Klaviyo

Connect The Wallet Crew with Klaviyo

Connect The Wallet Crew with Klaviyo to enroll more customers in mobile Wallets and send useful messages.

Use cases

5 Integration scenarios :

• Store card installation status within Klaviyo customer profile

• Send emails with The Wallet Crew link (pass, mobile….)

• Send emails after The Wallet Crew events (new customer, new pass…)

• Subscribe/Unsubscribe customer to a one or multiple list

• Send push update and push notifications from Klaviyo segment via flows

Setup Guide

The Wallet Crew configuration

General configuration

• In Klaviyo configuration The Wallet Crew needs at least 2 informations :

These values can be retrieved from your Klaviyo configuration here https://www.klaviyo.com/settings/account/api-keys

- `siteId`: corresponds to the Public API Key in the **Public API Key / Site ID** section
- `privateApiKey`: is a new private api key generated for The Wallet Crew. Required permission are the following :
    - Events **: Full Access**
    
    If you want to update subscription status with The Wallet Crew
    
    - List : **Full Access**
    - Profiles : **Full Access**
    - Subscriptions **: Full Access**
    

• In server/flows.yml You need to add a new step of type klaviyo in a flow to send events to klaviyo

  for example :

  flows: 
    - type: userRegistration
      name: user
      steps:
        - type: shopify
        - type: pass
          passType : user
        - type : klaviyo
        - type : mail
          mailTemplate: downloadPass

List consent configuration

Thanks to The Wallet Crew customer registration form, The Wallet Crew allows customers to give their consents for marketing purpose. It is possible to configure the extension to automatically add the customer to a Klaviyo list.

• Single list configuration

  In Klaviyo configuration it is possible to specify a listId.

  This identifier is available in Klaviyo list settings :

  When specified The Wallet Crew will automatically subscribe/unsubscribe customer to this list based on field values :

  • when email is filled, field consents_email will subscribe/unsubscribe customer for email to this list

  • when phoneNumberis filled, field consents_sms will subscribe/unsubscribe customer for SMS to this list

• Multiple list configuration

  It is possible to achieve advanced configuration using the scripting extensibility system. To use, edit or create a new configuration file named /server/script/klaviyo.js. Method GetSubscriptions should be implemented to return all subscription for a current account.

  example :

  function getSubscriptions(account){
  
    var subscriptions = [];  
  
    var newsletterSubscription; 
    if(account['email'] && account['consents_email'] !== undefined)
    {
      newsletterSubscription = newsletterSubscription || { ListId:'WnP7MK' };
      newsletterSubscription.Email = !!account['consents_email']; 
    }
    if(account['phoneNumber'] && account['consents_sms'] !== undefined)
    {
      newsletterSubscription = newsletterSubscription || { ListId:'WnP7MK' };
      newsletterSubscription.Sms = !!account['consents_sms']; 
    }
    if(newsletterSubscription){
      subscriptions.push(newsletterSubscription); 
    }
  
    return subscriptions; 
  }
  
  export default function(context) {
    context.register('extensions.klaviyo.subscriptions.provider', {
      GetSubscriptions: getSubscriptions, 
    });
  }

Klaviyo configuration

💡 Pre-requisite to send The Wallet Crew authenticated url via klaviyo.

• Create a dynamic segment to get all non synchronized profile

  • Go to https://www.klaviyo.com/lists/create and select Segment

  • In the name specify “non The Wallet Crew profile”

  • In the Definition use “Properties about someone” “neostore.authenticationToken" “is not set "

• Configure flow to sync existing profiles with The Wallet Crew

  • Go to https://www.klaviyo.com/flows/create

  • Click on create from scratch

  • use “sync The Wallet Crew profiles” as name

  • use the “When someone join non The Wallet Crew profile” trigger

  • Add a webhook (it requires your account to be 2FA compliant)

  • In the webhook destination URL, specify https://app.neostore.cloud/api/<tenantId>/webhooks/listeners/klaviyo/profiles/sync where is the name of your The Wallet Crew tenant organization

  • Add a new header with

    • Key : X-API-KEY

    • Value : Value of The Wallet Crew API Key with (https://admin.thewalletcrew.io/tenant/~/apiKeys) tenant.klaviyo.listener write permission

  • In the JSON body use

  {
  "email": "{{ person.email }}",
  "phone_number": "{{ person.phone_number  }}"
  }

• Save and enable the flow

• To activate this flow on existing profiles

  • edit the flow

  • click on manage flow (on the top) and then on “Add past profiles”

    • choose from beginning

  • and click on “back-populate Flow”

User Guide

Send an email to customer without installed pass

1. create a dynamic segment that target profile with custom property neostore.wallet.loyaltyCard.Apple does not equals Installed OR neostore.wallet.loyaltyCard.Google does not equals Installed AND neostore.authenticationToken is set

2. Create a campaign that target this dynamic segment

3. In the email editor, add a link with the following url

   1. To redirect the customer to a registration form, use

      https://app.neostore.cloud//?neo.authToken={{person | lookup:'neostore.authenticationToken' }}

      // example for tenant molia and layout mail: 
      https://app.neostore.cloud/molia/mail?neo.authToken={{person | lookup:'neostore.authenticationToken' }}

   2. To redirect the customer to the pass page, use

      https://app.neostore.cloud///confirm?neo.authToken={{person | lookup:'neostore.authenticationToken' }}

      // example for tenant molia and layout mail: 
      https://app.neostore.cloud/molia/mail/confirm?neo.authToken={{person | lookup:'neostore.authenticationToken' }}

Send an email to customer after they install their pass

1. Create a new flow

2. Add a trigger metric trigger and configure it to “Wallet Installed”

Technical Features

• Add an event to klaviyo profile when a customer register through The Wallet Crew

• Add an event to klaviyo profile when a customer install/uninstall a card

  • Events will also be added for existing customer with existing installed cards

• Synchronize a neostore.authenticationToken custom profile property to new & existing profile. This property allows to send personalized email to customer