Klaviyo review

Testing instructions

How to test the installation flow and functionality of DGL Commerce Optimizer's Klaviyo integration. This document contains no account credentials.

Availability: the Klaviyo connection is being switched on. Until it is, the app's Connections page shows Klaviyo as Coming soon and the Klaviyo connect page is not open yet.

Overview

DGL Commerce Optimizer is a Shopify app that helps a store owner see where the business makes and loses money. Its Klaviyo integration reads, once a day and read-only, the store's Klaviyo campaign and flow totals so the owner can see what email and SMS contribute. Klaviyo's credited revenue is shown separately and never added to Shopify sales. The app never writes to Klaviyo.

Prerequisites

  • A Shopify store with DGL Commerce Optimizer installed. The app is not on the Shopify App Store yet; access to a test store is arranged on request through support@dgl.dev. No credentials are given in this document.
  • A Klaviyo test account you can sign in to, with permission to approve apps.

Scopes requested

  • campaigns:read
  • flows:read
  • metrics:read

No write scope and no profile scope is requested.

Install flow: from the app

  1. In the test store's Shopify admin, open Apps, then DGL Commerce Optimizer, then Connections.
  2. Next to Klaviyo, choose Connect Klaviyo.
  3. Klaviyo's consent screen opens. Sign in and approve the three read-only scopes above.
  4. Klaviyo returns you to Connections. Expected: Klaviyo reads Working.

Install flow: from Klaviyo

  1. Open the installation URL https://dgl-co-hosted-dev-loo3o.ondigitalocean.app/klaviyo/install (it opens once the Klaviyo connection is switched on).
  2. Enter the test store's myshopify.com address and choose Open Connections.
  3. Expected: Shopify opens the app's Connections page (after Shopify sign-in). Continue from step 2 of the previous section.
  4. An address that is not a myshopify.com store is refused with a message.

Functionality to test

  1. Data read: the app reads Klaviyo once a day. After the first daily read, open Insights and the email and SMS questions. Expected: campaign and flow names with their 30-day totals (recipients, deliveries, unique opens and clicks, unsubscribes, conversions, Klaviyo's conversion value).
  2. Separation: Expected: Klaviyo's credited revenue is labeled as Klaviyo's and is not included in the store's Shopify sales figures.
  3. Read-only: Expected: nothing changes in the Klaviyo account (no lists, flows, campaigns, profiles or events are created or edited).

Disconnect and uninstall

  1. On Connections, choose Disconnect next to Klaviyo. Expected: the app asks Klaviyo to revoke its access and deletes the Klaviyo data it stored; the row returns to Not connected.
  2. Uninstalling the app from Shopify stops the daily read; Shopify's erasure request then deletes the store's data. Access can also be removed from the Klaviyo account's connected apps.

Data and privacy

The app reads no subscriber profiles or email addresses, and Klaviyo figures are never sent to an AI provider. See the privacy policy and the Connect Klaviyo guide.

Contact

Email support@dgl.dev.