Integrating Yotpo SMS & Email with Klaviyo

Goals and Outcomes

The Klaviyo and Yotpo SMS & Email integration empowers you to orchestrate your SMS and email strategy across both platforms. It unifies your data, enabling you to seamlessly sync subscribers, segment your audience using events and custom profile properties, and coordinate your marketing efforts more effectively. By leveraging combined data, you can deliver a more personalized experience to your customers, ultimately driving higher engagement and sales.

In this article, you’ll learn how to sync customer data between Klaviyo and Yotpo SMS & Email.

Klaviyo Integration Overview

The customer sync works in both directions, i.e. from Yotpo SMS & Email to Klaviyo and vice versa.

From Yotpo SMS & Email to Klaviyo

• Sync email subscribers from Yotpo SMS & Email to your Klaviyo account

• Sync custom events related to SMS deliverability, such as SMS subscribe and SMS clicked, to your Klaviyo account

From Klaviyo to Yotpo SMS & Email

• Sync Klaviyo lists and segments to Yotpo SMS & Email

• Collect new SMS subscribers through Klaviyo subscription forms and sync them to your Yotpo SMS & Email account

Note

The sync from Yotpo to Klaviyo occurs in real time, while the sync from Klaviyo to Yotpo runs every 24 hours, so it may take some time before the new lists and segments appear in your Yotpo account.

Connecting Klaviyo and Yotpo SMS & Email

To connect Klaviyo with Yotpo SMS & Email, in your Klaviyo account menu:

1. Go to Settings > Account > API keys.

2. Click the Create Private API Key button. You’ll be taken to the Create Private API Key page.

3. Give your key a name and, under Select Access Level, choose Full Access Key. Click Create.

4. After the key is generated, copy it.

Finalizing the Connection in Yotpo SMS & Email

To complete the integration setup, in your Yotpo SMS & Email main menu:

1. Go to Integrations, search for Klaviyo, and click Connect.

2. Go through the connection wizard and paste the copied key when prompted. Click Connect.

The two applications are now connected. You can go ahead and configure the integration’s settings.

Configuring the Klaviyo Integration Settings

Syncing Yotpo SMS & Email to Klaviyo

Email subscribers

To sync email subscribers, activate the toggle and from the drop-down menu that appears, select the Klaviyo list with which the subscribers will be synced.

Important

The integration will add phone numbers to existing or new profiles in Klaviyo. However, it does not transfer SMS consent from Yotpo SMS & Email. As a result, you might see phone numbers in Klaviyo profiles even if these customers haven’t subscribed to receive SMS messages from Klaviyo.

Custom Events

Custom events are actions or occurrences tracked within an app. They allow for monitoring and analyzing customer behavior and engagement. You can use them to personalize your flows and segments.

To sync custom events from Yotpo SMS & Email to Klaviyo, simply activate the Sync events toggle. The following custom events will be added to your Klaviyo account:

• SMSBump SMS subscribe

• SMSBump SMS unsubscribe

• SMSBump SMS sent

• SMSBump SMS clicked

• SMSBump SMS failed

Note

To see the newly-synced custom events, go to Analytics > Metrics.

Personalizing Flows in Klaviyo with Custom Events

When creating a flow in Klaviyo, you can use conditional splits to segment your audience based on Yotpo events. To do this, select What someone has done (or not done) from the condition drop-down menu, then choose an event. For more details on conditional splits, see Klaviyo’s Help Center.

Additionally, you can use these custom events to trigger Klaviyo flows. When selecting a trigger, view the Metrics category under All triggers to see your custom events. For more details on flow triggers, see Klaviyo’s Help Center.

Creating Segments in Klaviyo Using Custom Events

Custom events can also be used as conditions when creating segments. Select What someone has done (or not done) from the drop-down menu of conditions. Next, choose a Yotpo event. To learn more about segments in Klaviyo, see Klaviyo’s Help Center.

Syncing Klaviyo to Yotpo SMS & Email

Lists and Segments

To sync Klaviyo lists and segments to Yotpo SMS & Email:

1. Activate the toggle and from the drop-down menu that appears select which lists and segments you want to sync with Yotpo SMS & Email.

2. Click Save.

You can see the new lists and segments with a Klaviyo prefix on the Lists & Segments page in Yotpo SMS & Email.

Note

Yotpo SMS & Email will only sync customers who have a phone number. Once customers with a phone number are synced, we verify that they have given SMS consent. If the customer does not have prior SMS consent listed within Yotpo SMS, the customer will be marked as not having SMS consent even if such consent exists for the customer within Klaviyo. These customers must consent to SMS marketing through Yotpo SMS to be eligible for SMS marketing.

Forms

You can collect new SMS subscribers through Klaviyo forms. For maximum flexibility, you can choose which lists in Yotpo SMS & Email these subscribers will be added to. If you have active welcome flows in Yotpo SMS & Email, they will be triggered when new SMS subscribers sync from Klaviyo forms. To learn more about welcome flows, see Welcome New Subscribers with a Flow.

Important

Your welcome flow must have an SMS step in order to send to your SMS subscribers synced from Klaviyo. An email only welcome flow will not send messages to these subscribers as only SMS consent is collected through Klaviyo.

To sync SMS subscribers from Klaviyo forms to Yotpo SMS & Email:

1. Activate the toggle.

2. Click Enable in the popup to confirm that customers who opted in via a Klaviyo form have agreed to receive marketing text messages.

Once this is done, all new subscribers, regardless of the form they used to opt in, will be synced to a [Klaviyo Forms] Default list.

You can also add new SMS subscribers to different lists:

1. Enter the ID of the Klaviyo subscription form and select from the drop-down menu the Yotpo SMS & Email list with which the subscribers will be synced.

2. Mark the checkbox to confirm that customers who opted in via a Klaviyo form have agreed to receive marketing text messages.

3. Click Add.

Tip

To find your Klaviyo form ID, go to your Klaviyo account and open it from the Sign-up forms page. You can see the form’s unique code at the end of its URL. In the example below the unique code is XwKem5.

To add more forms, repeat the steps above.

Note

Although it’s optional, we strongly recommend keeping the toggle activated if you haven’t added all the forms you’re using. This ensures that all new subscribers from unspecified forms will be synced to the [Klaviyo Forms] Default list.

Collecting Custom Profile Properties

You can use Klaviyo forms to collect custom profile properties, such as a customer’s preferred language. When customizing the form in your Klaviyo account, give the profile property a clear and identifiable name. Make sure you use "klaviyo_custom_property_" as a prefix. For example, you could name the preferred language property "klaviyo_custom_property_language".

Important

When collecting customer profile properties, ensure that these fields appear before the consent fields. If you're using a multi-step form, make sure the steps for collecting profile properties come before the ones for collecting consent; otherwise, the data won't be synced properly.

You can use the collected custom profile properties as conditions for creating segments and flows in Yotpo SMS & Email. To learn more, see Enhancing Segments and Flows with Custom Profile Properties in Yotpo SMS & Email.

Additional Information

Testing Your Klaviyo Integration

Lists and Segments

To test that your lists and segments data is coming through, use the following process:

1. Create a test list in your Klaviyo account.

2. Add a test contact with full details to the test list.

3. In Yotpo SMS & Email, add the list to the Klaviyo lists and segments to sync.

4. Check that the test contact information has appeared in the Yotpo SMS Lists & Segments section. Note this could take up to 24 hours to occur.

Forms

1. Create a subscription form in Klaviyo with SMS.

2. Create a test contact by subscribing to the form.

3. Check the [Klaviyo Forms] Default list to see that the test contact data has arrived.