Articles on: Integrations

Guide to Migrate From Klaviyo Basic to Advanced Integration

Plans: Enterprise Standard, Enterprise Advanced, API users Platforms: All platforms

Overview



Enhance your Klaviyo integration experience by transitioning from Basic to Advanced. This migration will empower you with a broader array of flow triggers and an extensive set of supported text variables. Let’s discuss the attributes of Basic and Advanced integrations, from integration methods to flow metrics and text variables.

What you’ll learn



In this tutorial, we’ll discuss:

Difference between Klaviyo Basic and Klaviyo Advanced
Parity info for Metrics
Parity info for Events property
Steps to migrate from Klaviyo Basic to Klaviyo Advanced

Difference between Klaviyo Basic and Klaviyo Advanced



Have a look at the flow metrics for Basic and Advanced Klaviyo integration.



Compared to the Basic Klaviyo integration, the advanced integration supports more flow triggers and text variables. So, we recommend you migrate your basic notifications to the advanced integration for an enhanced and feature-rich experience.

ObjectBasicAdvanced
Integration MethodTracking updates feed from AfterShip webhookDirect Klaviyo Account Connection
Flow Metrics616
Text Variables2057
Items Table Block05
PlanAll PlansEnterprise Only


Parity info for Metrics



Basic integration metricsIn parity with the advanced integration metrics
Delivery ExceptionAfterShip: Delivery exceptions - Exception
Failed Delivery AttemptAfterShip: Delivery exceptions - Failed attempt
In TransitAfterShip: Delivery updates - In transit
Out for DeliveryAfterShip: Delivery updates - Out for delivery
Received DeliveryAfterShip: Delivery updates - Delivered
Shipped PackageAfterShip: Delivery updates - Info received


Parity info for Events property



Basic integration events propertyIn parity with the advanced integration events property
CourierNameCourierName
CurrentStatusShipmentCurrentStatus
ShipmentPackageCountShipmentPackageCount
ShipmentTypeCourierServiceType
TrackingPostalCodeDestinationPostalCode
TrackingShipDateShipDate
CheckpointTimeLatestUpdateTime
CityDestinationCity
Countrylso3DestinationCountrylso3
CountryNameDestinationCountryName
CourierPhoneCourierContact
CourierWebURLCourierWebURL
CurrentSubStatusShipmentCurrentSubStatus
DeliveryTimeTransitTime
DestinationCountryDestinationCountrylso3
ExpectedDeliveryCourierEstimatedDeliveryDate
MessageLatestCourierMessage
Order IDOrderID
OriginCountryOriginCountrylso3
ShipmentWeightShipmentWeight
ShipmentWeightUnitShipmentWeightUnit
SignedBySignedBy
StateDestinationState
TitleShipmentTitle
Tracking NumberTrackingNumber
ZipDestinationPostalCode


Trigger Frequency and Skip Historical Events



FeatureBasicAdvanced
Trigger frequencyNoYes
Skip historical eventsNoYes


Trigger Frequency: Notifications are typically triggered once for most metrics. Exceptions include certain metrics where notifications are sent multiple times at a frequency of 24 hours. For detailed information, refer here.

Skip Historical Events: AfterShip refrains from sending historical events to Klaviyo, defined as events occurring 36-72 hours prior, to ensure shoppers do not receive outdated messages. For more details, see here.

Steps to migrate from Klaviyo Basic to Klaviyo Advanced



Follow the steps below to seamlessly migrate from Klaviyo Basic to Klaviyo Advanced.

Step 1. Create an Advanced Klaviyo integration

Follow the provided steps here to set up an advanced Klaviyo integration. No adjustments are needed in your existing flow setup at this stage.

Step 2. Save email template (For Email users)


Save your email template as a reusable one for your advanced flow.

Navigate to your enabled flow
Enter the drag-and-drop editor
Click Manage template and choose Save as template.

Step 3. Create flow metrics with Advanced integration

Utilize the new metrics available in the advanced Klaviyo integration. Check the available metrics here.

Step 4. Create flow SMS message (For SMS users)

After creating the flow metrics, follow the provided steps to create an advanced Klaviyo flow SMS message.

Step 5. Create flow email content (For Email users)


Once the flow metric is in place, start creating email content and use the saved template to save time.

Add an Email Action to your Klaviyo Flow


Click Edit and select Drag and drop template


choose the template saved in Step 2
Complete your email content set up

Step 6. Change the text variables


Be mindful of text variable differences between Basic and Advanced Klaviyo integrations. Refer to the provided table for the differences.

BasicAdvanced
CourierNameCourierName
CurrentStatusShipmentCurrentStatus
ShipmentPackageCountShipmentPackageCount
ShipmentTypeCourierServiceType
TrackingPostalCodeDestinationPostalCode
TrackingShipDateShipDate
CheckpointTimeLatestUpdateTime
CityDestinationCity
Countrylso3DestinationCountrylso3
CountryNameDestinationCountryName
CourierPhoneCourierContact
CourierWebURLCourierWebURL
CurrentSubStatusShipmentCurrentSubStatus
DeliveryTimeTransitTime
DestinationCountryDestinationCountrylso3
ExpectedDeliveryCourierEstimatedDeliveryDate
MessageLatestCourierMessage
Order IDOrderID
OriginCountryOriginCountrylso3
ShipmentWeightShipmentWeight
ShipmentWeightUnitShipmentWeightUnit
SignedBySignedBy
StateDestinationState
TitleShipmentTitle
Tracking NumberTrackingNumber
ZipDestinationPostalCode


Check the complete list of text variables in the advanced Klaviyo integration here.

Step 7. Migrate


After completing your setup on the flow triggers and content, make sure you preview the email content with test order information. Once verified, disable the Basic Flows and immediately turn on the Advanced Flows. If necessary, you can remove the webhook URLs for the Basic Flow. However, we recommend keeping it until you are confident in the smooth operation of your Advanced Flow.

If you have any queries, feel free to connect with our support team for quick assistance.

Updated on: 17/07/2024

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