Add Shopify Customers with Backorder Tag to Klaviyo Email List

5 min setup
No coding required
Runs automatically

Easily manage backordered items by adding Shopify customers with a “backorder” tag to a Klaviyo email list. This MESA workflow template automatically adds customers to a designated list in Klaviyo when they’re tagged with “backorder,” enabling you to send restock notifications and keep them informed. Enhance customer satisfaction by ensuring timely communication and managing demand for out-of-stock products.

How it works

Customer Updated

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• 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.

Retrieve Customer

App connector: [Shopify](/content/apps/shopify/integrate "View Shopify integration page"/index.html)• 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.

Filter: Check for "Backorder" tag

App connector: [Filter](/content/apps/filter/integrate "View Filter integration page"/index.html)• 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.

Subscribe Profile

App connector: [Klaviyo](/content/apps/klaviyo/integrate "View Klaviyo integration page"/index.html)• 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.

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.

Make this template 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.