Klaviyo

This integration is in beta

The‍
Klaviyo
integration is currently in beta.
As with all beta tests, not everything will be perfect. If you run into any issues, please submit a support ticket.

Connect your Klaviyo account with Lexer

Klaviyo is an email marketing platform created for online businesses that supports email and SMS. In this article, we'll walk you through integrating your Klaviyo account with Lexer to connect your email campaign data and send customer segments for marketing activation.

Benefits of a Klaviyo integration

Integrating your Klaviyo account with Lexer provides a number of email and SMS related benefits, such as:

  • Understanding your customers’ email campaign behavior.
  • Syncing segments between platforms.
  • Sending customer data to update Lists in Klaviyo.
  • Analyzing profiles in the Lexer hub for greater customer insights.
  • Creating custom segments that can be sent to Klaviyo for activation.
  • Comparing customer segments for insights to guide future campaigns.

Integration in a nutshell

Here's a summary of how Klaviyo integrates with Lexer:

Direction

What direction does the data flow?

✅ Data in: email attributes to enrich profiles.

✅ Data out: enriched customer segments for activation.

Type

Lexer’s integration with this product allows you to pull data into the hub from these sources.

✅ Email

⬜️ SMS

Source method

How the system connects with Lexer.

✅ API

Destination method

How Lexer connects with the system.

✅ API

Status

Is this integration live and working?

Full Release

Lexer product compatibility

What Lexer products is the integration compatible with?

✅ Activate

✅ Compare

✅ Segment

✅ Track

⬜️ Listen

⬜️ Respond

⬜️ Serve

Attributes

No attributes will be created as part of this integration.

Attributes

This integration allows for some flexibility, the output of the integration depends on your available data and what you send through to Lexer. In addition, your attributes could be named in a different way to other clients. If you would like a list of attributes related to this integration, please email your Success Manager.

Attributes

What attributes are created when integrated with Lexer?

✅ Number of Emails Sent

✅ Campaigns Sent

✅ Email Open Rate

✅ Email Click Rate

✅ Email Engagement Category

✅ Open Date Last Email Open

✅ Campaigns Opened

✅ Last Email Click Click Dates

✅ Campaigns Clicked

✅ Email Subscribe Date

✅ Email Source

✅ Email Opt-In Status

Attributes

These are the standard attributes Lexer can create when you connect this integration, however, this will depend on the data available and what you're sending through to Lexer. Also note, your attributes may be named differently.
If you have any questions, or would like to discuss any custom options, please reach out to your Success Manager.

How do I integrate my account?

The following section of the article follows the step-by-step process of integrating your Klaviyo account with Lexer.

Creating a Private API Key

First, you will need to make a Private API Key in Klaviyo. To do this navigate to Account > Settings > API Keys. From there click Create API Key and follow the prompts. We suggest including Lexer in the naming of your Private API Key for easy reference later.

API key scopes
Klaviyo allows you to restrict access to third parties. As you could imagine with a CDP, we need to access a lot of your data to provide the insights that you know and love within your Hub. You will need to provide Lexer with Full Access for the integration to work properly. You can follow the process of setting up your Private API key within Klaviyo here.

Saving your Private Key in Lexer

  1. In the Lexer Hub, click on Manage in the top navigation bar.
  2. Integrations will be selected by default.
  3. Select the Klaviyo tile.
  4. Click Integrate Klaviyo account.
  5. Fill in the details in settings.
    1. Enter your connection name — we suggest pasting in the unique name you created in Klaviyo. The benefit being, if you have more than 1 Klaviyo account connected, you can differentiate them.
    2. Enter your Klaviyo Private API Key.
  6. Hit Save Integration.
The final step
Once you've added your Klaviyo account credentials to the Klaviyo tile in the Hub, please contact your Success Manager, or Lexer Support (support@lexer.io) to complete your Klaviyo set up and configuration.

Tracking Klaviyo Segments in Lexer

You can capture and track Klaviyo segment audiences in Lexer by simply adding the Klaviyo segment ID to your Klaviyo tile in Lexer. You'll just need the IDs for each Klaviyo segment. To get these, do the following:

  1. Login to your Klaviyo account.
  2. Navigate to Lists & Segments in the left-hand side navigation bar.
  3. Click on the segment you want, and then go to SETTINGS.
  4. Directly under the heading List ID & Name you will see your segment ID bolded.
  5. Copy this and then paste it into Lexer.

Adding your Segment ID in Lexer

You'll need to navigate to MANAGE > INTEGRATIONS and then find your Klaviyo tile. If your Klaviyo account is already connected and data is in your CDXP, you will have two Klaviyo tiles. You'll want the one that lists the connected accounts as depicted below:

The steps to add a segment are similar to those used to integrate the account.

  1. In the Lexer Hub, click on Manage in the top navigation bar.
  2. Integrations will be selected by default.
  3. Select the Klaviyo tile.
  1. Click on the connected account the segment belongs to.
  2. Paste in your segment ID and click the + button.
  3. Add an API key.
  4. Click SAVE INTEGRATION.
Remember!
If you get an error message, be sure to check your segment ID. The integration will not save if the segment ID does not match or does not belong to the Klaviyo account.

Using your Klaviyo segments in Lexer

Once you have integrated your segment IDs, you can use them to create new segments in Lexer using the Klaviyo Segments attribute.

Simply search for this attribute in the attribute picker, and then filter for the Klaviyo segment you wish to choose.

Opt-in and opt-out status

Klaviyo does not support a global opt-in. Each profile is either opted in or out of a single list. Aligned with Klaviyo’s best practice, we recommend migrating all profiles to one single list.

The benefits of this are:

  • Lexer’s integration is designed for this use case.
  • Cheaper to have contacts in a single list (you pay for contacts in lists, regardless of duplicates).
  • Easy to report on total subscriber count.
  • Quicker to extract daily delta data.
  • Easy to report on subscriber source.

To use this single list in your segments to identify opt-ins, select the Active in Lists attribute, and then filter for your single list.

What is a Klaviyo Activation

Now that your account has been integrated, it's time to activate it in Klaviyo and Lexer. By connecting your Klaviyo account to Lexer, you’re given the power to create detailed segments of customers. Use them to update existing lists in Klaviyo and enrich your customer profiles.

How do I activate to Klaviyo?

Before you get started, make sure you’ve done the following:

  • Integrated your Klaviyo account with Lexer.
  • Created an activation to Klaviyo (reach out to Lexer Support (support@lexer.io) if not).
  • Built your Segment/s in Lexer Segment.

In Klaviyo

First, you’ll need to create a list in Klaviyo. Part of the process of creating a list is adding a form, which is a means of collecting the exact data you want to appear on your list.

Each field you create on the form will become a property that you can update with an attribute from Lexer. For example, if you create a form that asks for First name, Last name, and Gender, these are the only three values that Lexer will be able to send to Klaviyo for each customer.

In Lexer

  1. Navigate to Engage > Activate.
  2. Click New Activation.
  3. Select the appropriate Klaviyo account for this activation.
  4. Add your Segment. In this example I have added High Value Customers, at the bottom of the page I can see the number of profiles in this segment.
  5. Fill in the details in settings.
    1. Activation Name –- give your activation a name.
    2. Activation Tag — this is the name of the segment on Klaviyo.
    3. Check the Ongoing Activation box if you want this activation to run daily, and check the Notify me box if you wish to be notified when it runs.
    4. Segment Action — choose to MaintainAppend or Remove the profiles from the audience.
      Maintain segment: This will add an attribute (this may have a different name within the Klaviyo platform) to the list that will be imported to Klaviyo. Subscribers leaving the segment will remain in the segment but have their attribute removed. In most cases, you’ll want to maintain your audience.
      Append: This adds an attribute to the target segment in Klaviyo.
      Remove: This option removes the attribute, but does not remove them from the segment.
    5. Measurement will default to append audience name to activated profiles to track the Profiles in this activation. Again in most cases it is helpful to leave this ticked.

If you would like to learn more about audience tags, have a read of our Activate overview article.

  1. Agree to the terms and click Run Activation.

Set and forget auto-updating audiences

Lexer Activate permits you to automatically update your audiences within Klaviyo. With this selected, Lexer will add or remove customers from your audience as customers enter and leave your Segment.

Okay I’ve sent my audience, what next?

The moment your activation has been confirmed as sent in Activate, you’ll see records begin to update in Klaviyo. We’ll send you an email to let you know once an audience has been sent — the time this takes will vary depending on the size of the audience.

Want to remove segments that are no longer available in Klaviyo?

You can remove these sections by following these steps:

  1. Go to Manage > Integrations.
  2. Click on the Klaviyo tile.
  3. Open the integration that contains the segment you would like to delete.
  4. Click on the "X" next to the segment ID that you would like to delete.

That's it, the segment should now reflect as deleted in Klaviyo, it may take some time for the change to be reflected.

You're done!

Congratulations, your account should now be integrated and activated in Lexer. We've gone through what Klaviyo is, the type of integration it is, its benefits, and how to integrate and activate it. There's a lot of steps to follow here and if you feel stuck or confused please don't hesitate to reach out to Lexer Support (support@lexer.io) if you need any help.

Updated:
February 7, 2024
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