Klaviyo Advanced: Set up Klaviyo Flow Metrics and Triggers

Plans: Vary based on metrics Platforms: All platforms

Overview

The AfterShip & Klaviyo Integration empowers users to trigger personalized notifications based on their order or shipment status.

What you’ll learn

In this tutorial, we’ll discuss

Create a flow metric
Set up trigger filters
Add a trigger split
AfterShip flow metric
Required API resources for metrics
Skip Historical events
Understanding Stalled metrics
Understanding trigger frequency
AfterShip flow trigger filters and splits

Create a flow metric

Here’s how you can set up a basic post-purchase flow:

Navigate to the Flows tab
Click Create Flow

Choose Create from Scratch
Select a metric to trigger the flow

If you see duplicate metrics, it's because you have both Basic and Advanced integrations. Learn more about the differences here.

Set up trigger filters

You can use trigger filters to narrow the scope and target only a subset of the shipments. Refer to the steps below for setting up the trigger filter:

On the flow editor, navigate to the Trigger tab
Click Trigger Filters
Choose the event that you need to narrow down the scope

Add a trigger split

A trigger split, part of the Visual Flow Builder, divides a flow into two paths based on the filter applied to the flow trigger. Follow these steps to add a trigger split:

On the flow editor, navigate to the Trigger tab
Drag the Trigger Split from the left-hand side panel

Select the event that you want to split the flow

AfterShip flow metric

With an active AfterShip integration in your Klaviyo account, you can unlock these event metrics for Flows:

Category	Metrics	Description	Plan
Pre-ship	AfterShip: Pre-ship - Order confirmation	Notifies when an order is confirmed.	Pro, Premium, Enterprise plan
Pre-ship	AfterShip: Pre-ship - Fulfillment stalled	Alerts about an order that has been created and remained unfulfilled for X days.	Enterprise plan
Pre-ship	AfterShip: Pre-ship - Fulfilled partial order	Indicates partial order fulfillment (There will be separate notifications for each partial fulfillment.	Enterprise plan
Delivery summary	AfterShip: Delivery summary - All Items fulfilled	Notifies when all items in an order have been shipped.	Enterprise plan
Delivery summary	AfterShip: Delivery summary - All Items Delivered	Notifies when all split order shipments have been delivered.	Enterprise plan
Delivery updates	AfterShip: Delivery updates - Info received	Notifies when a package has been shipped and is ready for courier pickup	Pro, Premium, Enterprise plan
Delivery updates	AfterShip: Delivery updates - In transit	Notifies when a package is in transit to the customer.	Pro, Premium, Enterprise plan
Delivery updates	AfterShip: Delivery updates - Out for delivery	Notifies about a shipment that's out for delivery.	Pro, Premium, Enterprise plan
Delivery updates	AfterShip: Delivery updates - Available for pick up	Notifies about a shipment available for pick up at a designated point.	Pro, Premium, Enterprise plan
Delivery updates	AfterShip: Delivery updates - Delivered	Notifies when a shipment is delivered to the destination.	Pro, Premium, Enterprise plan
Delivery exceptions	AfterShip: Delivery exceptions - General exception	Notifies about a package in an exception status (lost, custom delay, general delay, damaged, etc., excluding returning to sender or returned to sender).	Pro, Premium, Enterprise plan
Delivery exceptions	AfterShip: Delivery exceptions - Returning to sender	Notifies when a package is returning to sender.	Pro, Premium, Enterprise plan
Delivery exceptions	AfterShip: Delivery exceptions - Returned to sender	Notifies when a package has been returned to sender.	Pro, Premium, Enterprise plan
Delivery exceptions	AfterShip: Delivery exceptions - Failed attempt	Indicates a courier's unsuccessful delivery attempt.	Pro, Premium, Enterprise plan
Delivery exceptions	AfterShip: Delivery exceptions - Shipments stalled	Notifies about a shipment with no updates for X days, regardless of its current status.	Enterprise plan
EDD related	AfterShip: EDD - Delivery anticipation	Notifies about a shipment scheduled to arrive the next day.	Enterprise plan
EDD related	AfterShip: EDD - EDD revised	Notifies when a shipment’s latest estimated delivery date changes.	Enterprise plan
EDD related	AfterShip: EDD - EDD missed	Notifies when a shipment’s latest estimated delivery date is missed.	Enterprise plan

Required API resources for metrics

Metrics	Trigger logic	Required resources	Resource location
AfterShip: Pre-ship - Order confirmation	AfterShip sends the event info to Klaviyo when an order is imported.	orders.source_created_at is not null.	Commerce API
		orders.status is “open”
AfterShip: Pre-ship - Fulfillment stalled	AfterShip sends the event info to Klaviyo if an order remains unfulfilled for X days.	orders.fulfillment_status is “unfulfilled”	Commerce API
AfterShip: Pre-ship - Fulfilled partial order	AfterShip sends the event info to Klaviyo upon creation of a new fulfillment under an order.	shipments.source_created_at is not null.	Commerce API
		orders.fulfillment_status is “partially_fulfilled”
AfterShip: Delivery summary - All Items fulfilled	AfterShip sends the event info to Klaviyo when the order’s fulfillment status turns “Fulfilled”.	shipments.source_created_at is not null.	Commerce API
		orders.fulfillment_status is “fulfilled”	Commerce API
AfterShip: Delivery summary - All Items Delivered	AfterShip notifies Klaviyo when all items in an order are delivered.	orders.fulfillment_status is “fulfilled”	Commerce API
		tracking.shipment_delivery_date is not null	Courier
AfterShip: Delivery updates - "Info received," "In transit," "Out for delivery," "Available for pick up," "Delivered"	AfterShip sends the event info to Klaviyo immediately upon receiving shipment status updates, triggered by events received from couriers.	tracking.checkpoints.date_time is not null	Courier
AfterShip: Delivery exceptions - "General exception," "Returning to sender," "Returned to sender," "Failed attempt"	AfterShip sends the event info to Klaviyo immediately upon receiving shipment status updates, triggered by events received from couriers.	tracking.checkpoints.date_time is not null	Courier
AfterShip: Delivery exceptions - Shipments stalled	AfterShip alerts Klaviyo if a shipment remains stagnant for X days.		Courier
AfterShip: EDD - Delivery anticipation	AfterShip notifies Klaviyo 24 hours before Estimated Delivery Date (EDD).	tracking.latest_estimated_delivery is not null	Courier
AfterShip: EDD - EDD revised	AfterShip sends the event info to Klaviyo when the latest_estimated_delivery date updates.	tracking.latest_estimated_delivery is not null	Courier
		tracking.tag is not “pending”, “expired”, “delivered”
AfterShip: EDD - EDD missed	AfterShip notifies Klaviyo when the latest_estimated_delivery is missed, meaning the Estimated time of arrival has expired. (If the latest estimated delivery is a range, AfterShip compares using the maximum value.)	tracking.latest_estimated_delivery is not null	Courier
		tracking.tag is not “pending”, “expired”, “delivered”

Skip Historical events

To ensure timely and relevant messaging, AfterShip refrains from sending historical events to Klaviyo for certain occurrences. Historical events, defined as those transpiring 36-72 hours ago, are excluded to prevent shoppers from receiving outdated notifications.

For instance, if a delivery event is passed to AfterShip by the carrier and it occurred more than 72 hours ago from the moment AfterShip receives it, the event will not be forwarded to Klaviyo, ensuring notifications are current and accurate.

The table below outlines the logic governing the historical window for each event.

Metrics	Skip logic
AfterShip: Pre-ship - Order confirmation	AfterShip sends the event info to Klaviyo upon Order import with the condition that the order has been placed within the last 72 hours.
AfterShip: Pre-ship - Fulfilled partial order	AfterShip sends the event info to Klaviyo when there is a new fulfillment created under an order. Notifications are excluded if shipment import occurs more than 72 hours after order fulfillment.
AfterShip: Delivery summary - All Items fulfilled	AfterShip sends the event info to Klaviyo when an order’s fulfillment status turns “Fulfilled”. Notifications are excluded if shipment import occurs more than 72 hours after order fulfillment.
AfterShip: Delivery summary - All Items Delivered	AfterShip sends the event info to Klaviyo when an order’s all shipments get delivered. Notifications are excluded if shipment import occurs more than 72 hours after order fulfillment.
AfterShip: Delivery updates - "Info received," "AfterShip: Delivery updates - In transit," "AfterShip: Delivery updates - Delivered," "AfterShip: Delivery exceptions - Returning to sender," "AfterShip: Delivery exceptions - Returned to sender"	AfterShip sends the event info to Klaviyo when the courier passes events to AfterShip, provided the event occurred within the last 72 hours. Notifications are excluded if shipment import exceeds 72 hours after the event.
AfterShip: Delivery updates - "Out for delivery," "AfterShip: Delivery updates - Available for pick up," "AfterShip: Delivery exceptions - General exception," "AfterShip: Delivery exceptions - Failed attempt"	AfterShip sends the event info to Klaviyo when the courier passes events to AfterShip, provided the event occurred within the last 36 hours. Notifications are excluded if shipment import exceeds 36 hours after the event

Understanding Stalled metrics

For FulfillmentStalled and ShipmentStalled, the default stalled timeframe is set to 72 hours. You can adjust this in the configuration panel at any time. It's essential to note that changes are not retroactive and apply only to new orders placed after updating settings.

The "Stalled" flag is not a real-time status. It gets added to an order once the stalled criteria are met and is not removed thereafter.

ShipmentStalled triggers notifications for a shipment without updates within the specified timeframe, regardless of its current status. To restrict this trigger to a specific status, choose the relevant status during configuration.

Step to configure stalled timeframe

Navigate to Apps
Locate your Klaviyo integration
Click Settings
Here you can customize your Stalled timeframe.

Understanding trigger frequency

Notifications are generally triggered once for most metrics. However, specific metrics have exceptions, resulting in multiple notifications sent out at a frequency of 24 hours. Here's a breakdown:

Metrics with 24-Hour Trigger Frequency:

AfterShip: Delivery updates - Out for delivery
AfterShip: Delivery exceptions - General exception
AfterShip: Delivery exceptions - Failed attempt
AfterShip: EDD - Delivery anticipation
AfterShip: EDD - EDD revised
AfterShip: EDD - EDD missed

AfterShip flow trigger filters and splits

1. General fields

Category	Trigger Filters & Splits	Description
STORE	StoreName	The name of your store.
STORE	StoreURL	The URL of your store that is sourced from the AfterShip organization setting.
COURIER	CourierName	The name of the courier.
COURIER	CourierSlug	The name of the courier slug.
COURIER	CourierContact	Contact information of the courier.
COURIER	CourierWebURL	The courier’s website.
COURIER	CourierRedirectURL	URL where the customer can redirect their parcel.
COURIER	CourierTrackingURL	The courier's tracking page URL.
SHIPMENT	TrackingNumber	The shipment's tracking number.
SHIPMENT	ShipmentTrackingURL	URL to your AfterShip branded tracking page with “tracking number” as a pre-set parameter.
SHIPMENT	ShipmentCurrentStatus	Current delivery status of the AfterShip shipment.
SHIPMENT	ShipmentCurrentSubStatus	Current sub-status of the AfterShip shipment.
SHIPMENT	ShipmentDeliveryAddress	Destination address of the shipment
SHIPMENT	LatestLocation	Latest location of the shipment.
SHIPMENT	LatestUpdateTime	Latest update time on the shipment from the courier.
SHIPMENT	LatestCourierMessage	Latest checkpoint message from the courier.
SHIPMENT	CourierEstimatedDeliveryDate	The estimated delivery date is provided by the courier and sourced directly through AfterShip’s integration with courier tracking services. This represents the courier’s most accurate estimate of when the shipment is expected to be delivered.
SHIPMENT	AfterShipAIEstimatedDeliveryDate	AfterShip leverages AI and proprietary tracking data to provide the AfterShip AI Predicted Estimated Delivery Date (AIEDD). AIEDD proactively engages with your customers and provides EDDs with higher than industry-level accuracy.
SHIPMENT	AfterShipCustomSettingEstimatedDeliveryDate	The Custom estimated delivery date is a configurable setting within AfterShip Tracking’s admin dashboard. It is used in cases where merchants already have a mechanism to calculate the estimated delivery date based on the shipping type, courier, and destination.
SHIPMENT	PromisedDeliveryDate	The Promised delivery date is a date that is passed to AfterShip Tracking via Tracking API. It is used in cases where the merchants have their own projections of when their shipments will arrive.
SHIPMENT	LatestEstimatedDeliveryDate	The Latest Estimated Delivery Date is determined based on the following priority order: Courier estimated delivery date > AfterShip AI predicted estimated delivery date > Promised delivery date > Custom estimated delivery date.
SHIPMENT	PickupLocation	The location from where the customer can pick up their package.
SHIPMENT	SignedBy	The package receiver's information.
SHIPMENT	CourierServiceType	Displays shipment's courier service type (e.g., UPS Express Saver®).
SHIPMENT	Note	Displays additional notes configured in AfterShip.
SHIPMENT	ShipmentPackageCount	The number of packages under this shipment.
SHIPMENT	ShipDate	The ship date of the shipment.
SHIPMENT	PickupDate	The pickup date of the shipment.
SHIPMENT	DeliveryDate	The delivery date of the shipment.
SHIPMENT	DestinationCity	The destination city of the shipment.
SHIPMENT	DestinationState	The destination state of the shipment.
SHIPMENT	DestinationCountrylso3	The destination country of the shipment in Iso3 format.
SHIPMENT	DestinationCountryName	The destination country name of the shipment.
SHIPMENT	DestinationPostalCode	The destination postal code of the shipment.
SHIPMENT	TransitTime	The total time spent on this shipment so far.
SHIPMENT	OriginCity	The origin city of the shipment.
SHIPMENT	OriginState	The origin state of the shipment.
SHIPMENT	OriginCountrylso3	The origin country of the shipment in Iso3 format.
SHIPMENT	OriginCountryName	The origin country name of the shipment.
SHIPMENT	OriginPostalCode	The origin postal code of the shipment.
SHIPMENT	ShipmentWeight	The weight value of the shipment.
SHIPMENT	ShipmentWeightUnit	The unit of weight value of the shipment.
SHIPMENT	ShipmentTitle	Displays the title of the shipment from AfterShip.
SHIPMENT	ImportSource	The Import source of AfterShip tracking.
ORDER	OrderNumber	The customer-faced number identifying a purchase or order placed by a customer.
ORDER	OrderID	The merchant internal-faced number identifying a purchase or order placed by a customer.
ORDER	OrderTags	The tag of the order from your eCommerce store.
ORDER	OrderPathURL	The URL that customers can click to view their order on your eCommerce store.
ORDER	OrderTrackingURL	The URL to your AfterShip branded tracking page with “order number” and “customer email address/phone number” as pre-set parameters.

Category	Trigger Filters & Splits	Description
ORDER	OrderStatusPageURL	The order status page of an eCommerce platform.
ORDER	OrderDate	The date when the order is placed.
ORDER	CustomerName	The customer's name to the delivery notification.
ORDER	CustomerFirstName	The customer's first name to the delivery notification.
ORDER	CustomerEmailAddress	The customer's email address to the delivery notification.
ORDER	TotalShipments	The number of shipments under the order.
ORDER	OrderTags	The order tag of the order.

2. Custom fields

Category	Trigger Filters & Splits	Description
Custom	custom_fields_{your custom field key}	User-described fields created via AfterShip Tracking API, CSV, or in the Admin. For example, if you created “store_name” as a custom field, use it to set up your flow triggers.

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

Updated on: 05/12/2024