Overview

Standard Klaviyo Tracking Setup (Client Side Tracking):

Here is how the standard (non-Elevar) Klaviyo tracking setup works with client side tracking:

• App is installed on your store which in many cases automatically installs their base snippet (learn more about this step here.
• You'll hardcode a Product View</> tracking script into your theme.
• You may also add Add to Cart and/or out of stock events to your theme.
• Klaviyo app will automatically send started order and completed order events via their integration (so you usually don't need to send these events separately).

The "product view" and "add to cart" events are then used for your browse and cart abandonment emails using client side tracking.

Prerequisites:

Before you can enable your Klaviyo Server-Side Destination, you will need to:

• Ensure the Shopify source is installed and active on your published Shopify theme. Follow our guide to get started, How to Implement the Shopify Source on Your Shopify Store.
• [Optional but highly recommended] If you don't use a Klaviyo Pop-up, Attentive Pop-up, Postscript Pop-up or the native Shopify Footer for email capture, build your own dl_subscribe event so we can recognize returning users which helps improve our Klaviyo server-side performance.

👍

Elevar's Server-Side Klaviyo integration is built to be used in tandem with Klaviyo's native Shopify app!

You DO NOT need to remove any pre-existing tracking when enabling Elevar. You DO need to set up new flows to take advantage of the server side events that Elevar sends to Klaviyo.

Add Klaviyo as a Server-Side Destination

Locate Klaviyo Destination:

• On the homepage of your Elevar Account, locate the "My Tracking" button from the left-hand menu.
• Once, in "My Tracking" select the "Add Destination" button in the upper right hand corner of the page.
  • A side bar pop-up window will appear, titled "Add Destination".
  • Within this pop-up, use the search function and type "Klaviyo".
  • Once the Klaviyo destination appears from the search function, click on it.
    • (See Figure 1)

Figure 1

Get Started:

• After locating and clicking on the Klaviyo destination, you will be taken to overview screen.
• Click the "Get Started" button in the lower left-hand corner of the Overview box.
  • (See Figure 2)

Figure 2

Enter Klaviyo Settings

Klaviyo Settings:

• Within the "Klaviyo Settings" click on the "Connect Klaviyo Account" box at the bottom of this section.
• You will be brought to a Klaviyo sign in screen where you can log into your Klaviyo Account. Once you have successfully provided access, you will be returned to the Elevar App.
• If you have "Markets" enabled in your Shopify Source, you will see the "Markets" section in your Klaviyo destination.
  • Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to Klaviyo.
  • If you have selected "All Markets" navigate to the section titled "Destination Label" and use the text box to enter a label. This is how your destination name will appear across the Elevar app (e.g., My Tracking, Reports, History) and helps to identify your destination across our app, especially when you have multiple instances of the same destination.
  • If you have selected "Specific market(s)", navigate to the section titled "Market Groups" and use the drop down menu to select the market groups to specify which market's data will be sent to this destination. Then, navigate to the box titled "Destination Label" and use the text box to enter a label. This is how your destination name will appear across the Elevar app (e.g., My Tracking, Reports, History) and helps to identify your destination across our app, especially when you have multiple instances of the same destination.
• After you have entered all of the required information for the Klaviyo settings, click on the "Continue" button at the bottom of this section. Select
  • (See Figure 3)

Figure 3

Select Events:

• Once you have entered your Klaviyo Settings, you have to select the Event settings.
• Either click on the button labeled "Use best practices" or "Customize".
• Under the "Breakdown" menu, you will need to name each event you are passing to Klaviyo.
  • The event names for client side tracking are "Category View", "Viewed Product", and "Added to Cart", and the event names for Elevar's sever side integration with Klaviyo are "Category View - Elevar SS", "Viewed Product - Elevar SS", and "Added to Cart - Elevar SS".
  • These are the names of triggers that can be used to power your browse and cart abandonment flows using the server side events that Elevar sends to Klaviyo.
• After selecting what events you want to send, click on the "Save and Continue" button at the bottom of this section.
  • (See Figure 4)

Figure 4

Consent Mode:

• After selecting the Events settings, you will be prompted to enable Consent Mode.
• To enable Consent Mode, click on the "Yes, enable for this destination" button. If you do not want to enable Consent Mode, click on the "No" button.
  • If consent is required, select what categories you’d like the shopper to agree to before tracking fires. [Learn More]
• Once you have all of selected all of the information for enabling Consent Mode, click on the "Save and Continue" button at the bottom of this section.
  • (See Figure 5)

Figure 5

Filter Transactions:

• After selecting details for consent mode, you need to choose whether or not to filter transactions.
• Currently, our recommended practices suggests clicking the button labeled, "Yes, Block some transactions", and blocking exchange & historical import orders.
  • Thinking you may need to block additional orders? Learn how to block these orders in this guide.
  • Not sure if you need to block orders? Look at what Sales Channels you have in Shopify!
• Once you have all of selected all of the information for Filtered Transactions, click on the "Save and Continue" button at the bottom of this section.
  • (See Figure 6)

Figure 6

Subscriptions:

• If you sell subscriptions, select whether you are using the unified Shopify checkout, or using a separate checkout.
  • Then, navigate to the section titled, "Would you like to send recurring transactions?" select the button labeled "No, block" or "Yes, send".
• If you do not sell subscriptions, select the button labeled "No".
• Once you have all of selected all of the information for Subscriptions, click on the "Save and Continue" button at the bottom of this section.
  • (See Figure 7)

Figure 7

Go Live:

• After completing all of the previous Klaviyo Setup Steps, an Overview page will appear.
• If all of the details within the Configuration Summary look correct, then click on the button labeled "Go Live" at the bottom of this section.
• A pop-up window will appear, asking for a confirmation of your changes.
• Click on the button labeled "Yes, Go Live".
  • (See Figure 8)

Figure 8

👍

That's It!

Now you are halfway done setting up Elevar's integration with Klaviyo. Now that Elevar is connected to Klaviyo, you're sending server side events from Elevar to Klaviyo.

Next, you need to clone your browse and cart abandonment flows to take advantage of the server side events Elevar sends to Klaviyo.

To do that, please follow the instructions here: https://docs.getelevar.com/docs/how-to-analyze-klaviyo-server-side-performance-setup-abandoned-flows