Our Integration with Klaviyo allows you to optionally send your email notifications from Giftnote (Giftnote continues to send the SMS).

There are two main features of the Klaviyo integration;

  1. Send Giftnote Email Notifications from Klaviyo

  2. The ability to segment your customers in the future based on whether they have received or sent a Giftnote in the past.

This article will help you set up the integration and explain the custom Giftnote events, in detail.

If you would like us to copy our template flows to your Klaviyo account - simply add [email protected] to your Klaviyo account and send us an email asking for us to copy over the flows! 

1. Create an API Key in Klaviyo

For Giftnote to send metrics over to Klaviyo you'll need to create a public API key and a private API key.

  1. Click Integrations > Configure Klaviyo > Enter Klaviyo Keys

  2. To find your Klaviyo keys, go to account > settings > API keys inside Klaviyo.

  3. Once you have completed this click save.


2. Setting Up Notification Flows in Klaviyo

Giftnote sends the following events to Klaviyo which you can use to create flows, segments, or reports.

Gift Orders - Message on delivery

Giftnote - Gift Order Created - Customer
Giftnote - Gift Order Delivered - Customer
Giftnote - Gift Order Delivered - Recipient

Gift Cards

Giftnote - Gift Card Delivered - Customer
Giftnote - Gift Card Delivered - Recipient

Giftnote - Store Credit Issued

This video explains how to set this up.


4. Set up your Giftnote Flows and Templates

Next, you need to set up a separate flow for each of the email templates you would like sent from Klaviyo as well as set up your email template.

Please see the merge fields used in the view as an example below:

You've received a Gift from {{ event|lookup:'giftFrom' }} !

Please see your gift message: {{ event|lookup:'giftMessage' }}

Gift Vouchers

{{ event|lookup:'giftTo' }}, You've just received a ${{ event|lookup:'voucherValue' }} {{ event|lookup:'voucherCurrency' }}

Gift Card from {{ event|lookup:'giftFrom' }}.

Please see your gift message:

{{ event|lookup:'giftMessage' }}

Use Voucher code below at checkout

{{ event|lookup:'voucherCode' }}

Please see a list of field names to use in merge tags below with example data:

Orders

giftMessage: "Hello Klaviyo!", 
giftFrom: "Giftnote",
recipientEmail: "[email protected]",
customerEmail: "[email protected]",
orderName: "#GIFT-001",
orderId: 123456789

Vouchers

giftMessage: "Hello Klaviyo!", 
giftFrom: "Giftnote",
recipientEmail: "[email protected]",
customerEmail: "[email protected]",
voucherCode: "GIFTa1b2c3d4",
voucherCurrency: "AUD",
voucherValue: 100.00,

{{ event|lookup:'giftTo' }}, You've just received a ${{ event|lookup:'voucherValue' }} {{ event|lookup:'voucherCurrency' }} Gift Card from {{ event|lookup:'giftFrom' }}.

Please see your gift message:

{{ event|lookup:'giftMessage' }}

Use Voucher code below at checkout

{{ event|lookup:'voucherCode' }}

This will ensure the actual gift message is printed on the email. For more detail on customizing event variables check out this article


5. Create Giftnote Segments

If you'd like to consider strategies to contact gift recipients or senders in the future through follow-up, reminder, or season emails, the following segments might be useful.

Please note, that you won't be able to send marketing material to a recipient unless they have opted into your mailing list - this is where including a call to action that drives an opt-in sign-up on your recipient emails can be useful.


6. Request Transactional Email Approval from Klaviyo Support

It is possible to send transactional emails with Klaviyo to customers who have not officially opted into marketing (Giftnote Gift Recipients), but you must first Klaviyo Customer Support. Transactional email requests are manually reviewed and monitored closely to ensure that no marketing content is sent out.

Once the flows are approved as transactional - your flows will look like this below and you are good to send them live!


7. Switch off your Giftnote Email from within Giftnote

Once your Klaviyo Flows are live, you can switch off your notification emails in Giftnote.

To do this click on each notification under the customization tab and switch the below setting to 'No, Giftnote will NOT send this email'

Once you click save - on the customization page the email will have the label 'Disabled' - don't worry this means it will now be sent from Klaviyo.

Repeat this process for each of the emails you wish to switch to Klaviyo.


For any questions or assistance with the Klaviyo integration please reach out to us at [email protected].

Please note SMS for Klaviyo is not currently included in the integration, we are currently working on this feature. SMS will continue to be sent from Giftnote.

Nice work you have finished the set up material for Giftnote!

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