How-to · Integrate with Klaviyo
How to integrate Clearly Agent with Klaviyo on Shopify.
Klaviyo is the dominant DTC email + SMS platform. Most Shopify merchants already have it wired to Shopify. Clearly Agent leverages that existing sync — chat-captured emails flow into Klaviyo lists via Shopify customer records. No separate API integration to configure for the common case.
Three integration depths: email capture (easy), profile enrichment (intermediate), event triggers (advanced/roadmap).
10-step setup
- 01
Identify the integration path you need
Three patterns: (a) capture emails from chat into Klaviyo list (simplest), (b) pass conversation context as Klaviyo profile properties for segmentation (intermediate), (c) trigger Klaviyo flows on Clearly events like "agent escalation" or "high-intent visitor" (advanced). Most stores start with (a) and graduate to (b).
- 02
Path A — Email capture via Shopify customer creation
When a customer provides their email in chat (for order lookup, restock notification, gift purchase), Clearly creates a Shopify customer record with that email. Your existing Shopify ↔ Klaviyo sync (which most DTC stores already have set up) picks up the new customer and adds them to your Klaviyo list. No extra integration needed.
- 03
Configure Shopify customer creation in Clearly
Settings → Integrations → Shopify → Customer creation. Toggle "Create Shopify customer on email capture" ON. New chat-collected emails become Shopify customers with tag "source:clearly-chat" — visible in your Shopify Admin and synced to Klaviyo.
- 04
Verify in Klaviyo
In Klaviyo: Lists & Segments → look for new subscribers tagged "source:clearly-chat". Confirm sync is happening. Most stores see new emails appear within 5-15 minutes of capture.
- 05
Path B — Profile property enrichment (intermediate)
Beyond just email, pass conversation context: which product they asked about, their stated preferences (skin type, size, allergies), conversation outcome (resolved/escalated). Adds Klaviyo profile properties like "last_asked_product", "stated_size", "concerns" — usable in segments + flow conditions.
- 06
Build a Klaviyo "high-intent visitor" flow
Trigger: customer chatted but didn't purchase. Property: "last_asked_product" populated. Flow: 1-hour delay → email "Still thinking about [product]?" → 24-hour delay → SMS with 10% off code if no purchase. Standard abandoned-browse pattern, enhanced by chat context.
- 07
Build a "agent escalation" flow
When Clearly escalates to a human (refund, complaint, custom order), trigger a Klaviyo flow that captures the customer in a high-touch segment. Adds them to your "VIP intervention" segment; flow goes silent (no marketing emails for 7 days while support resolves) then resumes with a satisfaction survey.
- 08
Avoid duplicate customer creation
If a customer is already in your Klaviyo list when they chat, Clearly recognizes the email and adds conversation context to the EXISTING profile rather than creating a duplicate. Critical for keeping Klaviyo profile counts clean (Klaviyo bills by profile count).
- 09
Set up segment for chat-captured leads
In Klaviyo: Segments → New → "Customers added via Clearly chat". Use this segment to: track chat-to-purchase conversion, run dedicated email campaigns, exclude from cold-acquisition flows (they're already warm). Most stores see chat-captured emails convert 2-3x higher than cold list adds.
- 10
Quarterly review of integration health
Check: (1) new chat-captured customers in Klaviyo last 90 days — should match Clearly's conversation count rough math, (2) duplicate profile rate (should be near zero), (3) flow performance on chat-captured segment vs cold-acquisition segment. Adjust flows based on what converts.
FAQ
- Does Clearly have a direct Klaviyo integration?
- For Path A (email capture into Klaviyo list): integration is via Shopify's customer object, which is the standard Shopify ↔ Klaviyo sync most DTC stores already have. For Path B (profile property enrichment): partial — Shopify customer tags + metafields flow through. For Path C (trigger Klaviyo flows on Clearly events): direct webhook integration is on the roadmap. Today, most use cases are covered via Shopify as the integration layer.
- What about Klaviyo SMS for chat-captured numbers?
- When customers provide a phone number in chat (rare but happens for order lookup or gifting), it's captured as a Shopify customer phone — flows to Klaviyo SMS if you've configured that. SMS subscriber count requires SMS-specific consent; Clearly does NOT auto-subscribe phone numbers to SMS without explicit opt-in.
- Will conversations create duplicate Klaviyo profiles?
- No — by design. Clearly recognizes existing Shopify customer emails and updates the existing profile via the Shopify sync rather than creating a duplicate. If a customer chats from multiple devices/sessions with the same email, they remain one Klaviyo profile.
- Can I trigger Klaviyo abandoned-cart flows from chat?
- Indirectly. Shopify's abandoned-cart trigger fires on cart creation regardless of source; if the customer added items via chat (Clearly's inline cart action), Shopify creates the cart and Klaviyo's standard abandoned-cart flow applies. No extra setup needed; works with your existing flow.
- How does it handle GDPR / EU customers?
- Email capture in chat requires the customer to PROVIDE the email (not auto-extracted from session data). For EU customers, the chat widget includes consent language by default. The captured email flows to Shopify customer with marketing consent flag based on the consent path — respects your Shopify customer-creation rules.
- What's the typical ROI from this integration?
- For DTC stores running well-tuned Klaviyo flows on chat-captured emails: 5-15% incremental email-list growth + 20-40% higher conversion rate on chat-captured emails vs cold acquisition. Compounds with the AOV mechanisms Clearly drives natively.