Klaviyo

Klaviyo is an email marketing tool for Shopify merchants: personalized campaigns, segmentation and automated flows. You can check it out here: https://apps.shopify.com/klaviyo-email-marketing

Connect Klaviyo with a private API key and B2B Solution sends Registration Form events (pending, approved, rejected, invite) to Klaviyo with the wholesaler's form data. You then build Klaviyo segments and flows on those events.

• Profile synchronization: wholesaler profiles from the registration form reach Klaviyo with their form fields.

• Personalized communication: send branded notifications through Klaviyo flows.

The integration is designed for the Registration Forms module. B2B Solution keeps sending its own registration emails; turn off the matching templates in Email templates if Klaviyo sends yours.

1. Enable the integration

Step 1: In Klaviyo, click your organization name (bottom left) › Settings › API keys › Create Private API Key. Name it and choose Full access, or Custom with Events and Metrics access. Click Create. Copy the key right away: Klaviyo shows it only once. Help: https://help.klaviyo.com/hc/en-us/articles/7423954176283

Step 2: In the app, go to Integrations and open the Email marketing tab. Click Integrate on the Klaviyo card. In the dialog, paste the key in API key and click Check. You should see "Your key is valid."

Klaviyo configuration dialog

Step 3: Under Integration control, tick Turn on integration and click Save. The card badge changes to Integrated.

Turn on the Klaviyo integration

Save and Turn on integration stay disabled until the key passes Check. After you turn the integration on, allow up to 5 minutes before new events start. Events are sent when you approve or reject an application, and only while the integration is on; earlier applications are not sent later.

2. Segmenting wholesalers in Klaviyo

Go to Audience › Lists & segments and create a new segment.

In Definition, choose What someone has done (or not done) or Properties about someone.

Metrics:

• RF - Account Approved: the account is approved or created.

• RF - Account Rejected: you reject the application.

• RF - Pending Approval: a registration is saved for review.

• RF - Account Invite: an activation email is sent to an existing customer who still has to activate the account.

For a wholesaler segment, include profiles that had RF - Account Approved at least once over all time.

Properties: custom form fields are saved as properties named "RF - "; company and phone are saved as RF - Company and RF - Phone. Email, first name, last name and other form fields are sent; passwords never are.

3. Personalized notifications with Klaviyo

Go to Flows › Create flow, select Build your own and name the flow.

In Trigger, choose Metric and pick one of the four RF events, then add your email or SMS content.

4. Disable data synchronization to Shopify

If your form uses After registration, the customer will need to be manually approved, go to Klaviyo › Integrations › Shopify and turn off Sync profiles, profile data, and custom properties from Klaviyo to Shopify. Otherwise unapproved profiles appear in Shopify admin, which conflicts with the approval logic.

5. Insert customer data into Klaviyo emails

Use {{ person|lookup:'field_key' }} in a Klaviyo template, for example:

Form field	Data variable
Email	{{ person|lookup:'email' }}
First name	{{ person|lookup:'first_name' }}
Last name	{{ person|lookup:'last_name' }}

For RF - Account Invite, the property RF - Activation URL holds the account activation link.

Change the key or disconnect

• Change the key: click Manage on the Klaviyo card, paste the new key, click Check, then Save.

• Disconnect: click Manage, untick Turn on integration and click Save. You do not need Check to turn it off, even if the key was revoked. Events stop right away and the key stays stored.

When your key passes Check, B2B Solution creates any missing RF metrics by sending one setup event each for a placeholder profile ([e-mail]). You can ignore or exclude it.

If you need further assistance, please feel free to reach us at [e-mail] or Live Chat.