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?
Step 1:
Log into your Reveal account and go to Store Settings > Integrations > Klaviyo Settings > Click on the pencil to configure:
Step 2:
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.
Step 1:
Go to Store Settings > General > Export section > Export General Settings > Click on the pencil to configure:
Step 2:
Select “Enabled” for the Customer Profile Klaviyo Export field and fill in all the information for the other fields. The info icon next to each field will provide a short description.
Don’t forget to fill in the email address where you’d like to receive any error reports about your export in the Customer Profile Contact Email field:
Make sure to save your settings by clicking on the “Save” button.
Step 3:
Next, go to Store Settings > General > Export section > Settings for Klaviyo Customer Profile > Click on the pencil to configure:
Step 4:
Leave the Customer List ID field blank. 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 test 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 test profile are still NULL, but you can see the entire list of properties.
In maximum 24 hours, the newly created list will be populated with all Reveal customer profiles. If contacts with each email address are already available in Klaviyo, their profiles will be enriched with Reveal properties. Otherwise, new profiles will be created in Klaviyo.
One thing you might want to consider is disabling the double opt in for this new list.
For this, click on Reveal Customers list found in Lists & Segments section > Settings > select Single opt in and Update list settings:
How to use customer data from Reveal in Klaviyo?
Creating a segment in Klaviyo based on properties from Reveal
Step 1:
Log into your account in Klaviyo and go to Lists & Segments > Create List / Segment.
Step 2:
Choose “Segment” if you wish to dynamically add customers to your list based on a set of properties you define.
Step 3:
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.
In this example, we created a segment for the New Passion RFM Group, selecting “Properties about someone” > “RVL RFM Group Name” > “equals” > “New Passion”. As we wanted to include in this segment only unsuppressed contacts, we also added in the segment’s definition “+AND” > “If someone is or is not suppressed for email” > Person “is not” suppressed.
Note:
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
Step 1:
Go to Flows > Create Flow
Step 2:
Select “Create from Scratch”.
Step 3:
Name your flow and click on “Create Flow”.
Step 4:
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.
Step 5:
Choose your previously created segment from the dropdown list to trigger the flow and click on “Done”.
If you’d like customers to exit the flow if they place another order, add a Flow Filter:
Step 6:
Configure the flow with the actions you want to do for your customers. More on how to create a Klaviyo flow can be found in this Klaviyo article.
Once the flow is ready, set it live from the “Review and Turn On” button.
Note:
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.
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:
Step 1:
Go to Campaigns > Create Campaign.
Step 2:
Select Email or SMS Campaign and click on “Create Campaign »” button.
Step 3:
Name your campaign, select the segment you’d want to have it sent to and click on “Continue to Content” button.
Step 4:
Set a Subject line, create your email, then click on “Continue to Review” button.
Step 5:
Next, review your campaign and Klaviyo’s suggestions and schedule or send the campaign when you’re ready.
This Klaviyo article offers 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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