I’m very new to Klaviyo and was wondering if you could help me figure out how to do the following:
- Send an automated email to a user who requests access to my gated Shopify store.
- i.e. Thanks for requesting access, someone will be in touch shortly.
- Send an automated email to a user once they are marked as “approved” in Shopify.
- i.e. You now have access, log in here [...]
I already set up auto-emails via Flow in Shopify, but it does not allow me to send to the end-user.
The sign-up form I’m using is the generic Shopify form.
I see that when I test the sign-up form, it is being logged in Klaviyo in the Profiles list.
How do I get started?
Best answer by retentionView original
If you want to send an automated email, you *can* use the standard “Shopify Form” as you mentioned, but it also means anytime someone is added to Klaviyo via Shopify, you may inadvertently trigger that Flow. I do recommend creating a specific “Klaviyo Signup Form” specifically for those use case scenarios for people requesting access.
Then, you create a “Flow” triggered by the “source” value of that form. Here’s an example of the Source value of a Klaviyo Signup Form:
Here’s a Flow triggered by that source value. In this example, my source value is “Coupon” but you can use any value you put in the Source value of the Signup Form:
As for sending an email based on a “tag” - I would recommend first creating a segment based on your tag like this:
Then, creating a Flow triggered by Segment like this:
So, whenever someone enters the segment (Based on a Shopify Tag), they enter the Flow and will receive Emails as you define it in the flow.
Hope this helps!