How it works
Follow these 3 simple steps to subscribe new Square customers to your Klaviyo email lists
Customer Created
Customer Created
Filter
Filter
Subscribe Profile
Subscribe Profile
Make it your own
Customize this workflow even further:
Set custom delays
Schedule the Klaviyo subscription to happen after a set time period, such as subscribing customers 24 hours after their first Square purchase to avoid overwhelming them immediately.
Chain multiple actions
Connect several steps together in one workflow, like tagging customers in Klaviyo based on their Square purchase history, updating their profile with location data, and sending a personalized welcome email simultaneously.
Store data in tables
Save customer subscription details, signup dates, and source information in your own database for tracking subscription performance and analyzing customer acquisition patterns across different Square locations.
Deploy AI agents for smart decisions
Let AI agents evaluate customer purchase behavior and choose different Klaviyo lists based on order value, product categories, or purchase frequency to create more targeted email segments.
Frequently asked questions
Will existing Square customers be added to Klaviyo when I activate this workflow?
No, this workflow only triggers for new customers created after activation. If you want to import existing Square customers, you'll need to use Klaviyo's CSV import feature or create a separate one-time, Time Travel workflow to sync historical customer data.
What happens if a Square customer already exists in my Klaviyo list?
Klaviyo will update the existing profile instead of creating a duplicate. The customer's subscription status will be updated to "SUBSCRIBED" and any new profile information from Square will be merged with their existing Klaviyo data.
Can I subscribe customers to multiple Klaviyo lists with this workflow?
This workflow subscribes to one list per configuration. To add customers to multiple lists, you can duplicate the "Subscribe Profile" step and configure each copy with a different Klaviyo list, or create separate workflows for different list targeting.
What is a template?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.
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