Klaviyo - Integration Guide

If your business uses Klaviyo, follow this guide to integrate Klaviyo with Cloutly. This integration will allow you to automatically send review campaigns after a trigger in Klaviyo.

Requirements

You have an active Cloutly plan.
You are the "Owner" of an active Klaviyo account.

How it works?

How does the Klaviyo trigger work?

The integration works via Klaviyo Flows. An external webhook can be triggered in any Klaviyo Flow which commences the review collection process for a Contact in Cloutly.

You can determine when the Flow trigger occurs (birthday event, subscribed to mailing list, etc).
You can change the messaging in Cloutly by editing the Campaign template.

How to remove or stop a review invite from being sent?

Important! It's really beneficial for you to understand this section clearly.

Once a Flow webhook as been triggered, there is no way to undo the email from being sent.

To manually stop emails for a specific contact, log into Cloutly and either unsubscribe or delete them from the contacts page.

How to get started

Please follow each step, one by one; the order is important.

1️⃣ Setup the Klaviyo Integration in Cloutly

You will need some identifier to match a Contact in Klaviyo with a Business in Cloutly. For example, each contact might have a custom property "TLocation": "123" and you want to map this Location to a Business in Cloutly.

This allows you to invite contacts into different locations in Cloutly. If you only have 1 Location, just choose any constant property available.

2️⃣ Create the Flow and Webhook trigger in Klaviyo

Create the Flow in Klaviyo and enter the properties below.

Destination URL:
https://app.cloutly.com/api/callbacks/automations/klaviyo/webhooks

Headers:
x-api-key : YOUR API KEY HERE
(see below on how to find this property)

Body:

{
  "type": "subscribe",
  "firstName": "{{ person.first_name|default:'' }}",
  "lastName": "{{ person.last_name|default:'' }}",
  "email": "{{ person.email|default:'' }}",
  "phoneNumber": "{{ person.phone_number|default:'' }}",
  "sourceContactId": "{{ person.id|default:'' }}",
  "source": "klaviyo",
  "sourceBusinessId": "xxx", // <-- This is where you need to enter the contact custom property.
}

This mapping is an example, you specific setup and mapping figures may be different. Reach out to us to clarify, we are happy to help.

Examples:

3️⃣ How to disconnect, debug or stop the integration:

You can debug the automation from the Logs section:




There are 2 ways to disconnect or stop the integration:

1) Stop the Flow from triggering in Klaviyo.
2) Delete the integration in Cloutly.

How to get Help?

Chat to Cloutly support via the chat window when you log in or send us an email at [email protected]

Updated on: 19/09/2024