How to set up the integration with Klaviyo – Easypromos - Online Helpdesk

Klaviyo is a marketing automation platform that helps businesses get to know their customers. On the platform, you can craft highly personalized marketing campaigns across various channels like email, SMS, and in-app messages. By transferring the user data collected through Easypromos promotions, you can start conversations with your users to boost sales, build customer loyalty, and ultimately improve the whole customer experience.

Note: The Klaviyo integration is available with the White Label and Corporate plans.

In this tutorial, we will explain how to set up the native integration between Easypromos and Klaviyo through the following points:

1. What can you do with the Klaviyo integration?

The user data from your Easypromos promotions are sent directly to the Klaviyo list you select when you set up the integration.

These are the available actions:

Create new users/profiles in Klaviyo
Update already existing users/profiles in Klaviyo

The integration will automatically check if the user already exists as a profile in your Klaviyo account. If it doesn’t, the profile will be created. If it does exist, and there is new data, the profile will be updated.

2. How do the field bindings work?

2.1 Default fields

The following fields are always mapped, and you don't need to do anything. If the data exists in your Easypromos promotion, it’s sent to Klaviyo:

Email *
Phone number *
first_name (optional)
last_name (optional)
IP address (always sent by default)
Source (always sent by default as ‘Value = Easypromos’)

* IMPORTANT: The unique identifier for the users in Klaviyo is either the email address or the telephone number, so one or the other needs to be present in the Easypromos registration form.

2.2 Standard fields

Apart from the default fields, there are five optional standard fields:

klaviyo::country
klaviyo::zip
klaviyo::address1
klaviyo::address2
klaviyo::region

If you use this exact format in the Reference of the fields in the registration form of the promotion, the data will be added in the standard ’Profile details’ in the user profile.

Note: You can choose to use a different reference, if you prefer to save this data as a custom property. For example, using klaviyo::address_line_1 instead of klaviyo::address1.

2.3 Custom properties

All other fields must be mapped through the "Reference" in the fields in the setup of the registration form in the promotion, where you enter the name of the property using the format
‘klaviyo::property_name’, where property_name is the name of the property in Klaviyo.
Examples: klaviyo::interests, klaviyo::birthdate

Note: for the birthdate, use the Date field.

2.4 Consent fields

These are the references for the five consent options in Klaviyo:

Klaviyo::consent_email_marketing
klaviyo::consent_sms_marketing
klaviyo::consent_sms_transactional
klaviyo::consent_whatsapp_marketing
Klaviyo::consent_whatsapp_transactional

The references in the opt-in fields have to be exactly like this, or the consent won’t be recorded in Klaviyo.

3. How to connect your promotion to your Klaviyo account?

To create the connection, you need to enter an API Key that you get from your Klaviyo account, under the account information > Settings:

In the account settings, find ‘API keys’ in the menu on the left:

And use one of the Private API Keys, or create a new one.

Important: Minimum privileges of the API key must be:

List: Full access
Profiles: Full access

In your promotion, from the main management screen, find the Integrations section in the menu on the left:

And locate the Klaviyo integration:

Now you will see this screen:

Click on ‘Connect with Klaviyo’, and the next step is where you enter the API key and save it:

Once connected, the screen will look like this:

Click on ‘Select list’, and you will see the available lists from your Klaviyo account:

And select the list.

Note: In Klaviyo, you can configure lists with "Double opt-in" or "Single opt-in". If you set a list to Double Opt-in, the profile will show as "never subscribed" until the user verifies their email. If your opt-in process is "single opt-in", then the profile is automatically created with "subscribed" status.

The integration will automatically create and save the bindings based on the default fields and the fields with the klaviyo::property_name reference. You can check that all bindings are created correctly:

Your integration has now been set up, and you can test it. Please don’t hesitate to contact us if you have any questions or need any help with your integration.

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