Klaviyo & WooCommerce Integration: A Beginner’s Guide

Klaviyo & WooCommerce Integration: A Beginner’s Guide

Step 1: Prepare Your Klaviyo Account

Create a Klaviyo Account (if you don’t have one)

If you don’t already have a Klaviyo account, navigate to klaviyo.com/signup. Follow the on-screen prompts to sign up. You’ll need to provide your business email, company name, and create a password. Klaviyo offers a free tier for up to 250 contacts and 500 email sends per month, which is excellent for testing and getting started.

Locate Your Klaviyo Public API Key

Once logged into your Klaviyo account, you’ll need to find your Public API Key. This key is essential for connecting WooCommerce to Klaviyo. To find it:

1. Click on your company name in the bottom-left corner of the Klaviyo dashboard.
2. Select “Settings” from the dropdown menu.
3. In the settings menu, click on “API Keys” under the “Account” section.
4. Your “Public API Key” (also known as Site ID) will be displayed. Copy this key; you will need it in the next step. Do not share your private API key, only the public one is required for this integration.

Step 2: Install and Configure the WooCommerce Integration Plugin

Install the Klaviyo for WooCommerce Plugin

The easiest and most recommended way to integrate Klaviyo with WooCommerce is by using the official Klaviyo for WooCommerce plugin. Follow these steps within your WordPress admin dashboard:

1. Log in to your WordPress admin panel.
2. Navigate to “Plugins” > “Add New”.
3. In the search bar, type “Klaviyo”.
4. Locate the “Klaviyo” plugin by Klaviyo and click “Install Now”.
5. Once installed, click “Activate”.

Configure the Plugin Settings in WooCommerce

After activating the plugin, you need to configure its settings with your Klaviyo Public API Key:

1. In your WordPress admin dashboard, go to “WooCommerce” > “Settings”.
2. Click on the “Integrations” tab.
3. You should now see a “Klaviyo” option listed. Click on it.
4. Paste the “Public API Key” you copied from your Klaviyo account into the designated “Klaviyo Public API Key” field.
5. Ensure the “Enable Klaviyo Integration” checkbox is ticked.
6. Review other options such as “Track Viewed Product”, “Track Started Checkout”, and “Track Placed Order” to ensure they are enabled according to your tracking needs. These are usually enabled by default and are crucial for e-commerce automation.
7. Click “Save changes” at the bottom of the page.

Step 3: Test and Verify the Integration

Send a Test Order through WooCommerce

To confirm that your integration is working correctly, you should place a test order on your WooCommerce store. Use a unique email address that you have access to and that hasn’t been used extensively with your Klaviyo account before, preferably one that is not associated with your admin user.

1. Browse your WooCommerce store as a customer would.
2. Add one or more products to your cart.
3. Proceed to checkout.
4. Enter the unique test email address and complete the order. You can use a test payment gateway if you have one configured, or a cash-on-delivery method to avoid actual financial transactions.

Verify Data Synchronization in Klaviyo

Immediately after placing the test order, check your Klaviyo account to see if the data has been synchronized:

1. Log in to your Klaviyo dashboard.
2. Navigate to “Analytics” > “Metrics”.
3. Look for the “Placed Order” metric. Click on it.
4. You should see a recent “Placed Order” event corresponding to your test order. Click on the event to view its details, including the email address used for the test.
5. Additionally, go to “Audiences” > “Profiles” and search for the email address you used for the test order. You should find a new profile created (or an existing one updated) with the “Placed Order” activity listed in their profile timeline.
6. If you enabled “Viewed Product” or “Started Checkout” tracking, you can also test those actions by browsing products and initiating a checkout without completing it, then checking for corresponding events in Klaviyo.

Step 4: Optimize and Utilize Your Integrated Data

Set Up Basic Automation Flows

With your data flowing into Klaviyo, you can now set up powerful automation flows. Start with these essential e-commerce flows:

• Welcome Series: Triggered when someone subscribes to your newsletter. Go to “Flows” > “Create Flow” > “Welcome Series”. This flow introduces new subscribers to your brand.
• Abandoned Cart Flow: Triggered when someone starts a checkout but doesn’t complete it. Go to “Flows” > “Create Flow” > “Abandoned Cart Reminder”. This flow recovers potentially lost sales.
• Post-Purchase Flow: Triggered after a customer places an order. Go to “Flows” > “Create Flow” > “Post-Purchase Thank You”. This flow thanks customers, provides order updates, and can encourage repeat purchases.
• Browse Abandonment Flow: Triggered when someone views products but doesn’t add them to cart. Go to “Flows” > “Create Flow” > “Browse Abandonment”. This flow reminds customers about products they showed interest in.

Customize the email content, timing, and branching logic within each flow to match your brand’s voice and customer journey.

Segment Your Customer Data for Targeted Campaigns

Klaviyo’s strength lies in its segmentation capabilities. Use the rich data from WooCommerce to create highly specific customer segments for targeted campaigns:

• High-Value Customers: Segment customers who have placed 3 or more orders, or whose total spend exceeds a certain amount. Target them with exclusive offers or loyalty programs.
• One-Time Purchasers: Segment customers who have only placed one order. Target them with incentives to encourage a second purchase.
• Product-Specific Purchasers: Segment customers who bought a specific product or category. Target them with complementary products or re-order reminders.
• Engaged Subscribers (but not purchasers): Segment subscribers who open emails frequently but haven’t purchased. Target them with special discounts or testimonials.

To create a segment, go to “Audiences” > “Lists & Segments” > “Create List / Segment” > “Segment”. Define your conditions based on purchase history, viewed products, email engagement, and more. Use these segments for sending targeted email campaigns, SMS, or even for Facebook Custom Audiences synchronization.

FAQs

Q1: My Klaviyo integration isn’t tracking “Viewed Product” events. What should I check?

A1: First, ensure that the “Track Viewed Product” option is enabled in your WooCommerce > Settings > Integrations > Klaviyo settings. Second, verify your Public API Key is correctly entered. Third, check your website’s caching. Aggressive caching plugins can sometimes prevent the Klaviyo JavaScript snippet from loading correctly. Try clearing your cache or temporarily disabling the caching plugin for testing purposes. Finally, ensure your theme or other plugins aren’t conflicting with the standard WooCommerce product page hooks that Klaviyo uses for tracking.

Q2: Can I integrate multiple WooCommerce stores with one Klaviyo account?

A2: Yes, you can integrate multiple WooCommerce stores with a single Klaviyo account. Each store will require its own installation of the Klaviyo for WooCommerce plugin, and you will use the same Public API Key for all of them. Klaviyo will distinguish between the stores by adding a “Source” property to events (e.g., “WooCommerce – Store A”, “WooCommerce – Store B”), allowing you to segment and filter data by store.

Q3: What data does the Klaviyo for WooCommerce integration sync?

A3: The integration primarily syncs customer profiles and key e-commerce events. This includes: Placed Order, Ordered Product, Fulfilled Order, Refunded Order, Cancelled Order, Started Checkout, Viewed Product, and Subscribed to List. It also syncs customer profile properties like name, email, address, and total lifetime value. Product catalog information is also synced, allowing you to use product feeds in your emails.

Q4: My historical WooCommerce data isn’t showing up in Klaviyo. Is that normal?

A4: Yes, this is normal behavior for the standard plugin integration. The Klaviyo for WooCommerce plugin primarily syncs data from the point of integration forward. It does not automatically import your historical order data from before the plugin was activated. To import historical data, you would typically need to perform a one-time CSV import of your past orders and customer data directly into Klaviyo. Klaviyo provides guides on how to format and upload this historical data.