How to connect Klaviyo with WeSupply?

Content

• Overview

• How to set up WeSupply - Klaviyo connection?

• How to create flows in Klaviyo based on WeSupply events?

• FAQs

 

Overview

Do you use Klaviyo to manage your email marketing communication and grow your conversion rate?

If so, then you’ll love the new integration with WeSupply! Now you can view key customer support data points within your marketing platform. This will help streamline communication and ensure everyone is up to date about their orders.

WeSupply order, shipping, and return-related events can be triggered to Klaviyo, through which the email notification will be sent to your customers.

Integrating our platform with Klaviyo gives merchants the opportunity to create personalized campaigns based on their customers’ shipping information and adjust their lifecycle email marketing according to key shipment events or post-purchase activities.

 

How to set up the WeSupply - Klaviyo connection?

Integrating Klaviyo with WeSupply gives you access to a ton of useful information that will make managing both platforms easier than ever before. It’s time to take control of all aspects of your online store by integrating these two tools together within just a few steps.

 

Step 1

Log into your Klaviyo account and go to my account dropdown on the top right-hand side and select Account:

 

Step 2

Here go to Settings -> API Keys:

 

Step 3

Copy the Public API Key:

 

Step 4

Now log into your WeSupply account and go to Settings -> Integrations -> App Integrations:

 

Step 5

Under the Other Apps section, search for Klaviyo and click on it, then paste the Public API Key that was copied from your Klaviyo account, and click Save Changes.

 

Step 6

Go to Settings -> Integrations -> Webhooks and API

 

Step 7

Scroll down to the Webhook Events section. From the Event dropdown, select the event that you'd like to be triggered on the Klaviyo platform, and then from the Type dropdown select Klaviyo:

 

Step 8

When you're done, click Add Webhook.

 

Step 9

Once the webhook is added, it is automatically enabled and you can click on the Send test request button to test the trigger with sample data.

WeSupply will automatically trigger an event in Klaviyo containing the order data. Based on the event WeSupply triggers in Klaviyo, specific email notifications will then be sent out to customers via Klaviyo.

Make sure to send a test request for each webhook setup, as properties of each type of notification reach back into Klaviyo, where you can build your email flow based on those properties.

 

Step 10

After sending a test request, you can head to your Klaviyo account to Dashboard -> Activity Feed and see the event that was just triggered:

 

Step 11

You can now proceed to create your own transactional emails flow in Klaviyo based on the events selected to be triggered from WeSupply.

 

 

How to create flows in Klaviyo based on WeSupply events?

 

Step 1

Once all the steps required in the section above: How to set up the WeSupply - Klaviyo connection? are completed, you can proceed to create email flows in Klaviyo based on events triggered from WeSupply. 

 

Step 2

Log into your Klaviyo account and go to Flows and click Create Flow to start building your own email flow:

 

Step 3

Once created, click on Metric to further select the event that you'd like to be triggered:

 

Step 4

From the Choose metric dropdown, select the metric/event (e.g.'' Shipment Out for Delivery'') and click Done:

 

Step 5

From the Actions list, drag the Email action on the right-hand side under the Trigger event.

 

Step 6

Click Edit to edit your email and select a template to start with:

 

Step 7

Click Preview to view the order-related variables:

 

Step 8

Click on the variable(s) that you would like to be included in your email notification templates.

Then copy the corresponding variable syntax and add it to the email notification templates.

 

Step 9

Within the email template Text Block, you can paste the corresponding syntax variable and build your own messaging based on your own preferences. 

You can add as many variables as you have available for the specific event that will be triggered.

Click the Save button when you're done and then click Save Content on the top right-hand side of the page. However, you can adjust the templates later in the process if necessary. 

Note: If you have multiple items in your order, you can iterate in the emails all the items, and not just include a variable for a single line item by following the steps listed here: Repeating a Block-Based on Dynamic Data

Example: Open the Text Block menu, and insert in the Repeat For field "event.Items", and for Item Alias insert "item". Click On to activate the repeat blocks function and Save.

Now you can use {{ item }} to iterate all the items included in the order. 

For example, use item repeating block along with desired WeSupply item variables as seen below:

{{ item.ProductName }}

{{ item.ImageURL }}

{{ item.ItemPrice }}

{{ item.ItemOptions.Size }}

etc.

There are many variables that you can choose from, so feel free to pick and choose the desired ones. 

 

Step 10

From the Email Send Status dropdown, select Manual if you're in the testing mode of the WeSupply -Klaviyo integration.

For enabling the automated email flow, from the Email Send Status dropdown, select Live.

You can take the same steps as above if you would like to build multiple flows based on the WeSupply events.

 

 

FAQs

 

Q: What WeSupply events can be tracked in Klaviyo?

Here you'll find a brief explanation of all events that WeSupply is sending to Klaviyo. These events can be used for creating your custom transactional email flow in Klaviyo.

WeSupply triggers events based on order updates, updates to in-store pickup and curbside orders, shipping updates, or return management, which are powerful segmentation triggers for Klaviyo flows.

 

• Order Events

Order Received - Order confirmation email - Triggered shortly after the order is placed by the customer (if the order is sent to WeSupply right away)

Order Cancelled - the option to cancel an item/product is enabled in WeSupply
Order Delayed - This notification will remind the customer that their order is still processing (usually due to increased sales volume or slow processing time) - Triggered when an order was not shipped out yet based on the configuration set in WeSupply
Order ETA - Product Eta notification - Triggered when a product is on backorder

 

• Shipping Events 

Package Shipped - Also known as Shipment confirmation email - Trigged when a tracking number is assigned to an order

Shipment Received - Carrier has received the package from shipper - Triggered when the courier updates to this status

Shipment Picked Up - The package was picked up from a pickup location - Triggered when the courier updates to this status

Shipment In Transit - Carrier has accepted or picked up shipment from the shipper. The shipment is on the way - Triggered when the courier updates to this status. This might trigger overnight
Shipment Exception - An exception occurs when a package is temporarily delayed while in transit. Every effort is made to deliver every package as soon as possible, so an exception does not necessarily denote a late shipment. The status exception explains the most recent exception in the scan activity section. - Triggered when the courier updates to this status
Shipment Failed Attempt - Carrier attempted to deliver but failed - Triggered when the courier updates to this status
Shipment Out For Delivery - The package has left the delivery office with a carrier, and delivery is intended on that day. - Triggered when the courier updates to this status

Shipment Expired - Shipment has no tracking information for 30 days since added. - Triggered when the courier updates to this status
Shipment Delivered - Your package has been delivered and a delivery scan recorded the time and date of delivery. - Triggered when the courier updates to this status

 

• In-Store Pickup & Curbside Events

Customer is Waiting Outside - Store associate notification - Triggered when the item status is "Customer Waiting Outside"
Order Pickup Reminder - Notification reminder for orders ready for pickup - Triggered when the "x" days configured under Settings > Stores > Curbside & Store Pickup are passed
Order Received Store Pickup/Curbside - Order confirmation email for Store Pickup/Curbside - Triggered shortly after the order is placed by the customer (if the order is sent to WeSupply right away and contains pickup items)
Order is Unable to Fulfill - In-Store order is unable to fulfill - Triggered when the item status is "Unable to Fulfill"
Order is Ready for Pickup - In-Store order is ready for pickup - Triggered when the item status is "ready for pickup"
Order was Cancelled - In-Store order was canceled - Triggered when the item status is "Cancelled"
Order was Picked Up - In-Store order was picked up - Triggered when the item status is "Picked-Up"

Digital Receipt (Walk Out)

 

• Return Management Events

Return Approved Awaiting Tracking Number - Email confirmation of the approved return request, a return label was not generated for the customer, and the customer is required to input the tracking number as soon as they have it - Triggered as soon as a return request is approved, a return label is not generated by WeSupply and return method sends it back
Return Approved Label Generation - Email confirmation of the approved return request with a link to download the return label - Triggered as soon as a return request is approved and a return label is generated
Return Approved by store or ship back - Confirmation email that the return was approved, now the customer can select the return method In-Store or Ship it back - Triggered as soon as a return request is approved by the Returns Manager
Return Authorization pending - If a return requires manual review - Triggered if the return request matches a return logic that requires manual review
Return Confirmation Store Selected - Confirmation of the store location where the items are going to be returned - Triggered as soon as a return request is approved for a return to store process.
Return Confirmation Tracking Number Received - Email confirmation that the tracking number provided by the customer was received and it can be tracked in WeSupply - Triggered as soon as a tracking number is provided by the customer and input into WeSupply
Return Delivered - The shipment with the return has arrived at the return location, this notification should contain instructions such as "please allow 2-3 days to process your return and issue a refund" - Triggered as soon as the tracking number for the return is updated with the status "delivered" by the courier
Return Not Approved instructions - Return request rejected by the Returns Manager - Triggered after the Returns Manager rejects the return request for whatever reason (the reason is included in the email)
Return to store Approved - As soon as a return request is approved to be returned to a store - Triggered as soon as a return request is approved by the Returns Manager

Request Refund Issued - Refund successfully issued for the customer - Triggered as soon as a refund is issued within WeSupply

 

Q: When activating Klaviyo emails, will those be duplicated by those that WeSupply typically sends?

Emails won't be duplicated as events that you choose to be sent via Klaviyo must remain disabled within WeSupply.

To make sure that only the Kalviyo notifications will be sent out, you can disable the WeSupply email notifications by logging into your WeSupply account and heading to Design -> Notifications -> uncheck the desired email notifications and click Save. 

 

Q: Are there any extra fees that should be considered before enabling WeSupply - Klaviyo integration?

There are no extra fees. You only need to be subscribed to any of the WeSupply paid plans that can be checked out here. 

Please note that this integration is not available with the Free Plan.