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Active Contributor I
orilehavi
Active Contributor I
April 11, 2021
Solved

Can you create a trigger flow for multiple purchase at a POS location?

  • April 11, 2021
  • 17 replies
  • 1163 views

In order to create a specific flows for each POS location (using Shopify POS), the way I do it now is to tag each customer when he buys in a certain location and each location has a segment that way. So once the customer joins the segment, he enters a flow. 

so this way works only for the first purchase in a specific POS location.

Any thoughts about how to trigger flows according to second or third purchase at a POS location? 

Or how to create a segment for preferred POS location, and not by asking the customer for profile preference. (for example, the store where she bought the most, or spent the most) 

 

thanks! 

      This topic has been closed for replies.
      Best answer by marissanunez

      Hi @orilehavi 

       

      Thanks for sharing your question with the community!

       

      Are you aware if you are sending different source names for each store? this help doc outlines how to segment by source. I would suggest ensuring you can see sources when following these instructions. If you are not seeing the sources you expect to, I would definitely reach out to Shopify to see if you can send a “source_name” that is individual to each store.

       

      I hope this helps!

      Marissa

      17 replies

      marissanunez
      marissanunezAnswer
      Klaviyo Alum
      April 11, 2021

      Hi @orilehavi 

       

      Thanks for sharing your question with the community!

       

      Are you aware if you are sending different source names for each store? this help doc outlines how to segment by source. I would suggest ensuring you can see sources when following these instructions. If you are not seeing the sources you expect to, I would definitely reach out to Shopify to see if you can send a “source_name” that is individual to each store.

       

      I hope this helps!

      Marissa

      MSN
        O
        Active Contributor I
        orilehaviAuthor
        Active Contributor I
        April 15, 2021

        thanks Marissa. I have checked with Shopify, source name will only pull out POS but not the POS location, and I have 10 locations. It will however pull it out under the ‘location’ field, any chance Klaviyo can pull that field for an order created in Shopify?

        Thank you 

        S
        Contributor I
        samc
        Contributor I
        November 23, 2021

        Any update on this? I would also like to segment by POS location...

        alex.hong
        alex.hong
        Klaviyo Alum
        November 23, 2021

        Hey there @samc,

        At the moment, we still have not fully developed a way for us to natively acquire the data of a POS location directly into our system without having developers work on it as a custom property attached onto orders as mentioned in the topic. 

        I will keep updates on here as we receive them from our teams and hope to rollout something more native and smooth in the future. In the meantime, I would recommend checking with Shopify devs/community members to see what they have done regarding this feature.

         

        Thank you for your patience!
        Alex

        O
        Active Contributor I
        orilehaviAuthor
        Active Contributor I
        November 24, 2021

        There is an email marketing system called Endear we have started using that allows us to segement by POS location and select only costumers who purchase at a certain location. It’s so easy, i really don’t understand why Klaviyo do not launch this feature.  

          alex.hong
          alex.hong
          Klaviyo Alum
          November 24, 2021

          Hi there @orilehavi,

          Thank you for shedding light on other platforms that utilize this feature already. In our default placed order event, we do not have any information on the location of the POS sale. This would certainly be something worthy of a feature request! A workaround would be to make a tag in Shopify. The tag would have to be passed through at the time of purchase, not after, as this data won’t be sent into Klaviyo after the Placed Order metric fires. We recommend reaching out to Shopify support about this type of tag (POS location), as they will be able to assist setting this up for you. These tags would need to be added at the time of purchase so they would be captured by Klaviyo and then added to the customer's profile as a profile property. Placed order events are captured in real time, so if these tags were added after, they would not be captured and reflect in Klaviyo. Profiles can then be segmented by this property. 

          I have seen that there is indeed a request for this already put in and will try and push the team toward getting this going. Although I cannot promise a specific date (especially with Black Friday/Cyber Monday and future holidays) I can assure this has been noticed. 

           

          Thank you!
          Alex

           

            O
            Active Contributor I
            orilehaviAuthor
            Active Contributor I
            December 3, 2021

            Thanks Alex. We already have a tag that tags a costumer when buying at a certain POS location. But then we have many costumers who bought in 2+ locations and we cannot segment them according to ‘where they bought more times’ or ‘where they spent more money’ and this creates a lot of manual work or just general emails which do not refer to the specific location this costumer likes to purchase. I would add a way to identify where this costumer prefers to shop. We tried to send an email to all costumers who purchased in 2 + locations and ask them where they prefer to shop but this is getting very low response rates and I can see why. This could be a very simple algorithm. 

            thank you 

            alex.hong
            alex.hong
            Klaviyo Alum
            December 3, 2021

            Hi @orilehavi,

            Thanks for the clarification on your Shopify POS store usage and the data you are trying to segment. 

            Natively, there is no way to segment on both most frequented location + revenue per customer based on most frequent location. It could be achievable to gather and segment on Shopify’s end based on how far up the metadata is stored and how it is collected within your own integration and setup. I’d love to submit this as a future product request in addition so that we can try and integrate this as well. Additionally, we do have an integration with Lightspeed and they do store the info you might be looking for so that could be an option for you and your team.

            Appreciate the feedback and thanks for your patience!
            Alex

            O
            Active Contributor I
            orilehaviAuthor
            Active Contributor I
            December 3, 2021

            Thanks Alex. Hopefully you will not discriminate Shopify POS users and allow the same benefits as you do for Lightspeed users. 

            Ori 

             

              C
              Contributor I
              Chrisoh
              Contributor I
              February 22, 2022

              Hi there @orilehavi,

              I have seen that there is indeed a request for this already put in and will try and push the team toward getting this going. Although I cannot promise a specific date (especially with Black Friday/Cyber Monday and future holidays) I can assure this has been noticed. 

               

               @orilehavi, any update on this feature?

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