App overview
App information
Klaviyo is a marketing automation platform focused on email and SMS. It empowers businesses to deliver personalized campaigns through robust segmentation, automation flows, and analytics.
You can find Klaviyo on Shopify app store here.
Integration function
Seamlessly embed Boost's Recommendation Widget directly into your Klaviyo email templates to deliver tailored product suggestions, enhancing engagement and boosting sales. In addition, Events integration allows Boost events to be sent directly to Klaviyo, helping you trigger relevant email flows, SMS automations and segment customers.
Recommendation integration
As Boost users
⚠️ This feature works with all versions of Boost AI Search & Discovery. To find out which version of our app your store's current theme is installed with, please follow this article.
To access and enable this feature, please carefully follow these steps:
Install Klaviyo from the Shopify App Store and add it to your Shopify store's apps
Go to Boost AI Search & Discovery > Third party integration > Select SMS & Email tab.
Click Configure button in Klaviyo.
Turn ON the toggle Integrate Boost with Klaviyo. This will redirect you to the Klaviyo site to confirm permission (A Klaviyo account is required for this step). Once you confirm the permission, Boost will be connected to Klaviyo, and the Recommendation integration section will be enabled.
Select Preview on the Recommendation type you'd like to to embed into your Klaviyo template. Now you can check what the Recommendation widget looks like and its Web feed and HTML code that you need to set up on Klaviyo’s app admin.
⚠️ Frequently bought together and Related items are only available for Essential and Professional users or Basic users who purchase AI Recommendation add-on
In Klaviyo app
To add Boost's Web feeds to Klaviyo, go to Settings > Other > Web feeds > Add web feed.
Feed Name: Enter the feed name exactly as specified in Boost's app admin.
Feed URL: Enter the URL provided by Boost.
Set the Request Method to GET.Set the Content Type to JSON.
Open any template you wish to edit. Drag and drop a text block into the email.
Copy the HTML code from the Boost Preview page and paste it into the source code of the text block (click the
</>button in the Styles tab of the text block settings), then click Apply.
To preview the recommended products, click the Preview & test button located in the top right corner.
In the Preview Data Source section, select an Event and try different Shopify events to view the results.⚠️ Frequently bought together and Related items require order data to generate recommendation. You must select “Placed order" event to preview the recommended products.
Click Done and you're all set.
⚠️ Notes
Developer knowledge may be required to further customize the Recommendation widget on the Klaviyo site.
The Frequently Bought Together and Related Items recommendation types are designed to work exclusively with templates in Klaviyo Flows. These two types cannot be used in Klaviyo Campaigns.
As Klaviyo users
To integrate the Boost app with Klaviyo, follow these steps:
Visit Klaviyo Integrations and click on Add Integration.
In the "Search integrations" box, type “Boost” to find the app, or locate it in the Journey Optimization category.
Click on the Boost app from the search results and then click Add App. You will be redirected to the Boost App page on the Shopify App Store.
On the Shopify App Store page, click Open to launch the Boost app.
Once in the Boost app admin panel, go to the Integration > Third-Party Integration section.
Under the SMS and Email menu, configure the Klaviyo integration settings to complete the setup.
Events integration
⚠️ This feature only works with Boost AI Search & Discovery TURBO. To find out which version of our app your store's current theme is installed with, please follow this article.
⚠️ Also, please make sure to upgrade your Boost template to the latest version.
Introduction
Boost AI Search & Discovery offers seamless integration with Klaviyo to track user events and enhance your email and SMS marketing campaigns. With this integration, you can create personalized and metric-triggered flows, optimize customer segmentation, and gain better insights into your store's performance through event data captured directly from user interactions.
How Events integration works
No additional configuration is required from Boost to enable this integration. Once a customer is identified by Klaviyo and interacts with Boost’s features on your store, the following events will automatically be pushed into their profile in Klaviyo:
Event | Description |
[Boost] Submitted search | Triggered when a user enters and submits a search term in Boost’s search bar (Instant Search Widget or Search Box in Collection). |
[Boost] Clicked search result | Triggered when a user clicks on a product from Boost's search results (Instant search widget or Search results page). |
[Boost] Added to cart | Triggered when a user clicks the "Add to Cart" button anywhere on your storefront. |
[Boost] Viewed collection | Triggered when a user navigates to any collection page using Boost’s template. |
[Boost] Clicked product | Triggered when a user clicks on a product from a collection page using Boost’s template. |
[Boost] Clicked recommendation | Triggered when a user clicks on a product within Boost’s recommendation widget. |
[Boost] Clicked filter | Triggered when a user interacts with a filter option within Boost’s filter tree. |
[Boost] Added bundle to cart | Triggered when a user clicks on "Add bundle to cart" button on Boost's bundle |
You can go to Klaviyo app admin > Audience > Profiles and check the profile's Activity log to see the captured Boost events. For example:
How to set up a metric-triggered flow on Klaviyo using Boost events
In Klaviyo, go to Integrations > Shopify and ensure that Onsite Tracking is turned on. This will allow Klaviyo to capture data from Boost events.
It should look like this after being enabled:
Navigate to Settings > Data and enable Anonymous Visitor Tracking. This will help track visitors even if they are not logged in.
Go to Flows, click Create Flow, and select Build Your Own. Name your flow.
In the "Select a Trigger" step, go to the All Triggers tab and choose Metric.
If Boost events are being captured, you will see them listed here (e.g., [Boost] Submitted Search, [Boost] Clicked Product). Select the desired event as your trigger.
(Optional) After selecting a Boost event as your trigger, you can add filters to refine the flow. For instance, you can filter based on product categories, collections, or specific customer actions.
Continue building your flow by adding elements like Time Delay, Conditional Split, or Email/SMS templates based on your marketing strategy.
Once you’ve configured all elements, update the status of the flow to Live and you're set!
How to create a segment on Klaviyo using Boost events
Boost events can also be used to create highly targeted customer segments in Klaviyo. Here’s how to create a segment using Boost event data:
Go to Audience > Lists & Segments in Klaviyo, and click Create New. Select Create Segment and give your segment a name (e.g., "Viewed Product but Didn't Purchase").
Under "Select a Condition," choose What someone has done (or not done).
From the available options, select a Boost event (e.g., [Boost] Viewed Collection, [Boost] Clicked Product).
You can refine your segment by adding filters to event properties. For example, to create a segment for users who viewed a specific collection:
Select "[Boost] Viewed Collection" as the event.
Click the Add Filter button to refine the audience.
In the "where" box, choose "collectionName".
Enter the name of the collection in the "equals" box.
Best Practices for Event Integration in Klaviyo
Our captured events can help set up the following flows:
Event | Suitable flow |
[Boost] Submitted search | Abandoned Search flow |
[Boost] Clicked search result | Abandoned Search flow |
[Boost] Added to cart | Abandoned Cart flow |
[Boost] Viewed collection |
|
[Boost] Clicked product |
|
[Boost] Clicked recommendation |
|
[Boost] Clicked filter | Abandoned Browse flow |
[Boost] Added bundle to cart | Abandoned Cart flow |
Tips to set up an effective flow
Tips to optimize Abandoned Browse and Abandoned Search Flows
To maximize the effectiveness of your abandoned cart campaigns, it's beneficial to use both Abandoned Browse and Abandoned Search flows together. Each flow targets different customer behaviors, helping you re-engage a broader range of potential buyers.
Abandoned Browse targets shoppers who visit your website, view products, but leave without adding anything to their cart. The aim is to remind them of what they viewed and encourage them to return.
Abandoned Search focuses on shoppers who actively search for products but don’t complete a purchase. By combining these flows, you can capture more customers who have shown interest in your products.
💡 Tips for Optimizing Both Flows
Prioritize Abandoned Search:
Customers who perform a search often show higher purchase intent. Ensure these shoppers enter the Abandoned Search flow rather than the Abandoned Browse flow.
For example, In your Abandoned Browse flow, use a conditional split or filter to redirect users who have recently triggered events like [Boost] Submitted Search or [Boost] Clicked Search Result to your Abandoned Search flow.
Adjust Trigger Windows:
Shorten the trigger window for the Abandoned Search flow compared to the Abandoned Browse flow. Since users who search for products are usually more intent on buying, reacting to their actions quickly can result in higher conversions.
By applying these strategies, you can effectively re-engage users who have shown interest in your products but haven't completed a purchase, leading to increased conversion rates and overall sales.
If you have any questions or need further assistance, please do not hesitate to contact our dedicated support team at [email protected].