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Customer List Integration & Customer Tags

  • 27 March 2021
  • 5 replies
  • 46 views

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Hey guys,

 

I recently installed the app and I am loving it! Just had a couple of setup questions that I need some assistance with if possible,

I believe that I have successfully integrated Klaviyo with Shopify and have created a Subscriber List on Klaviyo which auto populates as soon as a customer subcribes via the Klaviyo created popup form or the standard Shopify footer subscription function.

I am just experiencing some issues with regards to the below:

 

  1. I would like to know how I can arrange for any manually added customer profiles on my Shopify Customer List to be automatically added to my Klaviyo list. As I mentioned above, the sign up form submissions are working fine, but not any manually added profiles.
  2. How can I enable for the customer tags that I assign to Customers on Shopify to transfer onto the Tags I create on Klaviyo? Is there an automated way to integrate these?
  3. I would like to know how I can go about Klaviyo automatically adding customers to Lists/Segments such as VIP Customers and New Subscribers? Is this automated?

 

Apologies in advance for the newb questions. I appreciate any assistance :)

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Best answer by julie.accardo 28 March 2021, 14:15

Hey @Deejayy,

 

Glad to hear that you’re enjoying the platform so far!

 

There are a few ways profiles can be added to Klaviyo:

  • The Shopify to Klaviyo integration will sync anyone who abandoned checkout or places an order through your Shopify store to your Klaviyo accounts as an active profiles. In order to organize those contacts, you can create segments of “anyone who checkout started” or anyone who placed an order.” Also, there is a setting within the Shopify integration that allows you to route any contacts that accept marketing at checkout to a list in Klaviyo.
  • You have the option to manually export contacts to a csv file and then manually import them into a list in Klaviyo.
  • If you have access to a developer, you can work with them to automatically sync contacts to a list using our list api endpoints.

How to Manage Shopify Tags in Klaviyo:

VIP/New Subscriber Segments:

 

Hope this helps!

Julie

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Thanks ladies. I’ve now sorted this out. Much appreciated for the assistance :)

Userlevel 2
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Hi @Deejayy 

 

Is it possible double opt-in is turned on for this list? If that’s the case, if someone does not confirm their subscription they would not be added to the list until they do. You could also try kicking off another historical sync for your ecommerce integration in the integration settings to attempt to move all historical customers who opted in on to that list. If you’re still having trouble after reviewing both of these let me know!

 

Hope this helps,

Marissa

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@julie.accardo 

 

As I mentioned in my first post, the contact successfully lands in my Klaviyo Segment List after submitting their email via my Flyout form or the Website Footer form. The issue just lies with when they are checking out

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Hi Julie,

Thank you kindly for your reply!

 

Just on your first point - I am still having trouble with the contacts being added automatically to my main subscriber list after opting for email marketing via the checkout. The customer gets successfully added to the Customer tab in Shopify, but then won't integrate over to my linked Klaviyo subscriber list. The contact does however appear in the Klaviyo Profiles tab.

 

I have also ensured that the below are selected:

 

 

Would you by any chance know where I may be going wrong?

Userlevel 3
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Hey @Deejayy,

 

Glad to hear that you’re enjoying the platform so far!

 

There are a few ways profiles can be added to Klaviyo:

  • The Shopify to Klaviyo integration will sync anyone who abandoned checkout or places an order through your Shopify store to your Klaviyo accounts as an active profiles. In order to organize those contacts, you can create segments of “anyone who checkout started” or anyone who placed an order.” Also, there is a setting within the Shopify integration that allows you to route any contacts that accept marketing at checkout to a list in Klaviyo.
  • You have the option to manually export contacts to a csv file and then manually import them into a list in Klaviyo.
  • If you have access to a developer, you can work with them to automatically sync contacts to a list using our list api endpoints.

How to Manage Shopify Tags in Klaviyo:

VIP/New Subscriber Segments:

 

Hope this helps!

Julie

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