Klaviyo V2
- Benefits
- Install Klaviyo V2
- Backfill Recharge custom property data
- Migrate from Klaviyo V1 to V2
- Build email flows with Recharge and Klaviyo
- Recharge metrics in Klaviyo
- Transactional vs. Marketing Emails
- Advanced segmentation with subscription customer information
- Customer Properties and flows
- Support
- FAQ
Klaviyo V2 is a powerful third-party app that Recharge directly integrates with, allowing you to take your customer notifications to the next level. Klaviyo can be used to replace Recharge notifications with transactional emails sent by Klaviyo, create win-back campaigns for customers who cancel, or target customers who abandoned their initial order.
Klaviyo V2 has been redesigned by Recharge to pass information directly to Klaviyo from Recharge, and keep that information stored at the Klaviyo customer profile level. This guide goes through the benefits of this integration, and steps to get started.
- Recharge Checkout on BigCommerce
- Recharge Checkout on Shopify
- Shopify Checkout Integration
Benefits
- Create email flows leveraging Recharge metrics
- Leverage Quick Action URLs with both Klaviyo flows and campaigns
- Segment subscription customers for Klaviyo campaigns and email flows leveraging recharge customer properties
Install Klaviyo V2
Klaviyo V2 is now available for self-install. To begin installing Klaviyo locate your Public API Key from your Klaviyo account.
Step 1 - Install the Klaviyo integration
- Follow Klaviyo's instructions to locate your Public API Key.
- In the merchant portal, click Apps and select Marketplace from the drop-down.
- Find the Klaviyo card and select Get to begin the installation process.
- Add your Public API Key to Recharge.
- Press Connect to enable Klaviyo V2.
- Follow the instructions to backfill any historical customer data if necessary.
Step 2 - Confirm that Recharge data is available in Klaviyo
Recharge custom properties should display for new checkout orders as soon as Klaviyo V2 is enabled. Custom properties are available on the Information tab for a specific customer in Klaviyo and are used to store specific Recharge customer and order data on Klaviyo at the customer level.
Confirm that the necessary Recharge data is visible in Klaviyo.
- Navigate to a customer portal for a customer in Klaviyo.
- Open the Profile Tab.
- Confirm that the new custom properties associated with Recharge are visible.
- Navigate to the Analytics tab. Confirm that the five metrics ending in "on ReCharge" are visible
Backfill Recharge custom property data
You can backfill Recharge custom property data directly in Klaviyo for existing customers if you were not previously using Recharge's Klaviyo V2 integration with Klaviyo. This process ensures that all Recharge customer data collected prior to installing Klaviyo V2 is passed to Klaviyo from Recharge.
Backfilling data does not trigger Recharge metrics that occurred before gaining access to Klaviyo V2.
- Select Backfill historical data from the Klaviyo integration page in Recharge.
- A command box should appear explaining the Backfill process. Select Proceed when you are ready to confirm that you wish to backfill your historical data.
- Monitor the Backfill status listed under the Backfill historical data section of the Klaviyo integration in your Recharge admin. Use the Refresh status option to get an updated status of the backfill.
- The Backfill status will display as "Completed" once the Backfill has finished. You will then be able to see customer properties listed for existing customers.
Migrate from Klaviyo V1 to V2
Recharge created Klaviyo V2 to unlock additional metrics and customer data in Klaviyo, allowing you to send personalized notifications to your customers based on their subscription data.
It is recommended that you migrate to Klaviyo V2 to access all the benefits Klaviyo has to offer. Klaviyo V2 is the official app supported by Recharge.
Unlike Klaviyo V1, Klaviyo V2 is available through the Apps Marketplace in your Recharge merchant portal.
Step 1 - Access Klaviyo V2 in Recharge
You may have already installed Klaviyo V2 from a prompt in your Klaviyo dashboard.
Review the Installed apps in your Recharge merchant portal to confirm if you have already installed Klaviyo V2.
If Klaviyo V2 is installed
- Confirm that you have saved your 6-character Klaviyo API Key in Recharge.
- Confirm that the Connected status option is visible.
If Klaviyo V2 is not installed
Follow the steps to enable Klaviyo V2 in Recharge.
After installing Klaviyo V2, you may want to backfill your customer data into Klaviyo. Backfilling data allows you to include existing customers in new flows and campaigns based on their previous orders.
Step 2 - Recreate any existing flows in Klaviyo
- Create new flows in Klaviyo using the new V2 metrics. You can rebuild the same flow by replacing the V1 metric with the corresponding V2 metric:
Recharge metric on Klaviyo V1
Recharge metric on Klaviyo V2
Started Subscription
Subscription started on ReCharge
Cancelled subscription Subscription cancelled on ReCharge
$expired_subscription Subscription expired on ReCharge
Started Checkout
Remains the same for Recharge Checkout on BigCommerce or Recharge Checkout on Shopify merchants.
Shopify Checkout Integration merchants can use Shopify’s metric instead.
- Set any old flows using the V1 metrics to a Draft status.
- Test your flow. Make sure that you are not receiving two emails for one event.
- If you receive duplicate emails, confirm that your V1 flow is set to Draft.
- If you do not receive any emails, troubleshoot your new flow.
The migration is complete once you’ve enabled Klaviyo V2 in Recharge and rebuilt your flows in Klaviyo.
Step 3 - Remove Klaviyo V1
Remove Klaviyo V1 once you’ve finished migrating to V2:
- Login to your Klaviyo admin.
- Select Integrations.
- Locate Recharge from the Enabled Integrations tab and select View Settings.
- Select Disable - Remove.
Build email flows with Recharge and Klaviyo
You can now create marketing flows in Klaviyo to grow your business, or you can create Transactional flows in Klaviyo that replace customer notifications in Recharge. These flows use Recharge metrics as a trigger and are sent out to customers when specific events happen on Recharge.
Metrics are used to identify specific events and provide line-item details around that event. For example, a customer going through the checkout is considered an event and the “Subscription started on ReCharge” metric is triggered. These metrics can then be used as triggers when building Klaviyo flows.
Recharge metrics in Klaviyo
The following metrics are available in Klaviyo:
Recharge metric in Klaviyo |
Triggered by |
Example |
|
Started Checkout (available for the Recharge Checkout on Shopify or BigCommerce) Note: Shopify Checkout Integration merchants can use the “Checkout Started” metric, which is managed by Shopify.
|
This metric is triggered as soon as a customer or potential customer enters their email at the checkout. This metric is typically used to create abandoned cart emails, although the metric is fired even if a customer successfully checks out. Refer to Klaviyo’s guide on setting up an abandoned cart flow for more information. |
A customer receives an email after they make it to the first page of the checkout, but do not complete their first order. This email may contain a discount encouraging the customer to finish their purchase. |
| This metric is triggered when a subscription is added to a customer’s account through the checkout or customer portal, via the API, or added to the account by you, the merchant. |
A customer is sent a “Welcome to the team” email after subscribing to a new product for the first time. |
|
|
This metric is triggered in Klaviyo a certain number of days before an upcoming charge. By default, the “Order upcoming on ReCharge” metric is sent to Klaviyo 3 days prior to a recurring charge. Contact the Recharge Support team if you wish to adjust this, or add a Time Delay to your flow if you would like the actual action to take place on the metric at a later date. Note: If you are using this metric with a Quick Actions URL you must customize your emails to hide the URL of a pre-paid product to avoid issues as Quick Action URLs do not support pre-paid subscriptions.
|
A customer receives an email three days before their next subscription order, allowing them to still make changes if necessary.
|
|
|
This metric is triggered before a pre-paid shipment subscription is about to be sent out. By default, this metric is triggered and the email notification is sent three days in advance of the order. Contact the Recharge Support team if you would like to change the time between notification and order. |
A customer is sent an upcoming order notification to let them know that they can skip their next order if they already have enough product. |
|
|
This metric is triggered when a subscription is canceled by you in the merchant admin, via the API, by the customer in the customer portal, or by the Recharge support team via our bulk cancelation tool. |
An email is sent to customers confirming that their cancelation was successful. |
|
|
This metric is triggered when a subscription expires after having been set to auto-expire. The “Subscription expired on ReCharge” metric is only sent to Klaviyo if the subscription expires after two or more charges. You can set a subscription rule to expire after a set number of charges, which auto-cancels the subscription for a customer. |
An email is sent to customers letting them know they completed their two required charges, and their subscription has been canceled. |
|
|
This metric is triggered when a customer reactivates a canceled subscription. |
An email is sent to customers once they reactive their subscription to welcome them back with a discount. |
Recharge Quick Actions URLs can be included within specific Klaviyo flows when using Klaviyo V2. This allows you to send links to your customers and make it easier for them to perform actions on their subscriptions. See Setting up Quick Actions in Klaviyo for more information.
Data sync
Metrics only appear in Klaviyo once all three of the following events occur:
- You’ve gained access to the new feature
- Klaviyo has been integrated with Recharge
- The specific event has occurred on your store
For example, if a customer canceled their subscription before you integrated with Klaviyo, the "Subscription cancelled on ReCharge" metric would not be available in Klaviyo. The "Subscription cancelled on ReCharge" metric is only displayed if a customer cancels their subscription from the customer portal after integrating with Klaviyo.
Subscription started on ReCharge
The “Subscription started on ReCharge” metric is triggered when a customer successfully purchases a new subscription product saved on Recharge. This metric can be used to send subscription activation emails to customers.
The “Subscription started on ReCharge” metric contains the following properties:
Available properties
Property passed |
Value |
Notes |
Trigger filter availability |
| Subscription started on ReCharge Value |
Number Example: 27.0 |
Displays the dollar amount for the price of the subscription. | Not available |
|
cancellation_reason |
None |
Indicates that the subscription has not been canceled. |
Available |
| external_product_id |
A unique string of numbers Example: 3259148107881 |
Displays the product id as provided by your ecommerce platform. |
Available |
|
external_variant_id |
A unique string of numbers Example: 72935012501510 |
Displays the variant id as provided by your ecommerce platform. |
Available |
|
extra |
A unique string of numbers Example: 13252151 |
Displays the customer’s subscription ID. |
Not available |
| is_prepaid |
True or false |
Confirms if the customer purchased a pre-paid subscription. | Available |
|
is_skippable |
True or false |
Confirms if the customer can skip their next charge. |
Available |
|
is_swappable |
True or false |
Confirms if the customer can swap the product on their next charge. |
Available |
| item |
Text Example: Coffee subscription |
Displays the subscription product purchased. |
Available |
| next_charge_scheduled_at |
Date and time Example: March 27, 2021, at 11:11 PM |
Displays the date and time of the customer’s next scheduled charge. |
Available |
| order_interval_days | Number |
Displays the number of days in between charges. |
Available |
|
order_interval_frequency |
Number |
Displays the frequency in between charges. |
Available |
| order_interval_unit |
Day, week, or month |
Displays the subscription frequency type. |
Available |
| price |
Number Example: 27.0 |
Displays the subscription price. |
Available |
| product_id |
A unique string of numbers Example: 72935012501510 |
Displays the product ID assigned to the product by your ecommerce platform. |
Available |
|
product_title |
Text Example: Coffee subscription |
Displays the name of the subscription product purchased. | Available |
|
recharge_product_id |
A unique string of numbers Example: 25415152414 |
Displays the product ID assigned by Recharge. |
Available |
|
sku |
A unique string of numbers Example: 1324215215215 |
Displays the SKU assigned to the product in your ecommerce platform. | Available |
| status |
“ACTIVE” |
Displays that the subscription is active. |
Available |
|
subscription_id |
A unique string of numbers Example: 773736262 |
Displays the subscription ID assigned by Recharge. |
Available |
|
variant |
Text Example: Red |
Displays the variant title name for the product. |
Available |
|
variant_id |
A unique string of numbers Example: 773736262 |
Displays the variant ID assigned to the product by your ecommerce platform. |
Available |
| order_upcoming_number |
A unique string of numbers Example: 4 |
Displays the upcoming order number. |
Available |
| product_image_url_med |
The product image URL. Example: //cdn.shopify.com/s/files/1/0000/0001/t/1/assets/logo.png |
Displays the URL for the product image. |
Available |
Order upcoming on ReCharge and Order upcoming (prepaid) on ReCharge
The “Order upcoming on ReCharge” and the “Order upcoming (prepaid) on ReCharge” metrics are triggered when a queued order is created for a customer.
The following transactional emails can be created using the “Order upcoming on ReCharge and Order upcoming (prepaid) on ReCharge” metrics:
- Manage subscription: Remind customers to manage their subscription before their upcoming charge or provide customers with options to swap or skip their upcoming orders by leveraging Quick Actions URLs.
- Upsell offerings: Include options to add one-time products to an upcoming subscription.
Use the variable {{ event.scheduled_at }} to display the exact charge date in your notifications.
The “Order upcoming on ReCharge” and the “Order upcoming (prepaid) on ReCharge” metrics contains the following properties:
Available properties
Property passed |
Value |
Notes |
Trigger filter availability |
| charge_id |
A unique string of letters and numbers Example: 451df17e73c66527 |
Displays the specific charge_id that triggered the metric. | Available |
|
created_at
|
Date and time Example: January 28, 2021 at 07:36 PM |
Displays the date and time for the order. |
Not available |
|
line_items |
Combination of text and numbers. |
Displays the order information including the SKU, Product ID, weight and title. |
Not available |
|
scheduled_at |
Date and time Example: March 27, 2021, at 11:11 PM |
Displays the scheduled date and time for the upcoming charge. |
|
|
shipping_address |
Combination of text and numbers. |
Displays the customer’s shipping address. |
Not available |
| shipping_lines |
Combination of text and numbers. |
Displays information related to the selected shipping method. |
Available |
|
status |
“QUEUED” |
Displays the queued status of the order. |
Available |
|
subtotal_price |
Number Example: 27.0 |
Displays the price. |
Available |
| total_discounts |
Number Example: 10.0 |
Displays any discounts applied to the upcoming order. |
Available |
|
total_line_items_price |
Number Example: 27.0 |
Displays the subscription item price before discounts are applied. In ReCharge this is referred to as the subtotal |
Available |
| total_price |
Number Example: 17.0 |
Displays the total price including discounts and shipping. |
Available |
|
total_tax |
Number Example: 7.0 |
Displays the tax price. |
Available |
|
transaction_id |
“NONE” |
No transaction ID available as the order is queued. |
Available |
| type |
“RECURRING” |
Displays the type of charge. |
Available |
|
updated_at |
Date and time Example: March 27, 2021, at 11:11 PM |
Displays the date when the queued charge was last updated. |
Not available |
|
line_item_first Note: Replace
first with any order upcoming number (ie. second or third) to apply the line_items property to an additional order. For example, use line_item_third to apply the property to the third upcoming order. |
|
Displays a list of line item properties related to the customer's upcoming order. Use the details provided with the line_item property to improve the messaging you use with customers. |
Available |
| order_upcoming_number |
A unique string of numbers Example: 4 |
Displays the upcoming order number in the customer's series of recurring orders. This is calculated by adding |
Available |
| total_unique_line_item_count |
A number Example: 3 |
Displays the number of unique line items in an order. Multiple orders of the exact same item are only counted once. |
Available |
| variant_ids |
A list of numbers Example: 132520615, 12391510, 1925105 |
Displays each variant ID that the customer is subscribed to. The variant ID is automatically assigned to a product by Shopify. |
Available |
| variant_ids_order_upcoming_number |
A list of numbers Example: 3, 2, 4, 5, 9 |
Displays the upcoming order number for each variant a customer is subscribed to if a next order were to occur. Use the variant_ids_order_upcoming_number property with the variant_id property to create custom flows based on where a customer is at within their subscription lifecycle. |
Available |
Data transfer between Recharge and Klaviyo
Notifications using the order upcoming metrics are triggered depending on the date of the customer’s next upcoming charge. A time window is set so that the customer receives the notification and has enough time to manage their subscription before their upcoming charge.
Recharge sends a list of events daily to Klaviyo. The upcoming order metric is only triggered when:
- The date for an upcoming charge is equal to or less than the time window set for the notification
- The notification has not already been sent to the customer
Customers typically receive notifications within the time window set. For example, if a customer has a charge date set for January 30th, and your upcoming charge notifications are set to send to customers five days in advance, your customer would receive their charge notification on January 25th.
Customers may receive an upcoming notification outside of the time window set if the charge date, or the time window to send the notification, is changed.
For example, if a customer had a charge date set for January 30th, the expected upcoming order email would be sent on January 25th based on a five-day time window. If the customer decided on January 15th to change their charge date from January 25th to January 19th, they miss the time window to receive a notification.
To prevent the customer from missing a notification, Recharge checks that each customer within the time window has received a notification for their upcoming order. In this example, the customer would receive a notification on January 16th for their January 19th charge, even though the charge is only three days away.
{{scheduled_at}} in the subject line for upcoming order notifications, ie. “Your upcoming order will ship on {{scheduled_at}} date”, rather than counting down the number of days until the charge, ie. “Your charge is coming up in 5 days”. This prevents customers from receiving incorrect information as to when their next charge will be processed.Subscription cancelled on ReCharge
The “Subscription cancelled on ReCharge” metric is triggered when a customer cancels their subscription on Recharge. This metric can be used to create Winback messages and target customers who have canceled their subscriptions.
The “Subscription cancelled on ReCharge” metric contains the following properties:
Available properties
Property passed |
Value |
Notes |
Trigger filter availability |
| Subscription cancelled on ReCharge Value |
Number Example: 27.0 |
Displays the dollar amount for the price of the subscription. |
Not available
|
|
cancellation_reason |
None |
Indicates that the subscription has not been canceled. |
Available |
| external_product_id |
A unique string of numbers Example: 3259148107881 |
Displays the product id as provided by your ecommerce platform. |
Available |
|
external_variant_id |
A unique string of numbers Example: 72935012501510 |
Displays the variant id as provided by your ecommerce platform. |
Available |
|
extra |
A unique string of numbers Example: 13252151 |
Displays the subscription ID assigned by Recharge. |
Not available |
| is_prepaid |
True or false |
Confirms if the customer purchased a pre-paid subscription. | Available |
|
is_skippable |
True or false |
Confirms if the customer can skip their next charge. |
Available |
|
is_swappable |
True or false |
Confirms if the customer can swap the product on their next charge. |
Available |
| item |
Text Example: Coffee subscription |
Displays the subscription product purchased. |
Available |
| next_charge_scheduled_at |
None |
No next charge date to display as the charge is canceled. |
Available |
| order_interval_days | Number |
Displays the number of days in between charges. |
Available |
|
order_interval_frequency |
Number |
Displays the frequency in between charges. |
Available |
| order_interval_unit |
Day, week, or month |
Displays the subscription frequency type. |
Available |
| price |
Number Example: 27.0 |
Displays the subscription price. |
Available |
| product_id |
A unique string of numbers Example: 72935012501510 |
Displays the product ID assigned to the product by your ecommerce platform. |
Available |
|
product_title |
Text Example: Coffee subscription |
Displays the name of the subscription product purchased. | Available |
|
recharge_product_id |
A unique string of numbers Example: 25415152414 |
Displays the product ID assigned by Recharge. |
Available |
|
sku |
A unique string of numbers Example: 1324215215215 |
Displays the SKU assigned to the product in your ecommerce platform. | Available |
| status |
“CANCELLED” |
Displays that the subscription is active. |
Available |
|
subscription_id |
A unique string of numbers Example: 773736262 |
Displays the subscription ID assigned by Recharge. |
Available |
|
variant |
Text Example: Red |
Displays the variant title name for the product. |
Available |
|
variant_id |
A unique string of numbers Example: 773736262 |
Displays the variant ID assigned to the product by your ecommerce platform. |
Available |
| product_image_url_med |
The product image URL. Example: //cdn.shopify.com/s/logo.png |
Displays the URL for the product image. |
Not available |
| order_upcoming_number |
A unique string of numbers Example: 4 |
Displays the upcoming order number if a next order were to occur (ie. the customer reactivates). This is calculated by adding Use this property to send custom messages to customers who are reactivating after a set number of charges. For example, you may want to offer a discount to a customer who already had 20 orders processed in the past. |
Available |
Subscription expired on ReCharge
The “Subscription expired on ReCharge” metric is pushed to Klaviyo from Recharge when a customer’s subscription is cancelled due to expiration. While expired subscriptions are set to “cancelled” we pass a separate metric because these cancellations happen automatically due to a product rules setting.
Available properties
Property passed |
Value |
Notes |
Trigger filter availability |
|
Subscription expired on ReCharge Value |
Number Example: 27.0 |
Displays the dollar amount for the price of the subscription. |
Not available |
|
cancellation_reason |
None |
The value will always be none on expired subscriptions as it’s an automated cancellation. |
Available |
|
expire_after_specific_number_of_charges |
Number Example: 2 |
The value will always be 2 or more. Subscriptions that expire with less than 1 charge will not trigger this metric. |
Available |
|
external_product_id |
A unique string of numbers Example: 35626265151166 |
Displays the variant id as provided by your ecommerce platform. |
Available |
|
external_variant_id |
A unique string of numbers Example: 72935012501510
|
Displays the variant id as provided by your ecommerce platform. |
Not available |
| extra |
A unique string of numbers Example: 773736262 |
Displays the subscription ID assigned by Recharge. |
Not available |
|
is_prepaid |
True or false |
Confirms if the customer purchased a pre-paid subscription. |
Available |
| is_skippable |
True or false |
Confirms if the customer can skip their next charge. |
Available |
|
is_swappable |
True or false |
Confirms if the customer can swap the product on their next charge. |
Available |
| item |
Text Example: Coffee subscription |
Displays the subscription product purchased. |
Available |
| next_charge_scheduled_at |
None |
No next charge date to display as the charge is canceled. |
Available |
| order_interval_days | Number |
Displays the number of days in between charges. |
Available |
|
order_interval_frequency |
Number |
Displays the frequency in between charges. |
Available |
| order_interval_unit |
Day, week, or month |
Displays the subscription frequency type. |
Available |
| price |
Number Example: 27.0 |
Displays the subscription price. |
Available |
| product_id |
A unique string of numbers Example: 72935012501510 |
Displays the product ID assigned to the product by your ecommerce platform. |
Available |
|
product_title |
Text Example: Coffee subscription |
Displays the name of the subscription product purchased. | Available |
|
recharge_product_id |
A unique string of numbers Example: 25415152414 |
Displays the product ID assigned by Recharge. |
Available |
|
sku |
A unique string of numbers Example: 1324215215215 |
Displays the SKU assigned to the product in your ecommerce platform. | Available |
| status |
“CANCELLED” |
Displays that the subscription is active. |
Available |
|
subscription_id |
A unique string of numbers Example: 773736262 |
Displays the subscription ID assigned by Recharge. |
Available |
|
variant |
Text Example: Red |
Displays the variant title name for the product. |
Available |
|
variant_id |
A unique string of numbers Example: 773736262 |
Displays the variant ID assigned to the product by your ecommerce platform. |
Available |
| product_image_url_med |
The product image URL. Example: //cdn.shopify.com/s/logo.png |
Displays the URL for the product image. |
Not available |
| order_upcoming_number |
A unique string of numbers Example: 4 |
Displays the upcoming order number if a next order were to occur (ie. the customer reactivates). This is calculated by adding Use this property to send custom messages to customers who are reactivating after a set number of charges. For example, you may want to offer a discount to a customer who already had 20 orders processed in the past. |
Available |
Subscription reactivated on ReCharge
The “Subscription reactivated on ReCharge” metric is triggered when a customer reactivates their subscription on Recharge.
The “Subscription reactivated on ReCharge” metric contains the following properties:
Available properties
Property passed |
Value |
Notes |
Trigger filter availability |
| Subscription cancelled on ReCharge Value |
Number Example: 27.0 |
Displays the dollar amount for the price of the subscription. |
Not available
|
|
cancellation_reason |
None |
Indicates that the subscription has not been canceled. |
Available |
| external_product_id |
A unique string of numbers Example: 3259148107881 |
Displays the product id as provided by your ecommerce platform. |
Available |
|
external_variant_id |
A unique string of numbers Example: 72935012501510 |
Displays the variant id as provided by your ecommerce platform. |
Available |
|
extra |
A unique string of numbers Example: 13252151 |
Displays the subscription ID assigned by Recharge. |
Not available |
| is_prepaid |
True or false |
Confirms if the customer purchased a pre-paid subscription. | Available |
|
is_skippable |
True or false |
Confirms if the customer can skip their next charge. |
Available |
|
is_swappable |
True or false |
Confirms if the customer can swap the product on their next charge. |
Available |
| item |
Text Example: Coffee subscription |
Displays the subscription product purchased. |
Available |
| next_charge_scheduled_at |
None |
No next charge date to display as the charge is canceled. |
Available |
| order_interval_days | Number |
Displays the number of days in between charges. |
Available |
|
order_interval_frequency |
Number |
Displays the frequency in between charges. |
Available |
| order_interval_unit |
Day, week, or month |
Displays the subscription frequency type. |
Available |
| price |
Number Example: 27.0 |
Displays the subscription price. |
Available |
| product_id |
A unique string of numbers Example: 72935012501510 |
Displays the product ID assigned to the product by your ecommerce platform. |
Available |
|
product_title |
Text Example: Coffee subscription |
Displays the name of the subscription product purchased. | Available |
|
recharge_product_id |
A unique string of numbers Example: 25415152414 |
Displays the product ID assigned by Recharge. |
Available |
|
sku |
A unique string of numbers Example: 1324215215215 |
Displays the SKU assigned to the product in your ecommerce platform. | Available |
| status |
“CANCELLED” |
Displays that the subscription is active. |
Available |
|
subscription_id |
A unique string of numbers Example: 773736262 |
Displays the subscription ID assigned by Recharge. |
Available |
|
variant |
Text Example: Red |
Displays the variant title name for the product. |
Available |
|
variant_id |
A unique string of numbers Example: 773736262 |
Displays the variant ID assigned to the product by your ecommerce platform. |
Available |
| product_image_url_med |
The product image URL. Example: //cdn.shopify.com/s/logo.png |
Displays the URL for the product image. |
Not available |
| order_upcoming_number |
A unique string of numbers Example: 4 |
Displays the upcoming order number if a next order were to occur (ie. the customer reactivates). This is calculated by adding Use this property to send custom messages to customers who are reactivating after a set number of charges. For example, you may want to offer a discount to a customer who already had 20 orders processed in the past. |
Available |
Started Checkout
The "Started Checkout" metric is pushed to Klaviyo from Recharge when a customer accesses the Recharge checkout and enters his/her email address. Started Checkout events are synced in real-time.
The “Started Checkout” metric contains the following properties:
Available properties
Property passed |
Value |
Notes |
Trigger filter availability |
|
Started Checkout Value |
Dollar amount Example: 27.0 |
Displays the amount the customer would have spent if they completed their purchase. |
Not available |
|
ItemName |
Text |
Lists the items that the customer attempted to check out with. |
Available |
|
Items
|
Name: Name of the item SKU: SKU of the item Product URL: Link to the item's product page Quantity: Quantity of the item included Item Price: Price of the item Row Total: Price of the item * the quantity included Image URL: Link to the item's image |
The value will always be 2 or more. Subscriptions that expire with less than 1 charge will not trigger this metric. |
Available |
Transactional vs. Marketing Emails
You can use Klaviyo to send emails for both Marketing and Transactional purposes.
Marketing emails are strategic emails used to announce specific messages to customers. Monthly newsletters or promotional campaigns are considered marketing emails.
Transactional emails are triggered by and are in response to, specific actions occurring. For example, creating a flow that sends a subscription activation email whenever a new subscription is started through Recharge is considered a Transactional email.
Refer to The Difference between Transactional and Marketing Emails for more information.
Email examples
|
|
Use case |
Trigger metric |
Email type |
|
Welcome email |
Welcome new customers to their subscription. |
|
This could be considered a transaction or marketing Klaviyo flow depending on the contents of the email. |
|
Subscription management |
Notify customers of their upcoming orders and provide them with the option to skip or swap their next subscription. |
|
Transactional email with Klaviyo flows. Note: You can use Recharge Quick Actions with Klaviyo to include quick links for customers to skip and swap their orders.
|
|
Upsell |
Use ReCharge Quick Actions to offer customers the option to add one-time purchases to their upcoming orders. |
Order upcoming on ReCharge |
Marketing email with Klaviyo flows. |
|
Winback campaign |
Target customers who have canceled their subscriptions and encourage them to reactivate. |
Subscription cancelled on ReCharge Subscription expired on Recharge
|
Marketing email with Klaviyo flows. Note: You can also build a campaign using the property rc_active_subscription_count=0 in Customer Properties when all of the customer’s subscriptions are canceled.
|
|
Abandoned checkout |
Email customers who added products to the cart but did not check out. |
Started Checkout Note: This metric only works for merchants using the Recharge Checkout on BigCommerce or the Recharge Checkout on Shopify.
|
Marketing email with Klaviyo flows. |
|
Monthly newsletter |
Notify customers of store news and sales every month. |
N/A |
Marketing email with Klaviyo Campaigns. |
|
Seasonal promotion |
Send customers a standard seasonal discount. |
N/A |
Marketing email with Klaviyo Campaigns. |
Replace Recharge notifications with Klaviyo notifications
Transactional emails can be used to replace certain notifications in Recharge. To use Klaviyo notifications instead of Recharge notifications, you must complete the following steps:
- Contact Klaviyo’s support team to set your emails to Transactional. This ensures that applicable notifications are sent to customers even if they’ve unsubscribed from your email marketing list.
- Disable the necessary notifications in Recharge. This prevents duplicate notifications from being sent to your customers.
Advanced segmentation with subscription customer information
Klaviyo V2 allows you to create custom segments in Klaviyo and send select customers specific notifications.
Customer segments rely on the Recharge customer properties passed from Recharge to Klaviyo. These properties can be used to build specific segments to target certain customers.
Recharge passes specific customer information to Klaviyo through our Recharge customer properties. These properties can be used to segment customers in your Klaviyo email campaigns.
Available Recharge customer properties in Klaviyo
Recharge customer properties are stored on the Customer Profile in Klaviyo.
- Open the Customer Profile on Klaviyo for a specific customer.
- Expand the Information tab.
- Locate the Custom Properties section. Properties associated with Klaviyo V2 begin with
rc_.
The following properties are available in Klaviyo once the integration has been enabled.
Available properties
Recharge customer property |
Value |
Notes |
|
rc_active_subscriber |
True or False |
This property displays the customer’s active status. If the customer has at least one active subscription, the value is true. If the customer does not have an active subscription, the value is false. |
|
rc_active_subscription_count |
Number |
This property displays the number of active subscriptions associated with the customer’s customer hash. |
|
rc_active_subscription_variant_ids |
subscription_variant_id Example: 12345, 67890 |
This property provides a comma-separated list of the `subscription_variant_id` values for each active subscription.
|
|
rc_all_subscriptions |
A comma-separated list of subscription fields and corresponding information. |
This property displays the data that is passed from Recharge to Klaviyo when the “Subscription started on ReCharge” metric fires. |
|
rc_cancelled_subscription_count |
Number Example: 2 |
This property displays the number of canceled subscriptions. Note: Expired subscriptions with existing upcoming shipments (ie. pre-paids) are included in this count
|
|
rc_customer_hash |
A unique string of letters and numbers Example: 451df17e73c66527 |
This property is the Recharge customer hash specific to this customer. The customer hash is used when creating Recharge Quick Action URLs in Klaviyo. |
|
rc_customer_id |
A unique string of numbers |
This property is the customer ID assigned to the customer by Recharge. The customer hash is used when creating Recharge Quick Action URLs in Klaviyo. |
|
rc_external_customer_id |
A unique string of numbers Example: 3259148107881 |
This property is the customer ID assigned to the customer by your external platform. Note: the external_customer_id is not yet recorded for the Recharge Checkout on BigCommerce, however, we plan to add it in the future.
|
|
rc_first_charge_processed at |
Date Example: March 03, 2021 at 01:42 PM |
This property refers to the first charge the customer had in Recharge. |
|
rc_active_subscriptions_charge_count |
A comma-separated list of external variant IDs of active subscriptions and the charge count. Example: 12345:3, 67890:2 |
This property displays the charge count for each subscription item the customer is subscribed to. The numbers before the colon in the customer property represents the shopify_variant_Id. The number after the colon represents In the example provided, the customer is subscribed to different products. The product 12345, which they’ve been charged for a total of three times, and the product 67890, which they’ve been charged for a total of two times. |
|
rc_queued_charge_count |
Number Example: 2 |
This property represents the number of queued charges that currently exist for the customer. Multiple queued charges may be listed if customers have multiple subscriptions with different frequencies. |
|
rc_queued_charges |
A comma-separated list of subscription fields and corresponding information. |
This property displays the data that is passed to Klaviyo when the “Order Upcoming on Recharge” metric fires.
These line item properties can be used to personalize your Order Upcoming on Recharge email flow. This property cannot be used to create segmented lists in Klaviyo.
|
|
ReCharge Subscriptions |
Comma-separated list of subscription names. |
This property provides a list of products that the customer is subscribed to. |
Recharge customer properties data sync
Recharge customer property data is synced with Klaviyo depending on the event associated with the variable. Either a subscription event or a charge event triggers the data to update in Klaviyo.
The following properties are updated immediately when an event related to a subscription occurs (ie. a subscription is created, updated, or deleted):
- rc_active_subscriber
- rc_active_subscription_count
- rc_active_subscription_variant_ids
- rc_cancelled_subscription_count
- rc_cancelled_subscription_variant_ids
- rc_all_subscriptions
The following properties are updated when an event related to a charge occurs:
- rc_active_subscriptions_charge_count
- rc_cancelled_subscriptions_charge_count
Customer Properties and flows
Customer Properties can be used as Event Filters when building flows in Klaviyo. Previewing a flow email in Klaviyo displays the available properties for that event in the event dialog window. These properties can be leveraged as Event Variables in your Klaviyo flows.
Refer to the following Klaviyo documentation for assistance:
- Event Variables
- Repeating a Block Based on Dynamic Data
- How to Show or Hide Template Blocks Based on Dynamic Variables
Contact the Klaviyo support team if you need assistance building flows in Klaviyo.
Support
Both Recharge and Klaviyo can assist you with your Klaviyo V2 questions.
You can contact Recharge to get started with V2, or if you have questions about Recharge Quick Actions, metrics, or properties. You can always reach out to our support team to provide feedback about this new feature.
Contact the Klaviyo support team to have transactional emails enabled, or if you have questions about custom flows or using custom HTML and variables to customize your Klaviyo emails.
FAQ
Visit Klaviyo V2 FAQs for a list of frequently asked questions.
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