[Customer] Submission approved

To automate email after customers submit the form, we use Shopify Flow. There is a method to set up email notifications: using Shopify Email and Klaviyo.

Step 1: Go to the Shopify Flow app

• Click on Create workflow to set up a new automated workflow.

Step 2: Select the Trigger

• Click on Select trigger.

• Choose the (Duos) Qikify B2B app.

• Select the Duos registration form submitted trigger.

Step 3: Select Klaviyo as the action from Shopify Email > choose Track an Event

Step 4: Select Klaviyo as the action from Shopify Email > choose Track an Event

Step 5: Fill information and activate the Flow.

Some required fields:

• Klaviyo Public API Key: Navigate to "Account > Settings > API Keys" inside Klaviyo app to get your public API key

• Customer Email Address: the type of customers email that you want to sent the notification to. Add variable > choose submission > choose submittedEmail to add the {{submission.submittedEmail}} variable to the customer email address field

• Event Name: Choose a name you want. (Example: Qikify email response)

• Event Properties: Add variable > choose submission > choose data to add {{submission.data}} variable to event properties

Step 6: Go to your Klaviyo portal > Content > Templates > Create

• Design the Notification email that you want to send to the customers. Klaviyo provides many type of blocks for you to design an eye-catching and professional email.

Step 7: Show the exact amount of credit on the email.

This step requires adding a dynamic variable to the text area, below are some available variables:

{{ event.code|default:'' }} : the discount code customers receive.

{{ event|lookup:'Full name'|default:'' }} The customers' full name.

{{ event|lookup:'Your email'|default:'' }} The customers' email. For example: [e-mail]

Step 8: (optional)

If you're already familiar with Klaviyo Flow, feel free to skip this step

• Go to your Klaviyo portal > Flows > Create Flow > Build your own

• Set up Flow.

  • Trigger: open Your Metrics > Shopify > Choose the exact event name that was sent from Shopify.

  • Add action > choose Email > set up the Title, sender information…

  • On Templates section > choose Select Template and choose the one you set up on the previous step.

  • Optional: if you want to add some delay time before sending or set up condition for the flow, explore the Klaviyo Flow and add it into the flow.

  • Review and Turn on the Flow.