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
emailemail address
first_namefirst name
last_namelast name
phone_numbercountry_code + phone
localeen-US
address1address_line_1
address2 address_line_2
citycity
countryUnited States
regionstate
zipzip
timezoneAccount time zone
date_of_birth DOB
eaiv_verifiedEaiv_verified
signup_datestore signup date
survey_selections
altria survey selections (comma separated)
interestsstore interests selection (comma separated)