Skip to content
CharmCharmCharm

Use Klaviyo flows instead of Charm emails

If you’d rather build loyalty emails in Klaviyo, Charm can sync points, rewards and tier events to Klaviyo and stop sending its own emails so customers don’t get duplicates.

Steps

Section titled “Steps”
  1. Go to Emails, then find the Email marketing card in Integrations. It covers every platform Charm syncs to — Klaviyo, Omnisend, Ecomail, and Mailchimp — and shows a Connected badge once any of them is on.
  2. Click through to Settings → Integrations → Marketing and SMS apps → Klaviyo (connect Klaviyo first if needed). Per-platform detail — delivery mode, account, connection warnings — lives on that page.
  3. Click Pause Charm delivery and use Klaviyo flows and confirm.
  4. Build your flows in Klaviyo from the synced metrics. To switch back, return here and click Resume Charm emails.

Build the flows before the first real event

Section titled “Build the flows before the first real event”

You don’t have to wait for a real customer to trigger an event before a metric appears in Klaviyo. On the same page, open Sample event and click Send all sample events — Charm pushes one sample of every deliverable type at once, so the whole metric catalogue shows up in Klaviyo ready to pick from the flow builder.

Pick a Sample event language first if you want to preview a template in a specific locale, or use Send sample event with a single Sample event type when you only need to re-check one flow. The panel appears as soon as Klaviyo is connected.

Sample events are recorded on your store’s own email address from Shopify, much like a test email to yourself, so they never touch a customer’s profile. They carry no loyalty profile properties, so they don’t overwrite the values on that profile either. If an older sample profile (an address ending in +charm-sample) comes back into your Shopify customers through Klaviyo’s Shopify sync, Charm never enrolls it in the program or gives it a signup bonus.

Turning Charm’s emails off entirely

Section titled “Turning Charm’s emails off entirely”

Switching the master email toggle off doesn’t stop the event sync. With any of Klaviyo, Omnisend, Mailchimp or Ecomail connected and event sync on, loyalty events keep flowing to your marketing platform while Charm sends nothing itself — the right setup when your marketing platform owns all customer email.

The per-type toggles still gate each event: turn off an individual email type and that type sends no email and emits no event, which makes it your switch for what your marketing platform hears about at all.

Section titled “Related”