How it works

Follow these 4 simple steps to subscribe customers with backorder tags to your Klaviyo email lists

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Customer Updated
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store for any customer profile changes, ensuring the workflow runs whenever tags are added or customer information is modified.

The workflow automatically starts when any customer record in your Shopify store gets updated, including when tags are added, contact information changes, or profile details are modified. No configuration is needed - this trigger monitors all customer updates in real-time. When a customer update occurs, the workflow captures the customer data and passes it to the next step for processing.

Retrieve Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches the complete, up-to-date customer profile to ensure the workflow has access to current tag information and email data for accurate processing.

The workflow automatically retrieves the full customer profile from Shopify using the customer ID from the trigger event. This step ensures you're working with the most current customer data, including their complete tag list and verified email address. The retrieved customer information is then passed to the filter step to check for the backorder tag and email presence.

Filter: Check for "Backorder" tag
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter ensures only customers who have the backorder tag AND a valid email address proceed to the Klaviyo subscription step, preventing unnecessary API calls and maintaining list quality.

The workflow checks two conditions: whether the customer has the "backorder" tag and whether they have a valid email address. Both conditions must be true for the workflow to continue to the Klaviyo step. If either condition fails (no backorder tag or missing email), the workflow stops here and doesn't attempt to add the customer to your email list. This prevents empty or invalid subscriptions from being created.

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Subscribe Profile
App connector: Klaviyo • Time to complete: 2 minutes
Why this matters: This action adds qualified customers to your designated Klaviyo email list with proper subscription consent, enabling you to send targeted backorder communications.

You'll need to specify which Klaviyo list should receive these customers by entering the list ID in the configuration field. The workflow automatically sets the customer's email marketing consent to "SUBSCRIBED" and adds their email address to your chosen list. You can find your Klaviyo list ID by navigating to your list in Klaviyo and copying the ID from the URL or list settings. The customer will be added to the list with their email address and subscription preferences properly configured.

Make it your own

Customize this workflow even further:

Schedule follow-up sequences
Connect additional Klaviyo actions to automatically trigger specific email campaigns or sequences when customers are added to your backorder list, such as sending product availability updates or alternative product recommendations.
Add conditional tagging logic
Extend the filter to check for specific product categories or customer segments before subscribing, allowing you to create targeted backorder lists based on customer purchase history or preferences.
Store backorder data in tables
Save backorder customer information along with timestamps and product details to your own database for tracking popular out-of-stock items and customer demand patterns.
Connect inventory monitoring
Chain this workflow with inventory level triggers to automatically remove customers from backorder lists when products come back in stock, creating a complete backorder management system.

Frequently asked questions

What happens if a customer already exists on the Klaviyo list?
Klaviyo automatically prevents duplicate subscriptions, so if a customer is already on your list, the workflow will update their subscription status to "SUBSCRIBED" but won't create a duplicate entry. This ensures your list stays clean while maintaining proper consent status.
Can I use different backorder tags for different product categories?
The current workflow is configured to look for the exact tag "backorder". To monitor multiple tag variations, you'd need to modify the filter conditions to check for tags like "backorder-shoes" or "backorder-electronics" using additional filter conditions.
Will customers be automatically removed from the list when the backorder tag is removed?
No, this workflow only handles adding customers to the list when they receive the backorder tag. To remove customers when tags are removed, you'd need to create a separate workflow that triggers on tag removal and uses Klaviyo's unsubscribe action.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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