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    You can choose to seamlessly automate the sending of NPS invitations by using our integration with Klaviyo.

    Of course, you need to send the real (non-anonymised) email addresses of your customers into Reveal.

    If you have opted to anonymise this information, you will need to send the NPS invitation emails through your own system, after fetching the NPS invitations from the Reveal API. Detailed information on this here.

    In order to send NPS invitations from Reveal using Klaviyo, you need to follow a couple of simple steps:

    Connect Reveal and Klaviyo and select Klaviyo as NPS delivery service

    Step 1:
    Log into your Reveal account and go to Settings > NPS section > NPS > Edit:

    Step 2:
    As you can notice, some fields are already pre-filled with some default values, while others require your input. Next to each field there is an info icon which will provide you with a short description for each field. Please make sure you have filled in all the required fields (marked with *). 
    Even though the Sending Contact Email is not a required field, we recommend you to fill it in with the email address of the person in charge of NPS invitations campaigns, so they will be able to check if any errors occur while sending NPS invitation emails to your customers, and also be able to check the actual email content daily.

    Step 3:
    In order to integrate with Klaviyo, please make sure you have NPS Sending Enabled set to “Enabled” and Sending Provider set to “Klaviyo”.

    Step 4:
    Set the time when to send the email invitations to your customers in the Scheduled Sending Time field. This time is expressed in the timezone you have set in Shop menu > Settings > General Settings > Timezone Offset:

    Step 5:
    Save your settings.

    In order to proceed, you will need some information from your Klaviyo account:

    Step 6:
    Go to Settings > Integrations section > Klaviyo Settings > Configure:

    Step 7:
    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 on behalf of which the emails will be sent and also the email address used in the reply-to header. In order to avoid deliverability issues, please make sure the domain of this address is validated by Klaviyo.
    • From Name: the name associated with the email address the emails are sent from.

    Step 8:
    Go to Settings > NPS section > NPS Klaviyo Email Settings:

    Step 9:
    List Id and Template Id fields are optional. If left empty, a new list and a new template will be automatically generated.
    This is where you can find them in Klaviyo:

    • List Id: in the Klaviyo interface, go to Lists & Segments > List Settings > List ID & Name.
    • Template Id: in the Klaviyo interface, go to Email Templates from the sidebar menu > Edit template > Notice the template id in the URL address bar just before /edit and after email-editor/

    Step 10:
    Save your settings. If everything is set up alright, the button “Send a Test Email through Klaviyo” should be enabled and you can test the integration.  

    Customize your NPS email design & content

    Please keep in mind that you still need to customize the texts and logo for the NPS email, by editing the template generated in your Klaviyo account.

    First, you need to check the ID generated for your template (in case you left the Template ID field blank, a template has been auto-generated for you). In order to retrieve the ID go to your Reveal account > Settings > NPS section > NPS Klaviyo Email Settings > Configure. Note the ID from the Template ID field and go to your Klaviyo account > Email Templates and choose to edit the one with the same ID. 

    The email subject can be changed from your Reveal account > Settings > NPS section > NPS Klaviyo Email Settings > Configure, the Email Subject field.

    In case significant changes are brought to the original template, please be careful to thoroughly test the email cross-email-client, since it might look different in various email clients than in the preview provided by Klaviyo.

    Happy feedback collecting!

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