In this article
Overview
Klaviyo is a powerful external platform designed to enhance marketing efforts for our customers by offering an extensive suite of marketing services tailored to meet diverse business needs. These services encompass a variety of functionalities, from simple notification messages that are automatically triggered by specific user actions—such as signing up for a newsletter or making a purchase—to more elaborate and targeted marketing campaigns that can include personalized email sequences, SMS marketing, and automated workflows.
By leveraging Klaviyo's capabilities, businesses can engage their audience more effectively, optimize customer interactions, and drive conversions. This integration empowers users to create data-driven marketing strategies that not only enhance customer experience but also foster long-term loyalty and growth.
Our integration with Klaviyo aims to provide a convenient solution that ensures customer profile data from Bepoz is updated in Klaviyo in near real-time.
This synchronization allows for updates to customer information, ensuring that any changes made in Bepoz are immediately reflected in the other. For instance, if a customer updates their contact details or opts in to receive SMS communications, this information will be automatically transferred to Klaviyo, maintaining accuracy and consistency across marketing channels.
By streamlining data flow, businesses can enhance their marketing strategies with up-to-date insights and create more personalized experiences for their customers. This integration not only reduces manual data entry and potential errors but also empowers marketing teams to focus on crafting effective campaigns that resonate with their audience.
Specifications
Released in Version: 4.8.0.0
Release Date: TBC
Product: Bepoz Core
Key Features & Capabilities
-
Account Creation in Klaviyo
-
Account Updates in Klaviyo
-
Opt In to SMS Communications
-
Opt in to Email Communications
-
Account holder vouchers sent to Klaviyo
-
Transactional Information sent to Klaviyo
-
Order Level Details
-
Product Level Details
-
Configuration
There are two main components for setup:
-
Scheduled Job
-
Handles all account related functionality
-
Handles all voucher related functionality
-
-
Transaction Queue Device
-
Handles all sales data
-
Pre-configuration Checklist
To ensure a smooth & efficient setup, the items below should be completed before configuration begins.
-
Setup a custom text field within the account maintenance form to store the Klaviyo ID
-
A guide on how to setup a custom field can be found here
-
-
API Key from Klaviyo for authentication
-
A guide on retrieving your Klaviyo API key can be found here
-
Configure the currency value in the Venue Setup, as this information is required by Klaviyo.
Scheduled Job Configuration
⚒️ Job Options
| Job Type | External DLL |
| DLL Name | Job Export |
| Class Name | Klaviyo |
| Schedule | Schedule on startup |
| API Endpoint |
https://a.klaviyo.com/api (This will be pre-filled; it is also documented in the tooltip for convenience) |
| Revision Date |
2024-10-15 (This will be pre-filled; it is also documented in the tooltip for convenience) |
| API Key |
Obtainable through your Klaviyo profile, see this guide for retrieving your API Key |
| Account Group |
Specify the parent account group that contains the accounts you wish to update to Klaviyo |
| Klaviyo ID |
A custom text field within the account maintenance window selected to store the Klaviyo ID ⚠️ This must be configured to the same field in both the Scheduled Job & Transaction Queue Device |
| Polling Interval |
Set the frequency for checking updates in seconds |
| Debug Mode |
This flag will enable payload logging. |
⚒️ Account Mapping
The account mapping section allows the user to select any Custom Fields that have been defined that they wish to include in the information sent to Klaviyo.
Transaction Queue Device Configuration
⚒️ Device Options
|
Device Type |
Transaction Queue Device |
|
DLL Name |
TransQ Klaviyo |
|
Class Name |
Klaviyo Device |
|
API Endpoint |
https://a.klaviyo.com/api (This will be pre-filled; it is also documented in the tooltip for convenience) |
|
API Key |
Obtainable through your Klaviyo profile, see this guide for retrieving your API Key |
|
Revision Date |
2024-10-15 (This will be pre-filled; it is also documented in the tooltip for convenience) |
|
Klaviyo ID Field |
A custom text field within the account maintenance window selected to store the Klaviyo ID ⚠️ This must be configured to the same field in both the Scheduled Job & Transaction Queue Device |
Noteworthy Details
To assist users in effectively configuring the Klaviyo interface, we have compiled a set of practical tips and best practices.
Opt In to Email & SMS Communications
To send any marketing material to a user, it is essential that they opt-in for the specific communication method, whether that be SMS or Email. Tracking these subscription preferences is crucial for effective marketing operations.
Klaviyo meticulously monitors each user's subscription status for both SMS and email notifications.
We monitor user preferences for email and SMS communications using the "Do Not Email" and "Do Not SMS" fields located in the Account Maintenance form.
Account Statuses
IN order to upload an account from Bepoz to Klaviyo, the customer account status must be set to OK.
All other statuses will be ignored and the account will not be uploaded.
Account Creation in Bepoz
‼️ DO NOT COPY CUSTOM FIELDS WHEN CREATING A NEW ACCOUNT ‼️
When creating a new account in Backoffice, it is important to note that copying 'custom fields' will lead to mapping issues between Bepoz and Klaviyo as the unique Klaviyo ID is stored in the custom field section.
When setting up a new account in Bepoz Backoffice, it is crucial to avoid copying custom fields from the source account. Doing so will transfer any existing Klaviyo ID, which can lead to significant mapping discrepancies between Bepoz and Klaviyo.
Phone Number Validation
Klaviyo will not upload an account that has an incorrectly formatted mobile number. Because of this we have implemented a log file that tracks any accounts that have issues.
This log file can be found within the KlaviyoData directory in the Bepoz data directory. The file will detail the following information:
-
Account ID
-
Account Name
-
Mobile No