Onboarding Klaviyo and Quick Actions for your business

Get started with the Klaviyo V2 integration and Recharge Quick Actions through our video training series. Learn more about using Klaviyo for customer relationships, including breakdowns on metrics, setting up email flow campaigns, custom properties, and setting up email flow campaigns utilizing Quick Action URLs. This guide summarizes the subjects of each module and links to additional resources to help as an introduction to Klaviyo V2 and Quick Actions.

Introduction to Klaviyo

Klaviyo V2 is designed to pass customer data from Recharge to Klaviyo starting at the customer profile level.

What you will learn in this module:

• The key values Klayivo brings to your technology stack.
• The benefits of using the Klaviyo V2 integration.
• The steps to install the Klaviyo integration with Recharge.

Watch Recharge experts demo and walkthrough:

• Finding the public API key from the Klaviyo dashboard.
• Installing Klaviyo from the Recharge Apps Marketplace.
• Understanding the Klaviyo V2 setup.

Migrating Klaviyo V1 to V2

This module is for merchants looking to migrate from Klaviyo V1 integration to Klaviyo V2. Recharge highly recommends migrating to V2 to unlock extra features beneficial to your store’s needs, as the V2 integration unlocks additional metrics and customer data in Klaviyo.

What you will learn in this module:

• The benefits of migrating to Klaviyo V2.
• The purpose of V2 custom properties data.
• The migration process from Klaviyo V1 to V2 integration.

Watch Recharge experts demo and walkthrough:

• Running the backfill process.
• Recreating V1 flows in Klaviyo V2.
• Removing V1 from your store.

Recharge and Klaviyo metrics

Metrics are events in Recharge that are sent to Klaviyo. You can use metrics to trigger specific events and provide line-item details around the event. In this module, learn more about different stages of the customer lifecycle and how you can use Recharge and Klaviyo metrics to support your customers’ needs.

What you will learn in this module:

• An overview of the customer lifecycle.
• The metrics that support the customer lifecycle.
• The stages within a customer lifecycle.

Watch Recharge experts demo and walkthrough:

• Reviewing the available documentation on metrics.
• Displaying Recharge metrics in Klaviyo.
• Finding the Recharge metrics in Klaviyo.

Klaviyo email flows

Email flows for Klaviyo consist of a trigger setup to search by keywords for a metric, to then send your configured email to customers. Anytime the specified event happens in Recharge, your customer enters the flow and triggers the configured email. Replace some of the standard Recharge notifications with the Klaviyo email flow to notify your customers.

What you will learn in this module:

• Configuring an email flow.
• Building a Klaviyo email flow with V2 metrics.
• Replacing Recharge notifications with Klaviyo.

Watch Recharge experts demo and walkthrough:

• Configuring email flows.
• Creating and building a Klaviyo email flow.
• Replacing Recharge notifications with Klaviyo email flows.

Customer Segmentation

Use customer segmentation to target customers for specific messaging. You can use segments to find active and inactive subscribers, or set a segment for a specific product variant.

What you will learn in this module:

• The available custom properties.
• How to build a custom segment in Klaviyo.
• How to use V2 custom properties.

Watch Recharge experts demo and walkthrough:

• Building a custom segment in Klaviyo.
• Reviewing the properties Recharge sends to Klaviyo, under available properties.
• Using the Recharge data property and data sync.

Note: Segments cannot be built using the rc_all_subscriptions property.

Klaviyo and Quick Actions

Include Quick Action URLs in Klaviyo email flows and campaigns. These standard URLs are sent to customers, and enable quick seamless updates to their orders or add products. Customers use two-factor authentication (2FA) with a six digit passcode.

Note: Quick Actions are only available for Shopify Checkout Integration and Recharge Checkout on Shopify merchants.

What you will learn in this module:

• The benefits of using Quick Actions.
• The definition of a Quick Action and how to use it.
• The customer authentication experience, including Quick Actions authentication and Quick Action variables.

Watch Recharge experts demo and walkthrough:

• Using the Quick Actions URL builder.
• Building a Klaviyo flow to send emails that contain a Quick Actions link.
• Building an email using Quick Actions for your campaigns.

Resources and Support

• See more on getting started with the Klaviyo V2 integration.
• Use steps to run a backfill to realign your customer data across Recharge to Klaviyo.
• Learn about advanced segmentation and custom properties with Klaviyo.
• Read more on how Quick Actions work and the customer authentication process.
• Check out how to set up Quick Actions in Klaviyo.
• Review Klaviyo V2 integration FAQs and Quick Actions FAQs.
• See troubleshooting the Klaviyo V2 integration and Quick Actions.