On this page will be explained the following topics:
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What is Klaviyo?
Klaviyo is a growth marketing platform that helps you deliver more personalized experiences across owned marketing channels like email, SMS, in-app notifications, and web.
How does it work?
How to set Klaviyo in a CRM Campaign?
To add Klaviyo inside one of your CRM campaigns, it can be easily done following the below steps.
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Please note that Klaviyo should be enabled in all campaigns chosen, which means setting it campaign per campaign as per the below instructions. |
Login in to your CRM instance
Go to the left side menu and select Campaign Management and then Settings
Once the Settings is selected, the user is redirected to the Campaigns page, in which are listed all campaigns created
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):
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
On the Email Service Providers, the user can set to ON the switch under the column called Is Active
Then click on the Edit button on the right side of the Drip row
A tab will pop up, where the user needs to add:
The Authorization TokenThe Account ID
The Application Name