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Klaviyo & Subscriptions for Shopify Checkout Integration

  • Updated

Klaviyo is a powerful email and SMS marketing tool that allows you to deliver targeted multi-channel marketing campaigns to your Bold Subscriptions customers using the data collected from your store. 

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. 

Note: The Bold integration with Klaviyo uses Klaviyo's new APIs. No further action is required. For more information, you can refer to Klaviyo's documentation.



Webhooks & Events

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 is subscribed to the following webhooks:

  • customer_created
  • subscription_created
  • subscription_cancelled
  • subscription_upcoming_order
  • subscription_order_transaction_failed
  • subscription_expiring_payment

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
  • Subscription Upcoming Order
  • Subscription Order Transaction Failed
  • Subscription Expiring Payment




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.




Alert: This integration requires that you create 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 releases 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. Enter 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 are listed in Klaviyo’s dashboard only after they are triggered. To do this, 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'll 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 – once for each of reason.




Klaviyo’s report of new subscriptions only account for new subscriptions which trigger the new subscription webhook. However, the new subscriptions total in the Bold Subscriptions dashboard includes both new subscriptions as well as reactivated subscriptions. For this reason, you may see inconsistencies between the Klaviyo dashboard and the Bold Subscriptions dashboard.