In Shopify, placing an order as a guest user is possible. Guest users will still receive points, but to utilize these points, the customer needs to sign up.
Certain Klaviyo flows require distinguishing guest users and ensuring that no emails are sent to these customers.
In Klaviyo settings, it's not possible to differentiate between guest and registered customers. To address this, please use Shopify Flow to create a flow that auto-adds a tag, allowing for customer distinction in Klaviyo.
Adding tags to customers using Shopify Flow
Shopify Flow, a free app run by Shopify, automates actions similarly to Klaviyo flows.
First, please install the app and set the flows.
It is similar to a Klaviyo flow and you can set a trigger to start the flow and use filters with different requirements for automated actions.
1. Adding a tag to guest customers
Set the starting trigger on Shopify Flow as, "Customer created" with the "State" equal to "DISABLED".
Create the action, "Add customer tags". Set the tag name as desired; in the screenshot below, it is named "No-Klaviyo".
Even for guest users, Shopify creates account information but, the account is labeled as "DISABLED", enabling easy differentiation.
2. Remove tags when account is enabled
In the first step, we created a flow to distinguish guest customers so unnecessary mails are not sent to these customers. However, once these customers have enabled their accounts, the tags need to be removed, so let's automate that as well.
Use the trigger "Customer account enabled". Add the action "Remove customer tags" with the tag created in step 1.
With this flow, the tag will be automatically removed after the account is enabled.
3. Add customer tag for account disablement
In Shopify, you can manually disable a customer account. This is a manual action, so you could add a customer tag manually as well for this, but you can also automate this with Shopify Flow.
The trigger should be, "Customer account disabled" with the action "Add customer tags" using the tag from step 1.
Add tags to existing customers
With the setup above, you are able distinguish guest users and users who have enabled their account to remove tags and manual disabled customers to receive tag but the existing guest users before the flow will still be receiving unnecessary emails. Therefore, you will need to export all of the "DISABLED" accounts.
You can filter the Shopify accounts with, customer_account_status = "DISABLED" to export all of these customers.
Add the created tag to exclude these customers from Klaviyo in the "Tags" section then import to Shopify. When doing this, ensure "Overwrite existing customers that have the same email or phone" is checked. This will update the existing guest users to receive tags.
Use tags to remove guests from automated emails
With the setup, all of the guest users should now have the same tag. Now, let's use that tag and filter them out from the automated Klaviyo emails.
For example, to notify the expiration of points, the flow filter is set to "Shopify tags doesn't contain No-Klaviyo". This excludes guest customers from receiving this email.
To exclude guest customers from receiving any emails like this, please use this filter.