Klaviyo Integration
In this article we will show you how to set up the Klaviyo Integration on your Nector dashboard.
Visit the Integrations Page. Under Email & WhatsApp Marketing inside the Integrations page, look for Klaviyo.
Click on Configure to open up the Klaviyo integration page.
First to enable the integration, you need to get the public & private API key from your Klaviyo dashboard.
Login to your Klaviyo dashboard.
Visit this link to go to the API Keys page.
Under Private API Keys, create a new API key by click on the Private API Keys button.
Give any name to the API Key, and choose Grant applications full access for every API scope under Select Access Level. (See below screenshot for reference)
Click on the Create button in the top right.
Once the API Key is created, close it to come back to the previous page.
Copy the public & private key.
Now paste it in your Nector dashboard. Under Choose Common property, select Email as the mode of communication
Choose Common Property - This refers to the user property of Nector which will be used when sending the event.
Finally, click on Initialize button to button to enable the integration. Once it is enabled, you will see the below view.
Events can be sent to Klaviyo when certain things happen on Nector. You can then setup automations on Klaviyo, which can be triggered when the event occurs on Nector. For example, when a customer is rewarded with wallet coins, an event can be sent to Klaviyo, which in turn will trigger an automation that sends an email to the customer.
Switch to the Events tab and click on Create An Event. It opens up to the Events page with the Send Events tab. Now you have to select the event on which you want to notify the external integration.
There are many events supported on Nector. If you don't know which to choose, here are the two events that are most relevant and commonly used:
Wallet Coins Rewarded: This event will be sent whenever wallet coins are rewarded on nector.
Coupon Is Created: This event will be sent whenever a customer uses his wallet coins to get a discount/coupon code on nector.
For example,
To send an Wallet Reward Event to Klaviyo whenever wallet coins are rewarded to a customer on nector, you would create the event as shown below.
Click on "+" button to create an event.
For "Event" option, select Wallet Coins Rewarded
For "Send event to" option, by default Klaviyo will be selected.
Once you have entered all the details, click on the Create button in the popup. The event will be created as below.
In order to make this event available in your Klaviyo dashboard, you need to send a test event from Nector as shown below. After this, you can setup the flow on Klaviyo using this event as the trigger.
Click on the Event you just created
You can send a test event by clicking on Send Test Event.
A popup opens, enter the email id where you want to send the test email.
Kindly note, the Email id of customer to whom email has to be sent needs to exist in the Customers database of your store.
After you are done setting up events to be sent to Klaviyo from Nector, you can create automations on Klaviyo in response to the Events. For this, visit your Klaviyo dashboard and set up the integration. Read the steps below:
Go to your Shopify admin page and click on Apps and search for Klaviyo and click on it, dashboard will open
From the Klaviyo Dashboard, click on Flows and then click on Create Flow
Click on Create From Scratch and enter the name of the Flow
Click on Select a trigger and then go to Your metrics, click on API, from there choose your desired trigger, in this example since we have created an event for wallet reward, we will be choosing the "walletreward_create" trigger.
After that, drag and drop the Email from the side-menu into the flow.
Click on the email box and then set up the mail that is to be sent. You can write your own subject, content and also there is a list of basic templates you can choose from. You can also enable some filters to send only to specific customers.
To use the variables that are sent in the event, inside your email template, refer to this article by Klaviyo (see the "Emails" section): https://help.klaviyo.com/hc/en-us/articles/115002779071#01FK12GQZA8853EXPY3NNWC75S
Finally click on Review and turn on and then Turn On
Your flow will be successfully set as Live.
Events can also be sent for other things like when a new customer is referred, for coin expiry notification, for review request, and more. To learn how to setup these events, look into those respective articles.
For a list of events and the data associated with each event, please refer this article for more info: https://nector.crisp.help/en/article/event-details-sent-to-external-integrations
Events
Event details sent to External Integrations
Setting up the Integration
Visit the Integrations Page. Under Email & WhatsApp Marketing inside the Integrations page, look for Klaviyo.
Click on Configure to open up the Klaviyo integration page.
First to enable the integration, you need to get the public & private API key from your Klaviyo dashboard.
Getting your public and private API keys
Login to your Klaviyo dashboard.
Visit this link to go to the API Keys page.
Under Private API Keys, create a new API key by click on the Private API Keys button.
Give any name to the API Key, and choose Grant applications full access for every API scope under Select Access Level. (See below screenshot for reference)
Click on the Create button in the top right.
Once the API Key is created, close it to come back to the previous page.
Copy the public & private key.
Now paste it in your Nector dashboard. Under Choose Common property, select Email as the mode of communication
Choose Common Property - This refers to the user property of Nector which will be used when sending the event.
Finally, click on Initialize button to button to enable the integration. Once it is enabled, you will see the below view.
Sending Events To Klaviyo
Events can be sent to Klaviyo when certain things happen on Nector. You can then setup automations on Klaviyo, which can be triggered when the event occurs on Nector. For example, when a customer is rewarded with wallet coins, an event can be sent to Klaviyo, which in turn will trigger an automation that sends an email to the customer.
Add new event
Switch to the Events tab and click on Create An Event. It opens up to the Events page with the Send Events tab. Now you have to select the event on which you want to notify the external integration.
There are many events supported on Nector. If you don't know which to choose, here are the two events that are most relevant and commonly used:
Wallet Coins Rewarded: This event will be sent whenever wallet coins are rewarded on nector.
Coupon Is Created: This event will be sent whenever a customer uses his wallet coins to get a discount/coupon code on nector.
For example,
To send an Wallet Reward Event to Klaviyo whenever wallet coins are rewarded to a customer on nector, you would create the event as shown below.
Click on "+" button to create an event.
For "Event" option, select Wallet Coins Rewarded
For "Send event to" option, by default Klaviyo will be selected.
Once you have entered all the details, click on the Create button in the popup. The event will be created as below.
Sending Test Event
In order to make this event available in your Klaviyo dashboard, you need to send a test event from Nector as shown below. After this, you can setup the flow on Klaviyo using this event as the trigger.
Click on the Event you just created
You can send a test event by clicking on Send Test Event.
A popup opens, enter the email id where you want to send the test email.
Kindly note, the Email id of customer to whom email has to be sent needs to exist in the Customers database of your store.
Setting up the flow on Klaviyo
After you are done setting up events to be sent to Klaviyo from Nector, you can create automations on Klaviyo in response to the Events. For this, visit your Klaviyo dashboard and set up the integration. Read the steps below:
Go to your Shopify admin page and click on Apps and search for Klaviyo and click on it, dashboard will open
From the Klaviyo Dashboard, click on Flows and then click on Create Flow
Click on Create From Scratch and enter the name of the Flow
Click on Select a trigger and then go to Your metrics, click on API, from there choose your desired trigger, in this example since we have created an event for wallet reward, we will be choosing the "walletreward_create" trigger.
After that, drag and drop the Email from the side-menu into the flow.
Click on the email box and then set up the mail that is to be sent. You can write your own subject, content and also there is a list of basic templates you can choose from. You can also enable some filters to send only to specific customers.
To use the variables that are sent in the event, inside your email template, refer to this article by Klaviyo (see the "Emails" section): https://help.klaviyo.com/hc/en-us/articles/115002779071#01FK12GQZA8853EXPY3NNWC75S
Finally click on Review and turn on and then Turn On
Your flow will be successfully set as Live.
Events can also be sent for other things like when a new customer is referred, for coin expiry notification, for review request, and more. To learn how to setup these events, look into those respective articles.
For a list of events and the data associated with each event, please refer this article for more info: https://nector.crisp.help/en/article/event-details-sent-to-external-integrations
Related Articles
Events
Event details sent to External Integrations
Updated on: 14/05/2024
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