Klaviyo Integration. What does it do?

Klaviyo Integration. What does it do?

Klaviyo is continuing its strong growth and positioning itself as a go to platform for email marketing and automation. 

How does the integration with CRU websites work? 

Real-Time Data Sync:

Syncs all customers and users of your site into Klaviyo 
Syncs all Woocommerce data including 'Active on site', placed orders, fulfilled orders

Notes
Klaviyo integration uses tags and events. It does not actually store the whole order data as 'objects'. This is fine for most users, but it limits how granular you can go with integrations and custom reporting - compared to a proper CRM. 


Started Checkout

This event tracks when one of the following occurs:
  1. A customer is logged into their account, has added something to their cart, then views the checkout page
  2. A customer adds something to their cart, views the checkout page, enters a billing email address
You can filter and target Started Checkout metrics based on the following criteria:
  1. $value: The value of the cart
  2. Categories: The categories of the items in the cart
  3. Currency: The currency type for the cart
  4. CurrencySymbol: The currency symbol for the cart
  5. ItemNames: An array containing the names of the items in the cart
Klaviyo captures the value of a cart at time of checkout, as well as other pertinent details of a customer's cart that you can leverage for personalised Abandoned Cart emails. There are two possible Abandoned Cart flows for WooCommerce: a flow triggered by the Started Checkout metric, or the Added to Cart metric.

Added to Cart

This metric is tracked whenever a customer who has been cookied by Klaviyo adds an item to their cart.
It includes detailed information about the item that was added. This is useful when creating segments based on what products users have added to their carts, or when building an abandoned cart flow. You can filter and target Added to Cart metrics based on the following criteria:
  1. $value: Value of the item
  2. AddedItemCategories: The categories to which the item belongs
  3. AddedItemDescription: The description of the item
  4. AddedItemImageURL: The URL of the image of the item
  5. AddedItemPrice: The price of the item
  6. AddedItemProductIDThe custom ID in your WooCommerce store of the product, e.g., 1234
  7. AddedItemProductName: The name of the product in your store, e.g., Red T-shirt
  8. AddedItemQuantity: The quantity of the item
  9. AddedItemSKU: The SKU of the item in your store, e.g., REDMEDIUMTSHIRT
  10. AddedItemTags: Any tags associated with the item
  11. AddedItemURL: The URL of the item
  12. Categories: The categories of all the items in the cart
  13. ItemCount: The count of the total items in the cart
  14. ItemNames: The names of all the items in the cart
  15. Tags: The tags of all the items in the cart 

Placed Order

This event tracks when a customer completes the checkout process and creates an order in your WooCommerce store. Klaviyo records a Placed Order event when we sync an order with the status of processing.
The event Klaviyo tracks includes all product information captured by WooCommerce so that you can use this detailed data in purchase follow up emails. You can filter and target Placed Order events based on the following criteria:
  1. $value: The value of the order
  2. ItemNames: The names of the products in someone's order, e.g., t-shirt or pants
  3. IsDiscounted: Order has been discounted; true or false
  4. UsedCoupon: A coupon was used on the order, e.g., true or false
  5. ItemCategories: The categories to which the items in the cart belong
  6. ShippingMethods (if any)
  7. Coupons (if any)
Revenue, or Placed Order value, is calculated as follows: (sub-total + shipping) - any discounts.

Alert
You may see that the Revenue value on your Klaviyo dashboard does not always match up with the revenue value you see in WooCommerce; this is because WooCommerce subtracts refunded orders from their revenue calculation, while Klaviyo does not.

Fulfilled Order

This event tracks when an order moves to "Complete" in your WooCommerce store. 
The event Klaviyo tracks includes all of the product information about the items someone purchased including product names, images, and variable product information so you can use that information in purchase follow up emails. You can filter and target Fulfilled Order events based on the following criteria:
  1. $value: The value of the order
  2. ItemNames: The names of the products in someone's order, e.g., t-shirt or pants
  3. IsDiscounted: Order has been discounted; true or false
  4. UsedCoupon: A coupon was used on the order, e.g., true or false
  5. ItemCategories: The categories to which the items in the cart belong
  6. ShippingMethods (if any)
  7. Coupons (if any)

Ordered Product

This event is tracked when a customer places an order, but one event is tracked for each item someone purchases. For example, if someone buys a t-shirt and a pair of pants, one Placed Order event is tracked and two Ordered Product events -- one event for the t-shirt and one event for the pants.
The event Klaviyo tracks includes detailed information about each product someone purchases. This is useful when creating behavioral segments based on product options and other detailed information that's not available in the Placed Order event. You can filter and target Ordered Product events based on the following criteria:
  1. $value: Value of the item
  2. ProductId: The custom ID of a product in your WooCommerce store, e.g., 1321
  3. SKU: The SKU of the product in your store, e.g., REDMEDIUMTSHIRT
  4. Name: The name of a product in your store, e.g., Red T-shirt
  5. Quantity: The quantity of the item ordered
  6. Categories: List of categories

Cancelled Order

This event is tracked when a customer creates an order in your WooCommerce store but then cancels the order before fulfillment. You can filter and target Cancelled Order events based on the following criteria:
  1. $value: The total value of the cancelled order
  2. IsDiscounted: Order has been discounted; true or false
  3. ProductNames: The names of the different products in the order
  4. UsedCoupon: A coupon was used on the order, e.g., true or false
  5. ItemCategories: The categories to which the items in the cart belong
  6. ItemNames: The names of the products in someone's order, e.g., t-shirt or pants
  7. Coupons (if any)
  8. ShippingMethods (if any)

Refunded Order

This event is tracked when a customer refunds their order. You can filter and target Refunded Order events based on the following criteria:
  1. $value: The total value of the refunded order
  2. IsDiscounted: Order has been discounted; true or false
  3. ProductNames: The names of the different products in the order
  4. UsedCoupon: A coupon was used on the order, e.g., true or false
  5. ItemCategories: The categories to which the items in the cart belong
  6. ItemNames: The names of the products in someone's order, e.g., t-shirt or pants
  7. Coupons (if any)
  8. ShippingMethods (if any)

Viewed Product

This event is tracked when a customer (previously cookied by Klaviyo) views a product. This is useful if you'd like to set up a Browse Abandonment flow or build segments based on product browsing data.

Active on Site

This event is tracked when a customer (previously cookied by Klaviyo) is active on your site. 

Customer Data

For each customer in your WooCommerce account, a profile is created in your Klaviyo account. Customer information including first name, last name, and location is added to this profile.


CRU additional Integration

At this stage, CRU's only additional integration for CRU Club is for Groups. Anytime a customer signs up to a wine club, they are added to a 'Group'. The integration passes the 'Group' name/tag into a custom property on the profiles within Klaviyo. 

What it can do

- With this integration you can set:
  1. Welcome to our wine club email
  2. Segment emails based on which wine club group a profile is part of 

What it can't do

- at this stage Klaviyo can't handle wine club comms such as:
  1. Next payment reminder
  2. Credit card expiry 
  3. Cancelled subscription email

What we're working on

As we start rolling out the new subscription app (Bocs), we will have a better ability to connect with Klaviyo and be able to handle almost ALL wine club communication emails as well as leverage Klaviyo's SMS. 

Our integration partners are also considering a Klaviyo + Vend POS integration, meaning you can capture POS sales as well as have all eCommerce sales flow into Klaviyo. This means you will capture both online and offline sals and utilise the data for further comms to your customers. 


What can you do with this integration? 

This integrations leads to more ability to create better segmentations (based on products purchases, location, wine club or standard customer), abandoned cart flow, automation flows including win back or welcome series & have full control over newsletter sign up pop ups & forms. 

Let us know if you are interested in the integration! If we have many clients looking to migrate to Klaviyo, we can set up a Webinar on how to get the most out of Klaviyo



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