What is Klaviyo?
Klaviyo is an easy-to-use, cloud-based marketing system that allows Merchants to effectively and efficiently target, personalise, monitor and optimise their marketing efforts through data-driven email and facebook marketing campaigns. It makes customer segmentation easy, without the need for spreadsheets and it pulls in customer data straight from your Shopify store.
What are the benefits of integrating Happy Birthday with Klaviyo?
Our integration with Klaviyo is two-fold and you have the option to enable one or both of the main features. The features are:
- Push your Happy Birthday app sign-up's into Klaviyo as new contacts
- Use Klaviyo to send out your Birthday Emails
Push your Birthday Club members into Klaviyo as new contacts
Not all Birthday Club sign-ups are also customers of your Shopify store. They may have visited your store and signed-up to your Birthday Club via your dedicated Happy Birthday Sign-up page, but they may not have purchased from your store yet.
The person who signs up to your Birthday Club therefore, may not already be in your Klaviyo account as a contact. If you'd like to include Happy Birthday sign-ups in your existing Klaviyo marketing campaigns, then you'll want us to push those contacts into Klaviyo for you.
Happy Birthday can send new Birthday Club sign-up details into Klaviyo as contacts. If the contact already exists in your Klaviyo account for some reason, then we will just append the date of birth to their information. The contact's date of birth can then be found in their Klaviyo contact profile.
Use Klaviyo to send out your Birthday emails
This may sound strange as our app is a one-stop automated Birthday email campaign, however, if you'd prefer to use your Klaviyo account to send out your Birthday emails instead of using the built-in Happy Birthday email sending tool, then you can select that option in the Happy Birthday app. This will effectively turn off email sending within the Happy Birthday app, but you will need to create a Birthday flow and Email template in Klaviyo.
What are the benefits of using Klaviyo to send out your Birthday emails?
If you already use Klaviyo for your marketing campaigns, then using it to send out your Birthday emails makes perfect sense. Here are some good reasons for choosing this option:
- You will have full control over the layout and styling of your email template
- You can introduce follow-up emails for those customers that have not yet redeemed their discount code. This is a feature that is not yet available when sending emails from the Happy Birthday app and could therefore be a good reason to use your Klaviyo account to send them.
Requirements for the Klaviyo integration
To begin integrating with Klaviyo, you will need to enable the integration between Happy Birthday and Klaviyo. Please read our Klaviyo integration set-up guide for more information on configuring the integration.