On this page will be explained the following topics:

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?

The data, gather on the CRM checkout pages, is stored inside the DRIP database is about three customers behaviors mainly:

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. Orders: for all successful purchases

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.

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:
   The Authorization Token

   The Account ID

   Customer List ID

   Prospects List ID

Klaviyo API Documentation

FAQ