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Creating a Klaviyo integration

Written by David
Updated over a week ago

Overview

SoPost’s Klaviyo integration enables brands to seamlessly receive consumer data from their sampling campaigns directly into their Klaviyo account. This allows for efficient data management, automated email flows, and better audience segmentation.

How to set it up

Step 1: Access the Integration Settings

  • Log in to your SoPost Campaign Manager account.

  • In the left-side menu, click on Settings.

  • Under Settings, navigate to the Integrations section.

Step 2: Add a Klaviyo Integration

  • Click the "Add Integration" button.

  • From the list of available integrations, select Klaviyo and click Next.

Step 3: Configure Your Klaviyo Integration

  • Enter a name for your Klaviyo integration.

    • This can be anything that will help you identify the integration.

  • Insert your Klaviyo Private API Key

    • This allows SoPost to send data to your Klaviyo account.

Make sure to grant SoPost the following permissions on your side:

profiles:write

subscriptions:write

lists:write

Step 4: Select the Data Fields to Receive

  • Choose the consumer data fields you want to sync with Klaviyo by checking the relevant boxes. Available fields include:

  • First name

  • Last name

  • Email address

  • Address (line 1, city, postcode)

  • Locale

  • Phone number

  • External campaign ID

    • This can be chosen by the brand

  • External brand ID

  • This can be chosen by the brand

Step 5: Finalise

  • Click "Create Integration" to complete the setup.

⚠️ Some things to consider:

  • We do not send data from questions asked during the order stage (consumer insights) or the feedback stage (feedback questions) to Klaviyo.

  • To make sure that the integration is set up correctly the first time, we suggest requesting a test lead to be sent to make sure the brand is receiving everything as expected. This can be done via Helpdesk.

  • In the Klaviyo platform, the consent option "double opt-in" will be selected by default. This means that only the details of people that have confirmed the opt-in twice will be sent to your system, resulting in opt-in numbers in SoPost and Klaviyo not matching.
    Please change it to "single opt-in" to get data for all consumers that consented once.


    To get to this setting, search for "double opt-in" in the search bar.

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