How To Set Up Notifications To Members When They Are Mentioned In Klaviyo
Overview:
This SOP guides users on setting up automated notifications for members mentioned in community discussions or lesson comments, utilizing Shopify Flow and Klaviyo.
Table Of Content:
Setup Notification Workflow in Shopify
Set Up Klaviyo for Notification Delivery
Setup Notification Workflow in Shopify
Open Shopify Flow: Access the Shopify Flow application within your Shopify admin dashboard.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/01-select_l7c0f9.png)
Create New Workflow: Click on Create a new workflow.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/02-workflow_fbay52.png)
Select Member Mentioned as the trigger from the Tevello options.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/03-member-mentioned_12v1kfn.png)
Configure Workflow Actions: Click on the + icon then click action.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/04-plus-sign_1qy0395.png)
Choose Klaviyo from the available actions
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/05-klaviyo_fjcdru.png)
And select Track an Event.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/06-track-an-event_32387c.png)
Enter Event Details:
* Input the Klaviyo Public API Key (found in Klaviyo under Settings > API Keys).
* Set the event name to "Tevello Mentioned".
* Configure the event properties to include necessary member details such as:
* Customer Email: {{customer.email}}
* First Name: {{customer.first_name}}
* Last Name: {{customer.last_name}}
* Customer Properties: ** Leave empty**
* Event Properties
{
"type": "{{type}}",
"lessonId": "{{lessonId}}",
"lessonLink": "{{lessonLink}}",
"lessonTitle": "{{lessonTitle}}",
"communityId": "{{communityId}}",
"communityLink": "{{communityLink}}",
"communityTitle": "{{communityTitle}}",
"content": "{{content}}"
}
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/07-fill-out-details_w3r2na.png)
Name your workflow, e.g., "Klaviyo Member Mentioned".
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/12-workflow-name_8di69i.png)
Activate the Workflow: Turn on the workflow to start tracking events.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/13-turn-on-workflow_ejpano.png)
Set Up Klaviyo for Notification Delivery
Go to Klaviyo and navigate to the Flows section.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/14-klaviyo-flows_wspk3q.png)
Then select Build your Own
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/15-build-your-own_h7tdp2.png)
Create a Flow, add workflow name then click Create Flow
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/16-create-workflow_1puwpb.png)
Click All Trigger then select Metric
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/17-all-trigger_1g00iy2.png)
Using the Tevello Mentioned event as a trigger.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/19-tevello-mentioned_15n2g23.png)
Click Save
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/20-save_azzt61.png)
Click Confirm and Save
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/21-confirm-and-save_15grsgd.png)
Configure the flow to send out notifications.
![](https://storage.crisp.chat/users/helpdesk/website/e916a79d3dced000/22-select-action-steps_12ouysc.png)
Updated on: 04/06/2024
Thank you!