Setting Up Klaviyo with ShipHero Triggers

Klaviyo is a CRM that integrates with ShipHero. This article will walk you through Klaviyo's capabilities as well as how you can use it in conjunction with ShipHero.

What is Klaviyo?

4 Key Triggers with Klaviyo and ShipHero

Get Started with Klaviyo

How to Enable ShipHero Triggers in Klaviyo

What is Klaviyo?

Klaviyo is a CRM that allows you to send emails and SMS to your customers. Leveraging the capabilities of PostHero, we can send events like Order Delivered, Order Delayed, Order Return To Sender, and much more to Klavyio.

How is this useful to me?

Here is an example scenario: When an order has been delivered, Klaviyo will send an email to the customer letting them know that their order has been delivered and ask them to leave a review.

How does it work? 

• ShipHero has set up four key triggers within the Klaviyo integration.
• Each of these triggers can also be associated with a Klaviyo workflow. 
• ShipHero clients can then customize these workflows from Klaviyo to reach out to clients based on the status of their package.

4 Key Triggers with Klaviyo and ShipHero

• 1st Scan - This indicates that the package has left the ShipHero warehouse and is now in the hands of the carrier.
• Delivery Success - This indicates that the package has been successfully delivered to its final destination. It should now be in the hands of the customer.
• Return to Sender - This indicates that the package is being sent back to its origination point (in this case the ShipHero warehouse because of an issue with the address, etc.).
• Failed to Deliver - This indicates that the package made it to its final destination but actual delivery was not possible. 

Get Started with Klaviyo

1. First, you need to create an account with Klaviyo: https://www.klaviyo.com/
2. Log into your Klaviyo account and go to Account > Settings > API Keys.
3. Here you can get the PUBLIC API Key.

I Got my API Key. Now What?

1. Log into the ShipHero App, then go to Settings > PostHero
2. There will be a new section called Third Party Integrations
3. Here you will enter their Public Klavyio API key:

You are now connected!

Note: All Klaviyo workflows are created in Klaviyo. When you log into Klaviyo, you will see the ShipHero supported triggers labeled as “ShipHero.” Please note that we only support these ShipHero labeled triggers at this time.

How to Enable ShipHero Triggers in Klaviyo

1. Log into your Klaviyo account. 

2. Navigate to Flows > Create Flows

3. Select Create from Scratch by clicking the button on the upper right-hand side.

4. Name the Flow and assign the tag.

5. Choose Your Metrics > API. Here, you should see the triggers from ShipHero. The triggers should have been created once the PostHero connection was completed.

6. Once you have saved the trigger, you can take actions that will appear on the left-hand side of the screen. Drag and drop the desired action.