Customer data can be exported into Klaviyo and used to create powerful segments, which will fuel automations (using flows) and campaigns based on customer properties.
Details about what customer data can be sent to Klaviyo can be found here.
How to integrate Reveal with Klaviyo?
Log into your Reveal account and go to Store Settings > Integrations > Klaviyo Settings > Click on the pencil to configure:
Provide the information required on the page and save your settings:
- API Key: you can generate an API Key by accessing the Klaviyo interface > Account > Settings > API Keys > Create API Key:
- From Email: the email address from which the emails will be sent and also the email address used in the reply-to header.
- From Name: the name associated with the email address the emails are sent from.
How to send customer data into Klaviyo?
The Customer Profile Export must be enabled in order to export data into Klaviyo. The data will be pushed in the form of customer properties (and also customer metrics – events). The customer properties are synchronized on a daily basis.
The export will be run in the daily processing sequence (importing – computing – exporting data), as set up in Store Settings > General > Import, and in the onboarding sequence.
(!) This is important to know because the export will not happen right away after enabling the feature, but the next time the daily sequence runs.
In order to enable this feature, please follow the steps below.
Go to Store Settings > General > Export section > Export General Settings > Click on the pencil to configure:
Make sure you set “Enabled” value for field Customer Profile Klaviyo Export and fill in all the information for the other fields. The info icon before each field will provide a short description related to the meaning of each field.
Don’t forget to fill in the email address where you’d like to receive error reports about your export in the Customer Profile Contact Email field:
After you are done, make sure to save your settings by clicking on the “Save” button.
In Reveal, go to Store Settings > General > Export section > Settings for Klaviyo Customer Profile > Click on the pencil to configure:
Leave the Customer List ID field blank, because a list will be created automatically.
When all required information is provided, the “Export a Test Customer Profile to Klaviyo” button will be enabled and you can test the integration. A customer (with the email address set for field Customer Profile Contact Email in Store Settings > General > Export section > Export General Settings) will be pushed during the test.
This way you can see how a customer profile will look in Klaviyo. Some fields for the dummy profile are still NULL, but you can see the entire list of properties.
How to use customer data from Reveal in Klaviyo?
Creating a segment in Klaviyo based on properties from Reveal
Log into your account in Klaviyo and go to Lists & Segments > Create List / Segment.
Choose “Segment” if you wish to dynamically add customers to your list based on a set of properties you define.
Name your segment, set the conditions you wish your customers to match in order to add them to your segment and click on the “Create segment” button.
Please take into consideration that there might be a slight delay when updating the segments in Klaviyo. For more on this subject, please visit this Klaviyo article.
Using the segment in a flow
Next step is creating a flow based on the segment created in the previous section.
Select “Create from Scratch”.
Name your flow and click on “Create Flow”.
You are sent to the edit page of your recently created flow. Here you can choose the trigger for the flow. Choose “Segment” from the left sidebar option menu.
Choose your previously created segment from the dropdown list to trigger the flow and click on “Done”.
Configure the flow with the actions you want to do for your customers. More on how a flow is created, you can find on this Klaviyo article. After you are done, click on the “Save & Exit” button at the top right corner of the page.
Please use the “Back-Populate Flow Recipients” option if you wish to add to the flow the customers who were already added to the segment before creating the flow. More on this subject in this article from Klaviyo.
Note ! Please take into account the fact that a flow is triggered only once per customer being assigned to the segment. If the user is included multiple times in the same segment – eg: included, excluded, included – then the flow will only be triggered the first time.
Using the segment in a campaign
If you wish to create a campaign based on Reveal properties, these simple steps will help you do it:
Go to Klaviyo > Campaigns > Create Campaigns.
Name your campaign and click on “Create Campaign »” button.
Set up your campaign using the options displayed and select a segment from the dropdown list, then click on “Save & Continue to Content” button.
In the next steps from Klaviyo interface, you need to set up your campaign content and schedule when to send the emails to your customers. This Klaviyo article can help you with more details on how to set up your campaign.
Additional details needed?
Please don’t hesitate to reach out to our amazing customer support team if you need any additional information.
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