You cannot make any changes to External Platform Integrations without having either an Administrator or an Editor with PII access in InOne. Refer to User Roles for further information.
You can configure the Insider One Connector for Klaviyo to allow data to be sent to Insider One via Insider One's InOne panel.
With this guide, you can find answers to the following questions:
- What are the use cases for Klaviyo integration?
- What should I do before Klaviyo configuration?
- How can I set up Klaviyo?
- How can I authenticate the Connector for Klaviyo from Insider One's InOne panel?
Use Cases
By leveraging the Insider One and Klaviyo integration capabilities, you can easily send the data from Klaviyo to Insider One and utilize Insider One's extensive capabilities. Using the Klaviyo connector enables you to sync:
- the selected user data from the Email list.
- the selected data from the Unsubscribe user list
- the selected data from a segment list.
- email, phone number, and push token, as well as other attributes from Klaviyo.
During configuration, you can also set some filters to decide which data should be synced. For example;
- you can get users whose emails do not contain “@yourbrandname.com”
- if the Phone Number in Klaviyo has a value, the integration process will continue, and those without a phone number will not be transferred.
After having set up the data connection, you can enable such use cases:
You can transfer all the data from Klaviyo to Insider One and use this data in Insider One products. For example, you can pass the data from Klaviyo to Insider One, create segments with this data, and send a private email to those in these segments.
What should I do before configuration?
Before configuring the connector, you should decide and define the following points clearly:
- You need to select the identifier(s) to be used. Insider One supports email, phone_number, and uuid identifiers by default. You can use a custom user identifier, too.
- You need to provide mapping for the fields you would like to capture data from Klaviyo and sync to Insider One. You can refer to the table below:
| Column Name on Klaviyo Table | Attribute Key on Insider One's InOne | Identifier | Attribute Type on Insider One | Attribute Type |
|---|---|---|---|---|
| Yes | Default Attribute | String | ||
| phone_number | phone number | No | Custom Attribute | String |
How can I set up Klaviyo?
To connect Insider One with the Klaviyo API, you need to follow the steps below:
- Log in to your Klaviyo account.
- Click on the account icon at the bottom of the sidebar menu.
- Click on the Settings option from the menu that appears here.
- Then click API Keys in the bottom bar that opens. Then, click Create Private API Key and create your API key. You will use the API Key you created during the connection phase to Insider One, so remember to copy or download it.
How can I authenticate the Connector from Insider One's InOne panel?
- Navigate to Components > Integrations > External Integrations for the setup.
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- Select the Klaviyo platform to view methods in the Klaviyo category.
- Choose the method you want to integrate.
- Enter the key of the Klaviyo account in the API Key field and Scopes (optional).
- After filling in the fields, click Next, and Insider One will be connected.
Finalizing the Setup
After the authentication, Insider One will complete the connector field mappings according to the schema you provided. Once the mapping is complete, Insider will start the connector.