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 Klavyo database is about three customers behaviors mainly:
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
Declined: refers to purchases which payment transaction has been declined
Purchases: for all successful orders
When a customer filled his/her email and all details on the checkout page, the system triggers an API call Leadgen that records the customer’s information. The data is passed from CRM to Klaviyo every 30 minutes.
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.
Please note that Klaviyo should be enabled in all campaigns chosen, which means setting it campaign per campaign as per the below instructions.
Login into 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 Klaviyo row
A tab will pop up, where the user needs to add:
The Authorization Token: this is the API Keys that can be found inside Klaviyo platform The Account ID 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). 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 Authorization Token inside the Klavyo? |
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Please follow the below steps:
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How to find the Account ID inside the Klavyo? |
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This could be any number, and it should be repeated the same in all campaigns of the same client. |
How to find the Customer List ID and the Prospects List ID inside the Klavyo? |
Please follow the below steps:
Please note that Customer ID and Prospects ID list can fill be filled both in the same campaign or just one of the two as per the client/user needs. |
Inside the Klaviyo Platform
Inside Klaviyo, as previously mentioned, there are three lists that collect emails:
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
Declined: refers to purchases which payment transaction has been declined
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?
Log in into Klavyo and go to the left side menu
From the left side menu, scroll down till 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.
On the Lists & Segments section, select one of your lists
Once you are inside your list, on the top right, select Reports
A scroll down menu will be shown, please click on List Growth and diagrams reporting the growth of the list will be displayed
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 orders' statuses that CRM notified to Klaviyo, when change, are:
Paid
Shipping
Delivered
Refund
Chargeback.
Please find attached below and order details with an updated order status in Klaviyo:
Klaviyo API Documentation
Please find attached as follows the Klaviyo API Documentation