Available on | ❌ Free | ✅ Starter | ✅ 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
Once the integration has been connected to your funnel, you'll find the button "Manage Custom Fields" on the funnel's integration settings, which is where you can add fields.
You just need to add the fields you wish to receive data for (see below image), and this will be sent over to Klaviyo.
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.
Once a new contact is subscribed you will see the "subscribed" status in Klaviyo only delayed, please check after ~30min.
In Klaviyo, if the list you're using has the "Double opt-in" option enabled, then participants that are added to your list will have the "Never subscribed" status until they open the confirmation email that is sent by Klaviyo, and confirm that they wish to subscribe.
For more information on double-opt in, please refer to Klaviyo's dedicated help article here.
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 funnels, 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:
