Klaviyo Integration

Proper messaging is a part of every strong Free Trial Program and TryOnify's Klaviyo integration allows you to dynamically message your customers throughout their trial.

Installing the Integration

First, login to your Klaviyo account and click on your account name in the bottom left menu. In the menu that appears, click "Settings."

Second, click on "API Keys" in the secondary menu.

Third, click the "Create Private API Key" button. Name your key "TryOnify" and choose "Custom Key." In the list of permissions, select "Full Access" for "Events." No other permissions are needed.

Click the "Create" button in the top right to generate your key. Your private key will now be displayed and it should start "pk_" and be followed by a long string of numbers and letters. Highlight the key and copy it or click the "Copy Key" button.

Next, open the TryOnify app and click settings in the left menu. Scroll down to the "Integrations" section. Here you'll see a place to copy your Klaviyo Private Key.

Last, go back to the Klaviyo admin and view the "API Keys" section again. Near the top you will see a "Public API Key / Site ID." It will likely be a short string of letters. Copy it and paste it into the TryOnify Integrations section under Klaviyo -> Public Key.

Finally, click save and your integration setup is complete.

Testing the Integration

If your Free Trial Program is live, wait for a TryOnify order to be placed naturally. If it's not live, place a test order with a Free Trial product in your cart. Find the email address on the order and copy and paste it into the Klaviyo top search bar.

On the profile that appears, you should see the event "TryOnify Order Created". If you don't see that event, please reach out to support@tryonify.com for help.

Recommended Email Flow

We often get asked what email flows we recommend for Free Trial orders. We recommend sending a three email series triggered off the "TryOnify Order Created" event.

Welcome to Your Trial Email - instructions and trial details (1 hour - 24 hours after TryOnify order placed)
Trial Ending Soon Warning Email (3 days before trial ends)
Last Day of Trial Warning (1 day before trial ends)

Creating the Recommended Email Flow

First open Klaviyo, navigate to the Flows section, and click the "Create Flow" button.

Second, click the "Create From Scratch" button in the top right.

Third, name the flow something like "TryOnify Trial Flow."

Fourth, you will be taken to a Trigger Setup section. Choose "Metric" and then choose "TryOnify Order Created" from the "What action will trigger this flow" dropdown.

NOTE: If no TryOnify orders have ever been placed AFTER the Klaviyo integration has been set up, the "TryOnify Order Created" will NOT appear in this list. At least one of this event needs to have triggered before it will appear in this list.

Last, click "Done" at the bottom of the page.

Creating Email 1 - Welcome to Your Free Trial

In the list of Actions, drag a "Time Delay" action underneath the Trigger and choose how long you want the delay to be before sending an email with Trial Instructions. We recommend 1 - 24 hours.

Next, drag an "Email" action underneath the delay.

Next, configure your email content. We recommend you include a full breakdown of your trial instructions including trial length, returns instructions, and any other terms and conditions your trial may have.

Creating Email 2 - Three Day Warning

Next, drag another "Time Delay" block underneath email one and configure its delay to be four days less than your Trial Plan's length. If your Trial Plan Length is set at 21 days, then choose a delay of 17 days for your three day warning.

NOTE: We subtract four days for our three day warning because the customer will get charged on the final day and we recommend a full three days warning.

Then drag another Email Action below it and create your email content. We recommend including the three day warning language, the return instructions, and also a "Reply to this email to request a trial extension if you need more time" call to action if your team is willing to extend trials.

NOTE: See our changing charge dates guide for more details

Also note that some customers may have already returned their items when they receive this email so you may want to start your emails with: "If you haven't already notified us that you are returning your order..."

Creating Email 3 - Last Day Warning

Drag another "Time Delay" block underneath email two and configure its delay to be three days.

Then drag another Email Action below it and create your email content. We recommend including the last day warning language, the return instructions, and also a "Reply to this email to request a trial extension if you need more time" call to action if your team is willing to extend trials.