Send data to Klaviyo

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

Use Amperity to manage audience lists in Klaviyo. Build a query using the email field, with optional additional customer profile fields, and then send the results of that query to Klaviyo. The audience list will be updated to match the query.

Note

This destination uses the Klaviyo REST API .

This topic describes the steps that are required to send audience lists to Klaviyo from Amperity:

  1. Get details

  2. Add destination

  3. Add data template

Get details

Klaviyo requires the following configuration details:

  1. A private API key.

  2. The list name to which the Klaviyo connector will write. This can be the name of an existing list or a new list.

  3. A query that outputs the fields that must be mapped to the Klaviyo audience.

Add destination

Configure Amperity to send data to Klaviyo using the Klaviyo API.

To add a destination

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

  2. Enter the name of the destination and a description. For example: “Klaviyo” and “This sends audience lists to Klaviyo”.

  3. From the Plugin drop-down, select Klaviyo.

  4. The “klaviyo” credential type is selected automatically.

  5. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box.

  6. Enter a name for the credential along with the Klaviyo API key. Be sure to add the full Klaviyo API key. Click Save.

  7. Select Allow customers to use this destination.

  8. Select Allow orchestrations from users with limited PII access. (A user with limited PII access has been assigned the Restrict PII Access policy option.)

  9. Click Save.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

You have two options for setting up data templates for Klaviyo:

  1. For use with campaigns

  2. For use with orchestrations

for campaigns

You can configure Amperity to send campaign results to Klaviyo. These results are sent from the Campaigns tab and may only contain a list of email addresses.

To add a data template for campaigns

  1. From the Destinations tab, open the menu for a destination that is configured for Klaviyo, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “Klaviyo email list” and “Send email addresses to Klaviyo.”

  3. Enable the Allow customers to use this data template option, and then enable the Make available to campaigns option. This allows users to send campaign results from Amperity to Klaviyo.

  4. Under Template Settings, configure the following settings:

    List Name This is the name of the audience list in Klaviyo. If the audience list does not exist, this is the name of the audience list that will be created by Amperity.

    Note

    By default, Amperity will manage audience lists using only email.

  5. Click Save.

for orchestrations

When you configure Amperity to send query results to Klaviyo you have two choices:

  1. Configure the data template to allow only email addresses

  2. Configure the data template to allow email addresses and customer profiles

To add a data template for orchestrations

  1. From the Destinations tab, open the menu for a destination that is configured for Klaviyo, and then select Add data template.

    This opens the Add Data Template dialog box.

  2. Enter the name of the data template and a description. For example: “Klaviyo customer profiles” and “Send email addresses and customer profiles to Klaviyo.”

  3. Enable the Allow customers to use this data template option. This allows users to build queries, and then configure orchestrations that send results from Amperity to a configured destination.

  4. Optional. Enable the Allow orchestrations from customers with limited PII access option. This allows users who have been assigned the Restrict PII Access policy option to send results from Amperity.

  5. Under Template Settings, configure the following settings:

    List Name This is the name of the audience list in Klaviyo. If the audience list does not exist, this is the name of the audience list that will be created by Amperity.

    Use full profile to update list This option allows queries to send additional customer profile fields as part of the audience list, after which they will be visible in Klaviyo from the Customer Properties section within individual profiles for members of that audience list.

    Note

    By default, Amperity will manage audience lists using only email.

  6. Click Save.