Klaviyo is a marketing automation tool that merchants can use to send marketing newsletters, abandoned cart and abandoned checkout emails, SMS marketing, and other custom customer communication flows. Using callbacks in checkout, you can configure a variety of Klaviyo’s messaging features manually via Bolt.
How It Works
An email or phone number is needed to identify a shopper. You can obtain this data from a pop-up form or at checkout by checking the marketing consent box. A cookie used for tracking is generated once a shopper is identified. Klaviyo manages event capture and consent for most e-commerce platforms, but modifications may be necessary for Bolt’s checkout experience.
Note: Bolt has deprecated the Klaviyo automatic integration. Use the manual integration method instead, which is outlined in this article.
Before You Start
Before you can integrate Bolt with Klaviyo, ensure that:
- You know which Klaviyo features you would like to enable.
- You have installed Klaviyo on your ecommerce platform so you can leverage their APIs to track events.
- You have reviewed Klaviyo’s documentation on using Sign-Up Forms to identify shoppers.
Available Events
Klaviyo tracks shopper activity on your site by capturing events.
Most events are transmitted automatically when you are integrated with Klaviyo. However, a few events such as those related to Checkout (e.g., Started Checkout) require additional setup. To capture these events, identify the shopper through a callback during checkout or through a Klavyo Form using the Javascript Track API.
Expand each section below to learn more about enabling that Klaviyo event or feature with your ecommerce platform.
Active on site
- Set up: JavaScript Track API
- Availability: Out-of-the-box
- Requirements: Shopper identification
Viewed product
- Set up: JavaScript Track API
- Availability: Out-of-the-box
- Requirements: Shopper identification
Added to cart
- Set up: JavaScript Track API
- Availability: Out-of-the-box
- Requirements: Shopper identification
Started checkout
| Enablement details | BigCommerce | Shopify | WooCommerce | M2 |
|---|---|---|---|---|
| Additional effort required | Use Bolt callbacks to fire an event in checkout | Use Bolt callbacks to fire an event in checkout | Set up email callbacks | Use Bolt callbacks to fire an event in checkout |
- Set up: JavaScript Track API
- Availability: Additional effort required
Placed order
- Set up: Server-side API
- Availability: Out-of-the-box
Ordered product
- Set up: Server-side API
- Availability: Out-of-the-box
Fulfilled, cancelled, or refunded order
- Set up: Server-side API
- Availability: Out-of-the-box
Features
| Feature | BigCommerce | Shopify | WooCommerce | M2 | Server-side API |
|---|---|---|---|---|---|
| Identify shopper | Identify User through Bolt SSO or via callbacks | Identify User via callbacks | Install WooCommerce plugin for Klaviyo and the Bolt Plugin | Identify User via callbacks | Integrate a platform without a pre-built Klaviyo integration |
| Email consent at checkout | Server-side API: Captured from platform Customer data | Server-side API: Captured from platform Customer data | Install WooCommerce plugin for Klaviyo and the Bolt Plugin | Server-side API: Captured from platform Customer data | Integrate a platform without a pre-built Klaviyo integration |
| SMS consent at checkout | Proxy API | Proxy API | Install WooCommerce plugin for Klaviyo and the Bolt Plugin | Proxy API | Integrate a platform without a pre-built Klaviyo integration |
SMS Marketing
To use SMS Marketing with Klaviyo, you must first setup an SMS plan and sender number. See Klaviyo’s Getting Started with SMS guide. You can then leverage Klaviyo’s Proxy API along with callbacks to collect customer information and send SMS notifications.
Set Up Klaviyo for Your Ecommerce Platform
Below are instructions on how to configure Klaviyo for different ecommerce platforms. Click the relevant link to learn more:
- Klaviyo for BigCommerce
- Klaviyo for Magento 2 / Adobe Commerce
- Klaviyo for WooCommerce
- Klaviyo for Direct API