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Klaviyo Integration FAQ
Klaviyo Integration FAQ

Commonly asked questions about the Klaviyo x Stay Integration answered here!

Ashley Kim avatar
Written by Ashley Kim
Updated over 4 months ago

Do Klaviyo unique coupon codes work in Stay Ai?

Klaviyo's unique coupon codes do not support recurring subscription orders, meaning there is not a way for those codes to be supported in Stay. We encourage you to utilize Shopify discount codes and integrate them into Klaviyo Quick Action links (e.g. 'Apply Discount' or 'Add Item + Apply Discount') for Klaviyo campaigns and flows. You can implement a Shopify discount code into the Quick Action URL to offer promotions/discounts to your subscribers. You can find the Klaviyo Quick Action tool in the Stay app under Tools. It will help you build the URL to implement in your Klaviyo emails.

Are there email templates I can use?

There aren't ready-made email templates from Stay available in Klaviyo, but reach out to your CSM to get Stay flow templates copied over to your Klaviyo account! You can also design and build your emails to your liking, including adding dynamic variables such as subscription product information (product title, price, photo, etc.) to your email.

How can I add dynamic subscription information in my Klaviyo flow email?

First, make sure your flow is set up. This means your trigger is set and the email is built in your flow. The only thing missing should be the dynamic variables. From there, follow the steps below:

1. Make sure you're in the Edit Mode of the flow email.

2. Once you're in the email editor, click "Preview email".

3. You should see a preview modal appear with a real customer's profile populating the subscription event information that their subscription triggered. Find the event information you are looking to include in your email. In the screenshot example below, we are looking for the product title. Click on it, copy the variable that appears below the information, and paste that into your email.

What is the difference between the metrics “Retextion - Subscription Started” and “Retextion - Subscription Purchased”?

Great question! "Retextion - Subscription Started" is the metric that is only triggered by checkout subscription orders. It is meant to indicate the creation of new subscriptions. "Retextion - Subscription Purchased" is the metric that is triggered by all subscription orders, including both checkout and recurring subscription orders.

The distinction between the two metrics is designed to help you understand how your Klaviyo emails attributed to new subscription conversions vs recurring subscription orders.

Tip! If you subtract revenue and conversions between the two metrics, you'll get the revenue and conversions attributed to recurring subscription orders only.

How do I create an active subscriber segment?

The best way to create an active subscriber segment is to use the Shopify customer tag "Active Subscriber".

  1. In your Klaviyo Lists/Segments, create a new segment.

  2. Select a condition, which should be "Properties about someone". This includes tags and profile properties on your Klaviyo customers' profiles.

  3. Select a dimension/property type, which includes both Klaviyo properties and custom properties. You'll want to select "Shopify Tags", which is a custom property.

  4. Leave "contains" as is.

  5. Select the dimension value "Active Subscriber".

  6. If you want to add onto the definition, such as "If someone can or cannot receive marketing", you may do so.

How do I set up subscription flows in Klaviyo?

Creating a subscription flow in Klaviyo requires the same steps as creating any other flow!

  1. Create a flow however you'd like—you can duplicate an existing flow or create a flow from scratch.

  2. Set the trigger as the appropriate "Retextion" metric. For example, if you are creating an Order Upcoming flow, the metric you'd set as the flow trigger would be "Retextion - Order Upcoming".

  3. Set any trigger or flow filters, as needed. For example, if you have multiple ExperienceEngine promotions running, you may want to add a trigger filter to limit the flow to subscriptions that only have promotion A applied.

  4. Drag in an email and build your email to your liking! Reference the section above for pulling in dynamic subscription information into your emails.

How can I use the Stay profile properties in Klaviyo?

Stay profile properties are available for you to use in Klaviyo for various use-cases!

  • Segments - Similar to how you can build an Active Subscriber segment, you can use Stay profile properties to build segments as well. The difference would be the Dimension you select in the segment builder.

    • For example, if you want to build a segment of active subscribers subscribed to X product, you can select the "stay_active_subscription_variant_ids" property as the segment dimension.

  • Flow filters - You can use Stay profile properties to exclude certain customers from entering a flow. When you click on the trigger in your flow, select "FLOW FILTERS" and set the filter the same way you would to build a segment around a profile property.

  • Conditional splits in flows - Very similar to setting flow filters, you can use profile properties to create a conditional split in a flow. A conditional split allows you to control the email experience in the flow based on the conditional logic you've set.

    • For example, if you want people actively subscribed to X product variant receiving an email 7 days after they've started their subscription and everyone else receiving a more general email with no time delay, you'd use the "stay_active_subscription_variant_ids" profile property in your conditional split to make this happen!

A few important notes:

The Stay profile properties will only update when event metrics are passed.

  • For example, if a customer swaps product on their subscription, and then delays their next order by selecting "Set next order date", the properties on their profile will not update to reflect the new product on their subscription. However, if they "Skip next order", which is a "Retextion" metric that is passed to Klaviyo, the properties on the customer's profile will update to reflect their current subscription.

The "stay_active_subscription_variant_ids" include the variant IDs of all products/variants that are on the active subscription, including one-time add-ons and ExperienceEngine promotion items. Once the one-time products are removed from the subscription and an event metric is triggered (e.g. "Retextion - Subscription Purchased" when the next order goes through), that profile property will update to reflect the one-time add-on no longer being on the subscription.

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