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:
- Segment Creation: How can we create a segment in Klaviyo that dynamically includes a list of gift card numbers related to a specific territory?
- 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?
- Automated Workflows: How to set up email/SMS flows triggered by changes in order status, ensuring timely communications throughout the rental period?
- 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!