Using Recharge custom properties in Klaviyo for segmentation and campaigns
Recharge sends custom properties to Klaviyo, which are stored at the customer level, allowing you to create custom segments and target specific customer groups.
- Recharge Checkout on BigCommerce
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
Before you start
- Review the Klaviyo overview guide to understand how Klaviyo works with Recharge.
It is recommended that you work with a Klaviyo Recharge partner when implementing customizations.
Overview
Klaviyo enables you to store custom properties about your customers in their customer profiles, allowing you to segment customers, filter flows, and include targeted/dynamic email content based on their stage in their subscription journey. See Klaviyo's Getting started with segments for more information.
Recharge automatically passes specific customer information to Klaviyo via Recharge custom properties. Data is synced depending on the event associated with the variable. Either a subscription or charge event triggers an update in Klaviyo.
View Recharge custom properties in Klaviyo
Recharge custom properties are stored on the Customer Profile in Klaviyo.
- Open the Customer Profile on Klaviyo for a specific customer.
- Expand the Information tab.
- Locate the Custom Properties section. Properties associated with Klaviyo begin with
rc_.
Available properties
The following properties are available at the customer level in Klaviyo:
Recharge custom property |
Notes |
How to segment in Klaviyo |
|---|---|---|
rc_active_subscriber |
The customer’s active status. If the customer has at least one active subscription, the value is true. If the customer does not have an active subscription, the value is false. |
Operator: is true Value: true Type: Boolean |
rc_active_subscription_count |
The number of active subscriptions associated with the customer’s customer hash. |
Operator: equals Value: number of active subscriptions Type: Number |
rc_active_subscription_variant_ids |
A comma-separated list of the variant IDs for each active subscription. |
Operator: contains Value: variant ID Type: Text |
rc_cancelled_subscription_variant_ids |
A comma-separated list of the variant IDs for each cancelled subscription. |
Operator: contains Value: variant ID Type: Text |
rc_all_subscriptions |
Data is passed from Recharge to Klaviyo when the “Subscription started on ReCharge” metric is triggered.
Note: You cannot query individual variables from this comma-separated list when creating segmentations in Klaviyo with
rc_all_subscriptions. The values are within a nested object, which limits how the segmentation tool can query it. |
Operator: contains Value: text value Type: Text Limited segmentation capabilities. |
rc_cancelled_subscription_count |
The number of cancelled subscriptions.
Note: Expired subscriptions with existing upcoming shipments (ie. prepaids) are included in this count.
|
Operator: equals / greater than / less than Value: number of cancelled subscriptions Type: Number |
rc_cancelled_subscriptions_charge_count |
The number of cancelled charges per subscription. |
Operator: contains Value: number of charges Type: Text |
rc_customer_hash |
The Recharge customer hash specific to the customer. The customer hash is used when creating Recharge Quick Action URLs in Klaviyo. |
Operator: equals / does not equal Value: customer hash Type: Text |
rc_customer_id |
The customer ID assigned by Recharge. |
Operator: equals / greater than / less than Value: customer ID Type: Number |
rc_external_customer_id |
The customer ID assigned by your external platform. |
Operator: equals / greater than / less than Value: external customer ID Type: Number |
rc_first_charge_processed_at |
The date the customer's first charge was processed. |
Operator: before / after Value: date Type: Date |
rc_active_subscriptions_charge_count |
The charge count for each subscription item to which the customer is subscribed. The numbers before the colon in the customer property represent the Shopify variant ID. The number after the colon represents the number of charges on this variant so far. |
Operator: contains Value: variant ID:charge count Type: Text |
rc_active_subscriptions_product_title_frequency |
The name of the subscription product and the frequency at which customers are subscribed to it. The property value used here is |
Operator: contains Value: product title:frequency:unit Type: Text |
rc_active_subscriptions_product_SKU_frequency |
The SKU for the subscription product and the frequency at which customers are subscribed to it. The property value used here is
Note: This property only works for the Shopify Checkout Integration.
|
Operator: contains Value: SKU:frequency:unit Type: Text SKU may be blank in some cases. |
rc_queued_charge_count |
The number of queued charges that currently exist for the customer. There may be multiple queued charges listed if customers have multiple subscriptions with different frequencies. |
Operator: equals / greater than / less than Value: number of queued charges Type: Number |
rc_queued_charges |
Data passed to Klaviyo when the “Order Upcoming on Recharge” metric fires. Use this property in a flow as line items with the “Order Upcoming on ReCharge” metric to personalize your Order Upcoming on Recharge email flow. This property cannot be used to create segmented lists in Klaviyo. |
Not supported for segmentation. Use this property in flows only. |
rc_customer_charge_count |
The charge count at the overall customer level. This count increases if a checkout order that includes a subscription is processed, or a charge in Recharge is processed. |
Operator: equals / greater than / less than Value: total charge count Type: Number |
rc_next_charge_date |
The customer's next charge date. |
Operator: before / after Value: date Type: Date |
rc_all_next_charge_dates |
A list of the customer's next charge dates and the associated variant ids. |
Operator: contains Value: date:variant ID Type: Text |
rc_active_products |
The name of the products a customer is actively subscribed to. |
Operator: contains Value: product title Type: Text |
rc_cancelled_products |
The name of the products a customer cancelled their subscription to. |
Operator: contains / does not contain Value: product title Type: Text |
rc_expired_products |
The name of a product associated with an expired subscription. |
Operator: contains / does not contain Value: product title Type: Text |
rc_active_SKU |
The unique SKU for a product a customer is actively subscribed to. This property is only available through the Shopify Checkout integration. |
Operator: contains / does not contain Value: SKU Type: Text |
rc_cancelled_SKU |
The SKU for a product that a customer cancelled their subscription to. This property is only available through the Shopify Checkout integration. |
Operator: contains / does not contain Value: SKU Type: Text |
rc_expired_SKU |
The SKU for a product associated with an expired subscription. This property is only available through the Shopify Checkout integration. |
Operator: contains / does not contain Value: SKU Type: Text |
rc_credit_total_available_balance |
The total available balance of all credits issued to the customer. |
Operator: equals / greater than / less than Value: credit balance Type: Number |
rc_active_bundles_contents_product_SKU |
A comma-separated list containing the SKUs for each item in a customer's active customizable bundle subscription. This list does not contain fallback selections. |
Operator: contains Value: SKU Type: Text |
rc_active_bundles_contents_product_title |
A comma-separated list containing the titles for each item in a customer's active customizable bundle subscription. This list does not contain fallback selections. |
Operator: contains Value: product title Type: Text |
rc_campaign_token |
A unique campaign token stored in Klaviyo that you can use to send Win Back emails containing magic links. Use magic links to ensure customers don't have to enter their password when interacting with the link and are immediately sent to the Win Backs landing page. |
Operator: equals Value: campaign token Type: Text |
rc_active_program |
The name of the program the customer is currently enrolled in. |
Operator: equals Value: program name Type: Text |
rc_referral_link |
The unique referral link assigned to a customer's account. Add this custom property to your notifications to include the referral link in emails. |
Operator: contains Value: referral link Type: Text |
contains operator when creating segments with custom properties that use comma-separated lists.Backfill historical data
You can backfill Recharge custom property data directly in Klaviyo for existing customers if:
- You were not previously using Recharge's Klaviyo V2 integration with Klaviyo
- A backfill has never been run before for your account
This process ensures that all Recharge customer data is up to date. To backfill your historical data:
- Click the Tools & apps dropdown and select Installed apps in your Recharge merchant portal. Click on Klaviyo to access the Klaviyo integration page.
- Select Backfill historical data from the Klaviyo integration page in Recharge.
- A command box will appear explaining the Backfill process. Select Proceed to backfill your historical data.
- Monitor the Backfill status listed under the Backfill historical data section of the Klaviyo integration in your Recharge admin. Use the Refresh status option to get an updated status of the backfill.
- The Backfill status will display as completed once the backfill is complete. You will then be able to see customer properties listed for existing customers.
Customer segments and campaigns
Use Recharge custom properties to create customer segments in Klaviyo and target specific customer groups with the information they need through Klaviyo campaigns.
For example, you can use segments to identify active and inactive subscribers or to create a segment for a specific product variant. While these are two popular ways to segment customers, there are numerous other ways to use this feature to target specific customers. Watch the following video to learn more:
See Klaviyo's instructions for creating a segment for more information. When using Recharge custom properties as a segment, set the definition to properties about someone, and then find the correct Recharge property from the dropdown menu.
Create Klaviyo campaigns and target specific customer groups using segments. Check out the example segment below to get started.
Segment by active, cancelled, or expired product titles or SKUs
Segmenting by product title or SKU is a great way to target customers who have subscribed to a specific product, or to communicate changes to customers who were subscribed to a cancelled or expired product.
- Log in to Klaviyo.
- Select Lists & segments from the Audience navigation menu item.
- Select Create List / Segment.
- Click Segment and add a name to your segment.
- Select Properties about someone from the Definition dropdown options.
- Select one of the following Recharge properties from the Dimension dropdown menu to segment customers by the product titles or SKUs they are subscribed to:
-
rc_active_products|rc_active_SKU -
rc_cancelled_products|rc_cancelled_SKU -
rc_expired_products|rc_expired_SKU
-
- Select contains from the equals dropdown menu.
- Select the product from the Dimension value dropdown menu.
- Select Create Segment to find customers who belong to this group.
You can then use the segment to create campaigns targeting customers subscribed to a specific product.
contains condition in Klaviyo when using the product properties to ensure all relevant customers are segmented by product.FAQ
How do I target my first-time subscribers using custom properties?
Use the rc_customer_charge_count property to welcome first-time subscribers to your subscription community by creating a segment or Klaviyo flow when customers trigger the 'order placed successfully on Recharge' metric and their rc_customer_charge_count is equal to 1.
Educate your customers about the benefits of subscriptions, and include the view customer portal quick actions URL to provide a passwordless link to their portal.
Can I create a segment based on a customer's subscription frequency?
Use either of the following properties to targets customers who subscribed to a specific product on a certain frequency:
rc_active_subscriptions_product_title_frequency-
rc_active_subscriptions_product_SKU_frequency(SCI only)
Target these customers with email notifications allowing them to swap to a subscription frequency that is more suited to to the product they are subscribed to.
What property should I use to target a specific group of customers about an upcoming charge?
The rc_next_charge_date property allows you to segment customers based on a specific charge date. If a customer has multiple upcoming charge dates, the view will reflect the first one.
The rc_all_next_charge_dates allows you to segment customers by the specific variant ID they are subscribed to and the associated next charge date.
You can use either of these properties to filter and segment customers by their next charge date so that you can email them about an upcoming shipment delay, or provide an upsell opportunity.
Considerations
Consider the following when using Klaviyo and Recharge:
Consideration |
Notes |
| Notification timing for upcoming charge events | Recharge sends the upcoming charge events to Klaviyo between 1-4 PM ET. After Recharge sends the upcoming charge events to Klaviyo, Klaviyo handles the notifications, which may result in timing variations compared to Recharge's in-house notifications. |
| Event payload size limits for Klaviyo |
Klaviyo enforces a 100KB payload size limit for events sent through their API. To keep event and customer property syncs reliable, Recharge automatically trims certain data only when an event exceeds this limit.
Most merchants will not see any impact on their Klaviyo data or segmentation due to these limits. |
