Klaviyo – Share Wishlist Email

TABLE OF CONTENTS

• Prerequisites
• How To Implement
  • 1. Enable Share Wishlist Event
  • 2. Create Klaviyo Flow and Select Trigger
  • 3. Create Your Email Template
  • 4. Preview the Message
  • 5. Set Your Email Status to "Live"

Prerequisites

1. Wishlist Plus Starter Plan or above

2. Klaviyo Email Account

3. Swym-Klaviyo integration enabled

4. 
   

Wishlist Plus gives shoppers the ability to share their wishlists with friends and family. This email by default, is sent via Swym.

A customer who is logged in to your store will have the option to share their wishlist with anyone via email with a small message.

By clicking on ‘Share List’, an email is sent out immediately.

How To Implement

1. Enable Share Wishlist Event

Before you get started, you need to make sure you’ve enabled the share wishlist event within Swym Admin. To confirm, once you’ve logged in to Swym Admin, navigate to Integrations via the left nav. Make sure that the checkbox next to “Shoppers share their Wishlist contents with others” is checked.

A test trigger feature is also available that enables you to simulate Wishlist and Back in Stock events instantly, letting you check if the event triggers work as intended. Upon clicking the test trigger you will be prompted by a pop-up to enter an email address.

Once the Klaviyo integration is enabled and saved on Swym Admin, Swym immediately stops sending these emails on your behalf. To keep sending out the authorization emails without a break, you will need to have a Klaviyo flow built in its place.

Setting up the Klaviyo flow for this event is very simple. Create a flow on your Klaviyo Dashboard for the event Swym-shareWishlist.

Pro Tip: In order to create a flow, you will first need the shareWishlist event recorded on Klaviyo. Do this by triggering the event yourself or sending a test trigger as shown earlier.

While creating the email template, you can refer to this table that will give you the schema/merge tags that you can use inside the template, along with the values from the events.

2. Create Klaviyo Flow and Select Trigger

Now that you’ve enabled the flow on Swym Admin, log in to your Klaviyo dashboard, navigate to the Flows page, and select “Create Flow”--> “Build your Own”.

In this example, we will call this flow “Share List via Email”. 

Next, you’ll need to set the trigger for this flow. For this, go to the ‘Your Metrics’ tab from the options on the right and select 'Wishlist Plus'.

Choose “Swym-shareWishlist” from the Metric dropdown.

Once the changes are saved, a dialogue box will appear to confirm the trigger, click on “Confirm and save”.

Next, add an email to your flow, this will be your share wishlist message.

3. Create Your Email Template

Click on the Email added to your flow and click on Configure Content or Edit in the left panel.

If you’ve been using Klaviyo for a while you probably already have your templates set. For this exercise, we’re going to choose the “Create Blank email” method which uses the drag-and-drop method if you don’t have an already existing template.

Once the “1 Column” template is open you can add your logo to the top if you like or remove the image block. Then delete the placeholder Text block and replace it with a Table block. The Table block type is what is going to allow us to display multiple Save for later items dynamically.

We will remove the other columns for this email template and center-align everything in a single column. 

Next, we need to configure the Table block to dynamically create a new row for each product in the shopper’s wishlist. We’ll do that by clicking on the Rows tab, selecting “Dynamic” and “Data Source”. You will then set Row Collection to “event.Products” and Row Alias to “product”.

You can then click on Column 1 to add the content you want to display for each product on the wishlist. For our example we’re keeping it simple, showing the product image with the product name hyperlinked to the product page beneath. To integrate the dynamic product data into images and hyperlinks we clicked the Source button and added our content via simple HTML.

We also added a text block above it with intro text and a little space below the table.

Here’s the HTML we used for our simple template:

  
<p style="center"><img height="0" src="{{ product.ImageURL }}" width="400" /></p> 
<p style="center"><a href="{{ product.ProductURL }}">{{ product.ProductName }}</a></p>

4. Preview the Message

Once you are satisfied with your template and have saved it, you can preview it to ensure everything works as expected. Klaviyo lets you choose real example events that have flowed over for the preview, so the previews should expose any issues you might be experiencing.

5. Set Your Email Status to "Live"

When you’re satisfied with your testing the last step is to set your email status from “draft” to “live”. Once that switch is flipped your emails should start flowing!