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 .
Review the rate limits that are applied to endpoints in the Klaviyo REST API, specifically the endpoints that add profiles , create a list of profiles , and remove profiles , which are the endpoints Amperity uses 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.
If you don’t want to wait to load customer profiles, you may instead use the SFTP import tool process. This approach is efficient and quick. It uses the built-in SFTP connector in Amperity and is capable of importing large sets of customer profiles much faster than a rate limited API.
The CSV file that is imported to Klaviyo has specific requirements on formatting and must include one (or more) of the following fields: “Email”, “PhoneNumber”, and/or “ExternalID”. When these fields are present in the CSV file they must have those exact names.
This topic describes the steps that are required to send audience lists to Klaviyo from Amperity:
Get details¶
Klaviyo requires the following configuration details:
How do I find Klaviyo account, private API key, and audience information?
You can find all of this information after you log into Klaviyo.
A private API key is associated with your account username. Click your username, then Account, then Settings, and then API Keys. Create a new private API Key for use with Amperity, and then copy it.
There can be many lists in Klaviyo. For each list to which you want to send query results, click Lists & Segments. Copy the name of the list into which you want to load query data or provide a new name to create a new list.
Add destination¶
Configure Amperity to send audience lists directly to Klaviyo.
To add a destination
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
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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. ![]() Enter the name of the data template and a description. For example: “Klaviyo” and “Send audience lists to Klaviyo.”. |
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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. ![]() 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. |
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Verify all configuration settings. ![]() 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. |
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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:
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. |
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Review all settings, and then click Save. ![]() 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. |
Workflow actions¶
A workflow will occasionally show an error that describes what prevented a workflow from completing successfully. These first appear as alerts in the notifications pane. The alert describes the error, and then links to the Workflows tab.
Open the Workflows tab to review a list of workflow actions, choose an action to resolve the workflow error, and then follow the steps that are shown.
Invalid credentials¶
The credentials that are defined in Amperity are invalid.
To resolve this error, verify that the credentials required by this workflow are valid.
Open the Credentials page.
Review the details for the credentials used with this workflow. Update the credentials for Klaviyo if required.
Return to the workflow action, and then click Resolve to retry this workflow.
Maximum number of lists exceeded¶
Klaviyo supports up to 1000 lists and/or segments in your account at any given time.
To resolve this error, verify the number of lists and/or segments associated with your Klaviyo account.
Log into Klaviyo and verify the number of lists and/or segments that are associated with your Klaviyo account.
Remove unused lists and/or segments.
Return to the workflow action, and then click Resolve to retry this workflow.