Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better.
Klaviyo is a widely used email marketing platform, and having this integrated to Prospect CRM can help you get more of the right type of customers and a higher customer lifetime value. By integrating Prospect CRM to Klaviyo, you can access the true ROI of a campaign initiative, whilst also providing your Sales team real-time insight into your customer's behaviour. Using Prospect CRM's Contact data, you can develop relevant email marketing content, resulting in more personalised emails and fewer unsubscribes!
Let's take a look at how to get started!
You'll need Prospect CRM Admin rights in order to follow the steps in this article
Step 1: Go to Integrations
Head to the Prospect CRM Integrations page from the left-hand navigation menu under the System Settings. Select 'Connect' next to Klaviyo.
Step 2: Select Type of Contacts to Synchronise
Before connecting your Klaviyo account to Prospect CRM, you'll need to select what type of Contacts you'd like to sync to Klaviyo. Only Contacts in your CRM that match the selected Company Types and Role Codes will be synchronised into Klaviyo.
Firstly, you select which Company Types you wish to be synchronised to Klaviyo. Here you can select multiple Company Types.
Once you've selected your Company Types, you can then choose which Contact Roles are synchronised to Klaviyo. Here, you can select multiple Contact Roles.
Next, set a maximum number of CRM Contacts to be synchronised to Klaviyo to help you avoid going over your subscription limits. Please check your Klaviyo pricing plan to set this to a volume based on your current Klaviyo usage and allowance.
Please note: this maximum number of Contacts is only applied to this initial sync and any new Contacts added to your CRM that meet the filters set will automatically be added to Klaviyo.
Step 3: Connect your Klaviyo Account
Once happy with your settings, click 'Connect'.
Step 3: Paste API Key from Klaviyo
You'll then be asked to enter your API Key from Klaviyo into Prospect CRM.
This needs to be a Private API key, not the Public key. Please see Klaviyo's guide for more information at https://help.klaviyo.com/hc/en-us/articles/115005062267.
Head to your Klaviyo account settings to locate this, then simply copy and paste it into this field.
Step 4: Choose the Default Marketing List
Now that you have connected Klaviyo with the CRM, you can choose the Default List we synchronise with. Navigate to System Settings within the CRM, here. If a contact does not already exist in Klaviyo we will create them in Klaviyo and place them into the selected list.
Please note: If a Contact already exists in Klaviyo we will not place them into the Default Marketing list.
Step 5: CRM Contacts within Klaviyo
After initiating the sync by signing into your Klaviyo account, the Prospect CRM Contacts will then be available in Klaviyo for you to send email marketing campaigns!
Step 6: Klaviyo Results in Prospect CRM
Once you've sent your first Klaviyo campaign, Prospect CRM users will be able to view the recipient's actions from the Klaviyo page in Prospect CRM against the Contact. This is where the recipient's actions on your email will be listed, such as whether they've opened the email, clicked on a link within the email etc.