How to upgrade the Klaviyo integration

Klaviyo helps you drive sales by using data from Shopify and Recharge to send automated emails, create personalized product recommendations, deliver post-purchase engagement campaigns, run better Facebook ads, and more. Klaviyo is data-driven marketing, made simple.

Before you start

• If your store is using the legacy Klaviyo integration, built and owned by Klaviyo, you must upgrade to the latest Klaviyo integration, built and owned by Recharge.
• If your store is not using the latest version of the Klaviyo integration, the Recharge installed apps page will display “Upgrade now” messaging.

Upgraded Klaviyo integration

The upgraded Klaviyo integration offers:

Branded event metrics

Before upgrading, all of Recharge’s metrics in Klaviyo are found under the API filter with other third-party event metrics being sent to your Klaviyo account. After upgrading, you can locate all Recharge metrics under the Recharge-specific filter. It can take up to 24 hours after upgrading for Recharge's branded metrics to appear.
 

Send test event metrics to Klaviyo tooling

Get access to Recharge’s in-app tool that empowers you to send test event metrics to Klaviyo. This enables you to send metrics to Klaviyo even if they haven’t naturally occurred yet. Refer to Step 1 - Send the Recharge metric to Klaviyo for direct instructions on using this tool.
 

For example, if you are setting up Gift Subscriptions on Recharge for the first time and want to set up email flows on Klaviyo, you can leverage this tool to send the relevant Gifting event metrics to Klaviyo.

Access to Recharge-built flow templates in Klaviyo

Recharge provides custom Klaviyo flow templates that leverage Recharge event metrics and built-in logic, simplifying the process of targeting customers at critical stages of their journey. See Getting started with Recharge-built flow templates in Klaviyo for more information.

How to upgrade your Klaviyo integration

Upgrading to the latest version of Klaviyo takes less than five minutes and requires no downtime or interruptions to metric data being sent to Klaviyo, or custom property syncs. Any events that happen during the transition will be sent to Klaviyo as soon as the upgrade is complete.

To upgrade your Klaviyo integration: 

1. Click Tools & apps in your merchant portal and select Installed apps from the dropdown.
2. Select the Klaviyo integration to begin the upgrade process.
3. Click the Upgrade now button.
4. This will redirect you to Klaviyo where you must accept the necessary permissions, called scopes. You must log in to your Klaviyo account to accept these scopes.
5. You are redirected back to Recharge after accepting the scopes.