Subscribe First-Time Shopify Customers to Klaviyo List

5 min setup
No coding required
Runs automatically

Welcome new customers and build lasting relationships by adding them to your Klaviyo email list after their first order on Shopify. This MESA workflow template automatically subscribes first-time buyers to a designated Klaviyo list, keeping them informed about updates, promotions, and exclusive offers. Strengthen customer loyalty and enhance engagement with automated, timely communication.

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Order Created
Retrieve Customer
Filter
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Subscribe Profile

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How it works

4 steps to subscribe first-time customers to your Klaviyo marketing lists

Shopify logo icon

Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures every new order placed in your Shopify store and starts the workflow to identify potential first-time customers for your marketing campaigns.

This step automatically activates whenever a customer completes a purchase in your store. The trigger captures essential order details including the customer's email address, order total, and customer ID that will be used in subsequent steps. No configuration is needed - the trigger is pre-configured to monitor all order creation events in your Shopify store. The captured order data gets passed to the next step to retrieve detailed customer information.

Retrieve Customer

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches the complete customer profile to determine their order history, which is essential for identifying whether they're a first-time buyer eligible for your welcome campaign.

This step automatically pulls detailed customer information from Shopify using the customer ID from the order trigger. The system retrieves the customer's full profile including their total order count, purchase history, and contact preferences. No manual configuration is required as the step uses the customer ID from the previous order to make the API call. The retrieved customer data, particularly the order count, gets passed to the filter step to determine if this is their first purchase.

Filter

App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter ensures only genuine first-time customers with valid email addresses get added to your Klaviyo list, preventing duplicate subscriptions and maintaining list quality.

This step evaluates two conditions before allowing the workflow to continue: the customer's order count must equal exactly 1 (indicating their first purchase) and they must have a valid email address on file. The filter automatically checks the order count retrieved in the previous step and validates that the email field from the order is not empty. If both conditions are met, the workflow proceeds to subscribe the customer to Klaviyo; if not, the workflow stops here. No configuration is needed as the conditions are pre-set to identify first-time customers with valid contact information.

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Subscribe Profile

App connector: Klaviyo • Time to complete: 2 minutes
Why this matters: This step adds the qualified first-time customer to your designated Klaviyo marketing list with proper consent settings for email marketing campaigns.

This step creates a subscription in Klaviyo using the customer's email address and sets their marketing consent to "SUBSCRIBED" status. You'll need to specify which Klaviyo list you want new customers added to by entering the list ID in the configuration field. The step automatically formats the customer data according to Klaviyo's requirements and handles the API call to create the subscription. You can find your Klaviyo list ID by navigating to Lists & Segments in your Klaviyo account and copying the ID from your desired welcome list.

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Make it your own!

Customize this workflow even further:

Add customer tagging in Shopify
Tag first-time customers in Shopify with labels like "First Purchase" or "New Customer" to help your team provide personalized service and track customer lifecycle stages.
Send welcome email sequences
Trigger personalized welcome email campaigns in Klaviyo that introduce your brand, share your story, and provide helpful getting-started information for new customers.
Create customer segments based on order value
Add filters to separate high-value first-time customers into premium lists, allowing you to send different welcome experiences based on their initial purchase amount.
Track first-purchase analytics
Store first-time customer data in MESA Tables to build reports on acquisition trends, average first-order values, and new customer growth over time.

Common questions

What happens if a customer places multiple orders before this workflow processes their first order?

Can I use this workflow for customers who create accounts but haven't purchased yet?

Will this workflow subscribe customers who opt out of marketing during checkout?

Ready to subscribe first-time customers to your Klaviyo marketing lists?

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Need help? Our automation experts will help you personalize this workflow for free. Contact support