The Malomo and Sendlane Integration relies on orders to be placed in order to function. Prior to setting up an Automation, ensure you have installed the Sendlane integration successfully and you have had new orders placed after the installation. You may also place and fulfill a “fake” order to yourself to trigger Malomo data to sync to Sendlane.

How to Trigger an Automation with a Malomo Event

Within your Sendlane account, navigate to Automations.
Click New Automation.
Select Start From Scratch and name the automation.
Click + Add trigger.
Select the Custom tab
Click Custom Event
Select Malomo Custom Integration in the Store dropdown.
Select No Limit in the Limit Per Contact dropdown.
Select the desired Malomo event in the Event dropdown. See here for a list of available Malomo Event Triggers.
Click Done

You’re now ready to build out your automation using Sendlane automation actions, timing, and logic. To send order and shipment notifications to your customers, select the action Send Message and then drop the Email or Send SMS into the automation under the trigger. To learn more about using Malomo data in automation messages, see here.

Available Malomo Event Triggers

This integration supports the following Malomo events as automation triggers.

Event name	Description
`Malomo: 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`	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 Available For Pickup`	The shipment is available for pickup from the carrier’s facility such as a post office.
`Malomo: Shipment Delivery Attempted`	A delivery was attempted but the shipment could not be delivered.

How to Include Malomo Data in Automation Messages

To display Malomo order and shipment data in automation messages, the message must include a set data trigger code snippet and the Malomo data tags.

Add a Set Data Trigger Tag

The first line of each message must include the tag {% set data = trigger.getCustomEventData() %}, which allows Malomo data to be pulled into your message. Without this snippet, none of your data will load, and contacts will receive mostly or entirely blank emails.

To add this tag, drop a HTML element block in the top position of a message template and copy paste the tag below:

{% set data = trigger.getCustomEventData() %}

Add Malomo Data Tags

Customer Information Data Tags

INFORMATION	EXAMPLE OUTPUT	DATA TAG
First Name	Mister	`{{ data.order.meta.shopify_order.customer.first_name }}`
Last Name	Rogers	`{{ data.order.meta.shopify_order.customer.last_name }}`
Email	misterrogers@pabs.com	`{{ data.order.meta.shopify_order.customer.email }}`
Phone Number	123-456-7890	`{{ data.order.meta.shopify_order.customer.phone }}`

Delivery Information Data Tags

INFORMATION	EXAMPLE OUTPUT	DATA TAG
Estimated Delivery Date	September 19, 2021, 9PM	`{{ data.estimated_delivery_date }}`
Actual Delivery Date	September 19, 2020 10 PM	`{{ data.delivered_at }}`

Shipping Address Information Data Tags

INFORMATION	EXAMPLE OUTPUT	DATA TAG
Ship First Name	Mister	`{{ data.order.meta.shopify_order.shipping_address.first_name }}`
Ship Last Name	Rogers	`{{ data.order.meta.shopify_order.shipping_address.last_name }}`
Ship Company	Malomo	`{{ data.order.meta.shopify_order.shipping_address.company }}`
Ship Phone	123-456-7890	`{{ data.order.meta.shopify_order.shipping_address.phone }}`
Ship Address Line 1	123 Rogers Lane	`{{ data.order.meta.shopify_order.shipping_address.address1 }}`
Ship Address Line 2	Apt. 305	`{{ data.order.meta.shopify_order.shipping_address.address2 }}`
Ship City	Pittsburgh	`{{ data.order.meta.shopify_order.shipping_address.city }}`
Ship Province	Pennsylvania	`{{ data.order.meta.shopify_order.shipping_address.province }}`
Ship Province Code	PA	`{{ data.order.meta.shopify_order.shipping_address.province_code }}`
Ship Zip	46205	`{{ data.order.meta.shopify_order.shipping_address.zip }}`
Ship Country Code	US	`{{ data.order.meta.shopify_order.shipping_address.country_code }}`
Ship Country	United States	`{{ data.order.meta.shopify_order.shipping_address.country }}`

Shipping Information Data Tags

INFORMATION	EXAMPLE OUTPUT	DATA TAG
Carrier Service	FedEx	`{{ data.carrier_name }}`
Tracking Number	99812911999333	`{{ data.tracking_code }}`
Tracking Link	"Track Package" button	`{{ data.order.url }}`

ORDER DETAILS

INFORMATION	EXAMPLE OUTPUT	DATA TAG
Order Number	1012	{{ event.extra.order.number }}
Order Name	#1012	{{ event.extra.order.meta.shopify_order.name }}
Order Created at Date	July 2, 2019 5:16 PM	{{ event.extra.order.meta.shopify_order.created_at }}
Order Note	This is a note from the Shopify order notes section.	{{ event.extra.order.meta.shopify_order.note }}
Discount Codes	THANKYOU10	{{ event.extra.order.meta.shopify_order.discount_codes }}
Total Discount	0.00	{{ event.extra.order.meta.shopify_order.total_discounts }}
Subtotal Price	102.00	{{ event.extra.order.meta.shopify_order.subtotal_price }}
Tax Price	7.14	{{ event.extra.order.meta.shopify_order.tax_price }}
Shipping Price	2.13	{{ event.extra.order.meta.shopify_order.shipping_price }}
Total Price	109.14	{{ event.extra.order.meta.shopify_order.total_price }}
Financial Status	PAID	{{ event.extra.order.meta.shopify_order.financial_status }}
Total Paid	109.14	{{ event.extra.order.meta.shopify_order.total_price }}
Cancelled on Date	July 1, 2019 11:03 PM	{{ event.extra.order.meta.shopify_order.cancelled_at }}
Cancellation Reason	Refund	{{ event.extra.order.meta.shopify_order.cancel_reason }}
Total Refunded	56.76	{{ event.extra.order.meta.shopify_order.total_refunded_amount }}

LINE ITEMS

Each line item represents a product purchased by the customer who is receiving the email. You can choose to show either all the products a customer ordered or all the products for an individual shipment.

LINE ITEMS IN ORDER

We recommend using a dynamic table block in Klaviyo to show all products a customer ordered. To do this, configure the data source elements as:

Row collection: event.extra.order.meta.shopify_order.line_items

Row alias: line_item

Next, you'll use these variables within your dynamic table block:

INFORMATION	EXAMPLE OUTPUT	EVENT VARIABLE
Item Title	Red Sweater	{{ line_item.title }}
Item Quantity	1	{{ line_item.quantity }}
Item Variant Title:	Long Sleeve	{{ line_item.variant.title }}
Item Image	Shows image of product	{{ line_item.image.src }}
Item Link	URL for PDP	{{ line_item.product.url }}
Item Final Line Price	$102.00	{{ line_item.final_line_price }}

LINE ITEMS IN FULFILLMENT

We recommend using a static table block in Klaviyo to show all products in a customer's shipment. To do this, add the following code before the static product block:

{% with fulfillment=event.extra.order.meta.shopify_order.fulfillments|lookup:event.tracking_code %} {% for i in fulfillment.fulfillment_line_items %}

And add the following code after the static product block:

{% endfor %}{% endwith %}

Next, you'll use these variables within your static table block:

INFORMATION	EXAMPLE OUTPUT	EVENT VARIABLE
Item Title	Red Sweater	{{ i.line_item.title }}
Item Quantity	1	{{ i.line_item.quantity }}
Item Variant Title:	Long Sleeve	{{ i.line_item.variant.title }}
Item Image	Shows image of product	{{ i.line_item.image.src }}
Item Link	URL for PDP	{{ i.line_item.product.url }}
Item Final Line Price	$102.00	{{ i.line_item.final_line_price }}

Event Data Tag	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”
{{ event.extra.order.meta.shopify_order.name }}
`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

Need help or experiencing issues with the integration? Please reach out to either the Malomo Team or Sendlane Support.

How to Set Up Sendlane Automations Using Malomo Data