Klaviyo Integration

Introduction

preezie integrates with Klaviyo to automatically send all leads and any workflow journey data directly into your Klaviyo account. This means each lead profile created (or updated) will come attached with an event containing their preezie Q&A and product recommendations shown.

The lead information fields sent to Klaviyo are specified in the Workflow Edit:

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Set up Klaviyo for preezie

Updated! The below now uses Klaviyo’s v2 OAuth API access (August 2024)

Go to your preezie CMS > Settings > Tenant settings > Klaviyo Integration tab:

https://admin.preezie.com/app/admin/tenantSettings?tab=klaviyo

• In Endpoint type select Klaviyo OAuth

• Click Authorize

  • This will open up a tab to connect your Klaviyo account to preezie

    • Click Continue then Allow

  • This will authenticate Klaviyo and redirect back to your preezie CMS

• Check the Active checkbox

• Finally, click Save Klaviyo API Integration and that’s it!

If you want the Profiles to be added to a List ID, then follow these steps below.

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Frequently Asked Questions

I can’t see my preezie lead form submissions in my Klaviyo account?
First go back to the settings and check you have saved the integration successfully in: https://admin.preezie.com/app/admin/tenantSettings?tab=klaviyo

Then make sure you are seeing email addresses coming through in the Leads report: https://admin.preezie.com/app/reports/leads - note, only leads with a positive Lead Score % will be passed to Klaviyo.

I’m seeing ‘Access to www.klaviyo.com was denied’ when I click Authorize?
This happens because your Klaviyo account does not have adequate access rights, please change your Role to Admin or Manager (or ask someone who has) then follow the same steps.

I have multiple tenants do I have to do each one?

Yes you must individually give access to each preezie tenant.

How do I remove preezie from my Klaviyo account?

Either uncheck Active or Disconnect in the preezie Klaviyo settings tab and hit Save.

How preezie sends data to my Klaviyo account

Each time the user submits a lead form (either before or after seeing their results) all of this data is sent as a metric event in Klaviyo. It will only send the amount of products specified in the Result Size value within the workflow Edit > UI Results & Behaviours > Result Size

The event name is preezie lead form submit the default fields populated are:

Sending additional product attributes to Klaviyo

If you have additional product attributes you’d like to send in addition to the above fields, you can select these via Product configuration > Product attributes.

Select your database and Edit the Field name you want to pass to Klaviyo. Choose Appears in Statistics, then OK then Save.

Now each time a lead form is submitted these additional attributes will also be sent, for example description:

This can be used to learn more about the product types that match your shopper’s needs as well as refine your email campaign targeting.

How to send directly to a Klaviyo list

You can send all of your leads directly to a list ID from preezie. First obtain your list ID from Klaviyo, this can be found in Audience > List & segments > List’s settings:

Copy that text and go back to the preezie admin Settings > Tenant settings > Klaviyo Integration > List ID

Once you save this all leads will go straight into your designated list (if Double Opt-in is set on your list in Klaviyo, it requires the email user to accept the invitation first).

You can choose “Single opt-in” so the preezie system will automatically send results to your Klaviyo segment regardless of the opt-ins applied.

Note, this only works with Lists not Segments, segments are built dynamically using Klaviyo’s in-built behaviour.

Building a Results Email

Klaviyo Smart Sending - When an email has Smart Sending enabled, Klaviyo will automatically check to see if that profile has received a message from you within your account's Smart Sending period before it sends. If this profile has received another message from you recently, they will be skipped from receiving the current message.

Turn off Smart Sending for your preezie Results Email to ensure that it is successfully delivered to the recipient without a hitch!

Things to remember

1. Partial information won’t be sent, only after the user has clicked Get Results! (or equivalent) and submitted the lead capture form at the end of their preezie journey

2. We use an inbuilt filter so any emails and phone numbers that are invalid (e.g. spam, odd characters) will not be sent to any external feeds including Klaviyo, however you’ll still be able to see them in your preezie reports. You can turn off this filter in Settings > Tenant settings > Opt-out of email filtering

3. Identical emails or phone numbers will not be sent if they are within the timeout period set for the workflow, after this period they can submit again

*Archive* Klaviyo v1 API set up

1. First find your API key in your Klaviyo account

   1. go to Account > Settings > API Keys > Private API Keys

   2. Click Create Private API Key, give it a name

   3. Select Custom Key > Full Access for List, Metrics, Profiles:

Hit Create

• Copy and paste this private key from Klaviyo into your preezie Admin > Settings > Tenant settings > Klaviyo Integration

   

• Click Test Connection to validate your key, check Active then Save

• From now on, all journey data being captured by preezie (e.g. viewed in Reports > Leads) will also appear under Klaviyo > Profiles (https://www.klaviyo.com/people)