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Sending gifting notifications with Klaviyo

Shopify Checkout integration Recharge Checkout on Shopify
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With Klaviyo flows you can automatically send gift recipients and their senders' messages related to Recharge Gift Subscription events. 

This guide explains how to use Recharge metrics with Klayivo flow to communicate branded email notifications to your customers. 

Platform:
  • Recharge Checkout on Shopify
  • Shopify Checkout Integration

Before you start

Overview

Use Recharge event metrics to create five custom flows in Klaviyo and send gift senders and recipients branded messages to communicate specific events that occur throughout the gifting process. 

Recharge sends event metrics to Klaviyo, which you can use as your trigger when building a flow in Klaviyo. Flows are sent to customers automatically when the metric is triggered. See Build Email Flows with Klaviyo for more information.

You can use one of the following metrics as your trigger when building a flow in Klaviyo:

Metric

Used to build a flow to communicate with

Notification content
Gift purchased on Recharge

The gift sender

The gift recipient

Notify the gift sender when the gift was sent.

Notify the gift recipient about their gift. 

This notification must include a link to redeem the gift. 
Gift redeemed on Recharge

The gift sender

The gift recipient

Notify the gift sender when the gift is redeemed. 

Notify the gift recipient that they have claimed their gift. 
Gift unclaimed on Recharge

The gift sender

The gift recipient

Notify the gift sender if the gift has not been redeemed.

Notify the gift recipient that they have a gift to claim.

Event properties

The following event properties are sent to Klaviyo from Recharge when any of the three gifting metrics are triggered: 

Available properties

Property passed

Value

Notes
gift_amount

Number

Example: 450.0

 The total cost of the gift.
gift_currency

Text

Example: USD

 The currency the gift was purchased in.
gift_external_order_id

A unique string of numbers

Example: 508969313912

 The order id for your external ecommerce platform. 
gift_id

A unique string of numbers

Example: 42211

 Identifies a specific gift purchase line item.
gift_note

Text

Example: Enjoy your gift!

 A note the customer can send to the gift recipient.
gift_notification_send_at

Date

Example: October 02, 2023 at 08:08 PM

 The date the notification is set to send for. 
gift_product_id

A unique string of numbers

Example: 7492131193009

 The external product id of the gift product purchased by the sender.
gift_product_variant_id

A unique string of numbers

Example: 42814466916529

 The external variant id if of the gift product purchased by the sender.
recipient_customer_hash

A unique string of letters and numbers

Example: afef35d9261482ee0f

 The unique identifier used to identify the gift recipient.
recipient_customer_id

A unique string of numbers

Example: 119425041

 The unique identifier used to identify the gift recipient.
recipient_email

Email address

Example: johndoe@example.org

 The email address of the person who is receiving the gift.
recipient_first_name

Text

Example: john

 The first name of the person who is receiving the gift.
recipient_last_name

Text

Example: doe

 The last name of the person who is receiving the gift.
redeemable_product_id

A unique string of numbers

Example: 7480223727793

 The external product id of the product that the recipient can redeem.

redeemable_product_title

Text

Example: Flower delivery

 The title of the product that the recipient can redeem.

redeemable_product_image_link

Text

Example: https://cdn.shopify.com/s/files/flower

 The image link for the product that the recipient can redeem.
redemption_url 

URL

Example: https://tarek-uc-rc.myshopify.com/tools/recurring/
portal/fef1/gifts/42211?passwordless=true&token=34daddcb

 The unique URL customers use to redeem their gift.
sender_email

Email address

Example: example@example.org

 The email address of the person who purchased the gift.
sender_first_name

Text

Example: jane

 The first name of the person who purchased the gift.
sender_last_name

Text

Example: doe

 The last name of the person who purchased the gift.
sender_name

Text

Example: Jane Doe

 The full name of the person who purchased the gift.

Use the event properties listed above to customize your email template and include information about the sender, the gifted product, or the gift amount in any of your notifications. You can also use these properties to build trigger filters and communicate with a specific group of people. 

Create a flow in Klaviyo

The steps to creating a flow in Klaviyo are the same for all Recharge metrics: 

  1. Log in to your Klaviyo account and click Flows from the Navigation menu.
  2. Click Create Flow to build a new flow. 
  3. Click Create From Scratch to start a new flow. Add a name to your flow. 
  4. Select metric as the flow trigger, and choose one of the three available gift subscription metrics: 
  5. Drag the email action into your flow. 
  6. Customize the content of the email.
  7. Review the flow in Preview and Test mode. 
  8. Save and turn on the flow. 

Additional configuration steps will depend on the email template you're creating. See the relevant article sections for additional setup instructions: 

Gift purchased on Recharge

Note: The gift purchased on Recharge metric triggers for both the gift recipient and sender. This allows the sender to receive confirmation that the gift was sent to the recipient. 

Use the gift purchased on Recharge metric to send the gift recipient a notification that they've received a gift, along with a redemption link to redeem their gifted product. 

After building your flow, you can add the redemption link to your email content. The redemption link is available in the listed event properties related to the gift purchased on Recharge metric:

  1. Click Preview and Test in the top right corner of the email for a list of available event properties associated with the relevant metric. 
  2. Click on the name of the redemption link property to copy the property and paste it anywhere in your email. 
  3. Finish configuring your flow, and then save and activate the flow so that the email is automatically sent to all applicable gift recipients. 

Review the following video for detailed instructions on creating a flow in Klaviyo to alert gift recipients of their gift:

You can copy and paste the code below into the source code in Klaviyo to get started using the same format outlined in the video above. 

<div style="text-align: center; letter-spacing: 3px;"><span style="color: #1e3030; font-size: 14px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;">Hi <span>{{ event.recipient_first_name|default:'' }}</span>!</span></div>
<div style="text-align: center; line-height: 100%; color: #3e3e3e; font-weight: bold; font-size: 47px;"><span style="color: #1e3030; font-family: 'Inknut Antiqua', 'Palatino Linotype', 'Palatino LT STD', 'Book Antiqua', Georgia, serif; font-weight: 400; font-size: 40px;">You've received a gift!</span></div>
<div style="text-align: center;">&nbsp;</div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>{{ event.sender_first_name|default:'' }} {{ event.sender_last_name|default:'' }} has sent you {{ event.redeemable_product_title|default:'' }}.</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;<img src="{{ event.redeemable_product_image_link|default:'' }}" alt="" /></span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>Click below to claim your gift:</span></span></div>
<h2 style="text-align: center;"><span style="color: #2e8940;"><a href="{{ event.redemption_url|default:'' }}" style="color: #2e8940;"><span style="font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;">Get my {{ event.redeemable_product_title|default:'' }}!</span></a></span></h2>
<div style="text-align: center;">&nbsp;</div>

Gift redeemed on Recharge

Use the gift redeemed on Recharge metric to send two notifications: let the gift recipient know they've claimed their gift, and let the gift sender know their gift was redeemed.

Use a trigger filter after configuring your flow using the gift redeemed on Recharge metric to ensure the right email notifications are sent to the right person. You will need to create two flows, one for the gift recipient, and one for the gift sender. 

  1. Select the flow trigger. 
  2. Click Trigger Filters.
  3. Click Add a Trigger Filter.
  4. Select is_sender. 
  5. Set the Type to Boolean.
  6. Select the value for the is_sender property.  
    • To communicate with the gift sender, set the is_sender value to TRUE.
    • To communicate with the gift recipient, set the is_sender value to FALSE.
  7. Save the Trigger Setup. 

Finish configuring your email by adding an email block to your flow, then save and activate the flow. Make sure to repeat the steps listed above to send both your gift recipient and gift sender a notification. You may want to consider disabling smart sending to prevent customers from not receiving relevant emails related to the gift.

Review the following video for detailed instructions on creating flows in Klaviyo to send notifications to gift recipients and senders once the gift is claimed: 

You can copy and paste the code below into the source code in Klaviyo to get started using the same format outlined in the video above. 

Notification for the gift sender:

<div style="text-align: center; letter-spacing: 3px;"><span style="color: #1e3030; font-size: 14px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;">Hi <span>{{ event.sender_first_name|default:'' }}</span>!</span></div>
<div style="text-align: center; line-height: 100%; color: #3e3e3e; font-weight: bold; font-size: 47px;"><span style="color: #1e3030; font-family: 'Inknut Antiqua', 'Palatino Linotype', 'Palatino LT STD', 'Book Antiqua', Georgia, serif; font-weight: 400; font-size: 40px;">Your gift has been redeemed!</span></div>
<div style="text-align: center;">&nbsp;</div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;">Thanks for being so generous, we're sure <span>{{ event.recipient_first_name|default:'' }} is enjoying their {{ event.redeemable_product_title|default:'' }}.</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;<img src="{{ event.redeemable_product_image_link|default:'' }}" alt="" /></span></span></div>

Notification for the gift recipient: 

<div style="text-align: center; letter-spacing: 3px;"><span style="color: #1e3030; font-size: 14px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;">Hi <span>{{ event.recipient_first_name|default:'' }}</span>!</span></div>
<div style="text-align: center; line-height: 100%; color: #3e3e3e; font-weight: bold; font-size: 47px;"><span style="color: #1e3030; font-family: 'Inknut Antiqua', 'Palatino Linotype', 'Palatino LT STD', 'Book Antiqua', Georgia, serif; font-weight: 400; font-size: 40px;">You redeemed your gift.</span></div>
<div style="text-align: center;">&nbsp;</div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;">We hope you're loving your <span>{{ event.redeemable_product_title|default:'' }}!</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span><img src="{{ event.redeemable_product_image_link|default:'' }}" alt="" /></span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;We would love your feedback - please reach out at any time.</span></span></div>

Gift unclaimed on Recharge

Use the gift unclaimed on Recharge metric to send two notifications: let the gift recipient know they have an uclaimed their gift, and let the gift sender know their gift has not yet been redeemed.

Use a trigger filter after configuring your flow using the gift unclaimed on Recharge metric to ensure the right email notifications are sent to the right person. You will need to create two flows, one for the gift recipient, and one for the gift sender. 

  1. Select the flow trigger. 
  2. Click Trigger Filters.
  3. Click Add a Trigger Filter.
  4. Select is_sender. 
  5. Set the Type to Boolean.
  6. Select the value for the is_sender property.  
    • To communicate with the gift sender, set the is_sender value to TRUE.
    • To communicate with the gift recipient, set the is_sender value to FALSE.
  7. Save the Trigger Setup. 

Finish configuring your email by adding an email block to your flow, then save and activate the flow. Repeat the steps above to notify both your gift recipient and sender. You may want to consider disabling smart sending to prevent customers from not receiving relevant emails related to the gift.

By default, this email is sent three days after the customer receives their initial email. Consider adding a Time Delay to the flow to send the notification at a later date, ie. five days instead of three. You will want to add a conditional split to ensure the notification is only sent if the customer has not redeemed their gift in the allotted time period: 

  1. Select conditional split and use the "what someone has done (or not done)" condition. 
  2. Select "Gift redeemed on Recharge" in the person drop drown, and set the value to one day. 

Add the email block to the "No" section of the condition flow, so only gift recipients and senders receive an email if the gift has not been redeemed. 

Review the following video for detailed instructions on creating flows in Klaviyo to send notifications to gift recipients and senders once the gift is claimed: 

You can copy and paste the code below into the source code in Klaviyo to get started using the same format outlined in the video above. 

Notification for the gift sender:

<div style="text-align: center; letter-spacing: 3px;"><span style="color: #1e3030; font-size: 14px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;">Hi <span>{{ event.sender_first_name|default:'' }}</span>!</span></div>
<div style="text-align: center; line-height: 100%; color: #3e3e3e; font-weight: bold; font-size: 47px;"><span style="color: #1e3030; font-family: 'Inknut Antiqua', 'Palatino Linotype', 'Palatino LT STD', 'Book Antiqua', Georgia, serif; font-weight: 400; font-size: 40px;">Your gift has not yet been claimed.&nbsp;</span></div>
<div style="text-align: center;">&nbsp;</div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>{{ event.recipient_first_name|default:'' }} hasn't claimed their {{ event.redeemable_product_title|default:'' }} yet - want to give them a nudge?</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>Here's the link they can use to redeem their gift - you can <span style="font-weight: bold; color: #272322;"><a href="{{ event.redemption_url|default:'' }}" style="font-weight: bold; color: #272322;"><span style="color: #4545e3;">share it with them </span></a></span>🙂</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;<img src="{{ event.redeemable_product_image_link|default:'' }}" alt="" /></span></span></div>

Notification for the gift recipient: 

<div style="text-align: center; letter-spacing: 3px;"><span style="color: #1e3030; font-size: 14px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;">Hi <span>{{ event.recipient_first_name|default:'' }}</span>!</span></div>
<div style="text-align: center; line-height: 100%; color: #3e3e3e; font-weight: bold; font-size: 47px;"><span style="color: #1e3030; font-family: 'Inknut Antiqua', 'Palatino Linotype', 'Palatino LT STD', 'Book Antiqua', Georgia, serif; font-weight: 400; font-size: 40px;">Don't forget to redeem your gift!</span></div>
<div style="text-align: center;">&nbsp;</div>
<div style="text-align: center;"><span style="color: #1e3030; font-family: Questrial, Helvetica, Arial, sans-serif;"><span style="font-size: 18px;"><span>{{ event.sender_first_name|default:'' }}</span> sent you a <span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>{{ event.redeemable_product_title|default:'' }} - make sure you redeem it! You can redeem it using the link below.</span></span></span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-family: Questrial, Helvetica, Arial, sans-serif;"><span style="font-size: 18px;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></span></span></div>
<div style="text-align: center;"><span style="color: #2e8940;"><a href="{{ event.redemption_url|default:'' }}" style="color: #2e8940;"><span style="font-family: Questrial, Helvetica, Arial, sans-serif;"><span style="font-size: 18px;"><span style="font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;">Redeem your gift!</span></span></span></a></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-family: Questrial, Helvetica, Arial, sans-serif;"><span style="font-size: 18px;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-family: Questrial, Helvetica, Arial, sans-serif;"><span style="font-size: 18px;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>Any questions? Reach out to us, we're happy to help!</span></span></span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span>&nbsp;</span></span></div>
<div style="text-align: center;"><span style="color: #1e3030; font-size: 18px; font-family: Questrial, Helvetica, Arial, sans-serif; font-weight: 400;"><span><img src="{{ event.redeemable_product_image_link|default:'' }}" alt="" /></span></span></div>

Insufficient credit balance

Use the Charge processing failed on Recharge metric to send a notification to recipient's that have run out of credits. You can use the INSUFFICIENT_CREDIT_BALANCE error as a trigger to build a conversion email flow.

  1. Log in to your Klaviyo account and click Flows from the Navigation menu.
  2. Click Create Flow to build a new flow. 
  3. Click Create From Scratch to start a new flow. Add a name to your flow. 
  4. Select metric as the flow trigger, and choose Charge processing failed on ReCharge. 
  5. Add a trigger filter where error_type equals INSUFFICIENT_CREDIT_BALANCE. Save these changes. 
  6. Drag an email action into the flow. It is recommended to turn off smart sending. 
  7. Configure the content and customize the template to fit your brand. 
  8. Test your email by processing test gift subscriptions. 
  9. Turn the flow on once you've tested the notifications. 

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