Automatically add customers to Klaviyo email lists with SamCart's App Marketplace.
SamCart's App Marketplace 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.
Make sure you are on the Account tab within your Kalviyo Settings, and click the API keys tab. Here you will see a couple different API keys, you will want to use your Private API Key.
If you do not already have a Private API Key, click on Create Private API Key to create one. Keep this page open as you will need you Private API Key to complete the next step!
Navigate to SamCart and click on the Apps tab in the lefthand marketplace navigation bar to access the App Marketplace.
Once you are in the App Marketplace, you can search for the specific app you want to connect with! Search for Klaviyo and click the Install button:
This will bring up a small pop up like the one shown below. Enter your Private API Key from Klaviyo and click Connect.
You will be redirected back to the App Marketplace within SamCart once Klaviyo has successfully connected! Here you can start creating rules for your connection.
Creating Connection Rules
Now that SamCart is connected to Klaviyo, you'll need to establish simple rules that tell this connection what to do when certain actions take place in your SamCart Marketplace.
From within the Klaviyo connection in the App Marketplace, click on the + Add New Rule button.
This will bring up a side window where you can create rules for this connection! Here you can select the action and trigger to tell this rule what to do.
First, you'll need to select what kind of rule you want to create, a Global Rule or a Product Specific Rule (1). Global Rules will apply to all products in your marketplace, while Product Specific Rules will only apply to the specific products you select.
The next step is to choose the Action (2) for this connection. The action is what will occur within Klaviyo when this rule fires! The actions available for this connection are Add Contact To List, Remove Contact From List, Subscribe Contact To List, Unsubscribe Contact To List and Track Placed Order.
Once you've chosen the Action, you will need to select the List (3) in Klaviyo that you want the contact/subscriber to be added to or removed from as part of this rule. If you do not see the list you are looking for, click the Refresh Connection button in the top right corner of the window! Note - If you select the Track Placed Order action the List section will disappear as it is not necessary.
The last thing you need to choose is a Trigger (4) for the rule. This is the event that will occur within SamCart to trigger the Action within Klaviyo! NOTE: Each application has different Triggers available. The following are available on Klaviyo Connection:
- 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.
The final step in creating this rule is clicking the Add Rule (5) button. And we're done! Now you can see your newly created rule in the Klaviyo connection within the App Marketplace.
Creating Connection Rules at the Product Level
You can also create rules for a connection from directly within a product! If you are working within a product and wish to create a rule with the Klaviyo connection for it, simply visit the product's Apps tab:
From here, click on the blue + Add New Rule button to start creating a rule with Klaviyo for this product.
First, you'll need to Select the App or App Instance (1) you are wanting to create a rule for - in this case, you should select your Klaviyo connection! The next step is to select any other products you want to add the rule to in the Select Additional Products (2) section. This step is optional and can be left blank if you do not wish to add the rule to any other products.
From here, the rest of the rule setup is exactly the same as when you create a rule from within the App Marketplace! Select the Action (3) for this connection - the action is what will occur within Klaviyo when this rule fires! The actions available for this connection are Add Contact To List, Remove Contact From List, Subscribe Contact To List, Unsubscribe Contact To List and Track Placed Order.
Once you've chosen the Action, you will need to select the List (3) in Klaviyo that you want the contact/subscriber to be added to or removed from as part of this rule. If you do not see the list you are looking for, click the Refresh Connection button in the top right corner of the window! Note - If you select the Track Placed Order action the List section will disappear as it is not necessary.
The last thing you need to choose is a Trigger (4) for the rule. This is the event that will occur within SamCart to trigger the Action within Klaviyo! NOTE: Each application has different Triggers available. Check out the Creating Connection Rules section above for a full list of Triggers available with the Klaviyo connection!
The final step in creating this rule is clicking the Add Rule (6) button. And we're done! Now you can see the rule you have created on the Apps tab of your product:
Testing your Connection
After connecting Klaviyo and creating rules, run a quick order while in Test Mode to confirm the connection is passing over contact information. If you need help troubleshooting any issues with the Klaviyo connection, please reach out to support!
Sending Order Data to Klaviyo
When creating a 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 rule using Order Completed as the Trigger, and Track Placed Order as the 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 connection 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 connection seems to be functioning properly, but a customer wasn't added to the correct List seemingly at random. What happened?
A: If a rule fails to fire, there's always a reason. Our system keeps a record of the last 1,000 events that took place in your Marketplace, and they can be viewed by heading to the Klaviyo connection within the App Marketplace and scrolling down to the Logs section at the bottom of the page.
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 went wrong with that action! The Configuration logs will show you logs related to the configuration of the App Instance (connecting the app, refreshing the app, etc.), and the Action logs will show logs related to actions associated with the rules you have set up for the Klaviyo connection.
Q: The Email List I'm looking for isn't showing up when I try to create a rule. What should I do?
A: If you don't see what you're looking for when creating a rule hit the Refresh Connection button before looking again:
If you created the List after you set up the connection 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 uninstall, update, or connect a new instance of my Klaviyo connection?
A: Head to the Apps tab to access the App Marketplace and select the Klaviyo connection. Click on the three dots to the right of the Klaviyo connection - this will bring up a few options! The Connect New App Instance button will allow you to connect a new instance of Klaviyo (this is great if you have more than one Klaviyo account you want to connect to SamCart!). The Change App Credentials button will allow you to update the credentials you are using to connect this instance Klaviyo within SamCart. The Uninstall App button will uninstall all instances of the Klaviyo app from SamCart, and any rules for that instance of Klaviyo will no longer work. 
Q: When creating a rule, I do not see my tag or list. What do I do?
A: This is due to connection 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.