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How to set up Contact Property Sync with Klaviyo

This guide shows you how you can sync contact properties to Klaviyo.

Updated over 2 weeks ago

After setting up this feature, charles will update properties on Klaviyo based on a field mapping.

Pre-requisites

The Klaviyo integration must be installed. Follow the steps on Getting started: Install the Klaviyo integration if the integration was not installed on your charles instance yet.

Setup

Step 1: Map properties

Go to Settings > Integrations > Connected Apps > Klaviyo

Go to the tab Properties

Map each field you want to sync from charles to Klaviyo.
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Select the Charles property on the left, and the corresponding Klaviyo system property on the right.
*If itโ€™s a custom contact property in Klaviyo, please enter its name manually on the right side.

In the example below we have mapped "product_preference". After saving, everytime a contact's "product_preference" custom property will be updated, the contact property product_preference will get updated on Klaviyo as well.

Step 2: Collect properties

There are different ways to collect properties.

Collect via a charles flow

Several nodes support updating properties

Storing customer responses

  • Click on the gear icon in a message or template node

  • Turn on the toggle "Store customer response"

  • Select the contact or custom property you want to store the response in

Updating a contact profile directly

You can use the "Update contact node" to update a property

Manually via the Conversations view

When a charles user updates a property in the conversations view and the property is mapped in the Klaviyo settings, the property is exported as well.

Via contact import (CSV or via a native integration)

When a charles user imports a property during a CSV import and the property is mapped in the Klaviyo settings, the property is exported as well.

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