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Klaviyo Email & SMS

Connect your Klaviyo campaigns with Shopwaive to unlock powerful messaging flows
Connect your Klaviyo account to Shopwaive to unlock powerful marketing campaigns

Introduction

Setup automatic email and SMS messaging flows that you design in Klaviyo, the global leader in powerful automation flows for eCommerce brands. Here are some of the most popular benefits of connecting Klaviyo to Shopwaive

Automatic emails when credit is given

Send automatic email and SMS notifications when you give store credit in Shopwaive
Unlock this powerful feature when you bulk import existing customer accounts into Shopwaive, which can be setup to trigger automatic emails sent to thousands of your customers instantly.
Design your emails to include the customer's account balance and promotion backlinks to your store encouraging your customers to redeem their credit. Combine this with Shopwaive's credit expiration feature to add restrictions in the promotion time window to incentivize quick redemption.

Trigger event-based email or SMS flows

Add time delays or trigger other work flows when your customer credit balance changes because of an adjustment made, refund issued, purchase completed, rewards received, or milestone reached.

Examples of event-based flows

Brand A benefits from setting up low balance alerts when their customer's available balance falls below a set threshold after purchase. They include a 3-day time delay in Klaviyo so the email is sent on a delay after the purchase that triggered the flow. Brand B sends out account activation emails that include a welcome credit or reward encouraging customers to register their email and spend their credit.

Getting Started

Follow the steps below to get connected in just minutes

Create a Klaviyo account

First, if you don't already have one you'll need to create a Klaviyo account and signup for a subscription plan. Klaviyo offers a free plan to try out many of their most powerful tools and flows that you can connect to Shopwaive. In your Klaviyo account you'll manage all your brand assets, email templates, flows, domains, and API keys.

Enable Flows within Shopwaive

Connect your Klaviyo account to Shopwaive by first enabling Klaviyo flows in Shopwaive, by clicking the left menu item labeled Settings and toggle on Klaviyo flows. If turned on, the badge will read Flows Enabled
Turn on the Klaviyo Flows toggle in the Shopwaive settings page

Setup a dedicated sending domain

To ensure your email notifications have the greatest likelihood of landing in your customers inbox, you'll need to setup a dedicated sending domain and configure your DNS settings.
Domains settings in your Klaviyo account
  1. 1.
    Find your account avatar at the bottom left of the page, and visit Settings > Email > Domains
  2. 2.
    Click Get Started
Define your dedicated sending domain and root domain
Follow the instructions provided by Klaviyo to make updates to your DNS settings, which include adding the CNAME and TXT records provided
Update your DNS records to match the host and values provided
Once your dedicated domain setup is complete and verified, you're ready to start sending emails from your dedicated domain.

Create a Klaviyo List

Next, create a list in Klaviyo. We'll use this to trigger your flows later on.
Create a list by visiting Audience > List & Segments
Navigate to Audience > List & segments and then click the button Create List / Segment
Create a list by choosing List when asked which you'd like to create
Choose the List option.
Next, enter a name for the list, in our example we named it Available Balance List and then click the Create List button to create the list.
Name your list and then click Create List
Now click the ellipsis at the right of the list, and select List Settings.
Navigate to the dropdown menu of your list and select List Settings
  1. 1.
    Keep a copy of your List ID as we'll need it later, in our example below it is R2S5jQ but you'll need to use your own unique List ID when setting it up.
  2. 2.
    Select the Single opt-in option at the bottom of the page and click Update List Settings.
Find your List ID and select the single opt-in option

Connect Klaviyo to Shopwaive

Connecting Klaviyo to Shopwaive is quick. Follow the steps below to complete the integration

Save your Klaviyo API key and List ID in Shopwaive

Next, Log into the Shopwaive app from the Shopify Admin. Navigate to the Flows tab.
Select the Unspent balance reminder flow
Hover over the Unspent balance reminder card and click it to create a recurring flow
Connect Klaviyo List ID to your Shopwaive account
In the popup, enter your Klaviyo Private API Key and Klaviyo List ID
To locate your API Key, in your Klaviyo account visit Settings > Account > API keys
API key can be found in your Klaviyo Account Settings page
If you don't already have one, click the Create Private API Key button and copy the Private API Key listed. Ensure you copy the Private API key, as we will not be using the Public API Key.
Next, paste your Klaviyo Private API Key and your List ID you created earlier into the two text fields as shown in Shopwaive. Click Save
Paste in your Klaviyo Private API Key and List ID
If successful, you'll receive a success banner that the Klaviyo to Shopwaive connection was made successfully.
If you receive an error or continue to have trouble getting setup, reach out to our team by sending us a message in the in-app chat, we're here to help. Ensure when you paste your key and ID in the text fields that no extra white space is before or after, as this will prevent the connection from succeeding.

Give store credit to a customer

If you've not already, give customer store credit. Follow these steps to give credit or on the homepage of the app just search for your customer by email and click Adjust balance.
If you're just getting started and want to test out the Klaviyo flow automation with Shopwaive, then you need to give credit to at least one customer before completing the remaining steps below to connect Klaviyo.
If you'd like you can start with a test credit, such as giving credit to yourself, or an admin or support email address.
Give credit to at least one customer, for example and Admin or support email address
Enter an amount, such as $50 or any amount. In the popup, you don't need to check the box labeled Send email as this option is for Shopwaive's internal email service that is sent manually to a customer and is not connected to Klaviyo. Just click Save instead.

Create a Klaviyo Flow

Next, navigate to the Flows page within your Klaviyo account on the left menu pane. Click Create Flow
Navigate to the Flows page in your Klaviyo account select Create Flow
Select Create From Scratch
Select Create From Scratch
Enter a name for the flow. In our example below, we named it Available Balance Flow
Enter a name for your flow

Create a Trigger with Flow Filters

Create a trigger for your flow by following these steps,
Select Metric
Select Metric from the list of triggers
When asked what action will trigger your flow, Select Subscribed to List
Select the Subscribed to List action
Next, Click Flow Filters and then Add a Flow Filter
Restrict the flow to only certain people
For condition, select If someone is in or not in a list
Create a flow filter condition to if someone is in or not in a list
Select the list you created previously from the drop down menu, in our case Available Balance List
Choose the Available Balance List
Click the + AND button to add an additional condition that is to be met before the flow is triggered. Select Properties about someone from the drop down menu
Add an additional condition named Properties about someone
In the Dimension drop down, select the custom property named $shopwaive_credit
Select the $shopwaive_credit dimension
If new credit is given or adjusted for a customer, we want to send email notifications only to customers with balances greater than $0.00. For example, if credit is revoked or deleted by the store owner for a customer, the default behavior would not trigger an email notification since this flow's intent is promotional and to incentivize spend of a customer's available balance.
Condition ensures customers balance is greater than 0
Select is greater than and then enter 0 for the amount. For the Type, select Number.
Next, set the $shopwaive_action property equals created or adjusted. This ensures the email and SMS flows only trigger when credit is adjusted or created.
Flow filters that ensure the flow is only triggered when credit is greater than zero, and has been adjusted or created
Now the conditions for the Flow Filters are set, click Save and then click Done to return to main flow.

Create an Email or SMS action

After the flow is triggered, Klaviyo provides you many options to design your flow's timing and intent. For this example, we'll add an email that is sent when the flow is triggered. You can use Klaviyo's Drag & Drop or HTML Editor and choose from any templates to match your brand and messaging, your options are truly endless.
Drag and drop the Email Action into the flow as shown
After you drag and drop the Email action into your flow. Click Edit.
For simplicity, choose the Drag and Drop option to design your email message with the customer's available balance.
Click Drag and Drop to create email's using Klaviyo powerful drag-and-drop editor
You can choose a Promotional template from the vast array of template options that Klaviyo offers to quickly begin.
Choose an example promotional template from Klaviyo's template library
Next, we're going to customize the template to include personalization.
Select the text in the first paragraph beneath the On a summer excursion title. This opens a text editor in the left menu pane. Click your mouse in the line of text such that your blinking cursor is between Redeem your and our most popular as shown below.
Select the text in the email to add personalization
Now, click the Personalization icon shaped like a person at the top of the text editor menu that is labeled Add personalization if you hover.
Add personalization by clicking the personalization icon
Scroll down the drop down menu and select $shopwaive_currency
Select $shopwaive_currency
And then repeat the steps by clicking the personalization icon once again, scroll down the menu and select $shopwaive_credit.
Then select $shopwaive_credit
If in the Shopwaive app your store currency is set as USD, then adding these personalization properties in-line of the email will combined the $ symbol with the credit amount to form the credit balance ("$" plus "50.00" will read $50.00). You can change your currency anytime within the Shopwaive > Settings.
Your editor should show personalization after adding Shopwaive currency and credit
(Optional) Change the CTA call-to-action to incentivize your customers to redeem their credit, for example Redeem Credit as shown below
Customize the CTA call-to-action, or create A/B Testing to monitor CTA's that convert
Copy the personalization text by highlighting and copying it as we will use this in our Subject title. To edit the Subject title, click the Save & exit button.
Copy the personalization text in the email template to use in the Subject title
You can personalize the Subject line and Preview text as you wish. You can add the customer's available balance by pasting in the personalization snippets from the email template in the previous step.
Enter "Redeem your " and then paste your personalization into the subject line
Next, click Edit Email once more and then Preview & test.
You can send a test email to the email address you issued $50 in the previous steps by clicking Send Test and enter in the same email address you issued credit, then click Send
Click Send Test and enter your test email address that you issued credit to in the earlier steps
The test will send the email and the customer's balance will be reflected in the Subject title and message. Get creative, and design your flows, email templates, CTAs, messaging and customer journey any way you choose to perfectly match your brands goals and objectives. The opportunity with Klaviyo and Shopwaive is enormous.
Email received to customer with personalization, including Shopwaive credit balance and CTA

Choose your Smart Sending preference

Return to your Flow and select the Email action.
Note the green email icon in the Email action. Also note the Smart Sending option is ON
By default, Email actions have a setting named Smart Sending turned ON. This prevents emails from sending to customers if they recently received an email. If you turn this OFF and Flows are connected and enabled in Shopwaive and Klaviyo, then emails will send every time a customers credit changes. If you prefer, you can turn Smart Sending ON to prevent same-day emails, however, it should be noted if this is turned ON your customers will not automatically receive email alerts to changes in their available balance if multiple updates are made too frequently.

Select Recurring options

After creating your primary flow using the steps above, you have two different options for designing the flow to recur on a set frequency.

Option 1: Using Klaviyo time delays with email cloning

The first option enables your primary flow to recur by adding time delays and cloning your existing email message. If you desire, after cloning the email or SMS message within the primary flow, you can make changes to each consecutive clone to show your customers a unique email design or perhaps one that aligns with seasons, holidays, or other calendar events. Though the design can be different, the goal and content of the email is the same. Each email or SMS will show the customers' available balance and a backlink to your site to redeem. For Option 1, only the primary flow exists and multiple emails within it are clones to create the recurring effect.

Select Klaviyo Recurring Options — Step-by-step:

After your first email message, add a time delay. For quarterly reminders, we set the first delay to 90 days. You can set this frequency to any length of time.
90-day time delay is added after your Available balance email
The Available Balance email is cloned by selecting the ellipsis to open the drop-down menu
Select the ellipsis of the Available Balance email and select Clone
Drag-and-drop the Available Balance clone after the 90-day delay. Also, change from Manual to Live
Clone the email and place it after the delay
Now, you can choose to open the email clone "Copy of Available Balance" to make edits or changes to the design, but is not required. The current available balance of the customer at the time the Copy/clone is sent 90 days after the first email will be accomplished. You can repeat the use of Time delays and email/SMS clones using this process as many times as you like.

Option 2: Using Date-Property Triggered flows with saved email templates

To create a date-property triggered flow based on the primary flow using saved email templates, we need to save the email we created in our primary flow as a template. We do this because when we create a new flow that recurs at a frequency, it will save time.

Save your email as a template

To change a list-triggered flow to an event-triggered flow, or vice versa, you cannot simply clone the flow. Instead, you'll have to create a brand new flow. You can speed up this process, however, by first saving all the flow emails as templates (we only have 1 in the primary Available Balance flow) so they can be added into your new flow with a few clicks.
In our example, we're going to change a list-triggered flow to an event-triggered flow. Here are the steps to follow:
  1. 1.
    Open the flow builder for your list-triggered flow.
  2. 2.
    Next, save all the emails as templates. It is helpful to name these templates something clear so you can find them easily when you make your new flow.
    Clicking the arrow next to the Edit Details button on Message Content screen for a flow email will show the Save as Template option.
  3. 3.
    Once you've saved all the emails associated with the flow, create a new flow by navigating back to the Flows tab.
  4. 4.
    When you are building out the content for your new flow, find your previously saved templates by choosing Drag and Drop and then Saved templates when editing a flow message.
    The Drag and Drop option when editing an email.
    The Saved templates tab after selecting Drag and Drop.
  5. 5.
    Once you've done this the email in the primary Available Balance flow, you can create a new flow with a Date-Property trigger

Create a recurring date-based flow

The primary Available Balance flow created earlier adds customers with Shopwaive credit balance to a list. We can recur messaging to customers on that list using a separate date-based triggered flow.
To create a date property-triggered flow:
  1. 1.
    Navigate to the Flows tab.
  2. 2.
    Click Create Flow. This will take you to the Flows Library where you can find pre-built birthday and anniversary flows.
  3. 3.
    Either select a pre-built flow or create one from scratch. To build it yourself, click Create from Scratch and choose the Date Property option as the initial trigger.
Select Create From Scratch and name the recurring flow
Select the Date Property as a trigger
Choose Date Property for trigger
When you first choose the date property trigger, you will be prompted to select which specific property you would like to trigger the flow. All date-based profile properties in your account will appear in the dropdown menu for selection. We will chose the Created profile property since this is the date the customer was first created when they Subscribed to the Available Balance list (customers are automatically subscribed when you turn on the Klaviyo Flows in the Shopwaive app)
When configuring the date property trigger, there is a dropdown where you can choose from the different date properties in your account. For this recurring flow we will choose the Created property

Pick when the flow will start and frequency

After selecting the Created date-based profile property, you will need to choose when the flow should start: on or before the actual date. For this example, we will choose On person's Created date and choose Monthly for the flow repeat frequency.

Frequency options for recurring flows

  • Monthly Recipients will qualify to enter this flow on a monthly recurring basis on the same day each month; for example, a monthly credit balance alert series. Note that if you schedule this on the 31st, it will automatically pick up on the last day of the month for any month that has fewer than 31 days.
  • Yearly Recipients will qualify to enter this flow on a yearly recurring basis on the same month/day; for example, a yearly anniversary or birthday series.
  • Should not repeat Recipients will qualify to enter this flow only once when the full date matches (day, month, and year); for example, a wedding or pregnancy due date
For this example, and as mentioned above, we will choose Monthly. Your flow settings should look similar to the screenshot below:
Select Monthly frequency to repeat the flow each month

Drag in the saved email templates or SMS messages

The email templates we saved earlier can now be dragged into this new flow, and edited as desired. After clicking Save in the Trigger and Flow Filters section, drag a blank Email and set it after the Created trigger. To update the blank Email to a Saved Email Template, use Step 4. from the Save your email as a template section above.
Select Configure Content and add the Saved Email Template from earlier

Add Additional Filters to the Email

Now that we've setup a recurring flow based on a date trigger, we will limit the email to only be sent to customers that have an available balance. Select the Email we just created from the Available Balance template and under Settings, click the Additional Filters link.
Select Additional Filters under Settings on the left menu pane to setup a flow filter based on customers available balance
For flow filters, choose Properties about someone and choose the customer $shopwaive_credit property and then select is greater than and then type in 0. If you want to increase this available balance threshold to further limit emails sent to only customers with at least a $50 balance, for example, you can type in 50.
Choose the $shopwaive_credit property and select greater than 0. Type is set as Number. Click Save
Your final flow settings should look similar to below:
Recurring available balance flow that repeats monthly
Your final email settings within the recurring flow should look similar to the screenshot below. Ensure the email status is changed to Live and that Smart Sending is turned off if you wish Klaviyo not place filters on how often your customers receive notifications.
Email settings within the recurring flow
The primary Available Balance flow created in Create a Klaviyo Flow is used to initialize and sync customer profiles and available balance data between Shopwaive and Klaviyo. Customer data remains synced between Klaviyo and Shopwaive so as long as you enable the integration feature within Shopwaive Settings. The recurring flow created using these instructions (Option 2) will successfully send monthly reminder emails to customers that have a credit balance.
For Option 2, the primary flow is not cloned. Instead, we saved the email templates from the primary flow so we could drag those in to this new flow, to use a quick starting point. Using this option, recurring email or SMS notifications are sent using a date-property trigger that recurs at a frequency you defined.

Choose Gmail Promotion settings

(Optional) If you or your customer's use Gmail, you may find available balance emails sent from Klaviyo arrive in the Promotions inbox. Use the steps below to tell Gmail to send to your Primary inbox, if you prefer.
By default, Gmail may automatically send balance alerts to the Promotions tab. To prevent the alerts from being categorize in the Promotion category and to send directly to your customer's Primary inbox, you can ask your customer's to drag the email from the Promotions tab into the Primary inbox. A small window will appear at the bottom of the page and you can tell Gmail to do categorize this email in the Primary inbox for now on.

Conclusions

Congratulations! Today you setup Klaviyo's powerful email services to seamlessly integrate with Shopwaive's leading credit accounting platform. If you have any questions, just send us a message in the chat, we're here to help.