Shopify Flow: Leveraging Klaviyo Integrations for Shopify

Using Shopify Flow

Shopify Flow is a free application created by Shopify inside the app store. It empowers you to build custom automations that help you run your business more efficiently.

You’ll be able to create unique workflows without needing to code. This gives you more time to focus on growing your business.

Inside Flow, you can connect your apps together to complete even more jobs, and can support nearly any task you can think of. Learn all about it in our Quick Guide to Shopify Flow.

The workflow can be broken down into 3 main parts: a trigger, condition, and action.

Triggers

Workflow triggers are events that cause a workflow to run. In Flow, this will be an event that occurs in your workflow’s repository. You will establish this trigger in your set up.

Conditions

You can use conditions on workflow initiation, actions, and transitions. This is to give more specificity and personalization to your workflows.

Conditions can be a variety of things such as basic field/value comparisons, expressions, or formulas. You use conditions to restrict for whom or when a workflow initiates or actions and transitions execute.

Actions

Actions are the steps the workflow performs to complete a process.

You add the actions to define what you want the workflow to do. A workflow can include as many actions as you need, and to a variety of different applications inside Shopify Flow.

What is Fairing?

Fairing is a Shopify Plus Certified post-purchase survey (PPS) for marketing attribution that gives you actionable consumer insights. Businesses can harness real-time, zero-party data with survey responses provided directly from your consumers.

You can deploy survey questions inside your post-purchase experience, append each response to your customer’s order data and use the insights across your marketing stack. By simply creating a "How did you hear about us?" attribution PPS, your business stands to greatly improve your marketing ROI.

Fairing is also fully adapted to Shopify’s Checkout Extensibility upgrades—designed to enhance Shopify Checkout's speed, security, and customizability. This was followed by a deprecation of checkout.liquid and third-party scripts. These changes to Shopify Extensions enable merchants access to no-code customizations and to create bespoke checkout experiences.

What is Klaviyo: Email Marketing & SMS?

Klaviyo: Email Marketing & SMS is a powerful marketing automation platform designed specifically for eCommerce businesses. It enables merchants to create highly targeted and personalized email and SMS campaigns that drive customer engagement and revenue.

By integrating seamlessly with Shopify and other major eCommerce platforms, Klaviyo allows businesses to leverage customer data to deliver tailored messages at the right time, improving customer retention and lifetime value.

The platform’s advanced segmentation, analytics, and automation capabilities empower businesses to build meaningful relationships with their customers, resulting in more effective marketing strategies. With Klaviyo, businesses can easily track and optimize their marketing efforts, leading to higher conversion rates and increased sales.

The value of Klaviyo lies in its ability to turn customer data into actionable insights, helping businesses grow by delivering the right message to the right audience.

Setting it up

1. The first step is making sure you have signed up, downloaded, and set up the relevant applications in the app store. This includes: Shopify Flow, Fairing, and Klaviyo.
2. Inside your store, go to your applications and go to Flow.

Figure 1: Setting up your Fairing Trigger

3. Once inside, select “Create workflow”. On the next page, select “Select a trigger”. For Fairing, we currently only have one operational trigger: “New survey response”.
4. At this point, you’ll be in Flow’s workflow screen. Here, search for Fairing and select “New survey response” as your trigger.
5. If need be, set conditions that suit your workflow (this is optional).

Figure 2: Setting up your Klaviyo: Email Marketing & SMS Action

6. Thereafter, we set the final action. Once clicked, search for ‘Klaviyo: Email Marketing & SMS’. This will allow you to select one of Klaviyo’s actions:
   1. Create a Campaign—Send a campaign using a list and template from your Klaviyo account
   2. Track an Event—Push any event to Klaviyo
7. Once that has been done, add variables (also known as environment values) to give your workflow data to work on.
8. And voila, your workflow has been created!

Using Fairing to Klaviyo: Email Marketing & SMS for your business

Fairing’s PPS questions spread across 5 categories—attribution, personalization, research, conversion rate optimization (CRO), and net promoter score (NPS). For this integration, we list some possible (but not exhaustive) use cases below:

CRO

Trigger	Condition	Action
New survey response	Customer lists an issue with CRO	Create a new campaign to thank customers for their feedback. Discount codes or coupons could be provided in the campaign.
New survey response	Customer suggests what else they would like to see	Create a new campaign to thank customers for their product suggestions. Discount codes or coupons could be provided in the campaign.

Personalization

Trigger	Condition	Action
New survey response	Customer answered personalization question	Add customer to an event—This can be for future reference to send information about specific products that match their tastes, or to send promotional material to customers based on their tastes, or to reach out to them to be beta testers
New survey response	Customer provided an 'Other' response	Add customer to an event titled 'Other'—Specific information can be pushed out to this segment.

Research

Trigger	Condition	Action
New survey response	Customer answered demographic research question	Add customer to an event—This can be for future reference to send information about specific products that match their tastes, or to send promotional material to customers based on their tastes, or to reach out to them to be beta testers
New survey response	Customer provided an 'Other' response	Add customer to an event titled 'Other'

Explore Fairing's B2B SaaS solutions for eCommerce to see how we can help your business thrive. Book a demo today, or check out our 1-minute product demo to learn more!