1. How to setup Klaviyo

Connect Klaviyo to Giftnote, send test events, choose and rename the events Klaviyo receives, and the merge fields to use in your gift emails.

Written By Giftnote Admin

Last updated 24 minutes ago

Use our integration with Klaviyo for total control and customization of the gifting journey. Giftnote sends an event to Klaviyo at each gift moment, and you build the emails and flows in Klaviyo.

Settings → Integrations → Klaviyo: connection, Integration Enabled and notification events.

Before you start

You will need:

  • Access to the Giftnote app in your Shopify admin
  • A Klaviyo login that can approve app connections for the right Klaviyo account

Connect Klaviyo

  1. Open the Giftnote app inside your Shopify admin.
  2. Go to Settings → Integrations. Find Klaviyo under Marketing and select Configure (or Settings if it is already connected).
  3. Start the connection from the Connection card. You'll be redirected to Klaviyo to approve the integration.
  4. Choose your account. If you have multiple Klaviyo accounts, select the correct account to connect to.
  5. Review the permissions and click Allow. This completes the connection.
  6. Check the connection. Back in Giftnote, the Connection card reads Connected via OAuth — the current, supported connection, with Reconnect and Disconnect.

Send test events and build your flows

  1. Send test events. Under Notification Events, select Test All, or Test on a single event.
  2. Review the events in Klaviyo. Go to Metrics > Activity feed and look for the events from Giftnote.
  3. Create flows based off these events as triggers. Each event shows who it is for (customer, recipient or both) and which delivery triggers fire it. For gift orders the events are Placed Gift Order, Gift Order Delivered and Received Gift Order. See Klaviyo Giftnote Events for the full list.
  4. Rename an event if you need to. Select Edit on an event to customize the metric name Klaviyo receives, for example to match a flow you already have.

Select Preview on any event to see the data it sends.

Connected Klaviyo before the September update?
Your existing flows keep working. Shops that used Giftnote before September 2026 keep sending the old metric names Giftnote - Order Scheduled and Giftnote - Order Tracked, which now both map to Placed Gift Order. New flows should use the current event names.

Turn on the integration

  1. Choose your events. Leave the switch on for each event you have a flow for. Enable All and Disable All change every event at once.
  2. Turn on Integration Enabled if it is off. The card reads "Events are being sent to Klaviyo". Save if a save bar appears.
  3. Turn off the matching Giftnote emails. In Settings → Notifications, switch off Giftnote's own email for each gift moment Klaviyo now handles, so recipients don't get two emails.

Events will now be sent to Klaviyo.

Email merge fields for Giftnote

Use these snippets to pull the right data into your automated emails. Keep each field exactly as written to avoid broken placeholders. Field names are case-sensitive.

Message based gifts

Use these fields for standard gift messages.

  • {{ event|lookup:'Scheduled Time'|default:'' }}
  • {{ event.Message|default:'' }}
  • {{ event.To|default:'' }}
  • {{ event|lookup:'Delivery Method'|default:'' }}
  • {{ event.From|default:'' }}

These fields cover the full message workflow. You get the sender, recipient, message text, delivery method, and the scheduled delivery time.

Gift card based gifts

Use these fields when the order includes a gift card.

  • {{ event|lookup:'Gift Card Code'|default:'' }}
  • {{ event|lookup:'Gift Card Value'|default:'' }}
  • {{ event|lookup:'Scheduled Time'|default:'' }}
  • {{ event|lookup:'Gift Card Sku'|default:'' }}
  • {{ event.Message|default:'' }}
  • {{ event|lookup:'Gift Card Expiry'|default:'' }}
  • {{ event.From|default:'' }}
  • {{ event|lookup:'Delivery Method'|default:'' }}

These fields give you the full card details.

Example payloads

To see the data Giftnote sends for an event, select Preview on that event under Notification Events. It shows the payload for your own store. See Klaviyo Giftnote Events for the full list of events.