With Stay Ai's Klaviyo integration, Stay Ai passes various metrics to Klaviyo so you can use these metrics to trigger email flows and build segments. These metrics also allow you to take a deeper dive into analytics, so you can better understand where email-attributed conversions come from—new subscription purchases, recurring subscription orders, or one-time purchases.
Setting Up the Klaviyo Integration
Log into your Klaviyo account.
Click your account name dropdown in the top right corner and click “Account.”
Navigate to Settings and click API Keys.
Copy your public API key to your clipboard. This is a string of 6 random letters.
Log into the Stay Ai app via your Shopify store.
Navigate to Settings > Integrations.
Click on the Klaviyo integration.
Paste the public API key and hit save.
Understanding Stay Metrics in Klaviyo
Populating the Metrics in Klaviyo
Once Klaviyo has been successfully integrated, you are ready to populate metrics in their system. To populate the metrics, the actions respective to the metrics must take place on a subscription. For example, to trigger and thus populate the 'Retextion - Subscription Canceled' metric in Klaviyo, you must cancel a subscription in your store. Once the actions are completed, you can find them in Analytics > Metrics, then search “Retextion”. Below are the available metrics, once triggered.
Note: Since we have updated our company name, we will eventually be updating the metrics from "Retextion" to "Stay". In the interim, those listed above are correct.
General Subscription Metrics
Below are the metrics that are relevant to all subscription types.
Retextion - Subscription Started - This metric is triggered by checkout subscription orders and indicates the creation of a new subscription
Retextion - Subscription Purchased - This metric is triggered by all subscription orders created in Shopify, including checkout subscription orders and recurring subscription orders
Tip! If you would like to build a flow that triggers only for recurring subscription orders, you can achieve that by doing the following:
Use the "Retextion - Subscription Purchased" metric to trigger the recurring subscription order flow
Add a trigger filter "orderNumber is greater than 1". This will exclude the first subscription order (aka the checkout order) from triggering this flow.
Retextion - Subscription Canceled - This metric is triggered when a customer cancels their subscription
Retextion - Subscription Paused - This metric is triggered when a customer pauses their subscription for any period of time
Retextion - Subscription Skipped - This metric is triggered by the 'skip next order' action being taken on the subscription
Retextion - Order Upcoming - This metric is triggered 2–5 days leading up to the next order date on a subscription
Note: By default, this metric fires 5 days before the next order.
If you've changed the default 5 days to 2–4 days in the Stay Ai Upcoming Order email setting, this Klaviyo metric will respect that as well.
To change the number of lead-up days, navigate to your Stay Ai app > Notifications > Emails > Upcoming Charge > Notification Cadence
Retextion - Promotion Applied - This metric is triggered when an ExperienceEngine promotion you've created in Stay is applied to a subscription. For more information on using this metric, please visit our article on using Klaviyo for ExperienceEngine Promotions.
Retextion - Billing Attempt Failed - This metric triggers when payments fail billing attempts
Retextion - Payment Method Expiring - This metric triggers on the first of the month for payments expiring in the following month. For example, this will fire on January 1st for payments expiring in February
Note: When building a flow off of the Payment Method Expiring metric, please add a flow filter to exclude customers with the stay_inactive is true profile property. This will ensure that customers with only canceled subscriptions will be excluded from the flow.
Retextion - Item Out Of Stock - This metric triggers when an item is identified as out of stock on a billing attempt
Retextion - Order Partially Fulfilled - This metric triggers when an order respects partial order fulfillment in Stay, and fires an order without items that are currently out of stock
Prepaid Subscription-Specific Metric
Retextion - Subscription Expired - This metric triggers when the last order in a prepaid subscription is processed through to Shopify
Retextion - First Gift Sent - This metric triggers when the first gift of a prepaid gifted subscription is ordered
Retextion - Gift Sent - This metric triggers when a prepaid gifted subscription order is fired
Retextion - Last Gift Sent - This metric triggers when the last prepaid order in a gifted subscription is fired
Understanding Stay Profile Properties
The following custom properties are currently available.
stay_active & stay_active_subscriber - 'true' if the customer has at least one active subscription; 'false' if the customer only has paused or cancelled subscriptions
stay_inactive - 'true' if the customer only has cancelled subscriptions; 'false' if the customer has any paused or active subscriptions
stay_paused - 'true' if the customer has at least one paused subscription; 'false' if the customer does not have any paused subscriptions
stay_active_subscription_count - count of the customer's active subscriptions
stay_active_subscription_variant_ids - the variant IDs of the line items in the customer's active subscriptions
stay_cancelled_subscription_count - count of the customer's cancelled subscriptions
stay_cancelled_subscription_variant_ids - the variant IDs of the line items in the customer's cancelled subscriptions
stay_all_subscriptions - subscription IDs of all the subscriptions the customer has
Note: You can view all subscription profile properties by either navigating to a subscription customer's profile in Klaviyo, as seen in the screenshot example below.
You can also create a segment around profile properties and search for "Stay" when prompted to select the property in the segment-builder.
Creating Klaviyo Email Flows
If you'd like to send any subscription emails through Klaviyo instead of Stay (e.g. subscription creation confirmation, order upcoming, cancellation confirmation, etc.), you will need to create flows in Klaviyo. Each flow will be triggered off of a "Retextion" metric. From there, you can build the email you'd like customers to receive when they enter the flow.
Below is a breakdown of the Klaviyo metric you will use to create various subscription email flows.
Note: The 'Security Code' email in Stay must remain toggled on. This email sends the passwordless login verification code to customers so they can access their subscription portal.
Subscription Email | Klaviyo Metric |
Subscription Creation Confirmation | Retextion - Subscription Started |
Subscription Order Skipped | Retextion - Subscription Skipped |
Subscription Paused Confirmation | Retextion - Subscription Paused |
Subscription Cancelation Confirmation | Retextion - Subscription Canceled |
Upcoming Charge | Retextion - Order Upcoming |
ExperienceEngine Promotion Applied | Retextion - Promotion Applied |
Item Out of Stock | Retextion - Item Out of Stock |
Order Partially Fulfilled | Retextion - Order Partially Fulfilled |
Payment Declined | Retextion - Billing Attempt Failed |
Payment Expiring | Retextion - Payment Method Expiring |
Prepaid Order Completed | Retextion - Subscription Expired |
Note: You’ll need to reach to Klaviyo to request that they mark the appropriate emails in your subscription flows as transactional. This ensures that those transactional emails are still sent to customers that are unsubscribed to marketing emails. Here is a Klaviyo help article on sending transactional emails through flows.