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Note

Please note that Klaviyo should be enabled in all campaigns chosen, which means setting it campaign per campaign as per the below instructions.

(tick)(tick)(tick)

  1. Login in to your CRM instance

  2. Go to the left side menu and select Campaign Management and then Settings

  3. Once the Settings is selected, the user is redirected to the Campaigns page, in which are listed all campaigns created

  4. Select one of the campaigns available, by clicking on the campaign name or clicking on the + Create New button, and he/she will be redirected to the new Campaign Settings Page (see below example):

  5. Once the user is on the Campaign Settings page, go to the right side of the page and click on Email Service Providers from the menu

  6. On the Email Service Providers, the user can set to ON the switch under the column called Is Active

  7. Then click on the Edit button on the right side of the Klaviyo row

  8. A tab will pop up, where the user needs to add:
    (tick) The Authorization Token

    (tick) The Account ID

    (tick) Customer List ID

    (tick) Prospects List ID

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