BSS B2B Solution
  • 🚀Getting Started
    • App Overview
  • Wholesale Pricing
    • Quantity/Amount Break
      • Set different price for different quantity range
      • Settings for Quantity/Amount Break
      • Display discounted prices
      • Import/Export Quantity/Amount Break rules
    • Custom Pricing
      • Set different prices for Wholesale customers
      • Display Custom Pricing prices
      • Import/Export Custom Pricing rules
    • Price List per Customer
      • Set customized pricing per product per customer
      • Display Custom Pricing prices
      • Import/Export Price List rules
    • More
      • Shipping Rate
        • Set up your Wholesale shipping rate
      • Extra Fees
        • Add fee to your customer's orders
        • Settings for Extra Fee
  • Customer Management
    • Registration Forms
      • Create Wholesale Registration Form
      • Create Multi-step form
      • Publish form to the storefront
      • Manage, approve and notify your customers
      • Email sender settings
      • Import Customers
      • Translate form for cross-border wholesalers
    • Auto Tags Orders/Customers
      • Automatically tag orders and customers
  • Tax
    • Tax Incl/Excl Display
      • Display prices with and without taxes
    • Tax Exempt
      • Tax exempt for eligible customers and orders
  • Order management
    • Manual Orders
      • Create an order in Backend with discounts
      • Edit an order from Backend
    • Order Limits
      • Set minimum or maximum quantity/amount your customer can buy
    • Quantity Increments
      • Make your product buy-able in only increments
    • Orders Custom Fields
      • Allow customers to add custom notes to the orders
    • Net terms
      • Setting up Net terms
      • Email notifications
  • Other modules
    • Discount Code
      • Set Discount Codes on your orders
    • Buy One Get One
      • Set discounted price for a product when buying another product
    • Multi Currency
      • Show prices in different currencies
  • API Integration
    • Public APIs
      • Public APIs for Uploading
      • Public APIs for Quantity Breaks (QB)
      • Public APIs for Custom Pricing (CP)
      • Public APIs for Price List (PL)
      • Public APIs for Registration form (RF)
  • Integration
    • Shopify POS
    • Klaviyo
    • EasyCSV
    • Sufio
    • Order Printer Pro
    • Zapiet Pickup + Delivery
    • Shopify theme
  • Use case & FAQ
    • General
      • Can I get a discount on special cases?
      • Can I get a trial for the app?
      • Can I subscribe to an annual plan?
      • Can I cancel the app at any time?
      • How to uninstall the app and remove the code?
      • Can I request a refund?
      • Can I change my plan?
      • Do you offer free installation and support?
      • What are your supporting hours?
      • Does it cost an extra fee for support?
      • Does our app support all Shopify themes?
      • How to submit a request for additional customization?
      • How can I grant access to our app for BSS Commerce?
      • How to fix display problem in Dashboard?
      • How to see the store's collaborator code
    • Usecases
      • How do Quantity Increment Calculation and Quantity Limit work in your Shopify store?
      • How to calculate the total price when customers are qualified for Custom Pricing and Quantity Break?
      • How can I restrict customers to access the page? After approving, how can I show the custom pricing?
      • How to exempt tax for non-registered VAT customers?
      • Can my customers still use discount codes at checkout?
      • How to limit order quantity/amount and offer tiered pricing with Order Limit and Quantity Break?
      • How to add notes/additional information to Orders created by the B2B/Wholesale Solution app?
      • How to avoid duplicated discount if I create b2c discount rule with another app?
      • How to limit order quantity/amount and set product increment with Order Limit and Quantity Increment
  • Policy
    • Discount policy
Powered by GitBook
On this page
  • 1. Enable the integration
  • 2. Segmenting Wholesalers in Klaviyo
  • 2.1. Start with Lists & Segments
  • 2.2. Define Your Segment
  • 3. Personalized notifications with Klaviyo
  • 3.1. Create a flow
  • 3.2. Select trigger metric
  • 4. Disable data synchronization to Shopify
  • 5. Insert customer data variables into the Klaviyo email template

Was this helpful?

  1. Integration

Klaviyo

Last updated 1 month ago

Was this helpful?

Klaviyo is an email marketing tool for Shopify merchants, offering personalized campaign creation, customer segmentation based on shopping behavior, and automated email workflows. It helps boost sales and customer engagement directly from Shopify data.

You can check it out here:

Integration benefits:

  • Profile Synchronization: Effortlessly integrate wholesaler profiles from B2B/Wholesale Solution into Klaviyo. This synchronization ensures your marketing efforts are always up-to-date and targeted.

  • Personalized Communication: Break away from standard application emails. Utilize Klaviyo to send personalized and impactful notifications to your customers. This approach not only enriches the customer experience but also aligns perfectly with your brand's voice and messaging strategy.

The integration is specifically designed for the module Registration Forms

To utilize the integration, please follow the below steps:

1. Enable the integration

Navigate to the Klaviyo section on the Integration tab of the API & Integration page, and click Manage. A popup will be displayed.

Ensuring your API key has 'Full Access' or at least the following scopes

  • Events

  • Metrics

Copy and paste your key in the input and tick Turn on integration and SAVE

Congratulations! The integration is now active.

Now that the integration is set up, let's dive into how it enhances your registration process:

2. Segmenting Wholesalers in Klaviyo

You can segment wholesalers by their information.

2.1. Start with Lists & Segments

To segment wholesalers, go to Audience > Lists & segments and create a new Segment

2.2. Define Your Segment

In Klaviyo, you have the flexibility to segment wholesalers based on specific criteria, ensuring your marketing efforts are precisely targeted.

In the Definition section, you can choose these options:

  • What someone has done (or not done)

  • Properties about someone

What someone has done (or not done)

There are 4 specific metrics for you to select:

  • RF - Account Approved. Activated when a wholesaler's profile is approved.

  • RF - Account Rejected. Triggered by the rejection of a profile.

  • RF - Pending Approval. Indicates a profile is awaiting approval.

  • RF - Account Invite. Occurs when an existing store profile requires account confirmation.

Consider including profiles in the wholesaler segment if they have an RF - Account Approved status at least once over all time. This ensures you are targeting actively engaged and verified wholesalers.

Properties about someone

Profiles created through the B2B/Wholesale Solution have custom properties. These properties correspond to the fields submitted in the registration form. For example:

You can use the properties for setting conditions to segment wholesalers

Utilize these segmentation options to tailor your marketing and communication strategies, ensuring they resonate with the right audience at the right time.

3. Personalized notifications with Klaviyo

Leverage Klaviyo's Flows feature to deliver tailored notifications to your wholesalers through email or SMS, ensuring each message is relevant and timely.

3.1. Create a flow

Begin by navigating to the Flows page within your Klaviyo dashboard. This is where you can manage and create all your automated workflows.

Click Create flow button to start the process of setting up a new, customized flow for your marketing needs.

Select "Build your own" and create flow's name to continue

3.2. Select trigger metric

Within a flow, navigate to the Trigger section. Choose Metric to set the basis of your notification triggers.

Select from four key metrics:

  • RF - Account Approved. Triggered when a wholesaler's profile is approved, ideal for welcome messages.

  • RF - Account Rejected. Activates upon profile rejection, useful for feedback requests or further instructions.

  • RF - Pending Approval. Alerts when a profile is under review, keeping wholesalers informed of their status.

  • RF - Account Invite. Engages profiles that are pre-existing in your store and prompts for account confirmation.

After selecting your triggers, configure the flow's content and frequency.

4. Disable data synchronization to Shopify

In case you choose the option After registration, the customer will need to be manually approved, you should disable the option Sync profiles, profile data, and custom properties from Klaviyo to Shopify.

If the synchronization option is enabled, the profiles that haven't been approved will appear on the Shopify Admin which conflicts with the approval logic.

To disable the synchronization option, from Klaviyo, go to Integrations > Shopify.


We've covered the essential aspects of integrating B2B/Wholesale Solution with Klaviyo. This guide is designed to streamline your marketing efforts and enhance communication with your wholesalers.

5. Insert customer data variables into the Klaviyo email template

When setting up the email template in Klaviyo, you might figure out that you need to insert some customer data into the email body like the customer's last name, first name, company, or address...

Since the customer data will be stored field by field. Each field has its key. And that is what should be added to the email body.

Here is the format of data variables: {{ person|lookup:'field_key' }}

You should replace the field_key param with the following keys:

No
Form's field
Field lable
Field key
Data variable

1

Email

any texts

email

{{ person|lookup:'email' }}

2

First name

any texts

first_name

{{ person|lookup:'first_name' }}

3

Last name

any texts

last_name

{{ person|lookup:'last_name' }}

Visit the Klaviyo app to obtain your API key. Need help? Check out this detailed guide:

If you encounter any challenges or have questions regarding the integration, our support team is ready to assist you. Please don't hesitate to contact us at or for prompt and expert help.

https://help.klaviyo.com/hc/en-us/articles/7423954176283
support-sbc@bsscommerce.com
Live Chat
https://apps.shopify.com/klaviyo-email-marketing