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User Guide for Klaviyo: Email Marketing & SMS

Klaviyo is an email direct marketing (EDM) tool that offers clients a wide range of benefits, including attractive email marketing templates, flexible automation flows, and forms. As a cost-effective and popular marketing tool, EDM has gained significant traction across various industries.

This article will explain how to connect your SHOPLINE store with Klaviyo, helping you establish a communication channel with targeted customers. This integration allows you to deliver relevant information directly to them, which in turn can drive sales and boost conversions.

 

In This Article

 


 

Connect SHOPLINE store with Klaviyo

Before you start, make sure to sign up for an account at Klaviyo first, and follow the steps below to connect SHOPLINE store with Klaviyo:

  1. Visit the SHOPLINE App Store and install Klaviyo: Email Marketing & SMS.
  2. Click the Authorized store button in the app and follow the steps to complete the authorization in Klaviyo.
  3. To embed the app, click Open now and jump to the App embeds page, make sure the Klaviyo app is toggled.

 


 

Complete customer synchronization settings

Before proceeding with syncing store data, make sure to complete customer synchronization settings with the following steps:

  1. Select the Klaviyo list for synchronization and click Save.

    This ensures your SHOPLINE store customers and their subscription statuses are consistently synced to the selected list.
  2. After selecting the list, click Go to List settings and configure the opt-in settings for this list in Klaviyo according to your requirements.

Note: 
  • The default setting in Klaviyo is “double opt-in." Please adjust the setting according to your requirements before syncing store data.
  • For more details on Klaviyo's opt-in settings, please refer to Understanding the double opt-in process.

 


 

Sync store data

After completing the authorization and customer synchronization settings, click Sync store data to sync your SHOPLINE store data to Klaviyo. 

Data Synchronization Scope

  • Initial Data Synchronization
Data Types Synchronization Rules
Product Data All product data in the SHOPLINE store will be synchronized to Klaviyo
Customer Data All customer data in the SHOPLINE store will be synchronized to Klaviyo
Order Data Order data from the past 3 months in the SHOPLINE store will be synchronized to Klaviyo
  • Added Data Synchronization
Data Types Synchronization Rules Triggers
Product Data Any additions or changes in product data will be synchronized to Klaviyo

In real-time

  • Create product
  • Delete product

Every hour

  • Other changes in product data
Customer Data Any additions or changes in customer data will be synchronized to Klaviyo

In real-time

  • Create customer
  • Delete customer
  • Update subscription status

Every hour

  • Other changes in customer data
Order Data Any new orders will be synchronized to Klaviyo In real-time

 


 

Upgrade to the new Klaviyo app

Due to its instability, the old third-party Klaviyo app will soon be removed from the App Store. If you currently use this app, please upgrade to the new Klaviyo app developed by SHOPLINE as soon as possible by the following steps:

  1. Remove the old Klaviyo app in Apps at the SHOPLINE Admin Panel
  2. If you have configured a Product Feed URL in Klaviyo, please delete it on the Custom sources page.
  3. Follow the instructions at the beginning of this article to install and use the new Klaviyo app.

 

Notes: Using both the old and new versions of the Klaviyo app may cause data duplication issues. Please ensure you remove the old app and install the new Klaviyo app.

 

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