Syncing Customer Fields Form data with Klaviyo

JonathanReeves
Shopify Partner
17 0 0

Hello, I have been trying for the past week now to try to get the Helium Customer Fields Customer Registration form that I created to sync with Klaviyo. I have tried both articles at the links below: 

I tried the article at the first link first. Going through each step. I added the code needed for the JavaScript Embed to work. I even created the file the same name just to make sure that I was following it exactly to a T. No data was syncing this way. I am not getting any errors in the console either. No warnings or any type of sign as to what could be causing it. I added the script tag to both the customer registration form as well as the theme.liquid file just to make sure that I was adding it to places that the site would see. Nothing.

 

I then followed the steps to the second article using Zapier. I used the Zap Template that was provided and made the necessary tweaks to point to the Customer Fields registration page. I ended up getting the email to subscribe but in Klaviyo my account was showing never subscribed. Even when I deleted my account and tried again. I again received the email to subscribe and clicked the button. When I went back to my account it again said never subscribed. 

 

The client that I am working with doesn't want to use Zapier if I can help it. Right now using Zapier I am halfway there and would like to get this working ASAP as the site needs to go live in three weeks. I would prefer to not take the three weeks I have getting it working and instead use that time to test the site further and make sure that all is working properly. Any help on this will be greatly appreciated. 

Replies 4 (4)

JaviExpress
Shopify Partner
183 16 26

Hi there.

 

A bit late for this, I guess.

 

Do you mean you are trying to sync custom Shopify customer data to Klaviyo?

 

The built-in integration between Shopify and Klaviyo already syncs in real time your store's orders, customers, and subscribers with some basic profile information.

 

For custom data, stored in customer metafields, the snippet solution should work.

 

The app below in my signature also has a Custom Forms module. You can create custom registration and profile forms to collect additional information from your customers. This additional information is already saved in Shopify customer metafields and can be pushed to Klaviyo at the same time that the forms are submitted thanks to the available integration.

Customer Accounts Concierge
Turn the account page into a beautiful and multifunctional customer portal. Integrate contents, tools, and CRM features from other apps to drive a longer, richer and more personalized customer experience: Profile, Order History, Loyalty, Wishlist, Social Login, Customer Forms.
JonathanReeves
Shopify Partner
17 0 0

Hello, I am still trying to get this resolved. There are some fields that the Customer Fields registration form isn't sending over to Klaviyo that we are needing to have available for reports and metrics. I will go through the links you provided and see if I can implement a fix from that information. Thank you for your help on this.

JaviExpress
Shopify Partner
183 16 26

Ok you are welcome, with the script solution that you tried to apply, you maybe want to check if the customer metafields are rendering correctly on site first. You add the metafield in liquid, then you log in as a customer with those metafields to see if the values show up.

Customer Accounts Concierge
Turn the account page into a beautiful and multifunctional customer portal. Integrate contents, tools, and CRM features from other apps to drive a longer, richer and more personalized customer experience: Profile, Order History, Loyalty, Wishlist, Social Login, Customer Forms.
JonathanReeves
Shopify Partner
17 0 0

Ok, I think that might have been the step that I was missing. I didn't add anything to liquid. I will try that. Thank you for that. Sorry for the late response. Been a crazy month.