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Connect Klaviyo to send the shoppers Moshi captures into your Klaviyo account. Moshi also creates a Moshi shoppers segment, so you can build reports and keep sign-up popups away from people who already chatted with you.

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Connecting Klaviyo

1

Create a private API key in Klaviyo

In Klaviyo, open Settings, then API keys, and select Create Private API Key. Give the key these scopes:
2

Paste the key in Moshi

In Moshi, open Integrations, select Klaviyo, and paste the private API key.
3

Save

Moshi checks the key when you save it.
Profiles write access and Segments write access are both required.

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What Moshi sends to Klaviyo

Turn on Send funnel data to Klaviyo. Once a day, Moshi syncs the shoppers it captured. Each profile can include:
  • Email and name
  • Address, where available
  • Survey answers you mapped
  • moshi_flow: the name of the Moshi flow
  • moshi_flow_id: the id of that flow
You can also pick a Klaviyo list, and Moshi adds the synced shoppers to it. Moshi does not send phone numbers. Moshi does not subscribe anyone to marketing. Consent stays with your own forms.
Build your segments and reports on moshi_flow_id or moshi_flow. A $source value of moshi may also appear, but other tools, such as popup apps, can overwrite $source. Don’t rely on it.

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The “Moshi shoppers” segment

When you connect, Moshi automatically creates a segment named Moshi shoppers in your Klaviyo account. It includes every profile where moshi_flow_id is set.
  • Don’t rename or delete it.
  • If it is deleted, save your key in Moshi again to recreate it.
  • Klaviyo can take a little while to fill a new segment.

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Hide sign-up popups from Moshi shoppers

Shoppers who arrive from a Moshi chat have usually already shared their details. A “join our list” popup interrupts them on the way to checkout. Use two rules together:

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Klaviyo sign-up forms

1

Open the form

In Klaviyo, go to Sign-up forms and open the popup or flyout. Go to the Targeting & Behavior (or Targeting) tab.
2

Exclude the segment

Under visitor targeting, set Don't show to and choose profiles in list or segment: Moshi shoppers.
3

Exclude the Moshi URL

Under URL targeting, set Don't show on certain URLs and choose URL contains utm_source=moshi.
4

Publish

Save and Publish the form.
Repeat for every live popup and flyout. Embedded forms that sit on a page usually don’t need this.
Labels in Klaviyo can differ slightly between versions.

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Alia popups

If you use Alia for popups, follow the Alia guide. It uses the same two rules.

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Test it

  1. Open an incognito window.
  2. Visit a product page on your store with ?utm_source=moshi added to the end of the URL.
  3. The popup should not appear. For exit-intent popups on desktop, move your mouse toward the browser tabs.
  4. Visit the same page without ?utm_source=moshi. The popup should appear as normal.
If the popup is hidden with the parameter and shown without it, your rules work.

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Troubleshooting