Profiles Target

This page provides instructions on how to setup the Klaviyo Profiles Target and push data into Klaviyo using the Klaviyo Identify API to build segments in Klaviyo

Overview

In order to push data into Klaviyo using the Identify API you will need to complete the following steps:

1. Create a new Klaviyo Profiles Target (Create Target)

2. Name the target (General Setup)

3. Get the API keys from your Klaviyo account (Authorize Daasity)

4. Define the customer report or query that will be used to create the segment (Audience Setup)

5. Select and map any additional data fields to push into the Klaviyo profiles (Data Mapping)

6. Decide how often and when the target should run (Target Schedule)

7. Complete the setup (Finish Creation)

Create Target

Navigate to the Targets main page from the left nav and click on New Target in the top right

Then select the "Klaviyo Profiles"

General Setup

Once the Klaviyo Profiles has been selected, fill out the information in the Target to enable the Daasity platform to extract, map and push the data into the Target

• Give your new Target a name so you can find it in the Daasity platform by naming the Target in the red box below

• Want Daasity to check if a profile exists in Klaviyo prior to sending the list of Customers? Check this box if you want to limit the events created to customers that already exist in Klaviyo

attentive_name_subscriber

Checking the box for "Only update existing profiles in Klaviyo" is really useful if you sell in other places like Amazon where you don't want to create profiles for those customers in Klaviyo. This functionality ensures that you limit the Audience to customers that currently exist in Klaviyo

You must have the Daasity Klaviyo Integration installed if you want to use the "Only update existing profiles in Klaviyo" functionality

Authorize Daasity

Next you need to find the Private API Key for your Klaviyo account. Follow the link in green to find you Klaviyo API key and then copy that value into the box below

Audience Setup

Select the source for the Audience that you want to use for this Target by using the drop-downs below. For more information on how to setup the different Audience Sources see our article on Building Audiences

audience_add_source

Data Mapping

Once the Audience Source has been selected, the Daasity platform will extract a sample file to determine what data is returned from the extract and list the Source fields that are available to be mapped

Select or enter the Destination for each Source that you want mapped and pushed to the Klaviyo Profiles. If you leave a Destination blank then Daasity will not push that data element into the Target

The Klaviyo Endpoints requires you to use a primary field (email or phone number) to match the incoming data to a profile. You will need to map one of your Source fields to either $email or $phone_number as a Klaviyo destination.

Klaviyo's list of standard fields are shown below in the menu selection

Sending a data element as JSON will enable you to pass data that can be used in email / SMS templates to better create personalized messages.

Click on the JSON box to send the data into Klaviyo as JSON

Target Schedule

You need to schedule your target. Possible selections are:

• Daily

• Weekly (select the day of the week)

• Monthly (select the day of the month)

The Target will run after the daily workflow is completed on the schedule selected

audience_select_frequency_I

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Finish Creation

Once all of the above steps have been completed you can finish creating the Klaviyo Profile Target by clicking on "Create" in the top right