How to Integrate Klaviyo With Shopify: A Complete Guide

A successful e-commerce store relies on more than just great products; it also requires effective tools to manage customer data and automate marketing. Two of the most powerful tools for this are Klaviyo and Shopify. In this guide, we’ll walk you through the process of integrating Klaviyo with Shopify and explain how it can boost your e-commerce strategy.

Why You Should Integrate Klaviyo With Shopify

Integrating Klaviyo with Shopify unlocks a wide range of benefits that will help you optimize your marketing efforts and deliver personalized experiences for your customers. Here’s why this integration is so powerful:

• Syncing Customer Data: The integration allows you to synchronize customer profiles, order data, and marketing activity between Klaviyo and Shopify. This enables you to gather first-party data for improved customer acquisition and retention.
• Marketing Automation: You can automate key email and SMS marketing campaigns like abandoned cart reminders, welcome series, and order confirmations, which can drive more sales and increase customer engagement.
• Advanced Segmentation and Personalization: Segment your audience based on purchase history, behavior, and demographics, allowing you to send tailored messages that resonate with your customers.
• Lead Generation and Consent Forms: Use Klaviyo’s pre-built email sign-up forms to effortlessly gather customer information and grow your email list directly on your Shopify store.
• In-Depth Analytics and Reporting: With the integration, you can track key performance indicators (KPIs) like email open rates, click-through rates, and sales driven by campaigns, enabling data-driven decision-making.
• Product Recommendations: Leverage Shopify’s product catalog and customer behavior data to offer personalized product recommendations directly in your emails.

When to Integrate Klaviyo With Shopify

If you’re running a Shopify store and haven’t yet integrated an email automation tool, now is the time. Klaviyo is one of the most sophisticated and affordable options available. You should consider the integration if you want to:

• Set up automated campaigns like abandoned carts, welcome series, or order confirmations
• Leverage advanced segmentation for more targeted marketing
• Track analytics for better decision-making
• Customize your emails with an easy drag-and-drop editor

How to Integrate Klaviyo With Shopify: Step-by-Step Guide

There are two main methods to integrate Klaviyo with Shopify. Here’s how to do it:

Method 1: Using the Klaviyo Setup Wizard

1. Sign up for Klaviyo directly through their website or via Shopify’s app store.
2. Enter your Shopify store URL in the format: mystore.myshopify.com.
3. Allow Klaviyo to pull in your branding elements like logos, fonts, and colors from Shopify.
4. Sync your customer data to Klaviyo automatically.

Method 2: Using the Integrations Tab in Klaviyo

1. Log into your Klaviyo account and go to the Integrations tab.
2. Find Shopify in the list of integrations and click “Add Integration.”
3. Enter your Shopify store URL and click “Connect to Shopify.”
4. Log into Shopify when prompted and review the permissions.
5. Install the Klaviyo app on Shopify and confirm the integration settings.

Configuring Data Sync Between Klaviyo and Shopify

Once you’ve completed the integration, it’s time to configure the data syncing options:

• Sync Email Subscribers: Automatically add customers who accept email marketing at checkout to your Klaviyo email list.
• Sync SMS Subscribers: Sync SMS marketing subscribers and consent data from Shopify to Klaviyo.
• Sync Customer Profiles: Choose to sync all customer profiles or only those that already exist in Shopify. You can also sync key data fields like name, email, phone number, and subscription statuses.
• Sync Custom Properties: Transfer custom profile data (like preferences or purchase behavior) from Klaviyo to Shopify as metafields.

Enabling Onsite Tracking

Klaviyo’s integration with Shopify also enables powerful onsite tracking features:

• Track Behavioral Events: You can track customer activities like product views, add-to-cart actions, and searches on your Shopify store.
• Activate App Embed in Shopify: After enabling the integration, toggle on the app embed in Shopify’s theme settings to start tracking behavioral events.

These tracking capabilities allow you to send more personalized emails and follow up with customers based on their activity on your site.

Monitoring and Troubleshooting

After the integration, you can monitor the sync and test whether everything is working correctly:

• Test Onsite Tracking: Visit your Shopify site and verify that Klaviyo is tracking visitor activities like product views and site engagement.
• Monitor Data Sync: Klaviyo initially syncs the last 90 days of Shopify data and continues syncing all historical data. Check metrics in both platforms to ensure accuracy.

If you encounter issues during the setup, Klaviyo offers detailed troubleshooting guides to help you resolve common integration problems.

Conclusion

Integrating Klaviyo with Shopify is a game changer for e-commerce businesses looking to optimize their marketing efforts. With features like automated campaigns, advanced segmentation, detailed analytics, and personalized product recommendations, you’ll be able to better engage your customers and drive more sales. Follow this guide to set up the integration, configure data syncing, and unlock the full potential of your email and SMS marketing strategies.

Need help setting up Klaviyo with Shopify? Feel free to reach out for expert advice, and start taking your e-commerce business to the next level today!