Overview of the integration

ShipBob offers an integration with Klaviyo, available on the ShipBob App and Integrations page. Leveraging this integration allows merchants to personalize the experience across marketing channels based on ShipBob’s unique fulfillment data. This integration will sync order status updates - including vital pre-tracking information and recipient information to a Klaviyo account. This integration enables a one-way sync from ShipBob to Klaviyo. Users can choose to sync profile and activity information to any Klaviyo list they would like recipient profiles added to.

We will import all order information for orders created within that period of time and sync the order status, status detail and recipient into Klaviyo. All subsequent syncs we will only grab new orders created since the last successful sync as well as orders that have been updated since the last successful sync (that have not yet been imported).

Key Features :

  • Pushes each order status back to Klaviyo including pre-fulfillment information that is not obtainable directly from Shopify, such as: “This order has been received by the warehouse”, “ The order has been picked” and “Awaiting carrier pickup”

  • [Coming soon] This integration will sync stock level information to Klaviyo for use in conjunction with shopping information to market messages to your consumers like “Product A that you were shopping for is back in stock”

Check out the demo video here to learn more about Klaviyo's Flows feature!


Setting up your integration

After logging in to your ShipBob account, navigate to the app store and search Klaviyo.

Once you have found the Klaviyo app, select “learn more”. You will be redirected to a page with more information on the integration and can select “connect app” to begin the integration process.

The next step will show 2 options to connect, to “ShipBob V1” or to Klaviyo. You should first select “connect” next to the Klaviyo option.

Input the API Key from your Klaviyo account. You can find this by logging into Klaviyo - > Settings - > API Keys. It’s best practice to create a “Private API key” and name it ShipBob, so you always know which integration is accessing your data. Select “connect” after you have input the correct API Key from your Klaviyo account.

You will be redirected back to the page with the option to connect with Klaviyo or ShipBob V1 but you will see “connected” next to Klaviyo. Now you can select the connect option next to ShipBob V1 and input your login information for your ShipBob account (email address and password).

Once you are logged in, you will be prompted to give the channel a name. This will be how your store is referred to when syncing orders in the ShipBob Dashboard. We recommend making this “channel name” the same as the app you are syncing with - in this case, “Klaviyo”.

Select “Allow & Install” to allow the ShipBob - Klaviyo integration to share information between the 2 systems.

Now that both the Klaviyo and ShipBob options on the connection page show “connected”, you will need to go to step 2. “Configure”. On this page you will need to select the Klaviyo list you want to share access to. The list selected will give our system the ability to push information back to Klaviyo for customer profiles included on this list. You will also need to select a “sync cutoff date” on this page to pinpoint the furthest date in the past that ShipBob should sync information on. The maximum days to look back is 60.

For example - If you select 1/1/22, the integration will sync information from 1/1/22 moving forward according to your sync schedule.

Next, check the box next to “enable” under profile and activity sync. This will sync order recipients and events from your ShipBob orders to a list in Klaviyo.

Move on to step 3 “Schedule” by selecting this option at the top of the page or “Next”. Here you can choose the frequency of sync entities and by default this will show as paused. Once you have updated this cycle and select “save + sync now” you can expect to see a sync of information between ShipBob and Klaviyo based on the schedule selected.

If you select Every 30 minutes, you will see the first sync in 30 minutes from the time you select save.

Check out the demo video here to learn more about Klaviyo's Flows feature!


Potential Metric and Activity Names on Klaviyo

The exhaustive list of metric names that clients should use in flows are as follows:

Picked

Packed

Labeled (When the label is applied to the package)

Processing (When an order is assigned inventory in the warehouse)

InTransit

OutForDelivery

Delivered

DeliveryException (When an order has problems with delivery)

OnHold

Exception (When there is a problem with an order and it is not fulfillable. Usually due to insufficient levels of inventory stock)

Completed (When an order has been picked up by the carrier)

Cancelled

LabelCreated (When a label has been created but not applied to the package yet)

The properties available on those metrics are as follows:

Email

Customer Email

LastUpdate

The last time the order was updated in SB, if empty, the order has not been processed yet

ShipmentStatus

The same as the metric or activity name. Please see exhaustive list above.

StoreOrderId

the order id in the merchant sales channel store front

ReferenceId

If the order was created via API, this field will be populated with the reference id sent over when the order was created

Time

The last time the order was updated in SB, if empty, the order has not been processed yet

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