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.

Object	Basic	Advanced
Integration Method	Tracking updates feed from AfterShip webhook	Direct Klaviyo Account Connection
Flow Metrics	6	16
Text Variables	20	57
Items Table Block	0	5
Plan	All Plans	Enterprise Only

Parity info for Metrics

Basic integration metrics	In parity with the advanced integration metrics
Delivery Exception	AfterShip: Delivery exceptions - Exception
Failed Delivery Attempt	AfterShip: Delivery exceptions - Failed attempt
In Transit	AfterShip: Delivery updates - In transit
Out for Delivery	AfterShip: Delivery updates - Out for delivery
Received Delivery	AfterShip: Delivery updates - Delivered
Shipped Package	AfterShip: Delivery updates - Info received

Parity info for Events property

Basic integration events property	In parity with the advanced integration events property
CourierName	CourierName
CurrentStatus	ShipmentCurrentStatus
ShipmentPackageCount	ShipmentPackageCount
ShipmentType	CourierServiceType
TrackingPostalCode	DestinationPostalCode
TrackingShipDate	ShipDate
CheckpointTime	LatestUpdateTime
City	DestinationCity
Countrylso3	DestinationCountrylso3
CountryName	DestinationCountryName
CourierPhone	CourierContact
CourierWebURL	CourierWebURL
CurrentSubStatus	ShipmentCurrentSubStatus
DeliveryTime	TransitTime
DestinationCountry	DestinationCountrylso3
ExpectedDelivery	CourierEstimatedDeliveryDate
Message	LatestCourierMessage
Order ID	OrderID
OriginCountry	OriginCountrylso3
ShipmentWeight	ShipmentWeight
ShipmentWeightUnit	ShipmentWeightUnit
SignedBy	SignedBy
State	DestinationState
Title	ShipmentTitle
Tracking Number	TrackingNumber
Zip	DestinationPostalCode

Trigger Frequency and Skip Historical Events

Feature	Basic	Advanced
Trigger frequency	No	Yes

Skip historical events

Yes

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.

Basic	Advanced
CourierName	CourierName
CurrentStatus	ShipmentCurrentStatus
ShipmentPackageCount	ShipmentPackageCount
ShipmentType	CourierServiceType
TrackingPostalCode	DestinationPostalCode
TrackingShipDate	ShipDate
CheckpointTime	LatestUpdateTime
City	DestinationCity
Countrylso3	DestinationCountrylso3
CountryName	DestinationCountryName
CourierPhone	CourierContact
CourierWebURL	CourierWebURL
CurrentSubStatus	ShipmentCurrentSubStatus
DeliveryTime	TransitTime
DestinationCountry	DestinationCountrylso3
ExpectedDelivery	CourierEstimatedDeliveryDate
Message	LatestCourierMessage
Order ID	OrderID
OriginCountry	OriginCountrylso3
ShipmentWeight	ShipmentWeight
ShipmentWeightUnit	ShipmentWeightUnit
SignedBy	SignedBy
State	DestinationState
Title	ShipmentTitle
Tracking Number	TrackingNumber
Zip	DestinationPostalCode

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