Overview:

This SOP guides you on how to automate notifications for new community posts using Shopify Flow and Klaviyo, ensuring all members are informed about new content.

Table Of Content:

Setting Up Workflow
Fill in Campaign Details(#1-fill-in-campaign-details)
Additional Configuration for Personal Posts

Setting Up Workflow

Open Shopify Flow: Navigate to the Shopify Flow app within your Shopify admin.



Click on Create Workflow.



Click on Select a Trigger



Setup Workflow: Choose Tevello as the application then,



Select New Community Post as the trigger.



Click on the blue plus icon to add an action.



Configure Klaviyo Action: Select Klaviyo



And choose Create a Campaign.



Fill in the following details:

Fill in Campaign Details

API Key Configuration: Go to Klaviyo, click on the Information



open Settings



Navigate to API Keys.



Create a new private API key,



name it (e.g., "Shopify Flow"), and grant necessary permissions.



Copy the API key



And paste the API key into Shopify Flow.



List or Segment ID: In Klaviyo, go to "Audience" then "Lists & Segments".



Choose the target list



And copy the ID from the URL.



Paste this ID in Shopify Flow.



Template ID: In Klaviyo, navigate to "Content" and then "Templates".



10 Select and open the desired template,



Click Edit Template



Copy the ID from the URL,



Paste it back into Shopify Flow.



14 . Email Configuration: Enter the following details
Sender Email Address
Sender Name
Subject
Campaign name



IMPORTANT: Decide on enabling Smart Sending and UTM tracking as per your preference.

Activate Workflow: click Turn on Workflow



Ensure all settings are correctly configured and click Turn On to activate the workflow.

Additional Configuration for Personal Posts

Delete the link that connects to the previous Action



Click on the plus sign icon



Select Conditons



Then Add Criteria



Click on Customer then Email



Add your email address



Long press the + sign to Connect this condition to the campaign action.



Naming and Saving the Workflow: Name your workflow clearly (e.g., "New Community Post Notification").



Click Apply Change to save the setup.



Verify changes by clicking Apply

Updated on: 07/06/2024