Klaviyo & Bold Subscriptions Integration

Klaviyo is a powerful email and SMS marketing tool that allows merchants to deliver targeted multi-channel marketing campaigns to their Bold Subscription customers using the data collected from their stores.

Upon install, your store will be subscribed to a list of Bold webhooks. These webhooks are used to create and update customer profiles and events within the profiles in Klaviyo. 

 


 

 Alert

The last three webhooks on the list below are recent additions. If you’ve installed the Klaviyo integration prior to October 26, 2022, you will need to remove and then reinstall the integration in order to enable them.

On install, your store will be subscribed to the following webhooks:

  • customer_created
  • subscriptions_updated
  • subscription_created
  • subscription_upcoming_order
  • subscription_expiring_payment
  • subscription_order_transaction_failed

These webhooks are used to create and update customer profiles and events within the profiles in Klaviyo. These events are:

  • New Subscriber
  • New Subscription
  • Subscriptions Cancelled
  • Upcoming Subscription
  • Subscription Expiring Payment
  • Subscription Order Transaction Failed

 


 

Klaviyo has different price plans based on your number of contacts. If you reach the maximum number of messages on the free plan, you can upgrade to a paid plan as your list grows. Each plan includes a maximum number of emails or text messages you can send your contacts during your billing period.

For more information, please visit Klaviyo Pricing.

Klaviyo Price Plans

 


 

 Alert

To begin using this integration, you will need an account in Bold Account Center. For more information on how to set this up, please visit Create & Connect a Bold Account.

Step 1: Connect Bold Subscriptions to Klaviyo

  1. Log into your Klaviyo account or create a new account.
  2. Navigate to the top right User dropdown in the menu bar.
  3. Select Account.
  4. Hover over the Settings option and select API Keys.
  5. Copy the Public API Key.
  6. Log in to Bold Account Center.
  7. Navigate to Integrations under Launchpad.
  8. Find Klaviyo and select Add.
  9. Connect Bold Subscriptions to Klaviyo by pasting the Public API Key in the API access token field.

    API Key field

  10. Select Save.

 


 

Step 2: Set up Email Notifications

Bold Subscriptions will release the webhooks for Upcoming Subscription and Subscription Expiring Payment according to your email notification settings.

 Pro-Tip

It is not necessary to activate the email notifications within Bold Subscriptions, however, you will need to update the settings for these emails in order manage the timing of these triggers.

  1. From within Bold Subscriptions, navigate to Settings > Email notifications.
  2. Select the ellipsis for Upcoming Order, and select Edit email template.

    Edit email template

  3. Set the number of days you want the notification to be sent out prior to the event.

    Notification period

  4. Select Save.
  5. Repeat steps 2-4 for the Expiring Credit Card notification.

 


 

Next Steps

Once Klaviyo is connected, the events will only be listed in Klaviyo’s dashboard once they are triggered. For example, you could create a new subscription with a new customer email, and then cancel the subscription. This will trigger the events:

  • New Subscriber
  • New Subscription
  • Subscriptions Cancelled

In order to track your cancellation reasons, you would need to create and cancel a test subscription using each of the reasons you have set up in Bold Subscriptions. For example, if you have three cancellation reasons such as "too expensive", "no longer interested", or "other", you will need to cancel your test subscription three times–using each of those reasons.

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