Klaviyo is an e-commerce-focused email and SMS marketing platform with deep native integrations to Shopify, BigCommerce, and other commerce stacks. Its data model is centered on Profiles, Events, and Flows, making it particularly powerful for behavior-triggered campaigns. Connecting Klaviyo to WellPlan syncs profiles and events between systems so workflows in WellPlan can react to Klaviyo behavior and push activity back. Teams running e-commerce keep Klaviyo for store-tied email and SMS while extending reach with WellPlan's multichannel inbox, voice, WhatsApp, and CRM features.
Features
Common use cases
Send WhatsApp on Klaviyo abandoned cart
A DTC brand uses Klaviyo for abandoned cart emails. The cart event also fires a WellPlan workflow that sends a WhatsApp follow-up two hours later with a discount code, often recovering carts that didn't respond to the first email.
Trigger SMS from a Klaviyo segment
An e-commerce store identifies a VIP segment in Klaviyo. Membership in the segment syncs as a tag in WellPlan, which sends a personal SMS from the founder offering early access to a new product launch.
Run multichannel post-purchase flows
After a Shopify order, Klaviyo handles email confirmation and review requests. WellPlan layers in SMS shipping updates and a WhatsApp loyalty signup, with stop-conditions across channels so customers aren't messaged more than necessary.
How setup works
- 1Sign in to Klaviyo and generate a private API key with the scopes you need (profiles, events, lists).
- 2Open WellPlan's Integrations settings and connect Klaviyo using the API key.
- 3Map Klaviyo profile fields and properties to WellPlan custom fields.
- 4Set up trigger events — for example, Placed Order or Started Checkout — and run a test.
Frequently asked questions
Does Klaviyo replace WellPlan's email?+
Not necessarily. Many teams keep Klaviyo for store-tied flows like abandoned cart and post-purchase, where its native Shopify data is strongest, while using WellPlan for SMS, WhatsApp, voice, sales follow-up, and any non-e-commerce email. The two complement each other.
How does Klaviyo's pricing interact with sync?+
Klaviyo charges based on active profiles and SMS sends. Syncing contacts into Klaviyo will count toward your active profiles if they receive email or SMS. To manage cost, sync only profiles you actually intend to market to from Klaviyo.
Can Klaviyo events trigger WellPlan workflows?+
Yes. Klaviyo events such as Placed Order, Started Checkout, or custom events can fire WellPlan workflows in near real time. This lets you build cross-channel sequences that react to commerce behavior without rebuilding all your event tracking.
Will Klaviyo SMS conflict with WellPlan SMS?+
They can if not coordinated. Many teams pick one platform per channel — for example, Klaviyo for transactional and abandoned cart SMS, WellPlan for sales and support SMS — and use suppression or tag rules to avoid sending two SMS messages to the same person on the same day.