Available on | ❌ Free | ✅ Basic | ✅ Pro | ✅ Business |
You can add participants automatically to your Klaviyo subscribers or update their properties using the native Klaviyo integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
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 funnel's card and selecting "Connect" - then just click "Connect" on Klaviyo's card.
In order to connect the integration, you'll need to login to your Klaviyo account first.
ℹ️ It can be that at this point in time you'll be prompted with a pop-up that mentions involve.me has not yet been reviewed by Klaviyo's partner team. We're currently working on this, in order to get our app reviewed as soon as possible.
Once you have logged in, you'll need to authorize involve.me to connect to your Klaviyo account. Just click "Allow" and you'll be all set.
After authorizing involve.me to access your account, you'll be able to see the Klaviyo connection you just created.
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
Email
Outcome
Funnel
Title
Gender
Job title
Organization name
Street
Country code
Mobile phone
Fax
Website
Full birthday with year
Correctly answered questions
Score
Outcome points
Calculator result*
Calculators by ID (eg. ca_xxxxxxx) or label**
Facebook
Twitter
Instagram
Linkedin
Embed URL
Remote id
First name
Last name
Phone
Zip
City
State
Country
*This is the result of the first calculator in the funnel, if there's only one calculator you can use this field.
**If you have multiple calculators in your funnel they'll be specified by ID, or by their label, if you added internal labels to your calculators.
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 funnel, or different Klaviyo lists to different funnels. It is not possible connect more than one list to a single funnel however.
If you have configured a Klaviyo integration on a funnel and you duplicate said funnel, 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 funnel.
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 funnel, 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 funnel to a Tag in Klaviyo. However, you can automatically assign your participants to a segment, based on any information collected in your funnel (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:
