Hey @josh1018! This is a great question. Let me loop in some of our community champions to give you some strategic advice: @DavidV @ebusiness pros @retention @KatherineB  

Hi @josh1018,

Welcome to the Klaviyo community and thank you for your question. Appreciate the tag @kaila.lawrence

It sounds like you’re on a great pathway and are thinking exactly in the right way about the build out of this integration. 

I’m not a WooCommerce expert (we work exclusively on Shopify) but I had a quick look at your website and see you are currently selling the courses as products with location & time variants. I wonder if there is a smarter plugin that you could use for booking these appointments. In the Shopify world we use BookThatApp, and I know in the health & wellness space there are some apps that have a native integration into Klaviyo. More info here about Klaviyo for Wellness. 

To tackle your specific questions:

• Has anyone set up similar event tracking for training or event-based bookings? If so, what challenges did you face and how did you overcome them?

We have built this out for a number of day spa’s (to book treatments) and wineries (to book winery tours). I would say the number 1 piece to think critically about all the data points you want to collect that may be useful in the future. While you’re building the initial integration is the best time to capture as much data as possible so you can create onwards success. 

It sounds like you have this well covered with your planned out metric properties - and from a future perspective you would be able to create for example a flow for therapists that have attended training course X. 

Another thing to consider would be to get the trainers to capture additional data points about attendees. I’m thinking for example about product recommendations - I attended a Spray Tan course and based on my specific requirements the trainer recommended that I use product X, Y & Z. If this data is captured, this could be used in a post-attendance flow. You could use something like Typeform to capture this information and sync it back into my Klaviyo profile.  

• Any best practices or tips for ensuring that the data flows seamlessly and triggers the communications accurately?

I think the key piece here is to thoroughly test your actual integration once it’s been built. Klaviyo has a free plan so I would recommend building out the integration into a second account (staging account) so that you don’t fill your regular database with tests. You can then run through all of the test cases you build out and make sure the data shows up in the most actionable way.

I would also make sure that the developer builds in exception reporting into the application so that you can get notified in case something goes wrong (ie. integration errors). This piece from a buildout perspective is quite crucial (and sometimes missed) as the worst way to find out the integration is no longer working is 3 months later when you see no traction on the events in Klaviyo! 

I hope that is helpful - let me know if you have any other questions. It sounds like an exciting project to get your brand to the next level with it’s marketing automations and segmentation!

Thanks
David