Recipe K04
Failed charge recovery
Asks the customer to update their card from the pre-order portal after a charge fails.
- Email - failed charge
- Klaviyo
Upcoming charge reminder for Klaviyo
Recipe Needs PreProduct
Before PreProduct charges a saved card for a charge-later or deposit-upfront pre-order, this flow tells the customer the charge is coming and where to update their card. It triggers on PreProduct’s Email - upcoming charge metric, which fires at the delay you set in PreProduct.
THE FLOW, STEP BY STEP
How it works
What you’ll build in Klaviyo. Every step can be edited.
-
TRIGGER 01
Email - upcoming charge
PreProduct sends this metric ahead of a charge on a saved card, at the delay you set for its upcoming charge email.
-
EMAIL 02
Charge reminder
A plain email saying the product is nearly ready, the saved card will be charged shortly and how to update it.
COPY BUTTONS
Variables and copy
Klaviyo reads PreProduct’s properties from the event. Write them as event.*, not as Shopify order properties.
VARIABLES · EMAIL - UPCOMING CHARGE
- Customer name
{{ event.preorder.customer_name }}- Pre-order listing name
{{ event.listing.name }}- Order numberShopify order name, for example #1042
{{ event.preorder.order_name }}- Pre-order portal link
{{ event.preorder.customer_portal }}- Your store nameFrom your Klaviyo account
{{ organization.name }}
EMAIL · SUBJECT AND BODY · PLAIN TEXT
Hi {{ event.preorder.customer_name|default:'there' }},
Good news: {{ event.listing.name }} is nearly ready to ship. We'll charge the card you saved at checkout shortly, then get your order {{ event.preorder.order_name }} on its way.
Need to update your card? You can do it from your pre-order portal: {{ event.preorder.customer_portal }}
Thanks,
{{ organization.name }}REQUIREMENTS
What it needs
PreProduct is required
This flow triggers on PreProduct’s Email - upcoming charge metric. Klaviyo events come with PreProduct on the Scale plan and up.
Klaviyo, connected to PreProduct
Connect Klaviyo in PreProduct under Setup → Integrations so the events reach your account. The flow runs in Klaviyo with plain emails: add your brand template, voice and copy, then set it live.
“Mute email sending from PreProduct” switched on
Switch it on in PreProduct under Setup → Integrations so customers get your Klaviyo email, not the same update twice. The events still reach Klaviyo while it’s on.
BUILD IT IN KLAVIYO
How to set up
Recipe
- 1 Install PreProduct (Scale and up)
- 2 In PreProduct, go to Setup → Integrations, connect Klaviyo and switch on “Mute email sending from PreProduct”
-
3
In Klaviyo, create a flow with the
Email - upcoming chargemetric as its trigger - 4 Add the steps, then paste the subject and body from this page
- 5 Add your styling and set the flow live
COMMON TWEAKS
Adapting it
-
Change when it sends
The flow sends as soon as the metric arrives. Move the timing with the upcoming charge delay in PreProduct, not a Klaviyo time delay.
PreProduct · upcoming charge delay -
Add the ship date
Tell the customer when it’s expected to ship, as well as when they’ll be charged.
{{ event.listing.ship_date }} -
Mention the quantity
For bigger orders, say how many units the charge covers.
{{ event.preorder.quantity }}
ABOUT THIS FLOW
FAQ
01 Which pre-orders get this email?
Charge-later and deposit-upfront pre-orders, where PreProduct charges a saved card after checkout. Charge-upfront pre-orders are paid at checkout, so there’s no upcoming charge.
02 How far ahead does it send?
At the delay you set for the upcoming charge email in PreProduct. Set the upcoming charge delay
K03 · UPCOMING CHARGE REMINDER