Klaviyo Integration User Guide

Klaviyo Integration User Guide

Overview 

Integrating Klaviyo with Control Center allows seamless data synchronization for effective marketing.

Follow the steps below to set up the integration:    

Prerequisites: Klaviyo Account Settings 

Before starting, ensure you have an active Klaviyo account and access to your API keys. 

Steps to Configure Klaviyo Settings 

  1. Log in to Control Center 
    1. Use your Admin credentials to log in. 
  2. Navigate to Settings 

                                                                                                Figure 1.0
    1. Go to Point of Sale 
    2. Select Maintenance 
    3. Choose Settings & Panels 
  1. Configure Klaviyo Settings 
    1. Open the “Loyalty” tab. 
    2. Under Loyalty Settings, select the “Klaviyo Settings” tab. 

                                                                                                                  Figure 1.1
  1. Klaviyo Plan Selection 
 
                                                            Figure 1.2
  1. Locate the "Klaviyo Plan" dropdown and select the appropriate plan: 
    1. No Plan (Default) 
    2. Klaviyo Essential Plan 
    3. Klaviyo Pro Plan 
    4. Klaviyo Pro Plus 
  2. Each plan unlocks a different set of events that can be synced with Klaviyo. These events will automatically activate once you select the corresponding plan. 
  3. Once a plan is selected, the list of events that are covered under the selected plan will be displayed on the right side of the screen.  
Klaviyo Essential Plan: 
                                                                                                      Figure 1.3

Klaviyo Pro Plan: 
 
                                                                                                            Figure 1.4
Klaviyo Pro Plus: 
 
                                                                                                                  Figure 1.5
Notes
Note: If you don’t need Klaviyo integration, keep the dropdown set to “No Plan.” 
  1. Include Add On (Optional) 
    1. If you wish to add additional services to your selected plan: 
    2. Toggle the Include Add On option to “Yes.” 
 
                                                      Figure 1.6
  1. Enable the Include Add On option. 
    1. Once enabled, the list of available Klaviyo Add Ons will appear below. 
  2. Select the desired module(s). 
    1. Click to choose one or more modules you want to include in the selected plan. 
  3. View module descriptions. 
    1. After selecting the modules, their corresponding descriptions will be displayed in the bottom-right section of the screen. 
Altria Scan Data: 
 
                                                Figure 1.7
Swag Shop:
                                                Figure 1.8
  1. Once you select the Klaviyo Plan, fields for Public Key, Private Key, and Revision Date will appear. 
    1. Public Key: Your Klaviyo site ID. 
    2. Private Key: API key for secure integration. 
    3. Revision Date: The date when Klaviyo's API documentation was last updated (provided by Klaviyo support). 
 
                                                                        Figure 1.9
Notes
Note: These fields are mandatory. You cannot proceed without completing them. 

Retrieving API Keys from Klaviyo 

  1. Log in to your Klaviyo account. 
  2. Click your account name in the lower-left corner. 
 
                   Figure 2.0
  1. Go to “Settings.”
  2. Select the “API keys” tab. 
                        Figure 2.1
  1. Retrieve Your Keys: 
 
                                                  Figure 2.2
    1. Public API Key (Site ID): Visible in the API Keys section. 
    2. Private API Keys: Only the names of the keys are visible. Generate a new key if needed. 

Finalizing the Integration 

  1. Enter the retrieved API keys and revision date in Control Center. 
  2. Click on “Save” to apply the changes.

Post-Integration Behavior 

    1. Once the Klaviyo integration is configured, all customer data from the database will sync to Klaviyo. 
    2. A new profile will be created in Klaviyo with the customer's details. 
The details that get synchronized when a new customer is created/updated are as follows: 
 

Klaviyo Fields 

Control Center Fields 

external_id 

core customer id 

email 

email address 

first_name 

first name 

last_name 

last name 

phone_number 

country_code + phone 

locale 

en-US 

address1 

address_line_1 

address2 

address_line_2 

city 

city 

country 

United States 

region 

state 

zip 

zip 

timezone 

Account time zone 

date_of_birth 

DOB 

eaiv_verified 

Eaiv_verified 

signup_date 

store signup date 

survey_selections 

altria survey selections (comma separated) 

interests 

store interests selection (comma separated)