Send results to Klaviyo

Klaviyo is an email platform for targeting, personalizing, measuring, and optimizing email and Facebook campaigns.

This topic describes the steps that are required to send CSV files to Klaviyo from Amperity:

  1. Build a query

  2. Add orchestration

  3. Run orchestration

Note

Klaviyo must be enabled before you can configure an orchestration to send query results. Ask your DataGrid Operator or Amperity representative to enable Klaviyo for your tenant.

Build query

To send query results to Klaviyo you must know which type of audience list will be updated by Amperity. There are two types:

Email address only

The default audience list in Klaviyo requires only an email address. This requires a simple SELECT statement that returns only the Amperity ID and its associated email address:

SELECT
  ,amperity_id AS "Amperity ID"
  ,email AS "Email"
FROM Customer360

Email address + customer profiles

You can send results to Klaviyo that include customer profiles along with their email address, such as first and last names, phone numbers, and zip codes. This additional profile data is available from the Customer Properties section within individual profiles for members of an audience list.

For example:

SELECT
  ,amperity_id AS "Amperity ID"
  ,given_name AS "First Name"
  ,surname AS "Last Name"
  ,postal AS "Zip code"
  ,phone AS "Phone"
  ,email AS "Email"
FROM Customer360

Important

This option requires the Use full profile to update list setting to be enabled in the data template used to send query results to Klaviyo.

Add orchestration

An orchestration defines the relationship between query results and a destination, including the location to which those query results will be sent and the frequency at which the orchestration will be run.

To add an orchestration

  1. From the Destinations tab, click Add Orchestration. This opens the Add Orchestration dialog box.

  2. From the Object Type drop-down, select Query.

  3. From the Object drop-down, select the query for which results will be sent to Klaviyo.

  4. From the Destination drop-down, select a destination that is configured for sending data to Klaviyo.

  5. From the Data Template drop-down, select a data template.

  6. Verify all settings.

  7. Set the workflow to Manual. (You can change this to automatic later, after verifying the end-to-end workflow.)

  8. Click Save.

Run orchestration

Run the orchestration manually to validate that it works.

To run the orchestration

  1. From the Destinations tab, under Orchestrations, open the    menu for the Klaviyo orchestration, and then select Run.

  2. The Status column for the orchestration will update to say “Waiting to start…”, after which the notifications pane will update to include a notification that shows the current status.

  3. When the orchestration has run successfully, the status is updated to “Completed”.