What is Klaviyo?

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Klaviyo is a growth marketing platform that helps you deliver more personalized experiences across owned marketing channels like email, SMS, in-app notifications, and the web.

How does it work?

The data, gather on the CRM checkout pages, is stored inside the Klavyo 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 in which payment transaction has been declined

3. Purchases: for all successful orders

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 into 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, 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 the below example):

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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 toggle

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: this is the API Keys that can be found inside the Klaviyo platform

   The Account ID

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

   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.

Inside the Klaviyo Platform

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 in which payment transaction has been declined

3. Purchases: for all successful orders

These email lists need to be set inside Klaviyo in order to start gathering data. The data is passed from CRM to Klaviyo every 30 minutes.

How to create an email list in Klavyo?

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

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

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

4. Click on the List button

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

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

Report for List Growth

In the Klaviyo Dashboard are also available reports with which the user can see, for instance, the Growth of his/her email list daily, weekly, or monthly.

To find this report, please follow the below steps.

1. On the Lists & Segments section, select one of your lists

2. Once you are inside your list, on the top right, select Reports

3. A scroll-down menu will be shown, please click on List Growth and diagrams reporting the growth of the list will be displayed
   
   

4. Above the diagrams, the user can also filter the data for a specific time break or with \ range of time (see below example)
   
   

Orders Statuses Update from CRM to Klaviyo Dashboard

From orders that go on the Purchases list, when an order change status inside CRM, going through the Sale Workflow, CRM will send this information back to Klaviyo.

The changes in orders' statuses that CRM notified Klaviyo of are:

• Paid

• Shipping

• Delivered

• Refund

• Chargeback.

Please find attached below and order details with an updated order status in Klaviyo:

Exception - PayPal transactions are not recorded as Abandon in Klaviyo

• 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

The reason behind that is that PayPal is an offline payment provider, which means that the customer needs to log into PayPal to authorize the transaction, and only after this, PayPal will provide the seller with the customer’s details, such as the customer’s name, email, shipping address, etc.

Klaviyo API Documentation