- Overview
- Setup Klaviyo Account
- Add Business Details
- Connect Your Platform
- Getting Started
- Catalog Feed
- Collecting SMS Subscribers
Overview
Klaviyo is an email marketing platform created for online businesses — featuring robust email and marketing automation and powerful segmentation tools.
By activating the AmeriCommerce & Klaviyo Integration, you'll have the ease of sending post-order information such as products, order details of when orders are shipped, cancelled, or refunded. Plus, option to generate a JSON product feed every 6 hours.
Setup Klaviyo Account
If you haven't already registered an account with Klaviyo visit www.klaviyo.com to sign up for an account. Once you've signed up, you'll be taken to the welcome page to enter in some additional information.
Add Business Details
Here, you'll enter your website, select business type, and choose the platform that you want to integrate with. If you do not see your integration on the list of available integrations, click Show More. If you still don't see your integration, select Other.
Connect Your Platform
When you click Continue, you'll be prompted to connect your integration to Klaviyo along with adding your brand information. Now that your account is setup, it's time to bring it all together!
Getting Started
Head over to your AmeriCommerce Store Admin and navigate to Tools>Apps & Ad-Ons>Klaviyo. Here you will set the integration to active. In App Settings, you will be required to provide a Public API Key which can be found in the dashboard of your Klaviyo account.
In your Klaviyo dashboard, go to Account in the user dropdown menu.
On the Account page, go to the Settings tab and click API Keys
On the API keys page, be sure to copy the Public API Key to place in your AmeriCommerce Admin.
Copy the entire API key, and paste it into the API Key field in your AmeriCommerce Admin and click Save. You will want to enable your tracking script, order updates, and catalog feed files.
Catalog Feed
You can sync your store catalog to Klaviyo by using custom catalog syncing. You will need to set a file path name for the catalog feed and the extension should be in JSON. Copy the feed file URL from your store and paste to the the Source URL in Klaviyo.
The feed file URL should look like: https://website.com/catalog_feed.json
After your feed has been added as a catalog source, you can configure the mapping of the fields in the feed. Klaviyo will try and automatically map the fields in your feed based on their name, but if they do not automatically map you may need to set them yourself.
Once you've mapped the catalog feed in your account , the last step in the setup is to reach out to the support team.
Collecting SMS Subscribers
First, you will need to setup SMS within your Klaviyo account: Setting Up SMS In Klaviyo
Next, make a private API key similar to how you created your public one, in the private keys section of your Klaviyo account.
Paste the private key into your Klaviyo Private Key setting within your store's Klaviyo settings:
Here are the relevant Klaviyo SMS collection settings found on your store
To begin collecting SMS subscribers, enable the 'Collect SMS Subscribers' setting and save the page.
Once you do this, the 'Add SMS Subscribers to List' dropdown should populate with your Klaviyo lists. When collecting SMS subscribers, they will be subscribed to one of your lists in your Klaviyo account. Setup your Klaviyo lists & segments here https://www.klaviyo.com/lists
The last two settings control what your customers will see when they are asked to opt-in to SMS. Please be aware that when collecting SMS consent you must include disclosure language for TCPA compliance. You should also update your Terms of Service and Privacy Policy to include the terms of your SMS marketing program.
Learn more about SMS consent and compliance
Once you have entered all of your Klaviyo SMS settings, the last step is to add the consent checkbox and consent text to your checkout page.
Go into your One Page Checkout Html Editor within theme editing and add the following markup near the billing phone number field. (shipping phone if you collect shipping address first).
<ac:visibilityarea id="KlaviyoSMSOptInArea">
<div>$$KLAVIYOSMSOPTINCHECKBOX$$</div>
<div>$$KLAVIYOSMSCONSENTTEXT$$</div>
</ac:visibilityarea>
Now when customers checkout, they will see the following:
Please note that consent is not gathered until they hit the place order button on the checkout page.
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