Integrating Klaviyo with Shopify is the first step to transforming your email marketing into a data-driven system. In this guide, we cover the integration process step-by-step and share critical points to consider.
Preparation Before Integration
- Create a Klaviyo account (you can start for free at klaviyo.com)
- Ensure you have access to your Shopify admin panel
- Prepare your existing email lists in CSV format (if any)
Step 1: Install Klaviyo from the Shopify App Store
In your Shopify admin panel, go to the “Apps → App Store” menu and search for “Klaviyo”. Click the “Add app” button to install it on your Shopify store. During installation, log in with your Klaviyo account or create a new one.
Step 2: Approve Integration Permissions
Klaviyo requests access to the following data from Shopify:
- Customer information (name, email, phone)
- Order history
- Product catalog
- Cart information
Approve all permissions; restricted access will prevent flow automations from working.
Step 3: Verify the Klaviyo JavaScript Snippet
After the Shopify integration is set up, Klaviyo automatically adds the JavaScript code to your site. You can check if this code is working correctly in the Klaviyo panel under “Account → Settings → API Keys”. Search for “klaviyo” in the site's source code using Chrome Developer Tools.
Step 4: Set Up Active On-Site Forms
Create an email collection form in Klaviyo under the “Sign-up Forms” section. High-performing form types:
- Exit-intent pop-up: When the user is about to leave the page
- Time-based pop-up: After spending 30 seconds on the page
- Scroll-based form: After 50% scroll
- Embedded form: In the footer or on a blog page
Step 5: Activate Core Flows
Klaviyo's “Flows” section contains a library of ready-made templates. First, activate the following flows:
- Welcome Series
- Abandoned Cart
- Post-Purchase
Customize the templates according to your brand's voice and visual identity.
Step 6: Import Your Existing Email List
In Klaviyo, create a new list with “Lists & Segments → Create List”. Upload your CSV file via the “Import” button. Ensure correct column mapping during import (first_name, last_name, email).
Step 7: Test Conversion Tracking
To test if the integration is working correctly, place a test order. Verify that this order appears in the “Activity Feed” in the Klaviyo panel. If the order appears, the integration is successful.
Metrics to Track After Integration
- Email open rate (industry average: 20-25%)
- Click-through rate (industry average: 2-5%)
- Flow revenue (total sales from flows)
- List growth rate (monthly new subscribers)
Conclusion
Klaviyo + Shopify integration creates an automated revenue engine once set up. For integration setup and optimization, contact Rivanti.