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Shopify Flow & Klaviyo - Triggers overview
Shopify Flow & Klaviyo - Triggers overview
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Written by OMNI Team
Updated yesterday

OMNI currently supports a number of event triggers and event types on Shopify Flow and Klaviyo, allowing you to update a customer's loyalty information to an external platform and/or build automated workflows or communications using Klaviyo, Shopify Flow and it's connected platforms.

Note regarding updating customer loyalty data outside of Shopify

  • If you are using Klaviyo - OMNI will automatically update the customer information within Klaviyo when an event is sent, no additional automation is needed to be setup

  • If you are using Shopify Flow - If you would like to update certain customer profiles on your third party solutions integrated with Shopify Flow, you will need to set up relevant Shopify Flows to facilitate this

Pre-requisites

To utilize the following triggers, make sure your Shopify Flow and/ or Klaviyo integration is set up properly.

Shopify flow integration

Shopify flow integration is enabled for you by default. Download the Shopify Flow app to your store and you should see OMNI's triggers and actions available.

Klaviyo Integration

Please contact us to set up the Klaviyo integration

Triggers

1. Member activated

Sent when a customer has a profile created on your Shopify store, which may include but not limited to:

  • New customer signs up for your newsletter

  • New customer who has never placed an order places an guest order

  • Customer creates an account on your store

  • Customer was manually added or imported into Shopify

  • Customer was synced into Shopify via third party integrations (e.g., Klaviyo)

Recommended marketing flows to setup

  • Account registration reminder flow
    You may want to send out an welcome message to remind shoppers to complete the account registration process on your store to enjoy the full store benefits. Enjoy some details about your welcome rewards to further incentivize them.

2. Member account registered

Sent when a customer completes the account registration process on your store, which may include but not limited to:

  • They have completed the account registration signup form

  • They have accepted the account invitation sent by the staff for the customer profile

Recommended marketing flows to setup

  • Welcome Flow
    You may want to send out an welcome message with a simple introduction to your loyalty program and the welcome bonus points they've been granted. You may also want to update their basic loyalty information into the action platforms.

3. Points added

Sent when loyalty points are added to a customer profile via one of the following ways

  • purchase: points from customer order

  • manual: points from employee manual action

  • birthday_bonus: points from birthday reward

  • welcome_bonus: points from new member reward

  • tier_bonus: points from entering a higher tier or custom tier for the first time

  • reward_redemption_reverted: points returned from deactivating a reward customer redeemed

  • one_time_campaign: points issued via one-time giveaway campaigns

  • shopify_flow_action: points issued via OMNI's add point Shopify Flow action

  • offline_purchase: points issued from scanning a QR code distributed with products purchased offline.

Recommended flows to setup

  • Purchase point earning flow
    You may want to send out a message to inform your customers of their latest point earning from a recent purchase

4. Points subtracted

Sent when loyalty points are subtracted from a customer profile via one of the following ways

  • order_refund: points subtracted from refunding an order

  • reward_redemption: points subtracted from redeeming a reward

  • manual: points subtracted from employee manual action

5. Points expring

Sent when points earned from previous transactions or activities are expiring within a defined period of time (e.g., 30 days)

Recommended marketings flows to setup

  • Point expring reminder flow
    You may want to send out an reminder to customers that they have points that are about to expire and remind them use the points to redeem rewards.

6. Points expired

Sent when points earned from previous transactions or activities has expired. This is useful if you would like to keep an updated value of the point balance in an external CRM system that integrates with Shopify flow.

7. Tiers updated

Sent when a customer's tier information has been updated in one of the following ways

  • spending_downgrade: tier downgrade into a lower spending tier

  • spending_upgrade: tier upgrade into a higher spending tier

  • spending_extend: tier expired but account stays in the same tier from reaching the tier maintain spend

  • spending_assign: spending tier is automatically placed based on 365D spending

  • manual_assign: tier entry into a custom or spending tier assigned by merchant

Recommended marketings flows to setup

  • Spending tier upgrade flow
    You may want to congratulate the customer for spending enough to reach the next tier and explain the exclusive benefits of the new spending tier they've entered
    โ€‹

  • Spending tier extended flow
    You may want to congratulate the customer for spending enough to maintain in the current tier when the tier expires and entice them to shop more to enter the next tier
    โ€‹

8. Reward issued

Sent when a reward is issued to a customer in one of the following ways

  • points_redemption: redeemed using points by the customer or staff

  • shopify_flow_action: granted from a Shopify Flow "Grant reward" action

  • one_time_campaign: granted from a one-time giveaway campaign of free rewards

  • welcome: granted using a welcome reward in welcome benefits

  • birthday: granted using a birthday reward in birthday benefits

You may also get context on the reward type issued with the below types:

  • Free_product

  • Discount_code

  • Pay_with_points

  • Custom: all other discount types

Recommended marketings flows to setup

  • Reward Issued flow
    You may want to send out the reward discount code and expiration time to the customer to remind them to take action before reward expiry.

9. Birth month captured

The tiers updated trigger is sent when:

A customer with an existing Shopify account before collecting birthday data with OMNI has inputted their birthday month. This is used to update the customer's profiles to support Birthday flows triggered by the CRM platform.

10. Birth month entered

The tiers updated trigger is sent when:

The current month is the customer's birthday month. The event will include the details of the birthday benefits that the customer has been issued or can enjoy.

The event is sent on the first day of the customer's birthday month if the customer has their birth month captured prior to that. For customers that only had their birth month captured after the first day of the birthday month, they will receive the event on the next day.

Recommended marketings flows to setup

  • Birth month flow
    You may want to send out an email to customers with a birth day on that month to communicate the birthday benefits they can enjoy for the month. You may also include their birthday reward discount code (if any) in the email.

11. Customer merged

The tiers updated trigger is sent when:

Two customers have been merged within Shopify and OMNI combines and recalculates all relevant loyalty information of the customer into the merged customer account.

For more information on customer merge and how OMNI combines the customer's loyalty profiles - Read here

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