Klaviyo & Bold Subscriptions Integration

Overview

The integration between Bold Subscriptions & Klaviyo helps with tracking events and gathering valuable information that occurs with your subscription purchases. This allows you to use this data to communicate strategic email and social media campaigns.

 Pro-Tip
If you are currently on a grandfathered plan for Bold Cashier, you will be able to use the additional feature for sending automated abandoned cart email solutions for your customers. This will also track Bold Subscriptions information and cancellations. For more information, please visit our Bold Cashier & Klaviyo Integration article.

For benefits and features that can be created with your first campaign, please visit Klaviyo.


Functionality

With Klaviyo, you can track multiple events during the Subscriptions checkout process. All the information and metrics can be found within the Klaviyo Dashboard under Metrics > Activity Feed.

Subscriptions will track the following events during the checkout process:

  • Started Checkout
    • Klaviyo records this once the customer enters an email address in the checkout.
    • Here is a list of the information recorded when applicable:
      • Customer Email
      • $ Value
      • Product Name(s)
      • Frequency Text (Days, Months, Years)
      • Frequency Type (Number)
      • Product Handle
      • Product ID
      • Product Image Link
      • Product Title
      • Product URL
      • Quantity
      • SKU
      • Total
      • Unit Price
      • Variant Title
      • Vendor
  • Add Shipping Info
    • Klaviyo records this event once the customer selects "Continue" after entering their shipping information at checkout.
    • Here is a list of the information recorded when applicable:
      • Customer Email
      • $ Value
      • Currency 
      • Product Name(s)
      • Frequency Text (Days, Months, Years)
      • Frequency Type (Number)
      • Fulfillment Type
      • Product Handle
      • Product ID
      • Product Image Link
      • Product Title
      • Product URL
      • Quantity
      • SKU
      • Total
      • Unit Price
      • Variant Title
      • Vendor
  • Successful Subscription
    • Klaviyo records this event once the customer hits the "Thank You Page".
    • Here is a list of the information recorded when applicable:
      • Coupon Code
      • Currency
      • Custom Domain
      • Customer Email
      • myshopify Domain
      • Frequency Text (Days, Months, Years)
      • Frequency Type (Number)
      • Fulfillment Type
      • Product Handle
      • Product ID
      • Product Image Link
      • Product Image
      • Product Title
      • Product URL
      • Quantity
      • SKU
      • Total
      • Unit Price
      • Variant Title
      • Vendor
      • Sipping
      • Subtotal
      • Tax
      • Total

Subscriptions will also track when a customer cancels their subscription through the "Manage Subscription Portal". 

Cancelled Subscription

  • Klaviyo records Customer email and a "reason for canceling" (if you have that set up in Subscriptions). Please visit Cancellation Management Setup for Bold Subscriptions.

This is a feature built into our app that allows you to try to retain your customers who are looking to cancel their Subscriptions.

As soon as your customer enters an email address into the checkout, all the information for the order such as the products, prices, and order information is saved. The shipping information, and the subscription order information such as cost and frequency are also recorded throughout this process.


Setup

Before completing this integration, you will need to have your Public API Key. This information can be found in your Klaviyo dashboard, in the "User" section, under "Account". On the account page, select Settings > API Keys. To complete the integration between these two apps, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Recurring Order & Subscription by Bold.
  3. Select Integrations, then View all Integrations.
  4. Select Klaviyo.
  5. Enter your Klaviyo Public API Key.
  6. Select Save.

Please note that our Subscriptions integration will not show up under the "Enabled Integrations" section in Klaviyo.

Was this article helpful?
0 out of 0 found this helpful