Prompt customers to edit their orders through Klaviyo

Introduction

In this tutorial, we'll guide Shopify store owners on how to use Klaviyo to send an email campaign that enables customers to edit their orders after purchase. This process will involve creating a link that leads back to the homepage of your store with specific parameters, which will allow for order editing.

Prerequisites:

You should have an active Shopify store and a Klaviyo account integrated with Shopify.

Setup instructions

Customizing order confirmation emails in Shopify is an easy process, and it can be done using liquid code. The following are the steps to add a custom line of liquid code to link to the Order Editing link in your order confirmation emails.

1. Segment Your Customers in Klaviyo:

First, access your Klaviyo dashboard and head over to the 'Lists & Segments' section. From here, click 'Create List/Segment'. Opt for 'Segment' and assign a name to your segment, something like "Recent Purchasers" might work well. Next, you'll need to define the conditions for this segment. A practical approach would be to target customers who made a purchase in the last 7 days. Once defined, go ahead and save this segment.

1. Create a New Campaign:

Move to the 'Campaigns' section in Klaviyo. Hit 'Create Campaign'. From here, name your campaign, something descriptive like "Order Edit Opportunity", and then choose the segment you crafted in the previous step. Confirm by clicking 'Create Campaign'.

1. Design the Email Content:

With the campaign editor now open, start designing your email. It's crucial to ensure that the main message, the opportunity for recipients to edit their recent order, comes across clearly. Incorporate a call-to-action (CTA) in the email body, perhaps something straightforward like "Edit Your Order".

1. Insert the Dynamic Order Editing Link:

This step is pivotal. First, highlight your CTA text or button and then select the 'Insert Link' option. You'll need to craft a dynamic link in the link field. This link should start with your store's homepage URL and then append the necessary parameters for order editing. The magic here is to use Klaviyo's template tags to dynamically insert data. Your link structure should look something like this:

https://yourstorename.com?edit=true&email={{ email }}&name={{ event.OrderNumber }}

In this structure, {{ email }} dynamically fetches each recipient's email address, and {{ event.OrderNumber }} inserts the specific order number. Ensure you adjust these placeholders if they don't match your Klaviyo data settings.

1. Finish Designing and Test the Email:

Now, complete the rest of your email design, adding any other relevant information or graphical elements. An essential step before sending out this email to your entire segment is testing. Always send a test email, either to yourself or a team member, ensuring that the dynamic link operates as expected.

Automations

Integrating Klaviyo with Shopify offers store owners a potent tool to enhance the post-purchase customer experience. By providing an order editing feature, you can potentially reduce return rates, escalate customer satisfaction levels, and drive greater loyalty. Always remember the golden rule: test any new campaigns on a smaller segment or internally before a full-scale rollout.