Klaviyo & Cashier Integration

Overview

The Klaviyo integration with Bold Cashier gives you more flexibility with your abandoned carts, allowing you to set up email flows with different notifications.

Klaviyo is a powerful marketing tool that can send emails to your customers based on specific criteria. You can view certain metrics that your customers hit, and automate an email flow based on those metrics.

To get started with this integration, you will need a Klaviyo account in order to generate the emails that are sent to your customers. Once this is complete, please follow this guide to getting started:


Enable Merchant Scripts within Cashier

This integration uses the "Merchant Scripts" feature within our app and Klaviyo.

To enable Merchant Scripts in Cashier, please follow these steps:

  1. From Shopify's admin, select Apps.
  2. Select Bold Cashier.
  3. Select Marketplace.
  4. Select Install on the "Merchant Scripts" option.
  5. Select Allow.


Copy Klaviyo's API Key

In order to send information from Cashier to Klaviyo, you'll need to copy over your API key from inside your Klaviyo admin.

To locate and copy your API key, please follow these steps:

  1. Navigate to Klaviyo's login Page.
  2. Enter your account information and select Log in.
  3. Select the account icon in the top right corner.
  4. Select Account.
  5. Select Settings, then API Keys.
  6. Copy and paste your public API key into a notepad or similar software.


Paste API Key into Cashier

The API key you copied from Klaviyo now needs to be placed within Cashier's admin.

To paste your API key into Cashier, please follow these steps:

  1. Navigate back to Cashier's admin and select Marketplace.
  2. Select Configure on the "Merchant Scripts" option.
  3. Copy and paste the following code into the "Cashier Startup Script": cashier_startup.html
  4. Replace "*YOUR COMPANY ID*" with your copied API key.

    Note: Make sure there is no space between the equal sign and your API key.

    Pasted Startup Script

  5. Enable the Embed startup script option.
  6. Copy and paste the following code into the "Order Completed Script": cashier_klaviyo_order_complete.html
  7. Replace "*YOUR COMPANY ID*" with your copied API key.

    Note: Make sure there is no space between the equal sign and your API key.

  8. Enable the Embed order complete script option.
  9. Select Save.


Setup Email Flows in Klaviyo

The two metrics that Cashier tracks are Started Checkout (when the customer has entered their email address) and Order Completed (when the customer has completed their checkout process).

When creating your email flows, we recommend that you do not use Shopify's metrics to create your abandoned cart flow. This can cause issues with how and when these notifications are sent to your customers. We strongly recommend that you use the "Started Checkout" and "Order Completed" metrics.

To set up your email flows in Klaviyo, please follow these steps:

  1. Select Flows.
  2. Select Create Flow.
  3. Create your abandoned cart flow.
    Note: Please visit Create a Flow on Klaviyo's help center for more information on how to setup an email flow.


Add a Resume Checkout Button in Klaviyo

A resume checkout button allows your customers to go back to the checkout with their previous cart information.

The button also saves any properties that are applied to the cart (For example, if an integration changes the price, currency, or creates a subscription, the customer will still have those changes).

To add a resume checkout button to your Klaviyo emails, please follow these steps:

  1. From within Klaviyo's admin, select Flows, then Abandoned Cart.
  2. Select the ellipsis on "Email 1", then Edit.
  3. Select Edit Content, then Return to your cart.

    Note: You can edit the "complete your purchase" hyperlink to navigate back to your customer's abandoned cart. Select complete your purchase and repeat the previous steps to do so.

  4. Copy and paste the following code over top of the Link URL:
    {{ event.ResumeUrl }}
  5. Select Save.

 

Limitations

At this time, stores will be unable to show product images within Klaviyo's email templates.

The prices for products are not currently displayed in a traditional pricing format. They will appear in the cents value. (For example, $200.00 will appear as 20000).

Klaviyo is only able to trigger emails for the started checkout when customers enter their email address, and when an order is completed.

The following apps may change or affect information that is sent through Klaviyo:


Bold Subscriptions

If a subscription product is an abandoned cart, it will keep its subscription information if the customer chooses to resume their checkout.


Bold Multi-Currency

If a customer abandons their cart in a foreign currency, the currency that the customer selected will be the one the checkout will be using when they resume their session.


Bold Custom Pricing

The Customer must be logged in to their checkout session. Their discounted pricing will then display in the checkout.


Bold Upsell

If their cart meets the requirements for an After Checkout offer, Upsell will display that offer to the customer.


Bold Loyalty Points

The customer will be logged in, and if they have points, they will be able to use them to checkout.

 

 

 

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