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Set up Reclaim for Category Views in Klaviyo
Updated over a week ago


This feature can identify category views for known, non-logged in customer.

NOTE: We must enable this feature for you. If you’ve not already spoken with someone on our team, please ensure you request that we enable this for you.

To use this feature, you must first ensure that you’re using the most recent version of our script on your website. The base script must fire before the Category Views script. You can find your script in your Retention.com account under Code Script > View Script. Click here for a link to all our tutorials on how to add the script to your site, in case you need a refresher.

If you're using our custom Shopify Integration app, the Category Views script will automatically be installed. For those not using this app, view the "On your website" section at the bottom.

Set up Viewed Category Flow

Once our custom Shopify Integration app is set up and we have enabled this feature, it's time to create or clone your Viewed Category Flow in Klaviyo.

1. Clone your existing Viewed Category Flow. If you don’t already have one set up, create a new Flow from Scratch.

2. Change the Trigger metric from Viewed Category (or whatever name you have for the existing metric) to “Viewed Category Reclaim.”


If you’re starting from scratch, Create a New Flow and choose “Metric” as your flow trigger, then Viewed Category Reclaim:

3. Next, add the following recommended Flow Filters to exclude anyone who has:

  • Placed Order > zero times > since starting this flow AND

  • Placed Order > zero times > in the last > 1 day AND

  • Viewed Product > zero times > since starting this flow AND

  • Viewed Product Reclaim > zero times > since starting this flow AND

  • Added to Cart > zero times > since starting this flow AND

  • Added to Cart Reclaim > zero times > since starting this flow (if you're using the Added to Cart Reclaim metric) AND

  • Checkout Started > zero times > since starting this flow AND

  • Checkout Started Reclaim > zero times > since starting this flow AND

  • Has not be in this flow > in the last > 7 days AND

  • Received Email > zero times > in the last > 7 days > where flow equals (existing category views flow)

4. Now, add your Viewed Category abandonment emails.


Add SMS to your flow [Optional]

If you want to send an SMS to customers triggering the Viewed Category Reclaim metric, you can add an SMS step to the same flow created above.

Step 1

If your original Category View flow also includes SMS, add the following flow filter:

  • Received SMS zero times in the last 7 days where $flow equals (existing viewed category flow)

Step 2

In your existing Viewed Category Reclaim Flow, add a Conditional split after the first Time delay, to check whether or not there is consent to receive SMS. Drag your first Email Step over to the beginning of the No branch.

Step 3

Add an SMS Step at the start of the Yes branch. Reconnect both branches after the SMS Step, by dragging the Rejoin icon from the No branch to the Yes branch.

Step 4

Configure your SMS content. Short and sweet is best for SMS! Don't forget to set them live!


Dynamic Field List

These variables can be used in your email templates to dynamically populate information about your products.

The fields below are based on data sent from our Shopify Integration. Field names and variables may differ when using other eCommerce platforms or a custom setup.

Field Name

Example Value

Dynamic Variable Markup

Name

Crew Neck Tees

{{ event.Name|default:'' }}

URL

{{ event.URL|default:'' }}


On your website

There are two options for updating your Viewed Category events for Reclaim:

  1. RECOMMENDED, our instructions will use this method. You can create a new Category event name that will be unique to Reclaim. For example, “Viewed Category Reclaim.” You will create a cloned/unique flow for these events.

  2. You can update your existing Viewed Category events to include those coming from Reclaim and add them to all other Viewed Category events. If you do this you’ll need to ensure you add a filter to your existing Viewed Category flow to prevent duplicates. Jump to “Flow Filter for Viewed Category Flow” for instructions.

1. Locate your Category tracking snippet from Klaviyo. If you are using Shopify, this should be located in the liquid template for the category page(s). The Viewed Category tracking snippet that you need to locate should look something like this:

_learnq.push(['track', 'Viewed Category', categoryItem]);

Note: If you do not have a Viewed Category tracking snippet installed, skip to Step 3 below.

Here’s an example of what a full snippet with category data might look like if there's an existing Viewed Category Tracking Script:

<script type="text/javascript">
   var _learnq = _learnq || [];
   var categoryInfo = {
     "CategoryName": "Puzzles",
     "CategoryURL": "http://www.example.com/category",
   };
   _learnq.push(["track", "Viewed Category", categoryItem]);
</script>

2. Add the following script to the your existing Viewed Category tracking snippet in Klaviyo:

<script>geq.event("Viewed Category Reclaim', categoryItem);</script>

So the whole thing should look like this if you have an existing Viewed Category tracking script (we’ve not included the additional details for price, image URL, etc here):

_learnq.push(['track', 'Viewed Category', categoryItem]);
geq.event('Viewed Category Reclaim', categoryItem);

3. If you do not have an existing Viewed Category tracking script, add this script to the theme:

<script type="text/javascript">
    var categoryItem= {
       //Assuming you're using Shopify - otherwise, you need to get the name of the category
        name: ##{{ collection.title|json }},
        //URL of the current page
        url: location.href
    };
geq.event('Viewed Category Reclaim', categoryItem);
</script>

Once this script update has been implemented properly, and the event is triggered, you will see this new metric populate in Klaviyo.

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