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Sync custom properties with Shopify

  • 31 October 2022
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Hi,

I have a client who is wishing to collect marketing preferences about specific interests a customer has and use these to drive better targeted communications. This has been set up via custom preference pages within the Kalviyo platform that write to custom attributes in the users profile, but the client is now looking to sync this information between Klaviyo and the primary Shopify account they host so that a customer, when logged in, can mange these preferences from within Shopify rather than having to click links in emails.

It’s not obvious from the documentation how you can add custom fields to the Shopify<->Klaviyo data sync. As a fallback I was hoping I could generate a link to the global manage preferences page from within shopify - but I can’t figure out how to do that either.

Could anyone help me with this?

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Best answer by alex.hong 31 October 2022, 21:08

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Hi there @MattGray ,

Welcome to the Community.

I assume you’ve already seen our article about syncing Klaviyo and Shopify fields. Our standard Shopify integration will only sync this information for a customer profile.

  • Email, First and Last Name, City, State/Region, Zip Code, Country, Phone Number: These built-in Klaviyo fields are automatically populated with all available data from Shopify
  • Accepts Marketing: Whether or not a customer has opted-in to receive marketing, e.g., True/False
  • Shopify Tags: Any custom tags assigned to that customer in Shopify, e.g., Wholesale or VIP

https://help.klaviyo.com/hc/en-us/articles/115005080447-Reviewing-Your-Shopify-Data#synced-customer-data11
 
There is not currently any ability to connect other data points into Klaviyo. I can certainly see how this would be useful. I am going to let our product development team know that you'd like this feature.
 
Outside of our standard integration, you can use our open API to send information to Klaviyo. You can either use the endpoints directly or use a 3rd party connection such as Zapier to connect Shopify information with Klaviyo. You can find more information on those here.
https://developers.klaviyo.com/en
https://zapier.com/apps/klaviyo/integrations
 
The best endpoint to use in this case would be our Identify endpoint. This allows you to quickly add information to a customer's profile page.
https://developers.klaviyo.com/en/docs/identify-api-reference

 

Hope that helped,

Alex

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Thanks for the reply @alex.hong - lots of useful information there.

As a followup question - is it possible to somehow link to the generic manage preference page from within shopify via a hyperlink? Similarly to how you can have a “manage preferneces” link in an email? This would be a valid alternative option for the client.

Matt

Userlevel 7
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Hi there @MattGray ,

In order to add a hyperlink that redirects to your Preference Pages you can add the syntax {% manage_preferences %} directly to your template. This will redirect the customer to the preference page of the list that your campaign or flow is sent to. If a list or flow is not specified then it will redirect the customer to your global preference page
 
For further information see our help article here on Guide to Template Tags and Variable Syntax.

 

Hope that works!
Alex
 

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Hi Alex,

I don’t have access to a shopify account to test this with - but can I assume that rendering this template is something that can be done from within shopify?

Matt

Userlevel 7
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Hi @MattGray ,

I would reach out to the Shopify support / who ever you are working with for their Shopify account to get them to see if the manage preference hyperlink works from their internal side as well.

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Okay - thanks for your help Alex, much appreciated

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