Send audiences to Klaviyo

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

Note

This destination uses the Klaviyo REST API .

Amperity uses the Update Profile endpoint in the Klaviyo API to send customer profile attributes to Klaviyo.

Review the rate limits that are applied to endpoints in the Klaviyo REST API to manage customer profiles.

Before sending a set of customer profiles to Klaviyo, and to help set expectations, you should review the rate limits and estimate the amount of time required to complete the process of adding your set of customer profiles to Klaviyo.

This topic describes the steps that are required to configure campaigns to send email address lists to Klaviyo.

Note

Ask your DataGrid Operator or your Amperity representative for help configuring Klaviyo as a destination to which you can send campaigns for customer activation.

Build a segment

Use the Segment Editor to build any audience using a series of drop-downs and picklists.

As you define the attribute profile for an audience be sure to refresh segment insights to see how many customers match your audience and to see how much value they bring to your business.

When the segment is ready, activate it, and then use it use it in a campaign to send to your preferred destinations for customer activation.

Which attributes should you use?

You can use any attribute that is in your customer 360 database to define your audience.

When the list of customers who belong to this audience is sent to Klaviyo as part of a campaign you will be required to choose specific attributes to send.

Klaviyo supports the following attributes: email address lists.

Build a campaign

Use the campaign editor to build campaigns that send data to Klaviyo. Add a segment, define exclusions and sub-audiences, and then configure Amperity to send campaign data to Klaviyo.

To build a campaign

Step 1.

The campaign builder is available from the Campaigns page. The Create Campaign button in the top right corner of the page opens the campaign builder.

After the campaign builder opens, give your campaign a name.

Open the campaign builder and give your campaign a name.

Tip

The campaign name will always appear in the filename that is sent to any destination.

Use good naming patterns for the campaigns you will send to Klaviyo. Good naming patterns help ensure that you can easily find your campaigns within Amperity and that the campaign is discoverable in Klaviyo by users who may not be the same users who built the campaign in Amperity.

Avoid duplication between campaign and treatment group names.

Avoid using Klaviyo in the name unless the campaign is sent only to Klaviyo.

Use a naming pattern that ensures the campaign name works across every treatment group that is configured within any sub-audience.

If brand names and/or region names apply to all sub-audiences in the campaign, consider using them within the campaign name.

Step 2.

All campaigns start with an audience. Choose a segment from the Include drop-down list. The customers in that list will become the audience for this campaign.

Choose the audience to use with your campaign.

Tip

When a campaign starts with an audience that is defined by a single segment, you can use the segment insights for that segment as a way to measure the performance of that audience over time.

Step 3.

Sometimes campaigns need to exclude certain members of your audience. For example, a churn prevention campaign is often configured to exclude customers who have opted-out of SMS messaging and/or who have unsubscribed from an email list.

When you need to exclude audience members, choose one (or more) segments from the Exclude drop-down list. The customers in an exclusion list will be removed from the audience for this campaign.

Exclude some customers from this campaign.
Step 4.

Some campaigns have just one audience, while others have many and require sub-audiences.

Sub-audiences can be many things. How you choose to configure them depends on your audience, marketing strategy and goals, and the type of campaign you will run in Klaviyo.

Click Add treatment to add another treatment group to a sub-audience. The total percentages for all treatment groups (and the control group, if present) must be 100%.

Click Add Sub-audience to add more sub-audiences to this campaign, and then use the Audience Builder to define the criteria for that sub-audience.

Step 4.

Assign Klaviyo as a destination for at least one treatment group, and then edit the attributes for the sub-audience to ensure Amperity is sending the right data to Klaviyo.

Step 4.

Click Edit attributes to review the attributes that Amperity will send to Klaviyo.

Klaviyo requires only email addresses. You may configure campaigns to send additional customer profile attributes.

Amperity pre-selects the list of attributes that may be sent to Klaviyo. The Edit attributes page for Klaviyo is similar to:

Edit the attributes for Klaviyo.

Note

The Merged Customers table is the default table from which data is sent to Klaviyo, even though segments are often built against the Customer 360 table. This is by design. The Merged Customers table is the underlying table for customer profile data and is the source for all customer profile data that exists within the Customer 360 table.

Step 7.

A campaign can be configured to be sent once or on a recurring basis. A campaign can also be scheduled (i.e. “to be sent at the time you choose in the future”) or to be sent as soon as possible.

Give your campaign a name.
Step 8.

Enter the date on which you plan to launch your campaign in Klaviyo. This date helps Amperity improve results tracking and campaign results measurement.

Configure the schedule and timing for your campaign.
Step 9.

When your campaign is ready, click the Schedule button in the top right corner of the Campaigns page.

Note

Amperity will begin processing the segments that define audiences, exclusions, and sub-audiences, and will then send the results to Klaviyo.

Please allow for enough time for Amperity to complete this process before starting a campaign in Klaviyo.

Configure default attributes

Each unique destination that is configured to send data to Klaviyo may be configured to have a set of default attributes that will sent to Klaviyo every time this destination is associated with a treatment group in an active campaign.

Default attributes may be configured for a destination by clicking the Default attributes link next to the Create campaign button on the Campaigns page.

The source table is set to Merged Customers for most attributes. Your brand may configure each attribute to be pulled from the source table that best represents how your brand wants to use the attribute in Klaviyo.

Klaviyo has the following requirements for attributes.

Source attribute

Destination attribute

email

email

Customer profile attributes

Review the list of customer profile parameters your brand can send to Klaviyo. These may be configured as default attributes in Amperity.

Customer profile parameters

The following table describes the parameters that may be sent to Klaviyo.

Amperity uses the Update Profile endpoint in the Klaviyo API to send customer profile attributes to Klaviyo.

The list of customer profile parameters supported by Klaviyo are described in the following table. Parameters are listed alphabetically, but may be returned in any order.

Field name

Description

address1

Optional

The address that is associated with the location of an individual customer record. For example: 123 Main Street.

address2

Optional

Additional address information, such as an apartment number or a post office box, that is associated with the location of an individual customer record. For example: Apt #9.

city

Optional

The city that is associated with the location of an individual customer record.

country

Optional

The country that is associated with the location of an individual customer record.

email

Required

The email address that is associated with an individual customer record. A customer record may be associated with multiple email addresses.

Important

An email address is used by Klaviyo to generate a unique customer identifier for each customer profile that exists within Klaviyo.

This email address is most often found in the email field in the Merged Customers table, but may be located elsewhere depending on how your brand has configured your customer 360 database and depending on the downstream use cases your brand wants to enable within Klaviyo.

external_id

Optional

A unique identifier that associates Klaviyo profiles with customer profiles that exist within an external system.

For example, a unique ID for a point-of-sale system or the Amperity ID.

first_name

Optional

The first name that is associated with an individual customer record.

image

Optional

A URL that points to the location of a profile image for this customer profile.

ip

Optional

An IP address that is associated with this customer profile.

last_event_date

Optional

A timestamp for an event that is associated with this customer profile.

For example, the date and time of the most recent transaction from your brand’s website or store.

last_name

Optional

The last name that is associated with an individual customer record.

latitude

Optional

A latitude coordinate that may be used to define location-based segments in Klaviyo.

Note

This value should have a precision of four decimal places.

longitude

Optional

A longitude coordinate that may be used to define location-based segments in Klaviyo.

Note

This value should have a precision of four decimal places.

organization

Optional

The company, typically an employer or small business, that is associated with an individual customer record.

phone_number

Optional

The phone number that is associated with an individual customer record. A customer record may be associated with multiple phone numbers.

Note

A phone number must be in E.164 format , which represents a phone number as a number up to fifteen digits in length (without spaces) that starts with a + symbol. For example: +12061234567.

properties

Optional

A series of custom properties represented as key/value pairs for additional data that your brand wants to associate with this customer profile.

For example, a store ID or the name (or SKU) of the most recent product purchase associated with this customer profile.

region

Optional

The state or province that is associated with the location of an individual customer record.

timezone

Optional

The name of a timezome. Klaviyo recommends using the name of a timezone in the IANA Time Zone Database .

title

Optional

The title that precedes a full name that is associated with an individual customer record. For example: Mr., Mrs, and Dr.

zip

Optional

The zip code or postal code that is associated with the location of an individual customer record.