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Set up Reclaim for Checkout Started in Klaviyo

Updated this week

This feature can identify when known but anonymous customers initiate the checkout process. 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.

If you're using our custom Shopify Integration app + Customer Events pixel, the Checkout Started Reclaim script will automatically be installed.

For non-Shopify stores who wish 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 Checkout Started Reclaim 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.


Set up Abandoned Checkout flow

Once you set up the custom Shopify Integration app and we've enabled the feature for you, you will see the Checkout Started Reclaim events in your R! account as well as in Klaviyo.

STEP 1 - Clone Flow

We clone the flow to keep your full automation strategy unchanged while using Reclaim’s events as the trigger.

Clone your existing Shopify Abandoned checkout (Checkout Started) abandonment flow in Klaviyo. Name it “Checkout Started Reclaim”.

Step 2 - Add Trigger

Change the Trigger metric from Checkout Started to "Checkout Started Reclaim.”

Note: If you're starting from scratch, Create a New Flow and choose "Metric" as your flow trigger, then "Checkout Started Reclaim".

Step 3 - Add Flow Filters

These filters ensure that when multiple abandonment events occur in a short time frame, customers enter only the highest-priority Klaviyo flow. This prevents duplicate messaging and keeps your engagement sequence organized and intentional.

It is important to note that you want your flow logic to prioritize this flow over all others because it’s the lowest in the funnel.

Edit or update your flow filters to include the following:

  • Has not been in flow in the last 7 days
    AND

  • Placed Order zero times since starting this flow
    AND

  • Placed Order zero times in the last 1 day
    AND

  • Checkout Started zero times in the last 1 hour
    AND

  • Received email zero times in the last 7 days where flow = [Native Checkout Started flow]

Need to update filters for a flow powered by your Checkout Started trigger? Expand to learn how.


If you don't already have them, you should add flow filters to exclude anyone who has:

  • Has not been in flow in the last 7 days
    AND

  • Placed Order zero times since starting this flow

Need to update the filters for a Checkout Started flow powered by an additional identity vendor? Expand to learn how.

  • Has not been in flow in the last 7 days
    AND

  • Placed Order zero times since starting this flow
    AND

  • Placed Order zero times in the last 1 day
    AND

  • Checkout Started zero times in the last 1 hour
    AND

  • Checkout Started Reclaim zero times in the last 1 hour
    AND

  • Received email zero times in the last 7 days where flow = [Native Checkout Started flow]
    AND

  • Received email zero times in the last 7 days where flow = [Checkout Started Reclaim flow]

STEP 4 - Update Higher-in-the-funnel Flows

Update the flow filters for your higher-in-the-funnel flows (Abandoned Cart/AddToCart and Browse Abandonment/Product View).

Make sure you update each flow to exclude Checkout Started Reclaim events (Checkout Started Reclaim zero times since starting this flow). Please ensure that all other Reclaims flows are updated to include the same 'Checkout Started Reclaim' filter.

STEP 5 - Check Row Collection Variable

Choose the first email in your Retention Checkout Started Reclaim flow, open the email editor and ensure that the row collection variable in “Table Settings” is either event.extra.line_items or event.extra.line_items|default:'’

If this requires a change, the row collection will need to be updated in each individual email in the flow. If your row collection is already event.extra.line_items or event.extra.line_items|default:'’, then no further action is needed.

It’s always a good idea to check each individual email in the flow via “Preview and Test” mode to ensure that the template is appropriately populating.


Add SMS to your flow [Optional]

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

Step 1

If your original Checkout Started flow also includes SMS, add the following flow filter:

  • Received SMS zero times in the last 7 days where flow equals (existing checkout started/checkout abandonment)

Step 2

In your existing Checkout Started 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.

For R! Checkout Started Reclaim events, the table with your product information should be set to Dynamic with the following settings:

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

Field Name

Example Value

Dynamic Variable Markup

Checkout URL

checkout_url

{{ event.extra.checkout_url|default:'' }}

Line Price

line_price

59.98

{{ item.line_price|default:'' }}

Product Handle

product.handle

heather-navy-crew-neck-t-shirt

{{ item.product.handle|default:'' }}

Product ID

product.id

6605728710728

{{ item.product.id|default:'' }}

Product Image URL

product.image.src

{{ item.product.image.0.src|default:'' }}

Product Price

product.price.amount

29.99

{{ item.product.price.amount|default:'' }}

Product Price Currency

product.price.currency_code

USD

{{ item.product.price.currency_code|default:'' }}

Product Title

product.title

Heather Navy Crew Neck T-Shirt

{{ item.product.title|default:'' }}

Product Type

product.type

Crew Neck Tees

{{ item.product.type|default:'' }}

Product URL

product.url

/products/heather-navy-crew-neck-t-shirt

{{ item.product.url|default:'' }}

Variant ID

variant.id

39412811628616

{{ item.product.variant.id|default:'' }}

Variant Image URL

variant.image.src

{{ item.product.variant.image.src|default:'' }}

Variant Price

variant.price.amount

29.99

{{ item.product.variant.price.amount|default:'' }}

Variant Price Currency

variant.price.currency_code

USD

{{ item.product.variant.price.currency_code|default:'' }}

Variant SKU

variant.sku

TCT4000HNAVYM

{{ item.product.variant.sku|default:'' }}

Variant Title

variant.title

M

{{ item.product.variant.title|default:'' }}

Quantity

quantity

2

{{ item.quantity|default:'' }}

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