Klaviyo Integration: Overview and Setup
Create profile events and update custom attributes in Klaviyo by connecting it to the Froonze app in a matter of seconds!
Alexandru
Last Update a month ago
Integrating Froonze with Klaviyo has never been easier. All it takes is a few clicks to create profile events and update profile properties in Klaviyo.
This article explains how the integration works, highlights any specifics about our Froonze plugins to be aware of, and outlines limitations to consider
This article explains how the integration works, highlights any specifics about our Froonze plugins to be aware of, and outlines limitations to consider
Depending on the plugins you’re using, you might need to verify that your subscription includes our Klaviyo integration. Please check our pricing page for more details.
Understanding the Klaviyo integration
Connecting our app to Klaviyo will function across all plugins once the connection has been established. That means you don’t need to start a new connection for each plugin.
How the integration works in general
The connection will either create profile events or update custom profile properties in Klaviyo, depending on the used plugins.
If a customer profile does not exist in Klaviyo, a new profile will be created (likely the profile will already be synced directly from Shopify).
How the integration works across plugins
This section highlights which of the 2 action types is triggered by which Froonze plugin.
The integration updates only the qualifying plugin-specific fields, as outlined earlier, not standard customer data, such as phone number, email marketing status, names, addresses, etc.
Plugins that create profile events in Klaviyo
Klaviyo allows the use of event data to create powerful personalised email and SMS marketing campaigns. You can learn more in Klaviyo’s dedicated event data-based personalisation article. Our app creates profile events in Klaviyo for the following plugins, as outlined below:
🎁 Loyalty plugin
Compatible with both Shopify Legacy and New Accounts; requires subscribing to at least the plugin’s Advanced plan.
- Synchronises only the enabled loyalty-triggered events, even if our app’s native loyalty email notifications are disabled.
- Gets triggered only when customers perform one of the available loyalty events built for the integration.
- Pushes our corresponding loyalty events in Klaviyo as profile events.
💜 Wishlist plugin
Compatible with both Shopify Legacy and New Accounts; Available on any of the plugin’s plans.
- Synchronises only the enabled wishlist-triggered actions.
- Gets triggered only when customers perform one of the available wishlist actions built for the integration.
- Pushes our corresponding wishlist actions in Klaviyo as profile events.
The integrations for Loyalty and Wishlist work for logged-in customers only, not for guests.
Plugins that update profile properties in Klaviyo
Klaviyo offers native and custom properties or attributes for profile data. You can read more in Klaviyo’s dedicated profile properties article. Our app updates custom profile properties in Klaviyo for the following plugins, as outlined below:
👤 Customer Account plugin
Compatible with Legacy Accounts only; Available on any of the plugin’s plans.
- Synchronises only our built-in “Date of birth” and “Gender” fields.
- Gets triggered only when our customer account widget’s default profile form is submitted.
- Doesn’t get triggered when using a custom profile form created through our Custom Forms plugin (this requires subscribing to the Custom Form plugin).
- Updates the corresponding custom profile attributes in Klaviyo.
📄 Custom Forms plugin
Compatible with Legacy Accounts (partially for New Accounts); Requires subscribing to at least the plugin’s Premium plan.
- Synchronises all the custom fields present in a custom form at the time of the form’s submission.
- Gets triggered only when one of our custom forms (profile, registration, page) is submitted, except for approvals.
- For approval-based custom forms, it gets triggered after the customer is approved.
- Ignores custom form fields that are not added to a custom form at the time of the form’s submission.
Configuring the Klaviyo integration
With a better understanding of how our app’s integration with Klaviyo works, it’s time to set it up. The integration uses OAuth, making it secure and easy to set up with a few clicks.
Connecting the integration for the first time
The fastest and easiest way to connect our app to Klaviyo is by accessing this Froonze to Klaviyo integration link.
Connecting our app to Klaviyo must be performed only once through the general integration link or from any of the plugins' integration pages.
The only time you need to perform another connection is if you uninstalled the existing connection.
Once the integrations page opens, follow these steps to establish a connection:
- Press the toggle next to “Klaviyo: Email Marketing & SMS” and ensure it is turned on.
- Press the main button called “Connect to Klaviyo: Email Marketing & SMS”.
- Depending on your login status with Klaviyo, the system will:
- Redirect you to Klaviyo’s login interface
This happens if you’re not logged in to Klaviyo.
You need to log in to your Klaviyo account (or create one) to establish the connection. - Establish the connection automatically
This happens if you already have an account with Klaviyo and are logged in.
No additional steps are required to establish the connection. - A delete button called “Uninstall to Klaviyo: Email Marketing & SMS” will appear once the connection has been successfully established.
- The last step is to press the “Save” button at the top-right corner to enable the integration, which is indicated by the success message.
Setting up the integration for specific plugins
Depending on the plugin you’ve subscribed to, you need to configure and enable the preferred custom attributes or event triggers that you want updated or sent to Klaviyo.
Configuring plugins that create profile events
Our app’s plugins that create profile events use toggles, which, when interacted with, will enable or disable the sync from our app to Klaviyo.
🎁 Loyalty plugin
You can configure our app’s Loyalty plugin integration with Klaviyo by following these steps:
- Navigate to our app’s Loyalty dashboard.
- Access the Integrations tab at the top.
- Toggle on the “Klaviyo: Email Marketing & SMS” option.
- Toggle on or off any of the loyalty event triggers available:
- Earn points (except birthday and create account)
- Redeem loyalty points
- Birthday
- Admin adjustments with notification
- VIP tier upgrade
- Add points to Klaviyo profile
- Points expiration first reminder
- Points expiration second reminder
- Press the “Save” button at the top-right corner, and wait for the success message that confirms the changes.
💜 Wishlist plugin
You can configure our app’s Wishlist plugin integration with Klaviyo by following these steps:
- Navigate to our app’s Wishlist dashboard.
- Access the Integrations tab at the top.
- Toggle on the “Klaviyo: Email Marketing & SMS” option.
- Toggle on or off any of the wishlist event triggers available:
- Wishlist added
- Wishlist removed
- Wishlist added to cart
- Wishlist bought
- Press the “Save” button at the top-right corner, and wait for the success message that confirms the changes.
Configuring plugins that update profile properties
Our app’s plugins that update custom profile properties in Klaviyo use input fields, which allow editing the name of the custom attribute, as it appears in Klaviyo. By default, all the fields are named after the custom field’s metafield key.
Leaving the input field blank will result in that particular field created by our app not being updated in Klaviyo.
👤 Customer Account plugin
You can edit our app’s Customer Account plugin integration with Klaviyo by following these steps:
- Navigate to our app’s Account page dashboard.
- Scroll down under the Integrations section.
- Toggle on the “Klaviyo: Email Marketing & SMS” option.
- Modify the “Date of birth” and “Gender” fields, as follows:
- Modify the editable input fields with how you want the attribute to be named in Klaviyo.
- Remove all the text from the editable input fields to stop updating the attribute in Klaviyo.
- Press the “Save” button at the top-right corner, and wait for the success message that confirms the changes.
Only our built-in “Date of birth” and “Gender” custom fields are synced to Klaviyo. Other customer data is synced from Shopify.
📄 Custom Forms plugin
You can edit our app’s Custom Forms plugin integration with Klaviyo by following these steps:
- Navigate to our app’s Custom forms dashboard.
- Access the Integrations tab at the top.
- Toggle on the “Klaviyo: Email Marketing & SMS” option.
- Modify any of the created custom fields, as follows:
- Modify the editable input fields with how you want the attribute to be named in Klaviyo.
- Remove all the text from the editable input fields to stop updating the attribute in Klaviyo.
- Press the “Save” button at the top-right corner, and wait for the success message that confirms the changes.
All the custom fields you’ve created through our Custom Forms plugin are synced to Klaviyo, but only when these custom fields are present in the submitted form. Other customer data is synced from Shopify.
Uninstalling the integration from our app
If you wish to uninstall our app’s integration with Klaviyo, you only need to follow these steps:
- Access one of the plugins you’re subscribed to and find the “Klaviyo: Email Marketing & SMS” option within the integration section or page of the corresponding plugin.
- Press the delete button called “Uninstall to Klaviyo: Email Marketing & SMS” and wait a few seconds.
- A main button called “Connect to Klaviyo: Email Marketing & SMS” will appear once the connection has been successfully broken.
Additionally, you may want to turn the toggle off for the “Klaviyo: Email Marketing & SMS” option for all our plugins that have the toggles turned on.
Using the Klaviyo integration in the future requires creating a new connection, as explained earlier in this guide.
Should you need assistance integrating Klaviyo to Froonze, feel free to contact our support team!