How to build a flow in Klaviyo with Recharge metrics

Recharge sends custom metrics to Klaviyo that capture key customer actions as timestamped events. You can use these events as triggers in Klaviyo flows to automatically send email or Klaviyo SMS notifications when specific subscription-related actions occur.

This guide explains how to use Recharge metrics to build Klaviyo flows.

Before you start

• Review the Klaviyo overview guide to understand how Klaviyo works with Recharge.
• See Recharge metrics and Klaviyo flows for a list of available metrics.
• See Recharge and Klaviyo use cases for detailed walkthroughs on building specific Klaviyo flows.

Step 1 - Send the Recharge metric to Klaviyo

Each Recharge metric corresponds to a specific event associated with a customer's subscription, triggering a webhook that transfers data from Recharge to Klaviyo. To set up a metric as a Klaviyo trigger, ensure the related event occurs at least once after installing the Klaviyo integration.

Use the Recharge events tool to send fake webhook data to Klaviyo, and trigger the relevant metric for your flow:

1. Click Tools & Apps and select Installed apps page in your Recharge merchant portal.
2. Select Klaviyo from the list of installed apps.
3. Open the Select a metric to send menu under Send metrics to Klaviyo.

4. Select the metric you want to trigger, then click Send metric to send the webhook to Klaviyo

   

Step 2 - Build the flow in Klaviyo

Get started by creating the flow in Klaviyo:

1. Open the Klaviyo app.
2. Select Flows from the navigation menu.
3. Select Create flow and then Create From Scratch.
4. Add a name to your flow and click Create flow.

Step 3 - Set the flow trigger

1. Select Metric from the Trigger Setup menu.
2. Choose the metric that triggers the flow so customers receive the notification. The metric is the customer action that triggers the automatic notification.
3. Click Done to save the trigger.
4. Optional: Add any Trigger Filters or Flow Filters.
5. Click Done to save the flow trigger.

Step 4 - Build the notification

Use the Actions on the side to build the notification:

1. Drag the email or text message action to your flow.
2. Click Configure Content to create your notification.
3. Update the flow content, including the email name and subject line, and then use the drag-and-drop builder to add content to your email. Review Klaviyo’s guide How to create flow email content to learn more.
4. Use the Preview and Test button to review the notification content. Click Send test to experience the email as a user. Click Done to navigate back to your email.
5. Click Save to save the flow.

Step 5 - Test the flow

Duplicate the flow, and create a customer list that includes only your test customer to test the flow:

1. Duplicate the original flow and set a distinct name.
2. Open the flow and click on the trigger.
3. Select Flow Filters and click Add a Flow Filter.
4. Select If someone is or is not on a list from the conditions dropdown menu. Find your test customer list from the dropdown menu and save the filter.
5. Set the Send Status on the Flow to Live to activate the duplicated flow.
6. Perform the specific action on your storefront to trigger the flow and confirm the user experience.

Delete or pause the duplicated flow after confirming it works as expected. 

Step 6 - Activate the flow

1. Set the flow message to live so customers can start receiving your notification:
2. Click on the message in the flow.
3. Click the Send Status dropdown from the left-hand configuration sidebar.
4. Change the status to Live.

You can change your notification status at any time if you need to make changes or want to pause notifications while you review your performance. See Klaviyo’s guide to enable a flow for more information.

Step 7 - Disable any Recharge notifications

If you are using Klaviyo to replace a standard notification, make sure to disable the corresponding Recharge notification to prevent customers from receiving duplicate messages:

1. In your Recharge merchant portal, go to Email.
2. Click on the corresponding Recharge notification.
3. Click Deactivate notification.

Considerations

Consider the following when using Klaviyo and Recharge: