Klaviyo

Remark’s Klaviyo integration helps you turn shopper conversations into better-targeted email and SMS marketing. Once connected, Remark can send rich shopper context into Klaviyo, and Klaviyo can send email engagement signals back into Remark.

Shopify

If you sell on Shopify, connect it before going live so Remark can track orders through its conversion pixel.

What the integration does

At a high level, the integration has two jobs:

It sends shopper context from Remark into Klaviyo so you can personalize messaging based on real conversations, recommendations, and buying signals.
It brings Klaviyo email engagement data back into Remark so your team can see whether a shopper opened, clicked, bounced, or unsubscribed.

That means Klaviyo gets richer profile data, and Remark gets better visibility into how marketing emails are performing for each shopper.

How Klaviyo fits into your stack

If you use Shopify, the cleanest setup is:

Shopify syncs your catalog into Klaviyo
Remark syncs shopper context, conversation data, and recommendation data into Klaviyo
Remark uses product external_id values so recommended products can line up with your Klaviyo catalog records

Remark does not build or manage your Klaviyo product catalog. If you want product-aware emails in Klaviyo, be sure to install the Shopify app in Klaviyo and let Remark supply the shopper context around those products.

Connecting Klaviyo to Remark

Remark connects to Klaviyo through OAuth in the dashboard. You do not need to create a Klaviyo API key or OAuth app, or enter a Klaviyo domain. You need permission to manage integrations in Remark and to approve the requested access in the Klaviyo account you want to connect. After connection:

Remark stores the connection and refreshes tokens automatically
Existing legacy API-key installs can be migrated to OAuth
Remark can auto-provision certain Klaviyo assets, including Remark universal content blocks for approved agents

To connect Klaviyo:

Open Settings > Integrations in the Remark dashboard.
Find Klaviyo.
Select Connect.
Confirm the Klaviyo account and review the permissions on the authorization screen.
Approve the Klaviyo OAuth request.
After Klaviyo redirects you back to Remark, wait for the connection success state.

If your workspace still uses a legacy Klaviyo API-key connection, open the Klaviyo integration settings and select Migrate to OAuth. Event settings and profile sync require the current OAuth integration config.

Event and profile settings

OAuth installs support these outbound settings. Events appear as options in Tracking events, under Events. Profile sync is under Profiles.

Setting	Default	Klaviyo metric
Conversation completed	On	Completes a Remark Conversation
Product recommended	On	Receives a Remark Product Recommendation
High intent detected	On	Shows High Purchase Intent in Remark Chat
Blog post viewed	On	Views a Remark Blog Post
Smart tag applied	On	Is Assigned a Remark Smart Tag
Learning created	On	Has a Remark Shopper Learning Captured
Profile sync	On	Updates profile properties, not a metric

To change what Remark sends, open the Klaviyo integration in Settings > Integrations. Choose events in Tracking events, turn Profile sync on or off, and select Save.

When profile data updates

Profile sync runs after completed conversations when Profile sync is on, Conversation completed is selected in Tracking events, and the shopper has an email address. In practice, that means Klaviyo profiles update after Remark has enough conversation context to send useful information instead of partial noise. When a shopper opts in to marketing through Remark, Remark can also create or update the Klaviyo profile, subscribe the profile to email marketing, and send a Subscribes via Remark event.

Data flow at a glance

Direction	Data type	Purpose
Remark -> Klaviyo	Profile properties	Enrich Klaviyo profiles for segmentation and personalization
Remark -> Klaviyo	Event data	Trigger flows and measure shopper actions tied to Remark
Remark -> Klaviyo	Email subscription updates	Subscribe opted-in shoppers to email marketing
Klaviyo -> Remark	Email engagement events	Show opens, clicks, bounces, and unsubscribes in shopper context

Profile properties synced from Remark

Remark updates the Klaviyo profile identified by the shopper email address. Current profile sync writes these Remark custom profile properties when the data is available:

Property	Type	Meaning
`remark_last_conversation_timestamp`	string	ISO timestamp of the latest synced conversation
`remark_conversation_tags`	string[]	Smart tag titles associated with the conversation
`remark_recently_recommended_products`	object[]	Recently recommended products with product metadata
`remark_expert_name`	string	Agent name associated with the shopper interaction
`remark_expert_follow_up`	string	AI-generated follow-up copy for new conversations
`remark_shopper_language`	string	Shopper language
`remark_shopper_device_type`	string	Device type such as mobile or desktop
`remark_shopper_region`	string	Most recent known region
`remark_shopper_buying_intent_level`	string	Buying intent level from Remark
`remark_shopper_top_category`	string	Strongest current category interest

Some properties are only present when Remark has enough data to populate them. Sparse profiles are normal.

remark_expert_follow_up is generated for every new conversation that syncs to Klaviyo after the integration is connected. It is not generated for historical conversations synced through backfill, so older imported profile data may not include this property.

`remark_recently_recommended_products` shape

This field is especially useful for lifecycle marketing because it carries both recommendation context and a catalog identifier.

[
  {
    "name": "Alpine Touring Boot",
    "external_id": "12345",
    "why_recommended": "Matches the shopper's fit and terrain preferences"
  }
]

For Shopify stores:

external_id is the key product identifier Remark sends for product-aware sync
Be sure to install the Shopify app in Klaviyo
Remark adds the shopper and recommendation context; it does not create the catalog itself

What events Remark sends into Klaviyo

Remark sends event-based signals into Klaviyo for automations and reporting. The events listed below are enabled by default for connected Klaviyo integrations. You can turn individual events off in Tracking events. In Klaviyo, these appear under the metric names listed in the settings table above.

Event	Typical trigger	Common use
`remark_conversation_completed`	A shopper conversation finishes	Post-conversation follow-up flows
`remark_product_recommended`	Remark recommends a product	Recommendation follow-up or browse-to-buy journeys
`remark_high_intent_detected`	Remark detects a strong buying signal	Fast-moving high-intent journeys
`remark_blog_post_viewed`	Shopper views a Remark-generated blog post	Content interest or nurture flows
`remark_smart_tag_applied`	Remark AI applies a smart tag	Behavioral segmentation
`remark_learning_created`	New structured learning is persisted	Preference-based automations

Representative event payloads

`remark_product_recommended`

{
  "product_name": "Alpine Touring Boot",
  "product_external_id": "12345",
  "remark_lead": "lead_abc123"
}

`remark_blog_post_viewed`

{
  "blog_post_id": "post_123",
  "blog_post_title": "How to Choose the Right Touring Setup",
  "blog_post_url": "https://www.example.com/blog/touring-setup",
  "article_type": "guide",
  "featured_products": [
    {
      "name": "Alpine Touring Boot",
      "external_id": "12345"
    }
  ]
}

`remark_smart_tag_applied`

{
  "tag_id": "tag_123",
  "tag_title": "High fit confidence",
  "tag_description": "Shopper gave specific fit preferences",
  "is_global": false,
  "confidence_score": 0.94
}

`remark_learning_created`

{
  "learning_id": "learning_456",
  "learning_type": "interest",
  "learning_key": "skiing",
  "learning_value": "powder skiing",
  "prettified_string": "Interested in powder skiing",
  "confidence_score": 0.91
}

`remark_conversation_completed`

The conversation-completed event is typically paired with the richest profile update. Use it when you want Klaviyo flows to react to a finished conversation and then read the latest profile properties for personalization.

What Klaviyo sends back into Remark

Remark can ingest email engagement data through Klaviyo system webhooks when they are configured for your workspace. Connecting OAuth alone does not register those webhooks. Contact support@remark.ai to confirm setup. Klaviyo restricts its Webhooks API to Advanced KDP customers and Klaviyo app partners. OAuth apps also need Klaviyo approval for webhook access. Do not change your Klaviyo plan before confirming the setup with Remark.

Klaviyo engagement	Meaning inside Remark
Opened	Shopper opened a marketing email
Clicked	Shopper clicked a marketing email link
Bounced	Email delivery bounced
Unsubscribed	Shopper unsubscribed from email marketing

Remark uses these events to enrich the shopper timeline and filters inside the dashboard. Your team can see recent engagement activity alongside conversation and browsing behavior, which gives a better read on whether a shopper is still engaged.

Typical use cases

Common ways to use this integration include:

Building segments based on shopper intent, preferences, or recent conversations
Following up after agent conversations with more relevant product or category messaging
Using Remark recommendation context in campaigns and flows
Understanding whether a shopper who talked to an agent is also engaging with marketing emails

What to expect from the data

Not every profile will contain every field. The exact shape depends on what the shopper actually shared or did. For example:

Some shoppers will have recommendation data but no smart tags
Some will have agent context but no follow-up copy
Some profiles will gain more detail over time as more conversations happen

That is expected. The integration is designed to accumulate useful context over time rather than require every field upfront.

Notes and edge cases

remark_expert_follow_up appears for new conversations, but not for backfilled historical conversation data.
Some product objects may omit external_id if the upstream product identifier is unavailable, but catalog-aware usage works best when it is present.
Klaviyo events are skipped when Remark does not have a shopper email address.
Legacy API-key installs can still send the conversation-completed event, but OAuth migration is required for current event settings and profile sync.

Troubleshooting

OAuth connection fails

Try the connection flow again from Settings > Integrations. If you see a missing or expired temporary token message after returning from Klaviyo, restart the OAuth flow instead of refreshing the callback page.

Legacy API-key connection is still active

Open the Klaviyo integration settings and select Migrate to OAuth. After the OAuth migration succeeds, Remark stores refreshable OAuth tokens and can use the current Klaviyo event and profile settings.

Events are missing in Klaviyo

Confirm the shopper has an email address and the Klaviyo integration is connected. Remark events are enabled by default for OAuth installs, but events are skipped when Remark does not have a customer email. If a specific metric is still missing, open the Klaviyo integration in Settings > Integrations and confirm the event is selected in Tracking events.

Profile properties are missing

Confirm Profile sync is on, Conversation completed is selected in Tracking events, and the shopper completed a conversation with an email address. Many properties only appear when the conversation included that signal, such as recommended products, smart tags, agent names, or shopper context.

Webhook engagement data is missing in Remark

Contact support@remark.ai to check whether system webhooks are configured for your workspace and whether the Klaviyo app has webhook access. Reconnecting OAuth alone does not set up engagement webhooks.

Product recommendations do not match Klaviyo catalog items

Confirm your product external_id values match the product IDs Klaviyo receives from Shopify or your ecommerce catalog source. Remark sends recommendation context, but Klaviyo owns catalog matching.

Need help connecting Klaviyo, migrating OAuth, or testing events? Contact support@remark.ai.

Getting Started

Guides

Dashboard

API

Integrations

Shopify

What the integration does

How Klaviyo fits into your stack

Connecting Klaviyo to Remark

Event and profile settings

When profile data updates

Data flow at a glance

Profile properties synced from Remark

`remark_recently_recommended_products` shape

What events Remark sends into Klaviyo

Representative event payloads

`remark_product_recommended`

`remark_blog_post_viewed`

`remark_smart_tag_applied`

`remark_learning_created`

`remark_conversation_completed`

What Klaviyo sends back into Remark

Typical use cases

What to expect from the data

Notes and edge cases

Troubleshooting

OAuth connection fails

Legacy API-key connection is still active

Events are missing in Klaviyo

Profile properties are missing

Webhook engagement data is missing in Remark

Product recommendations do not match Klaviyo catalog items

Shopify

​What the integration does

​How Klaviyo fits into your stack

​Connecting Klaviyo to Remark

​Event and profile settings

​When profile data updates

​Data flow at a glance

​Profile properties synced from Remark

​remark_recently_recommended_products shape

​What events Remark sends into Klaviyo

​Representative event payloads

​remark_product_recommended

​remark_blog_post_viewed

​remark_smart_tag_applied

​remark_learning_created

​remark_conversation_completed

​What Klaviyo sends back into Remark

​Typical use cases

​What to expect from the data

​Notes and edge cases

​Troubleshooting

​OAuth connection fails

​Legacy API-key connection is still active

​Events are missing in Klaviyo

​Profile properties are missing

​Webhook engagement data is missing in Remark

​Product recommendations do not match Klaviyo catalog items

What the integration does

How Klaviyo fits into your stack

Connecting Klaviyo to Remark

Event and profile settings

When profile data updates

Data flow at a glance

Profile properties synced from Remark

`remark_recently_recommended_products` shape

What events Remark sends into Klaviyo

Representative event payloads

`remark_product_recommended`

`remark_blog_post_viewed`

`remark_smart_tag_applied`

`remark_learning_created`

`remark_conversation_completed`

What Klaviyo sends back into Remark

Typical use cases

What to expect from the data

Notes and edge cases

Troubleshooting

OAuth connection fails

Legacy API-key connection is still active

Events are missing in Klaviyo

Profile properties are missing

Webhook engagement data is missing in Remark

Product recommendations do not match Klaviyo catalog items