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Outline:

• Dashboard
• Features
• Tools
• Customer Portal
• Account 
• Subscription Cards
• Functionality

Dashboard

This part of the admin overview will walk through the different dashboard sections shown on the left side and give a brief summary of what they each can do. For more complete breakdowns of these features please check out their respective help articles or reach out to help@skio.com or success@skio.com. 

Subscriptions & Analytics

At the top of the admin dashboard you will find Subscriptions, this section contains features designed to help you and your CX team interact directly with your subscribers' accounts.

Analytics: The Skio Data Platform is where our analytics are stored, in this section you will find tables and data about overall performance, product success, forecasting, dunning, cohort retention,  cancel flow, and customer segments. 

Subscription Management: In the manage dashboard you can view individual customer cards and make direct edits to their subscriptions like updating products, adding one-time upsells, and changing shipping or billing information. For more details about what can be done from a subscription card please look further down in this article. From the Manage dash, you can also view your subscriptions in a table view; this is default sorted by the next billing date but can be sorted and filtered in different ways. Within the table view, you can also toggle to a product view to sort your subscriptions by Product name, SKU, or Variant.

Customer Management: The customer table gives an overview on all customers including active subscriptions, lifetime orders, and total spend. 

Features

SkioSMS: SkioSMS, if enabled, allows you to send SMS messages to your customers that allow them to directly interact with their subscriptions and take different actions based on their replies. All the messages are editable, but unlike notifications, SkioSMS is either on or off, messages can not be enabled or disabled individually. One common mistake merchants make is not including products in the swap products section at the bottom of the page, please make sure you set this up if you are using SkioSMS so customers have product options to swap to.

Cancel Flow: The Skio cancel flow provides merchants a chance to save subscribers by offering discounts or adding products to their subscriptions. There is a toggle that allows you to make sure the cancel flow is disabled for California residents. You can set up a discount cooldown to prevent customers from abusing the discounts, as well as an option to enable a secondary discount and the "Other" option from this page.

Smart Upsell: Our Smart Upsell feature allows merchants to control their upsell carousel by determining which products customers see, how fast they rotate, and how those products are tagged. 

Build-a-Box: We have three different build-a-box (BaB) options you can choose from: static, dynamic, and sectioned. The static box allows customers to combine different products at the same price. Dynamic allows them to mix products with different prices and then determine a price based on what's been included by the customer. The sectioned box allows more bundles to be created from previously established boxes. For example, if you had a lipstick box, and a makeup box you could create a sectioned cosmetics box without needing to set it up from scratch.

Selling Plans: This section of the dashboard is dedicated to assigning your products to selling plans so they can be more easily edited and added to for new products or sales. If you want to edit a product's one-time upsell options, you'll need to visit the Products page in the Tools section.

Quick actions: Our Quick actions allow merchants to build quick actions that can be sent directly to customers via a universal link, or embedded into Klaviyo or Skio notifications. These links allow customers to take action without needing to log in. Actions can include adding a product, a discount, or triggering an order now along with several other options. We've also added stacking actions to this page so now quick action links can trigger a new product and a discount, or any other combination of two actions. At the bottom of the page, there is also a quick action revealer tool that allows you to check that a quick action link will work and what it does.

Automations: Our Automations feature allows merchants to build out several different actions to be taken on subscriptions. These actions can be triggered any time after the first order and can be anything from adding a product, discount, or one of several other options. These actions can also be limited by setting conditions. Automations is an incredibly powerful tool for guiding the subscriber's journey.

Rules: Our rules section of the dashboard allows merchants to set up different recurring rules for their customers. The two current options are Volume discounts and Surprise & Delight. Volume discounts are exactly what they sound like, they provide customers with additional discounts for ordering products in bulk. Surprise & Delight allows you to set up different rules to give customers free gifts or discounts based on the interval count they are on and the products in their subscription. Both of these rules can also have a banner added to let customers know an upcoming gift or discount is near to help encourage them to receive that benefit.

Payment Recovery: Skio’s new Payment Recovery feature provides robust optimizations to the dunning process for recovering failed payments.

Journeys:Journeys is a powerful tool designed to manage and automate subscription workflows throughout the entire lifecycle. With an intuitive drag-and-drop interface, expanded actions, and deep integration with external platforms like Klaviyo, Journeys enables merchants to create complex workflows that automatically adjust subscriptions based on customer actions or subscription events. This tool replaces the Automations feature, offering more flexibility and customization options.

Tools

Notifications: Our notifications come in two versions, SMS and Email, and there should be an SMS and Email option for all notifications. Unlike SkioSMS, notifications can be enabled and disabled individually allowing the merchant to control exactly which notifications customers see. These notifications can also be edited to allow the exact messaging you want.

Products: The products page allows merchants to change how and which products appear in their store for one-time upsells or purchases. You can also control the one-time purchase discount and access the product's selling plan group directly if you're not quite sure which group it belongs to.

Bulk Operations: The Bulk operations tool allows merchants to do several different bulk updates on their existing subscriptions. A common use of this might be to swap to a new variant after a previous one was discontinued, or updating a price during a sale, or edit existing subscriptions to get the same discounts new customers receive. Merchants can also limit which subscription these bulk updates are applied to by using the Conditions section; if you want to get really granular we recommend checking out the Subscription ID filter.

Activity Log: The Activity Log allows merchants to see who logged in at what time and what actions they took in Skio. 

Export: This dashboard is used as an easy way to pull exports about your subscriptions, orders, and audit logs. You can filter your export by which products you want to see subscriptions for, active subscriptions, canceled subscriptions, and others. If you need help parsing through the data after an export please reach out to Skio Support.

Customer Portal

Translations: This page is exactly what it says it is, if you have text inside your store and you want to change what it says this is a great place to start. There are several different pages to toggle through here including Account login, Subscription edits, Cancellation flow, Order history, Family plan, Quick actions, and Miscellaneous. Skio can provide some basic translations, but these won't be perfect. If you want to tweak the wording to be just right please use this feature to make those changes. If you make changes please remember to click on the green Save button in the top right corner before navigating away.

Portal Settings: The Portal Settings dashboard is where a lot of color and button toggles are stored. You can also choose what banners are displayed, change border weights, or anything else that can be displayed in the default Skio customer portal. 

Account

In the Account section, you can find information about your account including some dashboard settings, merchant billing, and how you can set up your integrations.

Settings: In settings, you'll find a few more dashboards to move between including General, Billing & orders, Shipping, and our latest features in Skio labs. The General tab includes basic settings for your store. In the billing dashboard you can set up a billing window and control your inventory settings. On the shipping page merchants can link directly to their shipping profiles, set up free subscription shipping, and resync the items in their shipping profiles. Skio labs allows you to enable Beta or new features in Skio. 

Invoicing: This page goes over how you, as a merchant, are billed by Skio, you can adjust the date range at the top of the page, and see how much of your bill comes from different fees that were negotiated in your contract. At the bottom of the page, there is also a daily breakdown of sales and fees.

API: This page lets merchants create API keys and webhooks.

Integrations: Here you can set up links to other popular Shopify apps that can also work with Skio. You'll need to click on each integration and see what exactly is required to link it to your Skio account. 

Subscription Cards

In September 2023, Skio introduced a brand new Skio admin page for merchants to simplify subscription management. The revamped UI is cleaner, more compact, and easier to navigate. This guide will showcase the new location of each component of the subscription card and outline new features including the ability to manually add credit cards!

Functionality

The new subscription admin block keeps the same subscription management functionality as before while condensing the information down to prevent unnecessary scrolling.

With the new update comes a much requested feature: manually adding credit cards! You can manually add credit cards to a subscription from within Skio (coming soon to the customer portal) as a 2nd way to add credit cards in addition to the Shopify payments email. 

How to find

Next billing date

The next billing date for each customer is located in the top left corner of the Subscription card.

Delivery frequency

The Delivery frequency can be found in the top right corner of the Subscription card. 

Customer information

The Customer information, like their email, address, and payment method, can be found on the right side of the Subscription card, under the frequency. 

Products in the subscription

The products in the subscription can be found in the middle section of the subscription card, right under the billing date. 

Manage products in the subscription

To Manage the products in the subscription, click on the Manage products button under the billing date. From there you can add and remove products, as well as adjust the price of items already in the subscription. 

Override delivery shipping price

To change the delivery price, you can click on the button beside Manage products. 

Discounts on the subscription & Applying Shopify discount codes

The discount total for any order can be found underneath the subtotal. You can apply further discount in the discount code box as well. 

Audit logs

The Audit log can be accessed at the bottom of the Subscription information box. This will list all actions that have been taken on the subscription. 

Order count (Cycles completed)

The total number of orders that have been completed to date in any subscription can be found underneath the frequency.

Subscription action buttons

Edit user info

The user's information can be edited by clicking on Manage beside the Customer tab label. 

Edit shipping address

This can also be used to edit the shipping address. 

Update payment method

With the new admin page, you can add manually add credit cards for subscribers without having to send the Shopify Payments update-card email!

Outline:

• Overview
• What is Surprise & Delight? 
• When do Surprise & Delight rules trigger?
• How do I set it up?
• How do I delete a rule?
• How do I edit a rule?
• Surprise & Delight banner
• How do I enable/disable the banner?
• FAQ

Overview

• Our Surprise & Delight tool allows you to offer 1-time discounts and/or free products at specific order counts for specific subscribers from the customer's first recurring order (second order) and beyond
• Easily improve retention rates by offering additional discounts to subscribers the longer they stay subscribed
• Delight your subscribers with free products or introduce them to new products with trial packs
• Surprise and delight rules will trigger 1 order before the order so it appears in the customer portal (eg. Free gift on order 3 will trigger after order 2 processes)

What is Surprise & Delight?

Our surprise and delight feature is an incredible automation tool to help increase subscriber retention rates by offering free products and/or additional discounts as specific order counts for subscriptions. A good subscription strategy increases the value a subscriber gets the more they buy from you. If you want to build a subscription experience that keeps subscribers coming back month after month, it's important to invest in a strong post-purchase strategy.

A great way to incentivize subscribers to stay active is by offering additional discounts or free products as rewards for being a subscriber. Oftentimes subscribers drop off at specific order counts and our tool allows you to reward subscribers by staying active longer.

Here's an example of how Surprise & Delight can be used:

• On order 2 (the first recurring order) offer subscribers a free trial pack for another product in your catalog
• On order 3 offer subscribers an extra 10% off
• On order 6 offer subscribers an extra 20% off as a thank you
• On order 10 offer subscribers a free product that pairs well with their subscription product (like a classic punch card)

When do Surprise & Delight rules trigger?

A Surprise & Delight rule will trigger, by default, when the prior order processes. For example, if you're going to give a free gift on order 2, the surprise and delight rule will trigger immediately after checkout. If the free gift or discount should apply on order 4, the rule will trigger on order 3. This gives you time to notify the subscriber via email (see: Klaviyo Integration) and alerts the subscriber that they're getting a free gift on their order to help prevent cancellations.

Any time the subscription is edited, Skio will check for eligibility. If the subscription is no longer eligible for the free gift or discount, this will be removed from the subscription. Make sure to take this into consideration when you're editing Surprise and Delight rules after setting it live.

Skio also offers the ability to have the Surprise & Delight rule trigger a certain amount of days before the next order. 

We added this new component in June 2023 so that the rule will check eligibility 5 days (by default, this can be changed to any window) before a subscription's billing date and then "lock in" the add-on (or discount). This means that if a subscription order is eligible for the Surprise & Delight 5 days before the order, the rule will run and the free add-on or discount will be applied.

This change can be helpful for certain merchants because eligibility could change and some merchants may not want to automatically remove free gifts or discounts if the subscription is no longer eligible. 

How do I set it up?

• Go to your Skio Dashboard
• Click on Rules on the left-hand menu
• Click on + New Surprise & Delight at the top of the page
• Choose the order number you want the gift or discount to apply to

  

• Choose the discount amount or the free add-on product

  

• Select which products you want the surprise and delight rule to apply to and then click Continue. You can also click "Select All" to choose every subscription product. Feel free to select specific variants or all variants for a product.

  

• Name your rule and click Done to create the rule

How do I delete a Rule?

1. Go to your Skio Dashboard
2. Click on Rules on the left-hand menu
3. Click the trashcan next to the rule you're looking to delete

How do I edit a rule?

1. Go to your Skio Dashboard
2. Click on Rules on the left-hand menu
3. Click the black pencil icon next to the rule you're looking to edit

Surprise & Delight banner

You can notify customers about their upcoming Surprise & Delight through a banner which shows up in the customer's subscription portal. The Surprise and Delight banner will alert a subscriber that they received a free gift and it will alert them that they will get a free gift in the future X orders away. Here's an example:

How do I enable/disable the banner?

1. Go to your Skio Dashboard
2. Click on Portal Settings on the left-hand menu
3. Toggle the setting Hide "Surprise & Delight" banner

FAQs

Is the discount recurring or just for that specific order number?

• The discount will ONLY apply to the order it is configured for and it will not recur for future orders

Can two rules be triggered together?

• Yes! If the eligibility requirements are met for both (or multiple) rules then the subscriber will get both rewards

Do I need to create a rule for each order count?

• Yes, if you want to offer a discount on the 3rd and 6th order you'll create a rule for each

Can I create rules that apply to unique products?

• Yes, our tool allows you to select apply rules on to the products you want

I only want to incentivize a specific variant and not all variants for a product, can I do that?

• Of course! Our tool allows you to choose single variants, a few variants, or all variants for products

What does the Sync Rules button do?

• Sync Rules button will check to make sure all subs that should get a rule applied to their next order and update that sub so the rule triggers as expected. Without clicking the button, those subs would not have the rule apply to their next order because the rule was created after their prior order was processed which triggers the rule.

What happens if the Surprise & Delight gift is out of stock?

• If the free gift is out of stock, it will still trigger the gift to be applied to the order. The S&D rule does not read stock levels at this time.

What happens if a customer has more than one subscription? 

• The Surprise and Delight rule will be applied to all eligible subscriptions. If a customer has multiple subscriptions that meet the criteria, the rule will be applied to each of them.

Outline

• What is the Journeys Feature?
• Common Use Cases
• Nodes in Journeys
• How Do I Set Up a Journey?
• Debugging and Analytics
• FAQs

Overview

Journeys is a powerful tool designed to manage and automate subscription workflows throughout the entire lifecycle. With an intuitive drag-and-drop interface, expanded actions, and deep integration with external platforms like Klaviyo, Journeys enables merchants to create complex workflows that automatically adjust subscriptions based on customer actions or subscription events. This tool replaces the old Automations feature, offering more flexibility and customization options.

What is the Journeys Feature?

Journeys is an "if this, then that" automation tool that allows you to set up conditional workflows to manage subscriptions. These workflows can be triggered after an order is placed or when a subscription is updated. Journeys is designed to enhance the subscription experience by allowing ongoing adjustments and optimizations as the subscription recurs or changes.

Common Use Cases

Journeys can be used to:

• Swap trial products for full versions after a specific number of orders.
• Split single-SKU bundles into individual products at any point in the subscription lifecycle.
• Apply discounts at specific order counts or events.
• Add or remove products from a subscription as it recurs.
• Trigger banners in the Customer Portal with custom actions.
• Send notifications via email or SMS (Note: SMS messages cannot be promotional).
• Trigger events in Klaviyo for advanced marketing automation.
• Adjust shipping intervals based on customer preferences or subscription changes.

Nodes in Journeys

Journeys are constructed using nodes, which include triggers, actions, and splits. Each node serves a specific function in the automation workflow.

Triggers

Triggers determine when a Journey begins. Available triggers include:

• After order: The Journey starts after an order is completed.
• After a product is added: The Journey begins when a product is added or removed from a subscription.

Actions

Actions define what happens once the Journey is triggered and conditions are met. Available actions include:

• Add discount: Apply a discount to a subscription (can be a Shopify discount code or a manual Skio discount).
• Add product: Add a product to the subscription, either as a recurring item or a one-time add-on.
• Adjust next billing date: Change the next billing date to a specific date or by a certain interval.
• Bundle expansion: Remove a product and replace it with multiple products within the subscription.
• Change delivery price: Set a permanent or temporary shipping price.
• Delay: Delay the Journey’s action by a set number of hours or days.
• Remove products: Remove one or more products from the subscription.
• Swap product: Swap a product in the subscription for another product.
• Update product price: Override the price of a specific product in the subscription.
• Send notification: Send an email, SMS, or integration event (like to Klaviyo).
• Show trigger-able banner: Display a customized, interactive banner in the Customer Portal.

Splits

Splits allow you to branch the Journey based on conditions, enabling you to test different paths or create more complex workflows. Available splits include:

• Condition: Test different paths based on whether conditions are met, allowing for A/B testing or different actions based on customer behavior.

How Do I Set Up a Journey?

Setting up a Journey is simple with the drag-and-drop builder. Follow these steps:

1. Create a New Journey

   • Navigate to the Journeys section in your Skio dashboard.
   • Click Create new journey.
   • Enter a name and description for your Journey.

2. Add a Trigger

   • Choose a trigger to start the Journey. Options include After order and After a product is added.
   • Optionally, add trigger filters to refine when the Journey should begin.

3. Define Conditions

   • Set up conditions that must be met for the Journey to continue. Conditions can include:
     • Contains a specific product.
     • Subscription value.
     • Shipping interval.
     • Customer tag.
   • Use "and/or" logic to combine multiple conditions.

4. Add Actions

   • Select actions that should occur if the conditions are met. Actions can include:
     • Adding or removing products.
     • Swapping products.
     • Adjusting billing dates or shipping intervals.
     • Triggering banners in the Customer Portal.
     • Sending notifications (email or SMS).
     • Triggering events in Klaviyo.
   • You can stack multiple actions to run in sequence or simultaneously.

5. Use Splits for Branching

   • Add splits to test different paths based on specific conditions. For example, you can create different actions depending on the product contained in the subscription or the total value of the subscription.

6. Save and Activate

   • Once your Journey is configured, click Save to finalize it.
   • If you edit an active Journey, a new version will be created upon saving. This versioning allows you to track changes and compare the performance of different versions over time, as analytics will reset with each new version.

Debugging and Analytics

Journeys include robust tools for monitoring and optimizing your workflows:

• Debug Mode: View detailed logs of the last Journey a subscription went through. This helps in identifying and troubleshooting issues within the Journey.
• Analytics Mode: Track the performance of each node in the Journey, including:
  • Pass rate: The percentage of subscriptions that successfully met the conditions and completed the action.
  • Fail rate: The percentage of subscriptions that did not meet the conditions.
  • Skip rate: The percentage of subscriptions that skipped an action because the required product or condition was not present.

These analytics help you refine your Journeys, ensuring they perform as intended and allowing you to identify any areas for improvement.

FAQs

Can Journeys manage subscriptions throughout their lifecycle, not just after purchase?

Yes, Journeys is designed to manage subscriptions at any stage, including recurring orders and changes made to the subscription over time.

Can I send promotional SMS messages through Journeys?

No, SMS messages sent through Journeys cannot be promotional. They must be transactional or informational to comply with regulations.

How does versioning work in Journeys?

Each time you save changes to an active Journey, a new version is created. This resets the analytics, allowing you to compare how different versions perform over time.

What is the best way to monitor and troubleshoot my Journeys?

Use Debug Mode to review the exact path a subscription took through the Journey. Analytics Mode provides a high-level view of how each node is performing, showing pass, fail, and skip rates.

How can I integrate Klaviyo with my Journeys?

You can set up actions within Journeys to trigger Klaviyo events, enabling you to leverage Klaviyo's marketing automation tools based on subscription behavior. To do this go to Skio's Integration page under Account and register for the Journey Notification Triggered event for the Klaviyo integration.

When the journey runs and fires the Notification action, the Journey notification triggered event will be sent to Klaviyo with a property called journeyNotificationName which you've configured in the journey Notification node.

Outline

• Overview
• What does the New Klaviyo Integration do?
• Custom Properties
• Removing the old Klaviyo Integration
• FAQs

Overview

• This guide is designed specifically for merchants who previously had Skio's Klaviyo (Legacy) integration setup or integrated and is upgrading to the newest Klaviyo integration (launched in 2023)
• The new integration requires a new API key and uses different event triggers so flows will need to be updated
• All of Skio's newest features will work with the newest Klaviyo integration and the old integration will be deprecated over time

What does the New Klaviyo Integration do?

Please refer to this guide for additional details: Klaviyo Integration. We recommend all merchants upgrade to the newest Klaviyo integration.

Improvements with New Klaviyo Integration:

• New Events/Metrics
  • Surprise & Delight
  • Item Out of Stock
  • Card Expiration
  • Subscription Order Renewed
  • Card Expiration
  • Subscription Paused
  • Subscription Unpaused
• More data passed through each event
  • cyclesCompleted (order count)
  • errorCodes
  • subscription status
  • subscription line items (for each product in the subscription)
• Better customer profiles & a backfill tool (so they are up-to-date)
  • Learn more here

How to upgrade to the New Klaviyo Integration

Step 1: Create a new private API key in Klaviyo

Step 2: Input the new private API key and your Klaviyo public key into the Klaviyo Integrations page in Skio

Step 3: Use the "create event" button to add in whichever events you want to pass into Klaviyo (most merchants will turn on every event)

Step 4: Click the "backfill" button so all customer profiles in Klaviyo are up-to-date

Step 5: Update Klaviyo flows with the new metric triggers

Step 6: Once all the new flows are set up and turned on, you can click "Remove V2 API Keys" on the Klaviyo Integration page

New Metrics, Variables, and Custom Properties

Custom Properties

See this list for all new properties: Custom Profile Properties in Klaviyo.

Old custom properties will remain on the account. Klaviyo's Support team can delete the variables used in our old Klaviyo integration on your behalf if you reach out to their support team. With our backfill button, if a new property accidentally gets deleted you can just run a backfill so it will be re-created and up to date. Here's the list of old custom profile properties that can be deleted:

• activeSubscriptionCount 
• cancelledSubscriptionCount
• hasActiveSubscription
• hasCancelledSubscription
• skio_active_product_subscription_titles
• skio_active_product_variant_subscription_titles
• skio_active_subscription_count
• skio_active_subscriptions
• skio_inactive_subscription_count
• skio_inactive_subscriptions
• Subscription Status

Removing Old Klaviyo

Skio > Account > Integrations > Klaviyo > Manage > Backfill > 

Backfill will send over all the current data for subscribers into the custom properties in their customer profile. It may take a while depending on how many subscribers you have, so you can click out of it while it is running. Once that is finished you can hit the Disable button next to Disable Klaviyo V2 Flow and this will remove the API key from Skio for the old integration. 

FAQs

Do I have to use a new private API key?

• Yes; we recommend using a (new) separate API key to avoid any errors.

Can I still use the old integration with the new one?

• No, we recommend upgrading and completely disabling the old Klaviyo integration.

Do I need to upgrade?

• Skio has deprecated the old Klaviyo Integration since 2023. All new features are being built into the new Klaviyo Integration and not the old one.

After coping over an old flow, I can't preview the product information. Please help!

• If you're using variables, make sure you are using the correct ones (see table above). If you need any help, feel free to reach out to success@skio.com and we can help copy your flows.

Outline:

• Overview
• How do I set this up?
• Data passed to Klaviyo
• How to use splits in Flows
• FAQs

Overview

The integration with Klaviyo allows you to send email and/or sms notifications through Klaviyo instead of within Skio.

Klaviyo has many different filters and an easy stylizing tool which makes sending emails and creating flows extra easy. With Klaviyo's flow logic, you can create sophisticated campaigns to target subscribers based on specific properties or actions taken.

How do I set this up?

Important: For setting up new integrations February 2025 or later, please refer to our new OAuth Integration installation and setup guide.

The following steps are only applicable if you are still using the v3 API key integration.

1. Go to the Skio Integrations page
   Note: This is a different setup from our prior Klaviyo integrations and will require this setup even if you already use our current Klaviyo integration
2. Click "Enable" on the Klaviyo integration
3. Input your Klaviyo accounts' Private Key and input a *new* Private key with full access
   Note: Create a new private API key in Klaviyo for this v3 integration, especially if you already use our current Klaviyo integration to prevent any issues
4. Toggle on the integration
5. Create each "event" you want to pass into Klaviyo
6. After creating each event, make sure to click "send test" for each event
   Why? Klaviyo only populates the metric when a webhook fires so we send over fake data with a test event; without a test event, you would need to wait for the event to actually occur on your store
7. If you would like us to clone over Skio's pre-made Klaviyo flows please give Manager + FULL access to success@skio.com in your Klaviyo account settings.
   
   Note: the invitation to Klaviyo access only lasts 12 hours so please inform success@skio.com immediately after giving access to ensure it is accepted. 

Data passed to Klaviyo

Event metrics:

• Skio: Billing Reminder Notification
• Skio: Billing Attempt Failed
• Skio: New Subscription Created
• Skio: Subscription Cancelled
• Skio: Subscription Next Billing Date Updated
• Skio: Subscription Reactivated
• Skio: Subscription Skipped
• Skio: Surprise and Delight Rule Applied 
• Skio: Subscription Item Out of Stock 
• Skio: Subscription Renewed 
• Skio: Card Expiration Notification 
• Skio: Paused Subscription 
• Skio: Unpaused Subscription
• Skio: Automation Action Ran
• Skio: Subscription Paused
• Skio: Subscription Unpaused
• Skio: Subscription Split
• Skio: Subscription Merged
• Skio: Subscription Mergeable
• Skio: Subscription Billing Auto Merged
• Skio: Family Plan User Joined
• Skio: Family Plan New User Welcome
• Skio: Family Plan Member Removed

Profile properties

What are profile properties?
These are properties Skio sends over into Klaviyo to update the customer profile. Profile properties will appear as custom properties and can be used as "properties about someone" in Klaviyo conditional filters.

Here's an example:

Subscription Data

Sent with EVERY event

• cyclesCompleted - how many subscription cycles have successfully been completed
• cancelledAt - the date the subscription was cancelled at or None 
• deliveryPrice - the shipping price 
• email- customer's email
• hasSurpriseDiscount - a boolean (true/false) value if they have a Surprise & Delight discount applied to this subscription
• hasSurpriseProduct - a boolean (true/false) value if they have a Surprise & Delight free gift applied to this subscription
• isPrepaid- a boolean (true/false) value if the subscription is prepaid; false = normal subscription
• isPrepaidGift - a boolean (true/false) value if the subscription is prepaid; this only applies to subscriptions that are gifted using Skio's prepaid gifting functionality 
• skioSubscriptionDaysUntilRenewal- provides a count of days until the next billing date for the subscription; this does not dynamically update so it provides the count when the event metric initially fires
• storefrontUserId - a unique customer ID used in Skio
• subscriptionId - a unique subscription ID used to identify the subscription in Skio
• total - the total price of the subscription
• status - Active, cancelled, paused, or failed
• nextBillingDate - date of the next billing 
• interval - Week, day, month, year
• intervalCount - a number that represents the number of weeks, days or months 
• Subscriptionlines - contains information for the subscription lines 
  • quantity - quantity of units for this product
  • productTitle- product title found in Shopify for this product
  • productImage - product image in Shopify for this product
  • productVariantImage- variant image in Shopify for this specific variant
  • productVariantTitle - variant title in Shopify; if there is no variant, "Default title" populates"
• shippingAddress
  • address1 - line 1 of the address for this subscription
  • address2 - line 2 of the address for this subscription
  • city - the shipping city
  • country - the shipping country
  • province- the shipping province (if applicable)
  • zip- the shipping zip code

Data sent with SPECIFIC event metrics

1. Skio: Billing Attempt Failed - Sent every time we fail to charge customer’s card for a subscription
   1. errorCode — the error code why this subscription failed to bill
   2. errorMessage — Why the subscription failed to bill
2. Skio: Subscription Cancelled — Sent every time a subscription is cancelled
   1. skioSubscriptionCancellationReason — the reason the merchant cancelled
3. Skio: Billing Reminder Notification — Sent every time a subscription will renew
   1. skioSubscriptionDaysUntilRenewal — how many days until this subscription renews
4. Skio: Subscription Item Out of Stock — Sent when items in a subscription are out of stock
   1. inventoryPolicy — how the out of stock subscription is handled. Only order items in stock vs retry again next day
5. Skio: Card Expiration Notification — Sent when a customer card is about to expire
   1. Triggers at 11 am EST
6. Skio: Surprise and Delight Rule Applied
   1. This event will trigger once the prior order processes that triggers the rule
   2. Eg. If you offer a free gift at order count 3, this event will trigger when order 2 processes

Variables to use within emails:

• Variant Name: {{ event.subscriptionLines.0.productVariantName }}
• Product Title: {{ event.subscriptionLines.0.productName }}
• Quantity: {{ event.subscriptionLines.0.quantity }}
• Account Login: {{ event.manageSubscriptionUrl }}
• Next Order Date: {{ event.nextBillingDate }}
• Order price: {{ event.total }}
• Product image: {{ event.subscriptionLines.0.productImage }}
• Variant image: {{ event.subscriptionLines.0.productVariantImage }}

How to Use Splits in Flows

One of Klaviyo's most powerful features is Klaviyo Flows. Within Flows, there are 2 types of splits that you can use: conditional and trigger.

Conditional Splits

Conditional splits are used to target specific customer profiles or metrics triggered for specific customers.

Trigger Splits

Trigger splits are used to filter for data that Skio passes in for the specific subscription in that flow. Skio passes over an abundance of data that can be used to create trigger splits to send targeted emails based on what is in the subscription itself including:

• cyclesCompleted - how many subscription cycles have successfully been completed
• cancelledAt - the date the subscription was cancelled at or None 
• deliveryPrice - the shipping price 
• email- customer's email
• hasSurpriseDiscount - a boolean (true/false) value if they have a Surprise & Delight discount applied to this subscription
• hasSurpriseProduct - a boolean (true/false) value if they have a Surprise & Delight free gift applied to this subscription
• isPrepaid- a boolean (true/false) value if the subscription is prepaid; false = normal subscription
• isPrepaidGift - a boolean (true/false) value if the subscription is prepaid; this only applies to subscriptions that are gifted using Skio's prepaid gifting functionality 
• skioSubscriptionDaysUntilRenewal- provides a count of days until the next billing date for the subscription; this does not dynamically update so it provides the count when the event metric initially fires
• storefrontUserId - a unique customer ID used in Skio
• subscriptionId - a unique subscription ID used to identify the subscription in Skio
• total - the total price of the subscription
• status - Active, cancelled, paused, or failed
• nextBillingDate - date of the next billing 
• interval - Week, day, month, year
• intervalCount - a number that represents the number of weeks, days or months 
• subscriptionLines_conditionSplit  contains information for the subscription lines

What are the "_conditionSplit" values?

Skio passes over arrays as both array values and string values. Klaviyo cannot parse through array values in trigger splits so we pass this over as a string. The value can be a little confusing so make sure you use the "contains" operator to parse through the long string. Here's a screenshot for context:

In the above example, we pass through all the nested array values for the subscriptionLines event as strings. The contains operator IS case sensitive so make sure to match the spelling used in your store and to be as specific as needed.

Recommendations

Suggested Klaviyo Flows

• Subscription started flow - target new subscriptions with their own email flow separate from 1-time customers in Shopify
• Subscription cancellation flow - reach out to subscribers who cancelled to win them back
• Failed payments/dunning - target your subscribers with outdated payment methods to remind them to update their payment method

Suggested Klaviyo Segments

• Active subscribers - create a segment of all your active subscribers
• Cancelled subscribers - create a segment to track the subscribers who cancelled
• Reactivated subscribers - track subscribers who reactivated a cancelled subscription

Emails in Klaviyo, SMS in Skio

Our integration offers full flexibility depending on how you use Klaviyo currently. We recommend sending as many emails through Klaviyo as possible and enabling Skio SMS notifications.

For more info on SMS notifications, please check out this guide: Configuring Skio notifications (text/email)

Klaviyo resources:

• Using transactional emails in flows
• Creating repeat variable blocks (for multiple products)
• How to Format Date Variables in TemplatesAttribution for Subscription Flow Emails

FAQs

Does the Klaviyo integration replace Skio notifications altogether?

It can but it doesn't have to; Klaviyo can replace all or some of your Skio emails. Most merchants will use Klaviyo for sending subscription emails and then use Skio for sending SMS notifications since our SMS notifications are completely free for all merchants and hassle-free.

How do Klaviyo notifications differ from Skio notifications?

All notifications can be sent from Skio or Klaviyo

I don't see the metric in Klaviyo, what do I do?

Klaviyo will only pull in the metric once the webhook has fired at least once from Skio

We built out a tool in Skio that allows you to fire a fake webhook to push the metric into Klaviyo (see video below)

Can I send emails as transactional in Klaviyo?

Yes - here's how: Using transactional emails in flows

How do I edit the date format in Klaviyo?

We recommend using this variable for date formatting {{ event.nextBillingDate|format_date_string|date:'F d, o' | default:'soon'  }}.

Here's Klaviyo's guide for date formatting: How to Format Date Variables in Templates