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.

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 "Integrations" - 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.

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:

  • Email

  • First name

  • Last name

  • Phone

  • Zip

  • City

  • State

  • Country

Fields that are automatically mapped:

involve.me Fields

Klaviyo Fields

Outcome

outcome

Project

involveme_project

Title

salutation

Gender

gender

Job title

jobtitle

Street

address

Organization name

company

Country code

country_code

Mobile phone

mobile_phone

Fax

fax

Website

website

Full birthday with year

birthdate

Correctly answered questions

correct

Quiz score of values

score

Total points for the determining outcome

outcome_points

Calculator result*

calculator

Calculators by ID (eg. ca_xxxxxxx)**

ca_xxxxxxx

Facebook

facebook

Twitter

twitter

Instagram

instagram

Linkedin

linkedin

Url for the website where the project was embedded

embed_url

Remote id

remote_id

*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

  • 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.

  • 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, to 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 support.

Klaviyo 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:

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