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

The Klaviyo destination 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 audience lists directly to Klaviyo.

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 business users to use this destination.

    This allows users who have been assigned to the Amp360 User and/or AmpIQ User policies to use this destination with orchestrations and/or campaigns.

  8. Select Allow business users with limited PII access to send data.

    This allows users who have been assigned to the Restrict PII Access policy option to use this destination with orchestrations and/or campaigns.

  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.

To add a data template

Step 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.

Step 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.

Step 2.

Verify business user access to queries and orchestrations and access to segments and campaigns.

A business user may also have restricted access to PII, which prevents them from viewing and sending customer profile data.

Step 2.

If business user access was not configured as part of the destination, you may configure access from the data template.

Important

To allow business users to use this destination with campaigns, you must enable the Make available to campaigns option. This allows users to send campaign results from Amperity to Klaviyo.

If you enable this option, the data extension settings require using campaign name and group name template variables to associate the name of the data extension to your campaign.

Step 3.

Verify all configuration settings.

Verify settings for the data template.

Note

When the audience list settings were are not configured as part of the destination, you must configure them as part of the data template before making this destination available to campaigns.

Step 4.

Configure how Amperity will send data to Klaviyo.

For campaigns

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.

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

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.

Step 5.

Review all settings, and then click Save.

Save the data template.

After you have saved the data template, and depending on how you configured it, business users can send query results and/or send campaigns to Klaviyo.