How it works

Follow these 9 simple steps to automatically add new Mantle app customers to your Klaviyo email lists while preventing duplicates

Mantle logo icon

Customer Installed
App connector: Mantle • Time to complete: 1 minute
Why this matters: This monitors your Mantle-powered app for new customer installations, capturing subscriber information the moment someone installs or subscribes to your app.

When a customer installs your app through Mantle (a platform for managing app subscriptions and billing), this trigger fires immediately and captures their customer data including email address, name, and organization details.

Filter
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This ensures only customer installations with email addresses proceed to Klaviyo, preventing errors from incomplete customer records.

The workflow checks that the email field from Mantle's customer data is not empty before attempting list addition. This validation stops the workflow early if a customer record lacks an email address.

Get List of List's Profiles
App connector: Klaviyo • Time to complete: 2 minutes
Why this matters: This fetches all existing profiles from your target Klaviyo list to check if the Mantle customer already exists, preventing duplicate profile creation.

The workflow retrieves the complete profile list from a specific Klaviyo list that you'll designate. This creates a reference dataset used in the next step to determine if the Mantle customer email already has a Klaviyo profile.

What to configure: Select the specific Klaviyo list where you want Mantle customers added. You'll be prompted to enter the list ID during setup.

Template prompt: "What is the Klaviyo list you would like the customer to be subscribed to?"

To find your list ID: In Klaviyo, go to Audience → Lists & Segments, click your list, and find the ID in the URL (e.g., /list/ABC123).

Number of matches
App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This determines whether the Mantle customer's email already exists in your Klaviyo list, which controls the branching logic for profile handling.

The workflow loops through all profiles retrieved from your Klaviyo list and counts matches with the email from the Mantle customer installation. The count will be either 0 (new email) or 1 (existing email).

Path 1 Rule - Has Existing Klaviyo Profile
App connector: Paths • Time to complete: 0 minutes (Auto-configured)
Why this matters: This creates two separate processing routes based on whether the customer exists in Klaviyo, ensuring the appropriate action for each scenario.

The workflow branches into two paths based on the email match count from Step 4:

  • Path 1 (Has Existing Klaviyo Profile): Email count equals 1
  • Path 2 (No Existing Klaviyo Profile): Email count equals 0

Add Profile to List
App connector: Klaviyo • Time to complete: 1 minute
Why this matters: When the Mantle customer's email already exists in Klaviyo, this adds their existing profile to your designated list without creating a duplicate.

If the customer previously installed another app, made a purchase, or submitted a form (creating a Klaviyo profile), but isn't on this specific list yet, this step subscribes them. This handles cases where profiles exist but aren't subscribed to every list.

What to configure: Select the same Klaviyo list ID from Step 3. The workflow uses the email address to identify which existing profile to add.

Template prompt: "Select the same Klaviyo list again that you would like the customer to be subscribed to."

Important: The list ID in this step must match the list ID from Step 3 to ensure consistency.

Path 2 Rule - No Existing Klaviyo Profile
App connector: Paths • Time to complete: 0 minutes (Auto-configured)
Why this matters: This identifies Mantle customers who don't exist in Klaviyo yet, triggering profile creation before list subscription.

When the email comparison shows no match (count equals 0), the workflow enters this path to create both the Klaviyo profile and the list subscription. This ensures every Mantle customer has a corresponding Klaviyo profile.

Create Profile
App connector: Klaviyo • Time to complete: 3 minutes
Why this matters: For new Mantle customers, this creates a complete Klaviyo profile with their information before adding them to your email list.

The workflow creates a new Klaviyo profile using data from the Mantle customer installation. By default, it maps:

  • Email: Customer email address
  • Organization: Customer or company name from Mantle

What to configure:

  • Email mapping: Already set to {{mantle.customer.email}}
  • Organization field: Uses {{mantle.customer.name}} as a custom property
  • Additional fields: Add first name, last name, or custom properties if available in Mantle customer data

Advanced customization: Mantle may provide additional customer fields like plan type, MRR (monthly recurring revenue), or installation date that you can map to Klaviyo custom properties for segmentation.

Klaviyo logo icon

Add Profile to List
App connector: Klaviyo • Time to complete: 1 minute
Why this matters: After creating the new profile, this subscribes them to your designated Klaviyo list, completing the customer onboarding process.

The workflow takes the newly created profile from Step 8 and adds it to the list you specified in Step 3. This ensures new app customers immediately receive any welcome flows or onboarding campaigns targeting that list.

What to configure: Select the same Klaviyo list ID from Steps 3 and 6. The workflow uses the customer email to link the profile to the list.

Template prompt: "Re-select the same Klaviyo list again that you would like the customer to be subscribed to."

Make it your own

Customize this workflow even further:

Segment customers by Mantle plan or pricing tier
Add Mantle plan information (like "Pro", "Enterprise", "Free Trial") to Klaviyo as a custom property during profile creation. This enables segmented email campaigns based on subscription level—send upgrade prompts to free users, advanced tips to pro users, and dedicated success manager introductions to enterprise customers.
Trigger different Klaviyo flows based on installation source
Add a filter before the Klaviyo steps to check Mantle's installation source or referral data, then route customers to different Klaviyo lists or trigger specific events. For example, customers from partner referrals could receive co-branded welcome emails, while app store installs get standard onboarding sequences.
Send internal Slack notification for new installations
Add a Slack notification after both paths that alerts your team when a new customer installs the app. Include customer email, organization name, plan type, and installation timestamp. This enables immediate outreach from sales or customer success teams, especially valuable for high-value enterprise installations.
Log installation data to a customer database
Store each Mantle installation in a MESA Data Table with timestamp, customer email, organization, plan details, and Klaviyo profile status (new vs. existing). This creates a historical record of app growth, useful for analyzing customer acquisition trends, churn patterns, and which marketing channels drive the most valuable installations.

Frequently asked questions

What is Mantle and why would I use this workflow?
Mantle is a platform that helps app developers manage customer subscriptions, billing, and installations for their applications. This workflow automatically syncs your Mantle app customers to Klaviyo email lists, enabling you to send onboarding emails, feature announcements, and retention campaigns to app users. It's particularly useful for SaaS apps, Shopify apps, or any subscription-based software that needs to communicate with customers via email marketing.
Can I add customers to multiple Klaviyo lists at once?
Yes, duplicate the "Add Profile to List" steps (Steps 6 and 9) for each additional list. Both existing and new profiles can be added to multiple lists in a single workflow run. For example, you might add all customers to a "All App Users" list while also adding them to plan-specific lists like "Pro Subscribers" or "Enterprise Customers" based on their Mantle subscription tier.
What customer data from Mantle can I map to Klaviyo?
The workflow currently maps email and organization name by default. Depending on what Mantle provides in the customer installation webhook, you may also access fields like customer name, plan type, MRR (monthly recurring revenue), installation date, trial status, and custom metadata. During profile creation (Step 8), you can add these as Klaviyo custom properties by expanding the attributes section and mapping additional Mantle fields to custom property keys.
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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