Skip to main content
Solved

Flow for when customer request to update their payment method

  • April 3, 2024
  • 2 replies
  • 100 views

Forum|alt.badge.img

I want to create a flow for when customer request to update their payment method in shopify. 
I don't know the trigger for this. can someone help me with this.

Best answer by Kat Mofokeng

Hey @Adam-S 

Our Partner @DavidSandel indeed is right and this would be a great solution because webhooks allows real-time communication between systems, making it efficient and reliable. By integrating Shopify events with Klaviyo, you’ll have a seamless way to handle payment method updates and engage with customers effectively!

 

just encase you want to also know how make this happen, here are a few steps to follow: 

Step 1 - Shopify Event Hook Setup:

  • Set up an event hook in Shopify to listen for the "Customer payment method updated" event.
  • When this event occurs (e.g., a customer updates their payment method), Shopify will trigger your configured webhook.

 

Step 2 - Webhook Configuration: Configure your webhook to send relevant data to Klaviyo. This data might include:

        - Customer details (e.g., email, name).
        - Updated payment method information.
        - Any other relevant context.

 

Step 3 - Klaviyo Integration: In Klaviyo, create a flow or automation that listens for the webhook. Based on the data received, you can:

        - Send a confirmation email to the customer.
        - Update customer segments.
        - Trigger follow-up actions (e.g., personalized recommendations).

 

Last but not least - Testing and Monitoring:
    - Test the entire flow by updating a payment method in Shopify.
    - Monitor the webhook logs in both Shopify and Klaviyo to ensure successful communication.

 

We always around if you have any more questions but we hope this solves your question.

View original
Did this topic or the replies in the thread help you find an answer to your question?

2 replies

DavidSandel
Partner - Silver
Forum|alt.badge.img+21
  • Partner - Silver
  • 155 replies
  • April 3, 2024

You’ll have to hook into that event in Shopify and then send a webhook into Klaviyo. Presumably that should trigger an event which then triggers your flow. It would be a custom coded project. Nothing out of the box. 


Kat Mofokeng
Problem Solver III
Forum|alt.badge.img+4
  • Problem Solver III
  • 15 replies
  • Answer
  • April 3, 2024

Hey @Adam-S 

Our Partner @DavidSandel indeed is right and this would be a great solution because webhooks allows real-time communication between systems, making it efficient and reliable. By integrating Shopify events with Klaviyo, you’ll have a seamless way to handle payment method updates and engage with customers effectively!

 

just encase you want to also know how make this happen, here are a few steps to follow: 

Step 1 - Shopify Event Hook Setup:

  • Set up an event hook in Shopify to listen for the "Customer payment method updated" event.
  • When this event occurs (e.g., a customer updates their payment method), Shopify will trigger your configured webhook.

 

Step 2 - Webhook Configuration: Configure your webhook to send relevant data to Klaviyo. This data might include:

        - Customer details (e.g., email, name).
        - Updated payment method information.
        - Any other relevant context.

 

Step 3 - Klaviyo Integration: In Klaviyo, create a flow or automation that listens for the webhook. Based on the data received, you can:

        - Send a confirmation email to the customer.
        - Update customer segments.
        - Trigger follow-up actions (e.g., personalized recommendations).

 

Last but not least - Testing and Monitoring:
    - Test the entire flow by updating a payment method in Shopify.
    - Monitor the webhook logs in both Shopify and Klaviyo to ensure successful communication.

 

We always around if you have any more questions but we hope this solves your question.


Reply