settings, ensure that the app embed is toggled on, and then click on Save.


Klaviyo-Shopify integration

You can check if your onsite tracking setup is complete by navigating back to the Shopify integrations page in Klaviyo. Click your account name in the lower left corner, select Integrations, find your Shopify integration, and click on View Settings. You will see a blue callout saying that your app embed is enabled.


Now, your Klaviyo-Shopify integration is complete along with the onsite tracking setup.


Klaviyo-Shopify integration - Onsite tracking

For more detailed instructions, click here.


Watch this video for a proper demonstration of the Klaviyo-Shopify integration:





After Klaviyo-Shopify Integration, Test Your Onsite Tracking Like This

Klaviyo has 2 onsite tracking features:

  1. Active on site

  2. Viewed product


If you want to test if these 2 features are working fine, follow these steps:

  1. On the homepage of your Shopify store, add this to the end of the URL, replacing example@gmail.com with your email address: ?utm_email=example@gmail.com.

  2. Now, reload the page.

  3. Navigate to a product page.

  4. Now, in Klaviyo, search for your email address.


You will find your Klaviyo profile along with both onsite tracking metrics (Active Onsite and Viewed Product) tracked in your feed.


The Klaviyo app embed for the Shopify Theme Editor allows Klaviyo onsite tracking for both vintage and Shopify 2.0 themes.


How to Change Klaviyo+Shopify Integration Settings

If you ever want to make any change to your settings, you can find the integration page by:

  1. clicking on your account name in the lower left corner,

  2. selecting Integrations,

  3. finding your Shopify integration,

  4. clicking View Settings,

  5. then making your change,

  6. and finally clicking Update Settings.


“Accepts Marketing” Property Is Also Very Important


In your integration settings, you can choose if you want to add those people to your Klaviyo list who accept email marketing in Shopify.


If someone subscribes to email marketing campaigns in your Shopify store, you will notice that they have a property of “Accepts Marketing true.”


Klaviyo-Shopify integration - Accepts Marketing property

To find the profiles list in Klaviyo,

  • Click the Audience dropdown

  • Select the Profiles tab


Or, you can use the search bar for individual profiles.


If you want to learn in detail about how Accepts Marketing property is managed, check this documentation.


In a few situations, you may find some profiles’ Accepts Marketing set to false but still subscribed to your newsletter, such as:

  • The customer doesn’t subscribe to the newsletter at the checkout but later subscribes through the Klaviyo sign-up form.

  • The customer subscribes during the first checkout. But in the second checkout, the customer probably decides not to subscribe again since they are already subscribed. Shopify might see it as ‘Accepts Marketing false’, but it depends on your settings. Make sure this person still gets your newsletters.


Important

  • Klaviyo won’t sync historical newsletter subscribers to a list automatically when you check - Collect email marketing subscribers. You can upload these subscribers to the list in the form of a CSV sheet.

  • Pre-existing customers who have opted out of the newsletter will not get automatically suppressed. You can learn all about the suppressed email profiles here.

  • If a profile unsubscribes in Shopify, it won’t be automatically unsubscribed in Klaviyo.

  • If a profile is unsubscribed in Klaviyo, but this person chooses to resubscribe at checkout, they will be resubscribed in Klaviyo.

  • Collecting SMS consent at checkout can grow your SMS list exceptionally. But, this SMS consent feature is only available in the countries where Klaviyo SMS is available. SMS consent will only sync in Klaviyo if the person is subscribing for the first time. You can learn all about collecting SMS consent here.

  • Assign separate lists for SMS and email marketing subscribers. This ensures that the consent is properly applied when subscribers are synced to Klaviyo, so your messages don’t get into trouble.


How Klaviyo Syncs the Shopify Customer Data

As soon as you integrate Klaviyo with Shopify, the last 90 days' data is synced first to engage your most recent customers.


After that, Klaviyo begins the complete historical data sync. Depending on the size of the data, syncing can take anywhere from a few minutes to a few days. A green success callout will indicate that your data is syncing with Klaviyo.


Once all the data is synced, new data will keep syncing to Klaviyo in real time. You can check the progress of the initial sync like this:

  1. Click on the Analytics dropdown.

  2. Select Metrics.

  3. Find Placed Order and change the date range of the graph to check which dates have been fully synced.

  4. To verify if all the data is synced from your Shopify site, you can cross-check the total orders for a few days.


To check or update the time zone of your account,

  1. Go to the Account Settings page. You can find this page by clicking on your account name in the lower left corner and then clicking on Settings.

  2. Then, navigate to Contact Information > Organization, and scroll down to Timezone.


How Shopify Sign-Up Forms Are Synced to Klaviyo

There are 3 options for syncing your Shopify sign-up form to Klaviyo:


Option 1:

If you check Sync your Shopify email subscribers to Klaviyo settings during integration set-up, your default Shopify sign-up forms are synced to the Klaviyo list.


Option 2:

Add the Klaviyo form to your Shopify store like this.


Option 3:

Integrate a third-party sign-up form with your Klaviyo account like this.


If your Active on site tracking is already set up, you can start using Klaviyo sign-up forms immediately—because "Klaviyo.js" is the same code snippet that enables both Active on site tracking and sign-up forms.


Conclusion

Klaviyo and Shopify integration is definitely worth the time and effort you invest in it. I am hoping that this blog has answered all your queries regarding the integration and you are ready to amplify your business returns from email campaigns. Klaviyo is definitely one of the most advanced options to create and automate your email flows.


Now, all you need to do is to create amazing email campaigns to improve your conversion rates.


If you face any issues during Klaviyo-Shopify integration, check out this troubleshooting page by Klaviyo. If you still have more questions, feel free to write them down in the comments section. Alternatively, you can book a free consultation call with my team here, so that we can help you in increasing sales.


All the best for your next email campaign!

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