Shopify and Klaviyo Integration: Our Ultimate Guide

In this article, we will delve into the Shopify and Klaviyo integration. The integration offers advanced segmentation and pre-build automation with one click to thrive in the digital platform.

Shopify vs Klaviyo Integration: A Glance

Klaviyo emerges as a robust growth marketing platform for online businesses. It can aid in crafting personalized experiences across various platforms such as email, SMS, web, app notification, and social media.

This automation tool provides features like audience grouping, performance tracking, and compatibility with other platforms. 

Notably, it integrates seamlessly with the eCommerce giant Shopify. This lets Shopify business owners leverage information, including customer shopping history, interaction patterns, order value, and response rates. 

How to integrate Shopify with Klaviyo

There are two methods for integrating Shopify with Klaviyo

Method 1: Add the Shopify integration from the Klaviyo Setup Wizard (if you’re a new customer).

There are two options to integrate the Shopify store with Klaviyo from the Klaviyo Setup Wizard:

a. Through Shopify App Store

• Firstly, visit the Shopify App Store and find Klaviyo App 

• Select the “Klaviyo App,” then on the following page, click on “Add app.”
• In the next window, you’ll find basic details about the integration and the specific sections of Shopify that will connect with Klaviyo. After reviewing this information, proceed by clicking the “Install app” button.

• When clicking the “Install app” button, you will be redirected to Klaviyo Login page. After that, you create your Klaviyo Account and just log in.  
• Upon logging into your Klaviyo account, you should see the Shopify Integration page in the “Integrations” section.

• If you encounter a particular message on the Shopify Integration page, it signifies that your Shopify and Klaviyo integration has been successful.

Note: If your store is not live, the connection process will redirect you to Shopify and announce failure to connect to Klaviyo. 

b. Through direct signup to Klayviyo

• Step 1: Go to the Klaviyo website to see a sign-up form for creating your Klaviyo Account. Then fill in the sign-up form and click “Getting Started”

• Step 2: The Klaviyo Getting Started Wizard will guide you through the essential configurations needed for your new Klaviyo account. Among these settings is the integration with your Shopify store.

• Step 3: Upon successfully identifying your website, input the store URL and click “Continue.”

• Step 4: Select the “Not using” link under the URL field if the platform identifies the wrong URL. And then, you’ll be able to input the correct URL of your eCommerce platform.
• Step 5: If you want to delay your store’s connection to Klaviyo, click the “I’ll do this later” link.
• Step 6: Once the store is connected, Klaviyo will collect your branding elements, such as logos, colors, fonts, and social media links. This information is stored in your Klaviyo account for creating compelling email templates.

Method 2: Add the Shopify integration from the Integrations tab in Klaviyo.

• Step 1: Log into Klaviyo, then click your account name from the bottom left corner. Click on “Integrations.”
• Step 2: In the search bar, type “Shopify” and click “Add Integration.” It will redirect you to the settings page for integration.

• Step 3: Type your Shopify store’s URL into the “Store URL” field in the “mystore.myshopify.com” format.

• Step 4: Set up onsite tracking based on your preferences after connecting to Shopify. 
• Step 5: Enable “Sync your Shopify email subscribers to Klaviyo”. It will automatically import customers who agree to receive marketing emails during checkout, provide their details, or subscribe via the Shopify sign-up form. You can select the list from the dropdown. 
• Step 6: Select a list to add all email subscribers from the dropdown, such as your Newsletter” list.

• Step 7: To automatically include customers who opt for SMS marketing at checkout, simply check the “Sync your Shopify SMS subscribers to Klaviyo” box. Next, choose the list you prefer from the dropdown menu. You can also modify this SMS setting or set it up later.
• Step 8: To sync profile data, choose the check box “Sync profiles and profile data from Klaviyo to Shopify.” If you choose to enable this, you’ll need to do the following:

• If you choose “All profiles,” Klaviyo will create new customer profiles in Shopify for all existing and future Klaviyo profiles. This includes profiles from other Klaviyo integrations or those added via list imports, regardless of whether they’re associated with your Shopify store.
• If you enable the “Profiles that already exist in Shopify” option, Select the profile data  you want to sync, such as the customer’s name, email address, phone number, email subscription status, and SMS subscription status.

• Step 9: After configuring all these settings, click “Connect to Shopify.” It will redirect you to your Shopify account or the login page.
• Step 10: Review all permissions and settings, then click “Install app.” This will sync your Shopify data with Klaviyo and redirect you to your Klaviyo account.

• Step 11: You will see a green success notification when your data syncs successfully with Klaviyo. 
• Step 12: Enable onsite tracking, and activate the Klaviyo app embed within Shopify. Navigate to the “Onsite Tracking” section of the integration settings page, that you’ll see a message notifying you that the Klaviyo app embed hasn’t been enabled yet. Then, click the “View your Shopify add Embed setting” link to adjust this setting.

• Step 13: The setting to enable “Viewed Product” tracking is checked by default. After enabling the app embed, it will track the “Viewed Product.”
• Step 14: Review whether the app embed option is toggled on when you check the theme setting, then click “Save.”

• Step 15: Return to the Shopify integration settings page on Klaviyo. Look for a blue notification to confirm that the app embed has been done.
• Step 16: Once all these settings are configured, Klaviyo and Shopify are fully integrated and onsite tracking activated.

Benefits of Shopify and Klaviyo Integration

Integrating Shopify and Klaviyo integration offers multiple benefits that significantly enhance your business operations. 

Intelligent marketing automation

Shopify and Klaviyo integration targets the right audience, expands your customer base, and boosts repeat sales in higher cart values. 

Automate your Email Marketing

With a robust function to flexibly send one-time campaigns for sales or product launches or creates automated messaging as abandoned cart flows. 

• Increase the customer lifetime value: Emails, SMS, and mobile push notifications triggered by behavior are tailored specifically for customers. This personalization helps Shopify owners enhance customer engagement and drives a higher return on investment (ROI).
• Create customer profiles: All of your customer data, including profiles, transaction history, browsing patterns, and predicted behaviors, is compiled into a single, comprehensive profile view. This provides a complete snapshot of your customer’s interactions to understand and engage with them quickly.
• Segment in real-time: By segmenting customers based on Shopify business owners’ purchases, browsing behavior, and order value, they can easily target them with personalized marketing campaigns to significant conversion rates. 

Flawless email, SMS, and mobile push automation

Integrating with Shopify and Klayviyo comes with dozens of pre-built workflows that are fully customizable. These workflows can flexibly handle any combination of emails, text messages, and mobile push notifications, enabling Shopify merchants to tailor their communication strategy.

Here are some customizable marketing actions Shopify merchants can automate:

• Sending a welcome series tailored to the acquisition source.
• Initiating browse abandonment reminders based on cart value.
• Engaging inactive contacts with win-back and cross-sell campaigns.
• Alerting VIP customers about back-in-stock items and price drops.
• Celebrating customers’ birthdays with special discount messages.
• Providing order and shipping updates to keep customers informed.
• Sending direct mail to high-spending customers via webhooks.

Increased sales through personalized product recommendations 

Klaviyo’s capability to provide personalized product suggestions significantly enhances sales and customer loyalty. It smartly uses a customer’s past purchases and shopping behavior to formulate the best recommendations that align with their tastes. 

Especially when Shopify business owners embed these suggestions into their email campaigns, they highlight products that resonate with each customer individually, increasing their chances of purchasing and nurturing long-lasting customer relationships.

Advanced Reporting & Analytics

The Shopify Klavigo integration offers a range of reporting options with pre-built and customizable dashboards that enable Shopify merchants to visualize all your Key performance indicators (KPIs) in one place.

Moreover, Shopify marketers can share outcomes with stakeholders from multiple platforms and set custom schedule reports to receive automated reports. 

Especially the integration’s built-in predictive analytics can anticipate individual customer behavior and spending patterns. Shopify store owners can use these insights to construct accurate customer segments, create personalized marketing campaigns, and more

Shopify and Klaviyo integration: Common Problems & How to Fix

The Klaviyo for Shopify app offers excellent integration capabilities but still has problems. Here are 3 problems to be aware of:

The integration settings page is not recognizing my store URL

You see an error message on the Integration Settings page indicating that your store URL is incorrect. Double-check with a format like this: mystore.myshopify.com.

To solve this problem, ensure you’ve removed the “https://” at the beginning or any trailing slashes (“/”) at the end of the URL.

My Shopify integration is not syncing.

If you suspect your Shopify integration isn’t syncing data correctly, you can update the sync using these steps:

• Step 1: In Klaviyo, select “Integrations” by clicking on your account name located at the lower left corner of the screen.
• Step 2: Locate your Shopify integration and click “View Settings.”
• Step 3: Click on “Update Shopify Settings.” You’ll be directed to Shopify to log in if you aren’t logged into your Shopify store.
• Step 4: Click “Update Your Integration Settings.” Klaviyo will re-authenticate with Shopify, and you’ll be moved back into Klaviyo. Please don’t click the back button or navigate elsewhere until this authentication process is complete.
• Step 5: A “Settings Updated” message will appear at the top of the page, confirming your integration has been updated and is resyncing. It might take a minute for this message to appear.

Despite my Shopify integration seeming operational, I still receive in-app notifications indicating syncing issues.

If you’ve recently fixed a problem with your Shopify integration, you may still encounter this error message within the app. You can disregard this message unless you notice ongoing issues with your integration, like data not being updated in your account promptly.

FAQs: Shopify and Klaviyo Integration

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• Shopify and HubSpot Integration: Unlocking Success and Synergy

Final Thoughts 

The article provides Shopify business owners with a straightforward step-by-step guide to help them step up Shopify Klaviyo Integration in no time! This integration gives them an in-depth understanding of both platforms and detailed benefits to boost higher growth margins.