Configuring Skio notifications (text/email)

Outline

  • FAQ
  • What is it?
  • General
  • Setup Walkthrough

FAQs

Are all my messages sent from Skio?

  • Skio can send email and text notifications on behalf of your store or you can pass through your notifications through Klaviyo

Can I disable certain messages?

  • Yes, all email and text notifications can be enabled or disabled

Can I route my emails and texts through Klaviyo?

  • Yes, we integrate directly with Klaviyo and this guide will walk you through how to set this up
  • Learn how to send notifications through Klaviyo here: Sending notifications through Klaviyo

Recommendations

Notification name

Description

Email recommendation

SMS recommendation

Cancel subscription

Triggers when a subscriber cancels their subscription

Enable or Klaviyo

Enable

Billing reminder

Triggers before the next subscription order processes (3 days by default)

Enable or Klaviyo

Enable

Billing attempt failed

Triggers when a credit card is outdated

Enable or Klaviyo

Enable

Order confirmation

Triggers when a subscription order has been processed

Disable (this is a duplicate of Shopify's Confirmation Email)

Enable

Group join

Triggers after joining a friend's group plan

Enable

Enable

Friend join

Triggers when a friend joins your group plan

Enable

Enable

Group create

Triggers when a subscription is created that has a group plan (most subscriptions)

Disable

Disable

Skip order

Triggers when a subscriber skips their next order

Disable

Optional

Skip next order/edit interval

Triggers when a subscriber edits their next order date

Disable

Optional

User info edit

Triggers when a user update their information

Disable

Optional

Video walkthroughs

Step-by-step instructions:

Step 1: Go into the Notifications tab within Skio admin

In this section of your Skio admin, you will find each email and text notification that is sent from Skio

On the left hand side are the email notifications and on the right hand side are the all text notifications

  • Emails will send from your Skio email address (this can be changed at any time!)
  • Texts will be sent from your store’s phone number (this is predefined and the same used for SkioSMS) 

Emails

  • In each email notification, you will find:
    • Dynamic variables that will auto-populate specific information tied to the customer
    • Quick action variables which can be created at any time in the Quick action ta
    • A customizable subject line
    • A toggle to enable the notification
    • A preview section to see how your message will be received by the subscriber
    • Sending history to search if a customer has received that notification in the past
  • The body of the message:
    • Is HTML-based and merchants can upload an HTML template with custom styling
    • We recommend styling the message and maintaining consistent brand language
    • If you want to have this email send through Klaviyo, disable the notification entirely to avoid duplicates

Texts/SMS

  • In each text notification, you will find:
  • Dynamic variables that will auto-populate specific information tied to the customer
  • Note: Quick action variables are currently not available for text messages
  • A toggle to enable the notification
  • A preview section to see how your message will be received by the subscriber
  • Sending history to search if a customer has received that notification in the past
  • Order confirmation —> keep enabled
  • Billing reminder —> keep enabled
    • If SkioSMS is also enabled, SkioSMS will replace this text even if it’s enabled to prevent double messages
  • Billing attempt failed —> keep enabled 
  • Group join —> keep enabled
  • Friend join —> keep enabled
  • Group create —> recommended to disable this 
    • The message will send after checking out 
    • If the order confirmation is enabled, this message will also send so the customer will get 2 messages sending them to their customer portal and can be confusing
  • Skip order —> typically not needed and can be disabled
  • Cancel subscription —> keep enabled 
  • Skip next order/edit interval —> typically not needed and can be disabled
  • User info edit —> typically not needed and can be disabled


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