Available on | ❌ Free | ✅ Start | ✅ Grow | ✅ Scale |
With the native Klaviyo integration, you can automatically add participants to your Klaviyo subscribers or update their subscriber properties with data collected through your involve.me funnel.
You can also explore the integration with a free 14-day trial before choosing a paid plan.
For a full setup overview, you can start with the dedicated integration article first
How to set up your integration
Connect the integration
You can connect Klaviyo in two ways:
Go to the Integrations tab in the navbar.
Or open the dropdown menu on your funnel card, select Connect, and then click Connect on the Klaviyo card.
To connect the integration, log in to your Klaviyo account.
ℹ️ At this stage, you may see a popup mentioning that involve.me has not yet been reviewed by Klaviyo’s partner team. We are currently working on this so the app can be reviewed as soon as possible.
After logging in, authorize involve.me to connect to your Klaviyo account by clicking Allow.
Once authorization is complete, the Klaviyo connection you created will appear in your account.
Data mapping for the Klaviyo integration
After Klaviyo has been connected to your funnel, open the funnel’s integration settings.
There, you will find the Manage Custom Fields button, where you can add the fields you want to send to Klaviyo.
Simply add the fields you would like to receive data for, and the selected data will be sent to Klaviyo.
Good to Know
To allow participants to subscribe, make sure a list is selected when setting up the integration.
After a new contact subscribes, the subscribed status may appear in Klaviyo after a short delay. Please check again after approximately 30 minutes.
If the Klaviyo list you are using has Double opt-in enabled, participants added to your list will have the Never subscribed status until they open the confirmation email sent by Klaviyo and confirm that they want to subscribe.
For more information about double opt-in, please refer to Klaviyo’s dedicated help article here.
If you want to contact subscribers via SMS in Klaviyo, use the phone field to collect their number instead of the mobile phone field.
Custom fields on existing subscribers will be updated when the same email is sent again.
You can connect one Klaviyo list to several funnels, or connect different Klaviyo lists to different funnels.
A single funnel can be connected to one Klaviyo list.
If you have configured a Klaviyo integration on a funnel and then duplicate that funnel, the integration settings will be duplicated as well.
Opt-in Checkbox and GDPR
To support full GDPR compliance, enable the option “Only trigger integration when opt-in checkbox element was selected” in your integration settings.
Then, add a dedicated opt-in checkbox to your involve.me funnel that sends data to the integration.
You can follow the step-by-step setup guide for this configuration.
If GDPR is not relevant for your setup, you can skip this step.
Testing your integration
After the integration has been connected to your funnel, you can test it to confirm that everything is working as expected.
You can learn how to test the integration in the related testing article.
If you have any questions, feel free to contact our support team.
Advanced: Create a segment of contacts based on specific criteria
At the moment, funnel results cannot be automatically assigned to a Klaviyo Tag.
You can, however, automatically assign participants to a Klaviyo segment based on any information collected in your funnel. This can include email, name, country, any field from the form element, answers, outcomes, scores, and more.
In Klaviyo, go to Lists & Segments and click Create List / Segment.
Create a new segment based on the criteria you need.
For example, you can create an audience for all participants who reach Outcome #2.
