Integrating Yotpo SMS & Email with Klaviyo

The Klaviyo and Yotpo SMS & Email integration allows you to sync customers seamlessly in one simple step. By merging insights from both apps, you can better segment your audience, which enhances the coordination of your marketing efforts across SMS and email campaigns and flows.

In this article, you’ll learn how to sync customers between the two apps.

How it works

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

Please 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.

Before you start

To use the Klaviyo and Yotpo SMS & Email integration, you need to connect an active Klaviyo account with Yotpo.

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. You can also download it as a .txt file.

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 dropdown menu that appears, select the Klaviyo list with which the subscribers will be synced.

Important:

The integration also maps customers’ phone numbers, but it does not sync SMS consent from Yotpo SMS & Email to Klaviyo. As a result, in your Klaviyo account, you may see phone numbers added to the profiles of existing customers or new profiles with phone numbers.

Custom events

Custom events are actions or occurrences tracked within an app. They allow for monitoring and analyzing customer behavior and engagement. They can help you personalize your flows and segments in Klaviyo.

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:

• SMS subscribe

• SMS unsubscribe

• SMS sent

• SMS clicked

• SMS failed

To see them, go to Analytics > Metrics.

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 dropdown 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.

Important:

The integration syncs all customers with phone numbers from Klaviyo to Yotpo SMS & Email. If a customer already has SMS consent in Yotpo, this will be shown in the lists and segments. For customers without SMS consent, you will have to obtain it through Yotpo SMS & Email before sending them marketing text messages.

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.

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 dropdown menu the Yotpo SMS & Email list with which the subscribers will be synced.

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.

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.

To add more forms, repeat the steps above.

Please notes:

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.