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Before Getting Started:

In order for Malomo and Klaviyo Sendlane to be properly integrated, please ensure that your Klaviyo and Malomo accounts are connected to the same Shopify Account. For more information on how to connect your Shopify Account with Malomo, click here

Integration Setup:

Step 1:

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Create a Malomo Private API Key

In your Sendlane Account, Navigate to Account -> Settings -> API Keys.

Once you are on the API’s page, click Grant applications full access for every API scope, and label it “Malomo”. 

Once you have created the key, copy the “Private API Key” to your clipboard. You’ll need this for Step 2. 

Step 2 - Authenticating your API Key with Malomo

Navigate to the Apps section and click on the Install button for the Klaviyo. Copy and paste the API Key you created in Step 1.

Once you have copied and pasted the API Key, you will need to authenticate this API key with your Malomo Account. You can do this by entering your username and password.

Once this is complete, you will be asked to allow Klaviyo to get Access to your Malomo Account. Click “Allow”. 

Congratulations - your account has been successfully connected! You are all set to use the integration and set up your flows. If you are unable to authenticate properly, please contact help@gomalomo.com.

Setting up SMS & Email flows

To make the most out of the integration, we recommend setting up flows for the following statuses as the main shipping emails:

  • Pre Transit

  • In Transit

  • Out for Delivery

  • Delivered

And then, these as add-ons for shipping issues:

  • Failure (Delivery Attempted)

  • Available for Pickup

  • Return to Sender

See below to view the full list of available Malomo events.

Malomo Events

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  1. Log in to your Malomo dashboard and navigate to the Account section and then click on Developer.

  2. Give the key a name, such as “Sendlane Integration” and confirm that the key toggle is in the left position to indicate it is a secret API key.

  3. Click Generate Secret Key.

Step 2: Begin connecting Malomo to your Sendlane account

  1. Navigate to the Apps section and click on the Install button for Sendlane. 

  2. Once on this integration page, you will be asked to copy and paste your Malomo API key from step 1. Do this and hit continue.

Step 3: Create a Sendlane API Access Token

  1. In a separate browser tab, log in to your Sendlane dashboard and navigate to the Account section.

  2. Click on API from the navigation menu.

  3. From the API screen, select + API Token. Name your new token “Malomo Integration” and click Create.

  4. Your unique Access Token will be displayed in the next screen. Click Copy API Token.

Step 4: Finish connecting Malomo to your Sendlane account

  1. Navigate back to the Sendlane installation screen from Step 2.

  2. You will now be asked to copy and paste your Sendlane API Access Token from step 3. Do this and hit continue.

  3. Once finished, you should see a Connection Status: Connected screen.

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Congratulations, you have successfully authenticated your Sendlane Account with Malomo! If you see a status other than “Connected”, please email help@gomalomo.com and our team will assist you.

Review or Set your Default Tracking Page URL

Sendlane uses the Default Tracking Page URL set in the Malomo Dashboard to share your live tracking page with your customer. To review this page, go to Malomo > Account > Overviewandlook for the Default Tracking Page URL section. If this section is blank, please add in the full URL of your live tracking page. If you have multiple live tracking pages, please select the page you would like to assign as the default tracking experience.

To learn more about setting or reviewing your default tracking page, check out this article.

Setting up Automations between Malomo and Sendlane

The Malomo and Sendlane Integration relys on orders to be placed in order to function. Prior to setting up an Automation, ensure you either have new orders placed, or place a “fake” order yourself in the time between the integration being authenticated and automations being set up. 

 

Available Automation Triggers with Malomo Events

The Malomo and Sendlane integration supports the following events as automation event triggers.

Event name

Description

Malomo Shipment Unknown

The carrier doesn’t know the current status of the shipment. This is typically seen when a shipping label has been created, but before the label has registered in the carrier’s system.

Malomo Shipment Pre Transit

A shipping label was created and has been registered in the carrier’s system. However, the carrier has not yet taken possession of the shipment.

Malomo Shipment In Transit

The : Shopify Order Created

Shopify records a new order placed by a customer.

Malomo: Shipment Created

Shopify records a new shipment on an order and that shipment registers in the Malomo platform.

Malomo: Shipment First In Transit

Only the first scan event when the shipment is in the carrier’s possession and is en route to its destination.

Malomo: Shipment First Out For Delivery

The Only the first scan event when the shipment is currently on its last mile and is en route to the destination address.

Malomo: Shipment Delivered

The local delivery vehicle has reported the package was delivered.

Malomo: Shipment Return To Sender

The shipment was not successfully delivered and is en route back to sender.

Malomo Shipment Canceled

The delivery has been canceled typically by either the seller or recipient.

Malomo Shipment : Shipment Available For Pickup

The shipment is available for pickup from the carrier’s facility such as a post office.

Malomo: Shipment FailureDelivery Attempted

A delivery was attempted but the shipment could not be delivered. 

Malomo

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An unknown delivery error occurred.

Setting up SMS & Email flows

  1. In your Yotpo SMS & Email main menu, go to Flows and click Create Flow from Scratch.

  2. Click Choose Trigger and search for Malomo.

  3. Select the relevant flow trigger based on the event you are looking for.

  4. Choose SMS/MMS Message or Email as an action. This means an SMS/MMS message or email (depending on what you choose) will be sent as an outcome once the Trigger, i.e., shipment delivered, is updated to Shipment Delivered in Malomo.

  5. When configuring the text of your SMS or Email, select Shortcodes/Merge below the message box to open the list of available properties sent to Yotpo via Malomo.

  6. Create the message with the help of shortcodes (SMS) or merge tags (email). In place of these shortcodes customer, order, and tracking data will be auto-populated with the relevant information.

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Variables

Shortcode/Merge Tags

Description

Example

Order Status URL

The URL of your shop’s order tracking page. It can be a Shopify page or Malomo-hosted page.

“https://ppeev.myshopify.com/pages/order-tracking?_m_id=001d961a-2c3b-4cee-b22c-2a3d3b64b5e8"

Order Number

The order number assigned by Shopify

“1000”

Tracking EDD

The shipment’s original estimated delivery date provided by the carrier, if available

“2019-01-30 13:30:00”

Tracking Latest Status Detail

Standardized tracking message with relevant shipment information

“arrived_at_destination”

Tracking Latest Status

Current tracking status of the shipment

“delivered”

Customer Email

Customer email address

“john@example.com”

Tracking Number

Tracking number

“9400000000000000000000”

Customer Name

Customer first and last name

“John Smith”

Shipping Address

Customer shipping address

“INDIANAPOLIS, US, 46203, IN”

Tracking Latest Update

The timestamp of the latest shipment update provided by the carrier

2019-01-30 13:30:00

Tracking URL

The carrier’s tracking page URL

“https://tools.usps.com/go/TrackConfirmAction?qtc_tLabels1=9400000000000000000000”

Carrier Name

Carrier name

USPS

Carrier Service

Carrier service level

First-Class Package Service

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