pauloharaujos / magento2-klaviyo

Klaviyo for Magento 2

Klaviyo extension for Magento 2. Allows pushing newsletters to Klaviyo's platform and more.

Features

• Identifies users

  • Go to sign in or create account
  • Sign in or create account
  • Go to another page and inspect source for identify call with email, firstname, and lastname

• Tracks viewing an item (catalog product)

  • Only will work if user is signed in
  • Inspect page source, find learnq snippet and see what PHP is echoing out
  • Should be a Viewed Product track call with product details

• Saves checkout emails

  • Add some items to your cart and go to checkout page
  • In console see: Klaviyo_Reclaim - Binding to #customer-email
  • Change email
  • See Klaviyo_Reclaim - Quote updated with customer email: [e-mail]
  • Make sure AJAX call comes back with checkout / quoute JSON

• Sync Newsletter (Un)Subscribes to a Klaviyo List

  • This feature covers workflows where a Customer (un)subscribes from the following places:
    • Box at the bottom of every page
    • On account creation
    • Through their account settings
    • Through Customer Newsletter settings on the admin side

• Abandoned Cart

  • Given a quote ID, a URL can be crafted that will load a Customer's cart with a quote

• OAuth Integration Configuration

  • Automates the creation and configuration of the OAuth Integration:
    • Callback URL
    • Identity Link URL
    • Resource Access permissions

Prerequisites

Magento 2

Install

• log into the Magento 2 server and cd into the root directory of the Magento app: - Execute the following commands:
  • composer require klaviyo/magento2-extension
  • php bin/magento module:enable Klaviyo_Reclaim --clear-static-content
  • php bin/magento setup:upgrade
  • php bin/magento setup:static-content:deploy -f

Setup

• From admin:
  • Go to stores > configuration
  • Find Klaviyo in sidebar
  • Open General
  • Enable Klaviyo
  • Add Klaviyo public API key
  • For syncing Newsletter Subscribe/Unsubscribes: also add your Klaviyo private API key
  • To enable error logging: set "Enable Klaviyo Logger" to "Yes"
  • Save config
• For syncing Newsletter Subscribe/Unsubscribes:
  • Open Newsletter from the sidebar
  • The page should load with your lists from Klaviyo
  • Select a list
  • Save config
• To set up Email or SMS Consent at Checkout
  • Open Consent at Checkout from the sidebar
  • Configure for each respective section:
    • Email
      • Select if want to Subscribe contacts to email marketing at checkout
      • Select list from drop down where to add the contacts if they choose to subscribe
      • Enter text for checkbox selection to email marketing
    • SMS
      • Select if want to Subscribe contacts to SMS marketing at checkout
      • Select list from drop down where to add the contacts if they choose to subscribe
      • Enter text for checkbox selection to email marketing
      • Enter disclosure text that appears alongside the checkbox selection
• To set up Webhooks
  • Open Webhooks from the sidebar
  • create a webhook secret and enter it into the corresponding Webhook Secret field
  • select Yes for Use Product Delete Webhook?
• To setup OAuth integration with Klaviyo
  • Open Setup OAuth from the sidebar
  • Enter integration name
  • Save config

Making updates

1. Follow Klaviyo's standard process of making a pull request and getting it reviewed before merging.
2. Update CHANGELOG.md. Details on formatting the changelog (including categorizing changes) can be found here: keepachangelog.com
   1. If this is a change that will not immediately get sent along to Magento i.e. not a version update:
      1. Add any changes under the [Unreleased] section. This will be a comparision of the most recent commits to the latest tagged version.
   2. If this is a version update:
      1. Make sure to increment the version in two places:
         1. module.xml
         2. composer.json
      2. Add a new version between [Unreleased] and the most recent version. Include the incremented version number following semantic versioning practices and the date. Add your changes under this version.
      3. Move any unreleased changes into your version update under the appropriate categories.
      4. Update the [Unreleased] link to point from your new version to HEAD e.g. if you're updating to version 1.0.2 you'd update the link from 1.0.1...HEAD to 1.0.2...HEAD.
      5. Add a link to your new version. The tag won't yet exist but you can create a link to the tag you will create shortly. Follow the pattern of previous links.
3. Upon approval merge your changes into master.
   1. If this is a version update:
      1. Checkout the master branch locally, make sure to pull down any changes that were just merged.
      2. Use git log to find the merge commit's checksum.
      3. Tag this commit with the version you just incremented: git tag -a {version} aeb8c682cebe7acee94506d3e4bfff2e5755e8c1 or just use git tag -a {version}.
      4. Push the tag to the remote repository: git push origin 1.0.1 replacing with the version you've just tagged.

Support

Contact [e-mail]