This guide includes screenshots from a previous user interface and experience of the SamCart platform. For a tour through the new place to connect to other platforms, please reference this guide here: App Marketplace
Automatically add customers to Klaviyo email lists with SamCart's Integration Engine.
SamCart's Integration Engine allows you to automatically add, remove, subscribe, or unsubscribe your customers to or from the Klaviyo Email List of your choice. This automation will free up time for you to focus on driving more traffic to your SamCart pages through email marketing!
Below, we'll break down how to connect SamCart with Klaviyo, and how to create rules allowing you to automate the management of your Email Lists.
Connecting SamCart With Klaviyo
To begin, you’ll need to gather your API information from your Klaviyo account. Log in to Klaviyo and navigate to your Account Settings.
Under the Settings dropdown, select API Keys:
Your Public API Key will be visible at the top of your screen, but you will also need a Private API Key. To grab this, select Create API Key:
Keep this page open as you will need both your Public API Key and the Private API Key to complete the next step!
Open a new browser tab and head to your SamCart Dashboard.
Once you're in SamCart, start by clicking over to your Marketplace Settings and selecting Integrations from the left menu.
Here, under the Integration Setup tab, you'll see a list of all your active integrations that are connected via the Integration Engine. To add a new Klaviyo integration, click the New Integration button:
Clicking New Integration will prompt a box to appear which will walk you through the steps required to complete the integration. Select Klaviyo (1) and click Next Step (2):
Next, SamCart will ask you to Name this Integration (3). This is just an internal label, and can be anything you'd like as long as it doesn't already appear in your Integrations list. You'll also want to copy and paste the Public API Key (4) and Private API Key (5) from your Klaviyo account.
Finally, click Save Integration (6) and you're done! SamCart is officially connected to Klaviyo.
Creating Integration Rules at the Product Level
Now that SamCart is connected to Klaviyo, you'll need to establish simple rules that tell the Integration Engine what to do when certain actions take place in your SamCart Marketplace.
Head over to your Product and click into the Integrations tab (1), then click New Rule (2).
First, you’ll need to decide what action you want to perform on your integration. An action is the functionality available in an Integration you are connected to. In the Integration dropdown, select your connected Integration you'd like to set up a rule for. Then select the Integration specific Action.
Once you have your Integration and Action selected, click on Next Step.
Next, you’ll need to select a trigger. A trigger is the event inside of your SamCart Marketplace that tells the Integration Engine it’s time to make something happen in a connected application.
In the first dropdown on the second step, you will want to select either eCommerce or Courses. eCommerce rules will apply to actions on your product pages, while Courses triggers will be anything related to the Courses app. The available triggers in the dropdown will be specific to the selected integration. In this example, we’ll use the Product Purchased trigger as it’s the most common.
Select Product Purchased from the drop-down menu and click Next Step:
Lastly, we need to choose where the Integration Engine will point your new customers. For this example, we're going to place all of our new customers for this Product in the "Weekly Newsletter" Email List, which was created in Klaviyo. Choose the destination from the drop-down menu and click Submit:
And we're done!
If you'd like, you can also create Remove Contact From List rules which automatically remove customers from an Email Lists upon Subscription Cancellation, Refund, or Delinquency.
NOTE: Each application has different Actions available. The following are available on Klaviyo Integration
Here is a list of triggers available within the Klaviyo integration:
- Order Completed - fires after a customer completes the funnel, upsells included.
- Product Purchased - fires when a product is purchased as a primary product, upsell, order bump, or payment option.
- Product Refunded - fires when a refund occurs inside of SamCart for the product.
- Product Partially Refunded - fires when a partial refund occurs inside of SamCart for the product.
- Prospect Created (i.e. Cart Abandonment) - fires 2 hours after a prospect is created. See more information on the Cart Abandonment feature here.
- Subscription Canceled - fires when the Subscription Status turns to "Canceled” or "Delinquent."
- Subscription Charged - fires each time your customer completes a successful recurring charge.
- Subscription Delinquent - fires when the Subscription Status turns to "delinquent." Delinquency occurs after 4 failed payments in a row. See more information on the Subscription Saver and Dunning feature here.
- Subscription Recovered - fires when your customer is within the Dunning Cycle and has a successful charge.
- Subscription Restarted - fires when you manually restart a user's subscription from either the fully delinquent status or canceled status.
- Subscription Completed - (for Limited Subscriptions only) fires when a limited subscription has it’s final successful charge.
Creating Global Integration Rules
Global Rules aren't too different from Product-Level Integration Rules, except for the fact that they're triggered by every Product in your Marketplace. For example, if you'd like all new customers, regardless of the Product they purchased, to be added as a Contact to one list, you'd create a Global Rule.
To create a Global Rule in SamCart, head back to your Marketplace's Integration Settings.
Here, click on the Global Rules tab (1) and select New Rule (2):
Once you've done that, the steps to create a Global Rule are identical to that of a Product-Level Integration Rule. Reference the Creating Integration Rules at the Product Level section above for a detailed breakdown on how to proceed.
After your Global Rule is created, it will appear under the Global Rules tab:
Testing your Integration
After connecting Klaviyo and creating integration rules, run a quick order while in Test Mode to confirm the integration is passing over contact information. If you need help troubleshooting any issues with the Klaviyo integration, please reach out to support!
Sending Order Data to Klaviyo
When creating a Global Rule, use the Track Placed Order action to send additional ecommerce data to Klaviyo so it can be tracked in your Klaviyo dashboard.
To pass over this information, start by creating a new Global Integration Rule using Order Completed, Product Refunded, Product Partially Refunded, or Subscription Canceled as the trigger.
For this example, we’ve used Order Completed as our trigger, and Track Placed Order as our action:
After a customer completes their order, you will now see the following information reflected in your Klaviyo dashboard:
- Customer first and last name
- Phone number
- Order
- Product ID
- Product name
- Coupon name
- Coupon discount dollar amount
- Billing address
- Shipping address
Please note that, while SamCart can collect both the customer’s billing and shipping addresses, the customer profile will not be populated with this information.
Frequently Asked Questions
Q: I've set up my integration correctly but nothing is showing up in Klaviyo after running an order in Test Mode.
A: Check the email address you used in your test order. If you used the same email address as the administrative email address or a previously created contact in Klaviyo, it's likely the contact will not show up. Try again using a different email address.
Q: My integration seems to be functioning properly, but a customer wasn't added to the correct List/Group/Level/Tag/Offer seemingly at random. What happened?
A: If an integration rule fails to fire, there's always a reason. The Integration Engine keeps a record of the last 1,000 integration events that took place in your Marketplace, and they can be viewed by heading to Marketplace Settings > Integrations > Logs.
Here, you can search for the event in question and check if anything went wrong. 99% of the time the Logs can provide insight into exactly what might've gone wrong with that action.
Q: The Email List I'm looking for isn't showing up when I try to create an integration rule. What should I do?
A: If you don't see what you're looking for when creating a rule hit the Refresh button before looking again:
If you created the List/Group/Level/Tag/Offer after you set up the integration with SamCart for the first time, there's a good chance you'll need to Refresh the list in order for it to fetch your current settings. Still not showing? You can also manually type the list name in that field.
Q: How can I delete, re-name, or refresh my integration if I made some changes in Klaviyo?
A: Head to Marketplace Settings > Integrations and click the Edit, Refresh, or Delete buttons to make these changes to your integration:
Q: When creating a rule, I do not see my tag or list. What do I do?
A: This is due to integrations only showing some of your tags to help it load faster! If you start typing in the name of the tag/list then it'll appear. If you are still not seeing your tags/lists, you might need to “Refresh” the connection to your integration.