Source: https://joinfinn.com/integrations/klaviyo

# Klaviyo

## Klaviyo + Finn.

Klaviyo integration with Finn. Klaviyo brings customer profiles, activity, and marketing workflows together for consumer brands.

Business function: Sales and marketing.

## What you can do with Klaviyo.

Klaviyo brings customer profiles, activity, and marketing workflows together for consumer brands.

### Run a welcome program from signup to recorded next step

Finn operates the new-subscriber journey for the brand's lifecycle marketing team.

**Typically handled by:** Ecommerce lifecycle marketing manager

**Starts when:** A shopper subscribes to the brand's marketing.

#### What Finn handles

1. Create or update the Klaviyo profile with its signup source, interests and actual communication preferences.
2. Place the subscriber into the welcome program selected by the brand and deliver its introductory messages.
3. Answer routine product questions using Shopify product information and send interested shoppers to the relevant products.
4. Stop or change the sequence when the shopper buys or opts out, then record the order or other response.

**The result:** The subscriber receives the complete welcome journey and its actual outcome is recorded.

### Handle the full abandoned-checkout recovery

Finn completes recovery messaging and the practical questions that stop a shopper finishing checkout.

**Typically handled by:** Retention marketing specialist

**Starts when:** Shopify records an unfinished checkout for a contact eligible for follow-up.

#### What Finn handles

1. Match the checkout, items and shopper to Klaviyo, confirming that the order has not already been placed.
2. Send the brand's recovery sequence with the correct checkout link and the offer authorized for that audience.
3. Resolve routine questions about the products, delivery or payment options, using Shopify and the brand's policies.
4. Stop messages when the shopper purchases, opts out or reaches the end of the sequence, and record the result.

**The result:** The checkout has a completed recovery journey with no stale follow-up after its outcome.

### Deliver the post-purchase education program

Finn runs the customer communications that help a recent buyer use what they ordered.

**Typically handled by:** Customer retention and education coordinator

**Starts when:** Shopify confirms an order for a product with a post-purchase program.

#### What Finn handles

1. Read the purchased items and order status, then match the customer to the appropriate Klaviyo education sequence.
2. Send the brand's product-use instructions at the relevant point in the delivery or ownership journey.
3. Answer routine questions and create a Zendesk case when the customer needs an actual service resolution.
4. Update the profile with the response and completed education, keeping marketing preferences effective throughout.

**The result:** The buyer receives relevant product guidance and service questions reach a recorded resolution path.

### Turn replenished inventory into customer follow-up

Finn coordinates the communications around a product becoming available again.

**Typically handled by:** Ecommerce merchandising and retention coordinator

**Starts when:** Shopify records that an item requested by shoppers is back in stock.

#### What Finn handles

1. Read the replenished variant, available stock and the Klaviyo audience that requested a notification.
2. Prepare the correct product link and availability message, checking the merchant's release and offer instructions.
3. Send the notification to eligible contacts and handle routine questions about the returning product.
4. Track actual orders and changing inventory, stop outdated messaging and record the campaign's fulfilled interest.

**The result:** Interested shoppers receive timely, accurate availability information and the outcome is recorded.

### Carry a product launch through customer response

Finn completes the lifecycle marketing work behind a new product release.

**Typically handled by:** Ecommerce campaign manager or retention agency

**Starts when:** The merchant confirms a new product and launch date.

#### What Finn handles

1. Read the Shopify product facts and assemble the Klaviyo audiences, messages and launch schedule.
2. Collect the marketing owner's release approval for the external copy, offer and audience.
3. Send the launch campaign, process replies and route product questions to the correct answer or support case.
4. Record actual orders, unsubscribes and engagement, then complete the selected follow-up to interested customers.

**The result:** The product campaign is delivered and its customer responses are handled and measured.

### Run the customer's reactivation journey

Finn manages the follow-up program for customers whose purchasing has lapsed.

**Typically handled by:** Retention marketing manager

**Starts when:** A customer enters the merchant's agreed inactive-customer audience.

#### What Finn handles

1. Read the customer's order history from Shopify and relevant Klaviyo preferences, avoiding customers in unresolved service recovery.
2. Select the merchant's reactivation message and any already-authorized offer for that audience.
3. Deliver the sequence, answer routine questions and adjust follow-up to the customer's stated interests or preference changes.
4. Record the actual purchase, response or completed sequence and stop messages that no longer fit.

**The result:** The reactivation program ends in a recorded customer outcome and current communication preferences.

### Coordinate a loyalty milestone campaign

Finn turns the merchant's customer-recognition rule into a complete marketing journey.

**Typically handled by:** Customer loyalty coordinator

**Starts when:** A customer reaches a purchase milestone defined by the merchant.

#### What Finn handles

1. Read the Shopify purchase history or the connected loyalty platform's earned status and match it to Klaviyo.
2. Prepare the recognition message and reward details using the merchant's existing loyalty rules.
3. Send the message and answer redemption questions, applying the reward in the commerce or loyalty system that owns it.
4. Record delivery and actual redemption, resolving a missing reward through a tracked customer service case.

**The result:** The customer receives the correct recognition and the reward result is recorded in its owning system.

### Close the loop between a service recovery and marketing

Finn keeps customer messaging aligned with a resolved support problem.

**Typically handled by:** Customer experience and lifecycle marketing coordinator

**Starts when:** Zendesk records the resolution of a customer issue.

#### What Finn handles

1. Read the service resolution and the customer's existing Klaviyo profile, separating support communication from marketing consent.
2. Send the promised service follow-up and confirm whether the customer has further questions.
3. Resume or change lifecycle messaging according to the actual service outcome and the customer's preferences.
4. Record the follow-up result in Zendesk and Klaviyo so the next campaign reflects the current relationship.

**The result:** The service recovery is followed through and future marketing uses the current customer context.

### Turn a campaign review into the next released improvement

Finn completes the analysis and production cycle normally managed by a retention agency.

**Typically handled by:** Lifecycle marketing analyst and campaign producer

**Starts when:** A campaign or flow reaches its review date.

#### What Finn handles

1. Gather Klaviyo delivery, engagement and attributed order reporting alongside actual Shopify orders for the period.
2. Identify message, audience or timing changes based on the results, without treating attribution as proof of causation.
3. Prepare the selected revisions and obtain the marketing owner's publishing and offer decisions.
4. Release the updated campaign or flow and record what changed, why and when its results will be reviewed.

**The result:** The review produces a released marketing improvement with a clear record for the next measurement.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Klaviyo.

[Visit Klaviyo](https://developers.klaviyo.com/en/reference/events_api_overview)

## Industries

- [DTC brands](https://joinfinn.com/industries/dtc): Order changes, delivery follow-ups, returns, and retention.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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