技能 市场营销 Klaviyo工作流:事件、分群与营销活动

Klaviyo工作流:事件、分群与营销活动

v20260423
klaviyo-core-workflow-b
本工作流提供全面的Klaviyo API访问能力,用于实现端到端的高级营销自动化。用户可以跟踪服务器端的客户行为事件(如购买、注册),查询详细指标,管理受众分群,并能够程序化地创建、定制和发送目标性电子邮件营销活动。适用于需要深度集成电商数据和复杂营销流程的场景。
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概览

Klaviyo Core Workflow B -- Events, Segments & Campaigns

Overview

Secondary workflow: track customer events, query segments, create/send campaigns, and trigger metric-based flows via the klaviyo-api SDK.

Prerequisites

  • Completed klaviyo-core-workflow-a (profiles/lists set up)
  • API key scopes: events:write, segments:read, campaigns:read, campaigns:write, flows:read

Instructions

Step 1: Track Server-Side Events

import {
  ApiKeySession,
  EventsApi,
  EventEnum,
  ProfileEnum,
  MetricsApi,
} from 'klaviyo-api';

const session = new ApiKeySession(process.env.KLAVIYO_PRIVATE_KEY!);
const eventsApi = new EventsApi(session);

// Track a purchase event (creates the metric if it doesn't exist)
await eventsApi.createEvent({
  data: {
    type: EventEnum.Event,
    attributes: {
      metric: {
        data: {
          type: 'metric',
          attributes: { name: 'Placed Order' },
        },
      },
      profile: {
        data: {
          type: ProfileEnum.Profile,
          attributes: { email: 'customer@example.com' },
        },
      },
      properties: {
        orderId: 'ORD-12345',
        items: [
          { productId: 'SKU-001', name: 'Widget', quantity: 2, price: 29.99 },
          { productId: 'SKU-002', name: 'Gadget', quantity: 1, price: 49.99 },
        ],
        itemCount: 3,
        discount: 10.00,
      },
      // Monetary value for revenue attribution
      value: 99.97,
      time: new Date().toISOString(),
      uniqueId: 'ORD-12345',  // Deduplication key
    },
  },
});

// Track a custom event (triggers flows listening for this metric)
await eventsApi.createEvent({
  data: {
    type: EventEnum.Event,
    attributes: {
      metric: {
        data: { type: 'metric', attributes: { name: 'Started Checkout' } },
      },
      profile: {
        data: { type: ProfileEnum.Profile, attributes: { email: 'customer@example.com' } },
      },
      properties: {
        cartValue: 149.97,
        cartUrl: 'https://shop.example.com/cart/abc123',
        items: ['Widget x2', 'Gadget x1'],
      },
      value: 149.97,
      time: new Date().toISOString(),
    },
  },
});

Step 2: Query Events and Metrics

const metricsApi = new MetricsApi(session);

// List all metrics (event types) in your account
const metrics = await metricsApi.getMetrics();
for (const m of metrics.body.data) {
  console.log(`${m.attributes.name} (${m.id})`);
}

// Get recent events sorted by newest first
const events = await eventsApi.getEvents({
  sort: '-datetime',
  filter: 'equals(metric_id,"METRIC_ID_HERE")',
});

for (const event of events.body.data) {
  console.log(`${event.attributes.datetime}: ${event.attributes.eventProperties?.orderId}`);
}

Step 3: Work with Segments

import { SegmentsApi } from 'klaviyo-api';

const segmentsApi = new SegmentsApi(session);

// List all segments
const segments = await segmentsApi.getSegments();
for (const seg of segments.body.data) {
  console.log(`${seg.attributes.name} (${seg.id}) - active: ${seg.attributes.isActive}`);
}

// Get profiles in a segment
const segmentProfiles = await segmentsApi.getSegmentProfiles({
  id: 'SEGMENT_ID',
});
for (const profile of segmentProfiles.body.data) {
  console.log(profile.attributes.email);
}

// Check segment size (useful before campaign sends)
const segmentWithCount = await segmentsApi.getSegment({
  id: 'SEGMENT_ID',
  additionalFieldsSegment: ['profile_count'],
});
console.log(`Segment size: ${segmentWithCount.body.data.attributes.profileCount}`);

Step 4: Create an Email Campaign

import { CampaignsApi, CampaignEnum, TemplatesApi } from 'klaviyo-api';

const campaignsApi = new CampaignsApi(session);
const templatesApi = new TemplatesApi(session);

// 1. Create an email template
const template = await templatesApi.createTemplate({
  data: {
    type: 'template',
    attributes: {
      name: 'Weekly Sale Announcement',
      editorType: 'CODE',
      html: `
        <html>
          <body>
            <h1>Hey {{ first_name|default:"there" }}!</h1>
            <p>Check out our weekly deals.</p>
            <a href="{{ url }}">Shop Now</a>
            {% unsubscribe %}Unsubscribe{% endunsubscribe %}
          </body>
        </html>
      `,
    },
  },
});

// 2. Create a campaign targeting a list or segment
const campaign = await campaignsApi.createCampaign({
  data: {
    type: CampaignEnum.Campaign,
    attributes: {
      name: 'Weekly Sale - March 2025',
      channel: 'email',
      audiences: {
        included: [{ type: 'segment', id: 'SEGMENT_ID' }],
        excluded: [{ type: 'list', id: 'SUPPRESSION_LIST_ID' }],
      },
      sendOptions: {
        useSmartSending: true,  // Skip recently emailed contacts
      },
    },
  },
});
const campaignId = campaign.body.data.id;

// 3. Assign template to campaign message
const messages = await campaignsApi.getCampaignCampaignMessages({ id: campaignId });
const messageId = messages.body.data[0].id;

await campaignsApi.assignTemplateToCampaignMessage({
  id: messageId,
  body: {
    data: {
      type: 'template',
      id: template.body.data.id,
    },
  },
});

// 4. Send the campaign (or schedule)
await campaignsApi.createCampaignSendJob({
  data: {
    type: 'campaign-send-job',
    id: campaignId,
  },
});
console.log('Campaign queued for sending');

Step 5: Query Flows (Read-Only)

import { FlowsApi } from 'klaviyo-api';

const flowsApi = new FlowsApi(session);

// List all flows
const flows = await flowsApi.getFlows();
for (const flow of flows.body.data) {
  console.log(`${flow.attributes.name} - status: ${flow.attributes.status}`);
}

// Get flow actions (the steps in a flow)
const flowActions = await flowsApi.getFlowFlowActions({ id: 'FLOW_ID' });
for (const action of flowActions.body.data) {
  console.log(`  Action: ${action.attributes.actionType} - ${action.attributes.status}`);
}

Common Event Names for Flow Triggers

Event Name Typical Trigger Flow Type
Placed Order Purchase completed Post-purchase / cross-sell
Started Checkout Cart created Abandoned cart
Viewed Product Product page visit Browse abandonment
Ordered Product Per-item tracking Product review request
Fulfilled Order Shipment sent Shipping confirmation
Cancelled Order Order cancelled Win-back
Subscribed to List Email/SMS signup Welcome series
Custom Event Any API event Custom automation

Error Handling

Error Status Cause Solution
Invalid metric name 400 Empty or null metric Always include metric.data.attributes.name
Segment not found 404 Wrong segment ID List segments with getSegments()
Campaign send failed 400 Missing template/audience Assign template and set audience first
Duplicate event N/A Same uniqueId Deduplication built-in; safe to retry

Resources

Next Steps

For common errors, see klaviyo-common-errors.

信息
Category 市场营销
Name klaviyo-core-workflow-b
版本 v20260423
大小 7.94KB
更新时间 2026-04-28
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