You can add participants automatically to your Klaviyo subscribers or update their properties using the native Klaviyo integration.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Klaviyo's card.
In order to connect the integration, start by entering an Internal Connection Name, then enter your Klaviyo Public API Key and Private API Key.
Klaviyo API Keys have permission levels, so please make sure that the access level of the keys you're using is "Full Access", in order for the integration to correctly work.
Once you have connected integration, you'll be able to see the name of your connection and the Public API Key of the Klaviyo account you're using.
Data Mapping for the Klaviyo Integration
The integration will send email and default properties automatically.
Fields That Are Automatically Mapped With the System Fields in Klaviyo
Full birthday with year
Correctly answered questions
Calculators by ID (eg. ca_xxxxxxx)**
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data From Question Elements
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Good to Know
Participants won't have the ability to subscribe if no list has been selected. Make sure to pick a list when setting up the integration in order to avoid this.
If you want to be able to contact your subscribers via SMS in Klaviyo, make sure that you're using the "phone" field to collect their number, and not the "mobile phone" one.
Custom fields on existing subscribers will be updated when the same email is sent again.
You can connect a Klaviyo list to several projects, or different Klaviyo lists to different projects. It is not possible connect more than one list to a single project however.
If you have configured a Klaviyo integration on a project and you duplicate said project, your integration settings will duplicate as well.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.
Advanced - Create a Segment of Contacts Based on Specific Criteria
It is currently not possible to automatically assign a result from your project to a Tag in Klaviyo. However, you can automatically assign your participants to a segment, based on any information collected in your project (email, name, country or any element from the form element, or any answer, outcome, score, etc..)
In Klaviyo, navigate to: Lists & Segments and click on "Create List / Segment"
Create a new Segment based on the criteria you need. In the example below, we are creating an audience for all the participants reaching "Outcome #2: