Video tutorial
Connecting Klaviyo allows you to access all your contacts, their information, and events like orders or abandoned carts. This way, you can easily create segments, send personalized campaigns, and set up automations
To integrate Klaviyo and Instasent, you'll need to follow these steps:
1. Create a project and connect Klaviyo
When creating a project, you can directly connect your account, or if you already have a project created, go to the Data Sources section and select Klaviyo:
2. Create your Public/Private API key
Follow the steps to configure the Public/Private API key and give permissions. You can check the Integration FAQ's.
3. Map the data
Your contacts in Klaviyo have a series of data, fields, or values, which we'll call 'Attributes.' Keep in mind that, in addition to Klaviyo, you can connect many more technologies, import data in .CSV format, etc.
Therefore, each attribute must be assigned a specific name (for example, the 'Name' attribute may be called 'Name' in Klaviyo or 'First name' in a .CSV file, but in Instasent, it will be a single field).
By mapping, you ensure that each piece of data is placed in its correct project attribute. Although we try to automatically match project attributes, variations in names or data structure can cause inconsistencies. That's why it's vital to review the suggested mapping and adjust if necessary.
4. Merge*
*If this is the first data source you are connecting, this step will not appear yet.
Remember that you can connect many data sources (multiple .CSV files, spreadsheets, different technologies like Make, Shopify, Klaviyo, etc.). Instasent unifies and groups all this audience coming from all these sources.
Based on what value will you unify potential duplicate data from among your different data sources? If you choose, for example, the email, all contacts with the same email will be unified and their information will be aggregated. You can find more information in this article.
5. Tags
It involves tagging these contacts. Keep in mind that we import tags from Klaviyo, so this is about adding an additional tag
Once these steps are confirmed, you will have this connector available in the Data Sources section, where you can have an overview and activity. You will also be able to send the first campaign. All contacts will be available in the Audience section, where you can apply filters and create segments.
