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Klaviyo

3min



Introduction

This document will walk through integrating Chord's CDP (powered by Segment) with Klaviyo. Once you integrate, you'll be able to trigger and filter flows, and define segments using events synced to Klaviyo from your Segment project. We will be able to sync any track and identify calls you make from Segment to Klaviyo.



What is Klaviyo

Klaviyo is a marketing automation platform that automates SMS and email marketing to help your business acquire, retain and grow your customers by sending marketing emails. It is a unified customer platform that provides your online store with ownership of your consumer data and interactions, helping you turning transactions with customers into productive long-term relationships—at scale.





Setting up Klaviyo as a Destination

From your Segment project page, click Connections in the left hand navigation bar, then click Add Destination on the right side of the page.



Segment Destination
Segment Destination




Search for Klaviyo in the Segment catalog. Once it appears, click on the Klaviyo tile, and then click Configure Klaviyo on the next page.



Segment Catalog
Segment Catalog




Click "Configure Klaviyo" and select your data source from your project: your front and backend Source

Navigate to Klaviyo - Settings > API Keys and provide the following keys/ID in the next page



  • Your public Klaviyo API key
  • The list ID of the default list you want to sync with
Connection Settings
Connection Settings

  • 

In Other Settings verify that Enforce Email as Primary Identifier is set to On. along with It Confirm Optin



Other Settings
Other Settings


We also recommend that Send Placed Order Events as Order Completed being enabled





Setting up Klaviyo as a Source

Click on Connections - Sources and click Add Source

Search for Klaviyo and provide a Source Name, we recommend something like "Klaviyo Source" and for the Label Name, we usually recommend "Production Environment" or "Staging Environment"

Enable the Source and Save Changes

Click on Connections - Sources

Select the Back-End site you want to connect Klaviyo to. It would be your Staging or your Production environment



Sources Connection
Sources Connection




Click on the Settings and select API Keys.

API Keys Settings
API Keys Settings




Copy your Write Key and head back over to Klaviyo.

Your write key is another private API key. Treat it like a password; keep it in a safe place and never expose it to the public.

Navigate to the Integrations tab in your Klaviyo account.

Click All Integrations, search for Segment and click Add Integration.

All Integrations - Klaviyo
All Integrations - Klaviyo




And, paste the write key you copied earlier into the box.

Integration Settings - API Key (blurred)
Integration Settings - API Key (blurred)




Once you’ve selected the settings you would like to enable, click Update Segment Settings to complete the integration. Please refer to Klaviyo and Segment documentations for more information

to verify that all settings are flowing correctly click on the source you just connected and click on Debugger



Segment Metrics

We recommend syncing the most important events to Klaviyo, such as:

  • When a customer signs up
  • When a customer starts to checkout or expresses interest in paying
  • What a customer buys (including pictures of items and descriptions of items)

For each event you send through Segment, a customer is identified by their email address. For detailed information on how to format these events, see the Segment Klaviyo Integration guide.

For transactional web businesses and ecommerce platforms, we recommend following our Integrating a custom ecommerce cart or platform guide for detailed information on the events that should be sent to Klaviyo through Segment.

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Updated 03 Mar 2023
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TABLE OF CONTENTS
Introduction
What is Klaviyo
Setting up Klaviyo as a Destination
Setting up Klaviyo as a Source
Segment Metrics