How to Move Shopify Order Confirmation to Klaviyo

Improve Your Order Confirmations with Klaviyo

If you're looking to move Shopify order confirmation to Klaviyo, you're in the right place. Here's a quick answer:

Step-by-step process:

1. Set Up Integration: Connect Shopify and Klaviyo.
2. Customize Template: Use Klaviyo's template library.
3. Export Template: Save and export your design.
4. Import to Shopify: Upload to Shopify's notification settings.
5. Disable Shopify's Email: Turn off Shopify's default confirmations.

By moving your order confirmations to Klaviyo, you can tailor your emails to reflect your brand, making them more engaging and personal. This shift provides a significant advantage for your business by improving communication and fostering customer loyalty.

In this guide, we'll walk you through each step in detail, so you can easily make the switch and start reaping the benefits.

How to move shopify order confirmation to klaviyo vocab to learn:

• how to set up sms marketing on shopify
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• how to set up tiktok shop with shopify

Setting Up Klaviyo and Shopify Integration

To move Shopify order confirmation to Klaviyo, the first step is to integrate the two platforms. This will allow Klaviyo to access your Shopify data and send personalized order confirmation emails.

Integration Steps

1. Add Klaviyo App to Shopify

   • Go to the Shopify App Store and search for "Klaviyo".
   • Click "Add app" and follow the prompts to install it on your Shopify store.

2. Connect Klaviyo to Shopify

   • Open Klaviyo and go to the "Integrations" tab.
   • Find Shopify and click "Add Integration".
   • Enter your Shopify store URL and click "Connect to Shopify".
   • Grant the necessary permissions for Klaviyo to access your Shopify data.

3. Enable Data Sync

   • Once connected, Klaviyo will start syncing data from Shopify.
   • This includes customer profiles, order history, and product details.
   • Ensure that the integration settings are set to automatically sync new data.

Sync Settings

Proper sync settings are crucial to ensure that all your Shopify data flows seamlessly into Klaviyo.

• Customer Data: Sync all customer profiles, including email addresses, purchase history, and browsing behavior.
• Order Data: Sync order information like order ID, product details, and purchase dates.
• Product Data: Sync product catalog, including product names, descriptions, and images.

You can customize these settings in Klaviyo's integration settings to fit your needs.

Shopify Email Subscribers

Syncing your Shopify email subscribers to Klaviyo is essential for leveraging Klaviyo's powerful segmentation and personalization features.

1. Sync Existing Subscribers

   • In Klaviyo, go to the "Lists & Segments" tab.
   • Create a new list for your Shopify subscribers.
   • Use the "Sync Shopify Customers" option to import all existing subscribers into this list.

2. Capture New Subscribers

   • Ensure that new email subscribers from your Shopify store are automatically added to your Klaviyo list.
   • You can do this by embedding Klaviyo sign-up forms on your Shopify store or using Shopify's default forms and syncing them with Klaviyo.

By following these steps, you ensure that all your customer data is available in Klaviyo, enabling you to send personalized and engaging order confirmation emails.

Next, we'll dive into creating and customizing your order confirmation emails in Klaviyo.

Creating and Customizing Order Confirmation Emails in Klaviyo

Editing the Order Confirmation Template

To create a personalized order confirmation email in Klaviyo, you first need to set up a template. Klaviyo offers a Template Library filled with pre-designed options custom for various ecommerce needs.

1. Access the Template Library

   • Steer to the "Content" section in Klaviyo.
   • Click on "Templates" to enter the library.

2. Select the Shopify Order Template

   • Look for the "Shopify" template types.
   • Choose the "Order Confirmation" template. This template already includes Shopify variables to pull in customer and order data.

3. Customization Tips

   • Infuse Brand Identity: Update fonts, color schemes, and add your logo. This makes the email visually consistent with your brand.
   • Headers and Footers: Customize the headers and footers to include your brand's tagline, contact information, and social media icons.
   • Body Copy: Edit the body text to reflect your brand's tone. Keep the message clear and concise.

Adding Dynamic Content

Dynamic content is key to making your emails feel personal and relevant.

• Shopify Variables: These are placeholders that pull specific information from your Shopify store into the email. For example, {{ customer.first_name }} will display the customer's first name.
• Testing: Before finalizing, send test emails to ensure all dynamic content displays correctly.

Exporting the Customized Template

Once your template is customized, the next step is to export it.

1. Save the Template

   • Click "Save" to ensure you have a backup.

2. Export the Template

   • In the template editor, click the "Export" button.
   • Choose the appropriate file format (HTML or JSON). HTML is commonly used for Shopify.

3. Copy the Email Code

   • After exporting, download the file.
   • Open the file to verify the content. Ensure all elements appear as intended.
   • Copy the email code for the next step.

By following these steps, you can create and customize order confirmation emails in Klaviyo, making them a perfect fit for your brand. Next, we'll cover how to import the Klaviyo template into Shopify.

Importing the Klaviyo Template into Shopify

Preview and Test the Email

Now that you have your customized Klaviyo template, it's time to import it into Shopify. This step ensures that your customers receive the beautifully crafted order confirmation emails you've designed.

Shopify Settings

To start, you'll need to steer to the right settings in Shopify.

1. Access Shopify Admin Panel

   • Log in to your Shopify admin panel.
   • Click on Settings at the bottom left corner.

2. Steer to Notifications

   • In the settings menu, select Notifications.
   • This section houses all the email notifications Shopify sends out.

Edit Code

Next, you'll replace the default Shopify order confirmation email with your Klaviyo template.

1. Select Order Confirmation Email

   • Scroll through the list of notifications.
   • Find and click on Order Confirmation.

2. Edit Email Code

   • Click on the Edit Code button.
   • Delete the existing HTML code in the editor.
   • Paste the HTML code from your Klaviyo template.

Preview Email

Before saving changes, it's crucial to preview your email to ensure everything looks perfect.

1. Preview the Email

   • Click the Preview button within the editor.
   • This will show you how the email will appear to your customers.

2. Check Elements

   • Verify that all images, text, and links display correctly.
   • Ensure that dynamic content like {{ customer.first_name }} works as expected.

Send Test

Sending a test email helps catch any issues before your customers do.

1. Send a Test Email

   • Click on the Send Test Email button.
   • Enter your email address to receive the test email.

2. Review the Test Email

   • Check your inbox for the test email.
   • Ensure it lands in the inbox, not the spam folder.
   • Confirm that all elements display correctly.

Save Changes

Once you are satisfied with the preview and test email, it's time to save your changes.

1. Save the Template
   • Click the Save button to apply the changes.
   • Make sure to keep a backup of the original Shopify email code, just in case you need to revert.

By following these steps, you ensure that your customized Klaviyo order confirmation emails are correctly set up in Shopify. This not only improves your email marketing efforts but also provides a seamless experience for your customers.

Next, we'll cover how to disable Shopify's default order confirmation email.

Disabling Shopify's Default Order Confirmation Email

To ensure Klaviyo handles your order confirmations and avoids sending duplicate emails, you need to disable Shopify's default notifications. This step is crucial to mastering how to move Shopify order confirmation to Klaviyo effectively.

Shopify Plus Users

If you're using Shopify Plus, you have the option to disable the default order confirmation emails directly from the admin panel.

1. Access Shopify Admin Panel

   • Log in to your Shopify admin panel.
   • Click on Settings at the bottom left corner.

2. Steer to Notifications

   • In the settings menu, select Notifications.
   • Scroll down to find the Order Confirmation email.

3. Disable the Notification

   • Toggle off the default notification setting for order confirmation.
   • This ensures only your Klaviyo emails are sent to customers.

Base Shopify Users

For those using the base Shopify plan, disabling the default order confirmation email isn't straightforward. Shopify doesn't allow you to turn off these notifications directly.

Alternative Solution:

You can still use your Klaviyo template in Shopify by replacing the default email template with the one designed in Klaviyo. This workaround involves editing the email code in Shopify, as detailed in the previous section. However, this method means Klaviyo won't handle the sending; Shopify will use the Klaviyo-designed email.

Support Assistance

If you're having trouble or need further assistance, Shopify Support can help. Especially for Shopify Plus users, contacting support can expedite the process of disabling default notifications.

Steps to Contact Support:

1. Visit Shopify Help Center

   • Go to the Shopify Help Center.

2. Contact Support

   • Choose your preferred method of contact (live chat, email, or phone).
   • Explain that you need help disabling default order confirmation emails.

3. Follow Instructions

   • Follow any additional instructions provided by the support team to ensure a smooth transition to Klaviyo.

By disabling Shopify's default order confirmation emails, you ensure that only your customized Klaviyo emails reach your customers. This step is essential for a streamlined and professional email marketing strategy.

Next, we'll dive into some frequently asked questions about moving Shopify order confirmation to Klaviyo.

Frequently Asked Questions about Moving Shopify Order Confirmation to Klaviyo

How to Sync Data from Shopify to Klaviyo?

Syncing data from Shopify to Klaviyo is essential for personalized and timely emails. Here's how to ensure smooth data synchronization:

1. Install Klaviyo App: First, add the Klaviyo app from the Shopify App Store.
2. Connect Accounts: In Klaviyo, go to Settings and select Integrations. Click on Shopify, then enter your store URL and follow the prompts to connect.
3. Enable Data Sync: Ensure all data points (customers, orders, products) are set to sync. This happens automatically once the integration is active.

Best Practices:

• Regular Sync Checks: Periodically verify that data is syncing correctly.
• Profile Updates: Ensure customer profiles in Klaviyo are up-to-date with the latest purchase and browsing data.

Can Klaviyo Send Order Confirmation Emails?

Yes, Klaviyo can send order confirmation emails. This is especially useful for Shopify Plus users. Here's how:

1. Create Confirmation Email in Klaviyo: Use the template library to design an order confirmation email.
2. Export Template: Export the email template in a compatible format (HTML or JSON).
3. Replace Shopify Template: In Shopify, steer to Settings > Notifications. Replace the default order confirmation email code with the Klaviyo template code.

Common Issues:

• Duplicate Emails: Ensure Shopify's default emails are disabled to avoid duplicates.
• Template Errors: Verify that the template is correctly formatted and all dynamic content pulls the right data.

How to Resend Order Confirmation to a New Email on Shopify?

If a customer needs their order confirmation resent to a new email, follow these steps in Shopify:

1. Access Order Details: In Shopify Admin, go to Orders and select the specific order.
2. Change Email Address: Update the customer’s email address in the order details.
3. Resend Confirmation: Click on "Resend Order Confirmation" to send the email to the new address.

Troubleshooting Tips:

• Check Spam Folder: If the customer doesn’t receive the email, ask them to check their spam/junk folder.
• Verify Email Address: Double-check that the new email address is correct and properly formatted.

By addressing these common questions, you'll have a smoother experience moving Shopify order confirmation to Klaviyo. For more detailed steps, refer to the Klaviyo Help Center.

Conclusion

Moving your Shopify order confirmation emails to Klaviyo can significantly improve your email marketing efforts. By integrating these two powerful platforms, you can create personalized, engaging, and visually appealing order confirmation emails that resonate with your customers.

At First Pier, we specialize in helping e-commerce businesses like yours thrive. Our expertise in Shopify development and optimization ensures that your online store is not only functional but also optimized for performance.

Final Tips

1. Test Extensively: Always preview and test your emails before going live. This helps catch any errors and ensures that dynamic content displays correctly.
2. Keep It Personal: Use Shopify variables to personalize your emails. Include customer names, order details, and product recommendations to make your emails more engaging.
3. Monitor Performance: Use Klaviyo's analytics to track the performance of your order confirmation emails. This data can provide insights into what works and what needs improvement.
4. Stay Updated: E-commerce is a dynamic field. Regularly update your templates and strategies based on the latest trends and customer feedback.

By following these steps and tips, you'll master how to move Shopify order confirmation to Klaviyo and lift your customer communication.

For more detailed guidance and support, explore our eCommerce SEO services at First Pier. We're here to help you build a high-performance online business.

Happy emailing!