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Setting up Klaviyo

clock Avg. 6 min read

Setting up Klaviyo

This article walks you through how to connect Product Agents to Klaviyo and complete the required setup so emails can be sent correctly.

The setup only needs to be done once. After that, Product Agents use your existing Klaviyo setup to send messages automatically.

What you need before you start

Before starting the setup, make sure you have:

  • Access to your Klaviyo account
  • Permission to create and edit flows
  • Permission to create and edit email templates

If you are working with an agency or partner, make sure they have the same level of access.

Step 1: Connect Klaviyo to Product Agents

The first step is to connect your Klaviyo account to Hello Retail.

  1. Go to Product Agents in Hello Retail
  2. Start the onboarding flow if you have not already done so
  3. Paste your Klaviyo API key when prompted
  4. Confirm the connection

Once connected, Hello Retail can send Product Agent messages to Klaviyo.

Required API permissions

Your Klaviyo API key must include permissions to:

  • Read accessto lists
  • Full access to templates
  • Read access to Profiles
  • Full access to events

If the permissions are incomplete, the setup will stop and show an error message explaining what is missing.

Step 2: Create the Klaviyo flow

Product Agents use a dedicated Klaviyo flow to send emails.

  1. Log in to Klaviyo

  2. Go to Flows

  3. Create a new flow

  4. Choose Metric-triggered flow

  5. Select the helloretail event as the trigger

  6. Save the flow

This flow will be used for all Product Agent messages.

Important Do not add additional filters to the trigger unless explicitly instructed. Filtering the trigger can prevent Product Agent emails from being sent.

Step 3: Add the email action to the flow

Next, you need to add an email action to the flow.

Add an Email action to the flow

Product Agents control when the email is triggered. Klaviyo controls how the email is sent.

Step 4: Configure subject line and preview text

Product Agent emails require a dynamic subject line and preview text.

During onboarding, you will be guided to:

  • Add a subject line using Product Agent variables

  • Add preview text using Product Agent variables

These fields ensure the subject and preview match the specific product and message being sent.

If these fields are missing or incorrect, emails may be blocked or appear incomplete.

Step 5: Set up the email body template

The email body uses Product Agent content blocks.

To complete the setup:

  1. Open the email template in Klaviyo

  2. Insert the Product Agent code snippets where indicated

  3. Keep any required blocks intact

  4. Customize styling, branding, and layout as needed

Product Agents will automatically populate:

  • Product information
  • Message text
  • Calls to action

You stay in full control of design and branding.

Product Agent emails respect your existing Klaviyo settings.

Before testing or going live, review:

  • Consent settings in Klaviyo
  • Smart sending rules applied to the flow

Smart sending can prevent test or live emails from being delivered if a recipient was emailed recently.

This is expected behavior and does not indicate a setup issue.

Step 7: Send a test message

Before going live, you should always send a test message.

From Product Agents:

  • Enable test mode
  • Send a test message to your test email address

From Klaviyo:

  • Confirm the email was received
  • Check that product information and content appear correctly

If the test email does not arrive, the most common reasons are:

  • Smart sending blocking the email
  • Missing consent
  • The flow or email is not live

What happens after setup

Once setup is complete:

  • Product Agents can be enabled
  • Messages will start scheduling automatically
  • You will see upcoming messages in the dashboard

No further Klaviyo configuration is required for day-to-day use.

Using Trigger Filters in Klaviyo for Agent-Level Analytics

To track the performance of each Product Agent separately in Klaviyo, we recommend creating one Klaviyo flow per agent and using Trigger Filters to ensure that only events from that agent enter the flow.

This setup allows you to rely on Klaviyo’s native flow analytics to evaluate the performance of each agent independently.

To configure this, open the flow you created during the setup process and click on the Trigger.

In the trigger settings panel, you will find Trigger Filters on the right-hand side. Click Add and select emailType from the dropdown.

emailType is an event property sent with every Product Agent message and identifies which agent generated the event (for example replenishment, price drop, or alternative product).

Select the specific email type that this flow should track. Only events matching this filter will enter the flow and be included in its analytics.

Repeat this setup for each Product Agent you want to track individually, using one flow per agent.

Trigger Filters can also be used with other event properties, such as language. This is useful if multiple websites or languages are sending data into the same Klaviyo account and you want to separate flows and reporting.

As long as each agent has a corresponding flow with the correct Trigger Filter, all Product Agent messages will be routed correctly and tracked at the agent level in Klaviyo.

Next step

After completing setup, the next step is to review the available Product Agents and decide which ones to enable.

Continue with: Available Agents and Use Cases