In this guide, we will go over the Zest Gift Notes Shopify app’s Gifter and Gift Recipient Events. How to set up the Klaviyo flows for each Event and how to structure the email message.

Zest does not send any transactional messages. Prior to going live with Zest Gift Notes Shopify app, you need to have seven flows and transactional emails published.

Events

Zest Gift Notes keeps track of gifter and recipient details and actions so you can send timely transactional emails, tracking updates, and marketing to both audiences (when they opt in, of course).

Events, like when a customer places a gift order or when a recipient accepts a gift order, are automatically sent to your marketing tool when you integrate. Use these events to trigger automated email and SMS sequences for your gift-buying customers and their recipients. These events give you the critical information you need to deploy post-purchase comms, like order confirmations and tracking updates, as well as personalized messages that keep gifters and recipients engaged all year long so they come back to gift again! **

See the Zest Gift Notes Events guide for a complete overview of each Event, when it is triggered, who receives it, and data sent.

Gifter: this is the customer who makes the purchase of the gift
Gift Recipient: this is the person who receives the gift

Event Triggers

nts trigger for both the Gifter and the Gift Recipient to receive messages about their order and gift throughout the journey.

The zest_gift_order_placed Gifter Event and zest_send_gift Gift Recipient happen based on the actions of entering the datapoint of email address in the above fields.

st_send_thank_you (Gifter),zest_gift_accepted,zest_gift_shipped,zest_gift_out_for_deliveryandzest_gift_delivered` (Gift Recipient) are each triggered based on the action of sending the Gifter a thank you message and the Gift Recipient opting in to receive shipping updates.

One Klaviyo flow and corresponding email must be set up for each Event sent.

Create Klaviyo Flows

Klaviyo Help Guides:

In your Klaviyo account:

Click Flow
Click Create Flow
Click Build your own
Name your flow, i.e., Zest Gift Order Placed
In Select a trigger click Your metrics > API
Click one of the Zest Events, i.e., zest_gift_order_placed from the list
Do not configure the trigger, click Save
Add Email

Format Events in Email Message

With each Event, there are data points that are sent to your Klaviyo instance. When the Event is triggered, these data points can be entered into the body of the email to dynamically populate.

To call these event correctly, you need to format the as follows event.field_name , so in the body of the email it would be {{event.recipient_name}}and this populate the Gift Recipients name.

In the Zest Gift Notes Events guide each event and it’s data points are provided. See the suggest swipe copy for each Event formatted specifically for Klaviyo emails.

Emails are required to be marked as transactional. This requires Klaviyo approval which may take up to 24 hours from the point of submission. You need to consider this in your launch timeline, as every edit to the email will require new transactional email approval.

zest_gift_order_placed

In text box paste:

Thank you for your gift order for {{event.recipient_name}}! They'll receive a notification at {{event.recipient_email}}.

zest_send_gift

In text box paste:

Hi, {{event.recipient_name}} — {{event.gift_from}} sent you a gift! Click here to view their gift message, see tracking details, and send a thank you note!

Then click Source Code go to “here” highlight > delete > paste:

 <a href="{{ event.gift_url }}">here</a>

zest_send_thank_you

In text box paste:

Good news! {{event.recipient_name}} has sent you a thank you message for their gift: "{{event.thank_you_message}}"

zest_tracking_opt_in (formerly zest_gift_accepted)

In text box paste:

You opted in to receive tracking updates. We'll notify you when your gift from {{event.gift_from}} ships. Track this gift here.

Then click Source Code go to “here” highlight > delete > paste:

<a href="{{ event.gift_url|default:'' }}">here</a>

zest_gift_shipped

In text box paste:

Your gift from {{event.gift_from}} has shipped! Track your delivery: here via {{event.tracking_company}}.

Then click Source Code go to “here” highlight > delete > paste:

<a href="{{ event.tracking_link|default:'' }}">here</a> via {{event.tracking_company}}

zest_gift_out_for_delivery

In text box paste:

Exciting news! Your gift from {{event.gift_from}} is out for delivery today. Track its progress: {{ event.tracking_number}}.

Then click Source Code go to “here” highlight > delete > paste:

<a href="{{ event.tracking_link }}">{{ event.tracking_number}}</a>

zest_gift_delivered

In text box paste:

Your gift from {{event.gift_from}} has been delivered! We hope you enjoy it. Click here to send a thank you message.

Then click Source Code go to “here” highlight > delete > paste:

<a href="{{ event.gift_url }}">here</a>

Test Emails & Flows

Review flows and emails to ensure they have been published and are active
Open Shopify
Click Zest Gift Notes
Click Settings
Click Send Test Events:
Enter in email address
Navigate to the flow > open the email > click edit > click Preview & test and select the test data to see the fields populate correctly