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How can we send emails for Customer account information like otp

  • 26 December 2022
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Hello,

 

Can someone help me understand how we can send emails to our customers for following flows:

  • OTP Verification: After someone creates an account on Shopify website, to verify it, how can we send OTP via Klaviyo?
  • Forgot Password emailer: How can we send that unique URL when someone requests for Forgot password reset

Looking forward to some help on this. Also the everything is sorted for other flows, just these customer account flows are not working.

 

Thank you in advance

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Best answer by Brian Turcotte 27 December 2022, 21:45

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Hi @Care_P and welcome to the Community!

 

These use cases can certainly be accomplished using API-based Transactional Events, as discussed in this Developer Portal Article. We recommend using the server-side Track API to send transactional events, since it’s a safer, more reliable method of transmission than the JavaScript Track API which can be blocked by someone’s browser or device.

 

For the “Forgot Password” email, you can follow the instructions included in the guide, where there’s an example of what the Reset Password payload should look like:

 

For OTP verification, you may need to use a third-party tool to generate OTP codes that can be integrated with Klaviyo. Either that, or you will have to use a custom metric to pass the PTO from your password verification tool into a variable in an email:

 

Customer requests OTP (via button/link) > Custom Metric fires that includes generated OTP > Flow is triggered by custom metric > customer receives flow email that includes OTP as an event variable.

 

Here’s the Developer Guide on creating custom events:

https://developers.klaviyo.com/en/v1-2/docs/custom-event-tracking

 

If you would like more in-depth help with custom development, you’re always welcome to reach out to one of our incredible Official Partners!

 

I hope this helps get you started, and thanks for using the Community!

-Brian

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