Submarine integrates with Shopify Flow, allowing merchants to connect Submarine with their existing systems and use Flow to create customised workflows without any extra hassle. As a Klaviyo partner and many of our existing merchants using Klaviyo for customer email templates, we have made it as easy as we can for getting new notifications setup and sending from Klaviyo.
1.1 Available flows for Submarine Platform
Submarine has a selection of available flows that merchants can leverage to either communicate with customers or create operation workflows.
You’ll be redirected to this page, and click ‘install’, top right.
3. Setting up a flow to Track an event in Klaviyo
There are two options for setting up your flows - manually on a per workflow basis or importing from our files below.
3.1 Option 1: Setup a flow manually
Step 1. Once you’ve installed the Shopify Flow and the Klaviyo app on your store. Open Flow and locate the ‘Create Workflow’ button in the top right.
Step2. Click on Submarine and you will see the range of Flow triggers we have available for you to use.
As an example. lets setup ‘Campaign Upcoming Charge’ together
Select Submarine > Campaign upcoming charge as the trigger.
Step 3. After you select the trigger you will be asked to select between Condition or Action, if you have no Conditions for sending the trigger then click Action.
Then select the Klaviyo app on the right hand side tab, select ‘Track an event’
Step 4. The following form will show and you will need to add inputs for each entry so that when the trigger fire it sends that data over to Klaviyo.
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Please note: Flows must always be written in camelCase.
You can populate your form with the follow;
Klaviyo Public API Key: Found in Account > Settings > API keys
Event name: Whichever event you are wanting to track. Different events can be found here
For this example will be doing Upcoming preorder charge
Testing this flow trigger will require you first place a test order with a card that will succeed at checkout and then changing the payment method to one that will fail. This is because Shopify will reject a failing card at checkout, but not if we attach it later.
Start your testing by placing an order with a card that will verify correct during checkout. Once there is a Campaign order or Subscription created that order, navigate to the Customers account and open the Payment methods modal. Select the card you just used and click Replace card and enter the details below. Once that is done you can attempt capturing the Campaign order by ending the campaign and allocating the inventory, or attempting to process the next upcoming Subscription for that customer.
Failing TEST MODE card:
Card number: 4000000000000341
Expiry: 12/26
CSV: 123
For testing on a production store you will need to test with a live card that you can freeze or remove available funds from easily. Manually end or wait till the campaign or payment is due to charge and once it’s failed to charge the flow will run and the event will be tracked in Klaviyo.
4.2 Charge succeeded
Testing this flow trigger will require you place a test campaign with a card that will succeed, wait till the campaign or payment is due to charge and once it’s successfully charge the flow will run and the event will be tracked in Klaviyo.
4.3 Refund succeeded
Testing this flow will require a Campaign order with a successful deposit charge made on it, your settings in Submarine will need to have the Refund deposits checkbox set to true (checked) and you will need to cancel the campaign order from Submarine before the full payment is taken. Once this is done the flow will run and the event will be tracked in Klaviyo.
4.4 Campaign order created
Testing this flow trigger requires you create a campaign and place an order against it. Once you place an order against the campaign this flow trigger will fire.
4.5 Campaign upcoming charge
Testing the flow trigger requires a few days, or an adjustment to your stores configuration which can be done by the Submarine team. The default configuration for all stores is 2 days prior to a Submarine related charge but it can be reduced for testing purposes if requested.
4.6 Campaign order fulfilled
Testing this flow trigger requires you create a campaign and place an order against it. Once you place an order against the campaign you will need to end the campaign, allocate the inventory and this will trigger the workflow. More details on how to do the above steps are available here.
4.7 Campaign order cancelled
Testing this flow trigger requires you create a campaign and place an order against it. Once you place an order against the campaign, go to Submarine and cancel the campaign order, this will flow trigger will fire.
4.8 Presale & Crowdfunding campaign launched, ended and completed
To test this workflow you’ll need to move a campaign through each status. For each status change you’ll trigger a workflow.