The following new features are available:
Klaviyo Metric Trigger, for instance to send Abandoned cart reminders. Learn how to set it up here.
Property sync, for instance to collect zero-party data and opt-ins for new subscribers. Learn how to set it up here.
Engagement and Opt-in event sync, to leverage charles data in Klaviyo for improved segmentation and personalization. Learn how to set it up here.
How to integrate
In charles, go to Settings > Integrations > Available apps
Look for Klaviyo and click Connect
Look for Klaviyo and click Connect
You will get redirected to Klaviyo to connect your Klaviyo account
You'll need to provide access to the following scopes by clicking Allow
After you clicked Allow, it will take ~ 10 seconds for the integration to get initialized
Afterwards, you'll be get redirected to the settings page where you can configure the integration.
Here's an overview of every setting:
Settings | Details |
Import contacts, lists & segments daily. | If toggled on, charles will import all contacts and segments that are eligible for import once per day.
charles determines what contacts and segments are eligible based on other settings: |
Create or update the profile in Klaviyo only after the email was provided by the contact | charles can create or update a WhatsApp contact on Klaviyo. With this toggle you can determine whether charles creates or updates all WhatsApp users (also the ones without email) or only the ones that also provided their email. |
Import only contacts with a valid phone number | If toggle on, charles will only import contacts from Klaviyo that have a
|
Lists and Segments | Select the segments or lists that charles should import. |