Skip to main content
Solved

Assistance Needed: Setting Up Automated Email & SMS Workflows Based on Gift Card Segments from Booqable


Forum|alt.badge.img

Hello Klaviyo Community,

We are in the process of integrating our inventory management and order administration system, Booqable, with Klaviyo, to automate transactional and marketing email/SMS campaigns based on rental periods.

Our goal is to create a segment containing a series of gift card numbers that correspond to specific territories in our inventory system. When an order is received in Booqable and includes a gift card number from this pre-defined list, we want to trigger an automated workflow that sends scheduled SMS and email notifications aligned with the rental period.

We would greatly appreciate your guidance on the following:

  1. Segment Creation: How can we create a segment in Klaviyo that dynamically includes a list of gift card numbers related to a specific territory?
  2. Data Sync: What is the best way to ensure seamless integration between Booqable and Klaviyo to automatically update this segment when a new order with a matching gift card number is placed?
  3. Automated Workflows: How to set up email/SMS flows triggered by changes in order status, ensuring timely communications throughout the rental period?
  4. Best Practices: Are there any recommended best practices for handling such segmentation and automation to optimize performance and ensure accuracy?

Your insights and recommendations on the feasibility of this approach would be incredibly valuable to us.

Thank you in advance for your help!

Best answer by Byrne C

Hey ​@Vasyl Prishchak!

Are you still working on setting up your integration? Happy to provide some insight here.

Segment Creation:

  • If you’re looking to create a segment of everybody with a certain set of gift card numbers, you should ensure that these gift card numbers are all within a defined range. When you segment based on a number property, you can create conditions such as “PROPERTY is at least/is at most/is greater than or equal to/ect”. If you want to make a segment that contains everybody who has a certain type of gift card, the definition would look like “Gift Card Number is at least 123456 AND Gift Card Number is at most 234567”, for instance.
  • Are these gift cards assigned to profiles in Klaviyo yet? If not, I’d recommend downloading a CSV file from your platform containing the email addresses of these profiles in one column, and their gift card numbers in another. From there, you can upload it to Klaviyo, and the corresponding gift card number will be assigned as a profile property for each individual. This doc here does a great job explaining how to do this, if you haven’t uploaded profile properties into Klaviyo before.

Data Sync:

  • Zapier is definitely an option. There are quite a few custom integrations that developers have made over the years, and Booqable may already have one. I’d recommend checking out Zapier to see if one exists, (It looks like one does) and exploring it or reaching out to the developer to determine if it would send over the right info to Klaviyo.
  • If you don’t see any existing integration you can use, I’d recommend checking out the APIs on our developer portal. There are lots of really useful API calls you can make that can help you create profiles, subscribe profiles, send events to Klaviyo, pull reports, update profiles with properties, and much much more. People use these calls all the time to develop new integrations.
  • If you want to attach a gift card number to somebody’s profile, you could use our Create Event endpoint to create an event that triggers when some action is taken on your store. Inside this endpoint, you can add event and profile properties that you can use to segment with.

Automated Workflows:

  • If you’ve managed to send events to us using our Create Event endpoint and profile and subscription data by using our Create Profile and Bulk Subscribe Profiles endpoints, you’re probably ready to make a flow. Splits/filters and all flow features are available, even for flows triggered by custom events like the ones you plan to create.

Best Practices:

  • I think I went over some best practices above, but I’d love to hear more about what you’re trying to accomplish, so I can point you in the right direction. Let me know if I can help out with anything else.

Have a great day,

-Byrne

View original
Did this topic or the replies in the thread help you find an answer to your question?

3 replies

NOAH MERCY
Problem Solver II
Forum|alt.badge.img+1
  • Problem Solver II
  • 19 replies
  • January 22, 2025

Hi ,

Thanks for reaching out! Your use case sounds exciting, and here’s how you can do it:

  1. Segment Creation: Use custom properties or tags to upload the gift card numbers into Klaviyo. These can then be used to dynamically segment customers based on matching data from Booqable orders.

  2. Data Sync: Utilize a middleware tool like Zapier or a custom API integration to sync data between Booqable and Klaviyo. Ensure the integration updates custom properties or triggers events in real-time when relevant orders are placed.

  3. Automated Workflows: Use the synced data (e.g., gift card number or order status updates) to create event-triggered flows in Klaviyo. Include conditional splits to align communications with the rental period milestones.

  4. Best Practices:

    • Regularly validate data syncing between Booqable and Klaviyo to avoid gaps.
    • Test workflows with sample data to ensure correct triggers and timing.
    • Leverage SMS/email A/B testing to optimize messaging for engagement.

If you’d like tailored assistance or examples, feel free to reach out directly!

Best regards,
 


Forum|alt.badge.img

Hi,

Thank you for your response and detailed recommendations. I appreciate your insights and would like to provide some feedback and follow-up questions regarding the suggested solutions:

  1. Segment Creation:
    I attempted to use custom properties; however, I couldn’t figure out how to simultaneously upload a list of 200 gift card numbers linked to a specific location by importing them from an Excel file. Could you provide guidance or best practices for bulk importing such data into Klaviyo?

  2. Data Sync:
    Our developer has initially considered using Zapier (Make) or webhooks for integrating Booqable with Klaviyo. We are exploring the feasibility of these approaches and would appreciate any insights or recommendations you might have regarding their implementation and potential challenges.

Looking forward to your response and further guidance. Thanks again for your help!


Byrne C
Community Manager
Forum|alt.badge.img+10
  • Community Manager
  • 56 replies
  • Answer
  • January 29, 2025

Hey ​@Vasyl Prishchak!

Are you still working on setting up your integration? Happy to provide some insight here.

Segment Creation:

  • If you’re looking to create a segment of everybody with a certain set of gift card numbers, you should ensure that these gift card numbers are all within a defined range. When you segment based on a number property, you can create conditions such as “PROPERTY is at least/is at most/is greater than or equal to/ect”. If you want to make a segment that contains everybody who has a certain type of gift card, the definition would look like “Gift Card Number is at least 123456 AND Gift Card Number is at most 234567”, for instance.
  • Are these gift cards assigned to profiles in Klaviyo yet? If not, I’d recommend downloading a CSV file from your platform containing the email addresses of these profiles in one column, and their gift card numbers in another. From there, you can upload it to Klaviyo, and the corresponding gift card number will be assigned as a profile property for each individual. This doc here does a great job explaining how to do this, if you haven’t uploaded profile properties into Klaviyo before.

Data Sync:

  • Zapier is definitely an option. There are quite a few custom integrations that developers have made over the years, and Booqable may already have one. I’d recommend checking out Zapier to see if one exists, (It looks like one does) and exploring it or reaching out to the developer to determine if it would send over the right info to Klaviyo.
  • If you don’t see any existing integration you can use, I’d recommend checking out the APIs on our developer portal. There are lots of really useful API calls you can make that can help you create profiles, subscribe profiles, send events to Klaviyo, pull reports, update profiles with properties, and much much more. People use these calls all the time to develop new integrations.
  • If you want to attach a gift card number to somebody’s profile, you could use our Create Event endpoint to create an event that triggers when some action is taken on your store. Inside this endpoint, you can add event and profile properties that you can use to segment with.

Automated Workflows:

  • If you’ve managed to send events to us using our Create Event endpoint and profile and subscription data by using our Create Profile and Bulk Subscribe Profiles endpoints, you’re probably ready to make a flow. Splits/filters and all flow features are available, even for flows triggered by custom events like the ones you plan to create.

Best Practices:

  • I think I went over some best practices above, but I’d love to hear more about what you’re trying to accomplish, so I can point you in the right direction. Let me know if I can help out with anything else.

Have a great day,

-Byrne