Benefits

Klaviyo is a powerful marketing automation tool that allows customers to create marketing workflows to send customized communications to end consumers.

When powered with RyderShip, specific warehouse shipment status updates can be set as events that trigger notifications, keeping the end consumer updated during the entire order fulfillment process.

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How it works

1.    An order is created on RyderShip.

2.    The following order information is sent to Klaviyo:

• End consumer’s full name
• End consumer’s email address
• Order number and status

3.    Klaviyo uses the email address to identify on their database whether the end consumer already has a profile on the RyderShip Klaviyo instance. If a profile with that email address does not exist, it creates a new profile that will have the end consumer’s email address (mandatory) and full name.

If the full name is not available, Klaviyo will use the customer’s company name. If the company name is also not available, the profile name will be the email address.

4.    Now order status updates will sync with Klaviyo and can be used as part of the marketing flow and trigger notifications or marketing material.

The following diagram illustrates this flow:

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Information shared

From Klaviyo to Whiplash (only for the integration):

• RyderShip list on Klaviyo
• Default profile on Klaviyo

From Whiplash to Klaviyo:

• Order recipients
• Order number
• Order status updates

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Setup instructions

Complete the following steps to set up an integration between your online store, RyderShip, and Klaviyo.

Complete these first steps

1.   Be a current customer of Klaviyo.

Interested but don’t have an account with Klaviyo yet? Contact our Partnerships team to find out more.

2.    Contact your RyderShip Customer Success Manager (CSM) to request the Klaviyo integration and share the following information:

What is your ideal go-live date and timeline?

Note:  Order data from up to 14 days before the launch date can be synced.

Connect Klaviyo and RyderShip using the Integrations marketplace

1.    In RyderShip, click the menu under your Customer name, and then click Integrations.   

The Integrations marketplace page opens.  

2.    Locate the integration to install and click Learn More.

3.    Click Get Integration to connect RyderShip with the integration.

If you already have an instance of this integration installed, you’ll click Connect instead.

4.    Click Connect to automatically add your RyderShip auth code and link RyderShip to the integration. 

5.    Click Connect to authenticate your Klaviyo account.

6.    Enter your Klaviyo API key – accessed from your Klaviyo Account page.

RyderShip recommends creating a “private API key” specifically for RyderShip.

Klaviyo can help you with this, if needed.

7.    Once you’re fully connected, click Next on the Integrations marketplace to move to the Configure process.

Load the configurations for the new integration

1.    The configuration settings will load automatically and will take some time to complete.

During the load process, you’ll see a date in the upper right corner appear, indicating when the options were loaded.

If you continue to see “Options loaded never” and a date doesn’t appear, the initial sync was unsuccessful. You can find more information in the logs.

2.    Next, your Klaviyo Lists and Activities must be set up. As part of the Options Loaded (init sync) process, the dropdowns have been automatically populated with customer specific list options (Lists) and order statuses (Activities).

Two notes:

• Lists defaults to RyderShip unless you select a different option.
• Activities includes ALL order statuses by default. You can exclude statuses by selecting them.

3.    Save your field selections. Keep in mind that you won’t be able to run a normal sync until it has been enabled by a RyderShip admin. If you try to run a sync prior to being enabled, you’ll receive an error in your sync logs.

4.    Click Next to move to the Schedule process.

Optional: Set the sync frequency

Under Schedule, you can set the time frequency of your normal syncs for this integration. Options include:

• Every 30 minutes
• Every 10 minutes
• Paused

Note:  If you're unsure of the best sync frequency for your integration, reach out to your Customer Success Manager to confirm how regularly you'll want to run the syncs. 

Update the frequency and then click Save (saves only & does not start a manual sync) or Save + Sync Now (saves & begins a manual sync). 

You’ll know your integration is active when you perform an initial sync and you will see the integration marked as active and syncing in your marketplace. 

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FAQs

What order status updates can be shared with Klaviyo?

Currently, the following RyderShip statuses can be shared:

These statuses are considered events on Klaviyo.

What happens when end consumers change their full names?

If the profile on Klaviyo has the same email address, the full name will be overridden and replaced with the latest.

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Related questions:

What is Klaviyo?

How does Klaviyo work?