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Susanna Romanelli (Unlicensed)

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  1. Abandoned: refers to cases in which a potential customer starts a check-out process for an online order but drops out of the process before completing the purchase

  2. Declined: refers to purchases which payment transaction has been declined

  3. OrdersPurchases: for all successful purchasesorders

How to set Klaviyo in a CRM Campaign?

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  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: this refers to both lists of customers, the ones in the Purchases list (order placed successfully) and the ones from the Declined list (orders that were declined).

    (tick) Prospects List ID: this refers to the Abandoned list, which included customers that add the product to the cart, but haven’t finalized the purchase.

How to find the above Authorization Token, Account ID, Customer List ID and the Prospects List ID inside the Klavyo?

Please follow below steps:

  1. Log in to your Klaviyo account

  2. From the Klaviyo Homepage, go to the left side menu, scroll down and select the Lists & Segments

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  3. From the Lists & Segments section, click on the list from which you need to get the details for your CRM campaign

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  4. At the top of the page list, you will a few options, please click on

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    titleSettings

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  5. The list settings page will appear and from there the Customer List ID

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  1. or the Prospects list ID is given

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    6. The Customer or Prospects list ID should be then pasted inside the CRM campaign

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Inside the Klaviyo

Inside Klaviyo, as previously mentioned, there are three lists that collect emails:

  1. Abandoned: refers to cases in which a potential customer starts a check-out process for an online order but drops out of the process before completing the purchase

  2. Declined: refers to purchases which payment transaction has been declined

  3. Purchases: for all successful orders

These email lists need to be set inside Klavyo in order to start gathering data.

How to create an email list in Klavyo?

  1. Log in into Klavyo and go to the left side menu

  2. From the left side menu, scroll down till the section Lists & Segments

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3. Then from the Lists & Segments page, go to the top right and click on Create List/Segment

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titleCreate List/Segment

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4. Click on the List button

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5. Add the name of your list on the Name field and ultimately, click on

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titleCreate List

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Once the list is created, it will be displayed when the user clicks on the Lists & Segments.

Klaviyo API Documentation

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