How to filter Klaviyo flows using Recharge properties

Use Recharge properties in Klaviyo to control who enters a flow and when messages are sent. Properties are sent with every metric and provide full details about each customer action, allowing you to restrict flows to specific customers.

This guide explains how to use Recharge properties with Trigger and Flow filters to target specific customer actions, behaviors, and subscription details. 

Before you start

• Review the Klaviyo overview guide to understand how Klaviyo works with Recharge.
• See Recharge metrics and Klaviyo flows to learn more about the metrics Recharge sends to Klaviyo, and the properties included in each metric.
• Check out How to build a flow in Klaviyo with Recharge metrics for instructions on using Recharge metrics in your Klaviyo flows.

Trigger filters

Trigger filters review the data sent from Recharge to Klaivyo when the flow is triggered; for example, only send a flow to customers whose recurring order amount is over $100. Review the steps below to create a trigger filter in Klaviyo:

1. Click on the trigger after creating your flow trigger to open the filter options.
2. Select either Trigger Filter.
3. Click Add a Trigger Filter.
4. Select the Dimension you want to use as your filter from the dropdown menu. Dimensions are specific to the trigger event.
5. Configure your trigger preferences, then click Save to add it to your Flow.

Flow filters

Flow Filters review the data at a profile level, allowing you to target specific behaviors or restrict the flow to only certain people, for example, customers subscribed to a specific product, receiving their fifth order. Flow filters review each customer who enters the flow, ensuring only those who qualify move through.

You can use the properties associated with a metric, or custom properties, to further filter the customers who enter your flow: 

1. Click on the trigger after creating your flow trigger to open the filter options. 
2. Select either Flow Filters. 
3. Click Add a Flow Filter. There are multiple filter options available. You may want to consider using the following as a condition:
   • What someone has done or not done: Only send the flow to a customer if they have or have not performed a specific action.
   • Properties about someone: Use Recharge properties to only send a flow to a customer if they meet specific criteria.

Review the instructions below to build a flow filter using the different filter options listed above:

What someone has done or not done

1. Select What someone has done or not done from the Condition dropdown menu.
2. Select the relevant metric from the Person has dropdown menu. 
3. Click on the + filter icon to see a list of associated properties. Select the property from the where list, and add the property value to the equal textbox.  
4. Configure any additional filters as needed, then save the filter.

Properties about someone

1. Select the Recharge property from the Dimension list. 
2. Select your filter option from the Filter menu to determine how the filter should review customers.
3. Add the matching value in the Dimension value text box.
4. Configure any additional filters as needed, then save the filter.

See Klaviyo's guide to Understanding flow triggers and filters for more information.