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Create email flow with calendly post purchase based on discount code in Shopify

  • December 6, 2024
  • 2 replies
  • 39 views

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  • Contributor I
  • 1 reply

Hi, 

 

So I and my team want to set up a buy and get campaign where if the customers buys the product they get a free consultation. When using the “discount code” in shopify, I want klaviyo to send out an automation with and email connected with calendly so the customer can book schedule their appropriate time instantly. 

Anyone know how to set this up? 

Best answer by pranay

It is possible but you need to test it out first.

You can follow these steps:

  1. Create a Discount Code in Shopify: First, create a discount code in Shopify. Make sure to note down the code.

  2. Set Up a Post-Purchase Flow in Klaviyo: In Klaviyo, go to the Flows tab and create a new flow. Choose "Build your own" and name it something like "Post-Purchase Free Consultation". How to create a post-purchase flow | Klaviyo Help Center

  3. Trigger the Flow: Set the trigger to "Placed Order" so that the flow is triggered after a purchase.

  4. Add a Conditional Split: Add a conditional split to check if the discount code was used. You can use the event property {{ event.extra.discount_code }} to check if the specific discount code was applied. How to add link that applies a coupon code to a Shopify cart | Klaviyo Help Center

  5. Create the Email: Create an email template for the flow. In the email, include a link to Calendly where customers can book their free consultation.

  6. Add the Calendly Link: Use a dynamic link to direct customers to their Calendly booking page. The link should include the customer's name and other relevant details to personalize the booking experience.

2 replies

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  • Problem Solver IV
  • 29 replies
  • Answer
  • December 6, 2024

It is possible but you need to test it out first.

You can follow these steps:

  1. Create a Discount Code in Shopify: First, create a discount code in Shopify. Make sure to note down the code.

  2. Set Up a Post-Purchase Flow in Klaviyo: In Klaviyo, go to the Flows tab and create a new flow. Choose "Build your own" and name it something like "Post-Purchase Free Consultation". How to create a post-purchase flow | Klaviyo Help Center

  3. Trigger the Flow: Set the trigger to "Placed Order" so that the flow is triggered after a purchase.

  4. Add a Conditional Split: Add a conditional split to check if the discount code was used. You can use the event property {{ event.extra.discount_code }} to check if the specific discount code was applied. How to add link that applies a coupon code to a Shopify cart | Klaviyo Help Center

  5. Create the Email: Create an email template for the flow. In the email, include a link to Calendly where customers can book their free consultation.

  6. Add the Calendly Link: Use a dynamic link to direct customers to their Calendly booking page. The link should include the customer's name and other relevant details to personalize the booking experience.


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  • Author
  • Contributor I
  • 1 reply
  • December 6, 2024

Thank you, sounds like you are confirming my initial ideas i wanted to check. I will try this!