Introduction - Using Klaviyo with Bundle Builder
In addition to Shopify's default order confirmation email, many merchants also use the Klaviyo: Email Marketing & SMS app to send additional marketing communications to customers.
You can integrate Klaviyo with your Shopify theme and easily set it to send an email or SMS every time someone purchases a Single SKU bundle or a Multiple SKU bundle that includes a discount. Some examples of potential uses are:
- An improved order confirmation email
- A thank you message
- Offering a discount code for the next purchase (discount codes currently work with single SKU bundles only)
- Informing of upcoming sales, events, and new products
- Educational content relating to your products
- Links to marketing content already on your website to drive people back to the store
By utilizing extra marketing communications alongside Bundle Builder you can increase engagement and provide a more memorable customer experience.
In this guide, we'll break down the process of setting up Klaviyo order confirmations into three parts:
Continue scrolling down for a written step-by-step guide.
Part 1. Setting up Klaviyo
If you already have a Klaviyo account connected to your Shopify store then you can skip to Part 2.
Otherwise, use the following steps to get started!
Step 1: Install the Klaviyo app via the Shopify App Store.
Step 2: Create an account and log in.
Step 3: Follow the instructions to link your store's information (or skip if not required).
Step 4: Open your Theme Editor, navigate to App embeds, and activate Klaviyo.
When your Klaviyo account is set up and ready to use, you can then create your flow.
Part 2. Creating a flow
The following steps will detail how to create an Order confirmation flow. Essentially, this means the app will automatically send a communication to your customers when an order is placed. Don't worry though, the flow won't start working until you decide to publish it.
Note: In Part 3, we'll explain how to edit your flow to only send specifically for Bundle Builder orders.
Step 1: Go to Flows on the left side menu.
Step 2: Click Create Flow in the top right corner.
Step 3: Select Send order updates located in the Browse by goal section.
Step 4: Choose Order confirmation flow and then click Create a flow.
Step 5: Name your flow and click Create flow to proceed.
Step 6 (optional): Your new flow will display, which includes both SMS and email blocks by default. Remove any unwanted actions if applicable. For example:
Step 7 (optional): Customize your communication templates. This is where you can decide what you want to send to your customers.
Your flow is almost complete. Don't publish it just yet, because next, we'll add a trigger that will send your communication only when a Bundle Builder bundle has been ordered.
Part 3. Adding trigger filters
With your flow and communication templates ready to go, the final step is to add a trigger filter.
Step 1: Select the trigger block at the start of the flow.
Step 2: On the Trigger setup menu, click Trigger filters and then Add a trigger filter.
Step 3: To enable the flow to trigger for both Single SKU and Multiple SKU bundle orders with discounts, two trigger filters are needed.
Add the first filter: Collections > List > contains > Bundle Builder Products (this is the Single SKU trigger filter)
Click OR to add a second trigger filter underneath.
Add the second filter: Discount Codes > Text > contains > Discount for bundle (this is the Multiple SKU trigger filter for bundles with discounts)
Example of the finished setup:
Note: You need to manually type Discount for bundle. It won't appear as a dropdown option.
Step 4: Publish your flow. To do this, click Update Action Statuses in the top right corner. Then select Live from the dropdown box. This will apply to all action statuses (e.g. SMS and Email).
Congratulations - your Klaviyo Bundle Builder flow is now live!