Articles on: Integrations

Klaviyo Integration: How to Migrate From Basic to Advanced

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
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


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


Upon finalizing your flow triggers and content setup, disable Basic Flows first, then promptly activate the Advanced Flows for a smooth transition.

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

Updated on: 27/12/2023

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