Integration Setup

To Connect Klaviyo to Daasity Please follow the steps below.

You will need Owner Access of your Klaviyo Account to Connect to Daasity

Step 1: Integrations

Step 2: New Integration

Step 3: Klaviyo Icon

Step 4: Create A Private API Key

Step 6: Load Historical Data

How to Give Access to Klaviyo

Only the owner can add new people to manage an account and there can be only one owner per account.

By default, the first person (email address) to create the account is the owner. But if you hired someone to create an account for you, it might be possible you're not the owner. So first, check if you're the owner.

If your email address doesn't show "owner," you need to transfer ownership first.

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Types of User Roles and their Permissions

Once you confirm that you're the owner, decide which type of access you want to give. Different roles have specific permissions to carry out different functions, so determine which type of user role is the right choice.

Through your Klaviyo dashboard settings, you can assign six roles:

Admin

Admins have full rights similar to the owner. They can manage content, billing subscriptions, create private domain keys, edit Domain authentication pages and account settings.

Admins can also view the Klaviyo list, manage API keys (generate private API key), each customer id and data.

However, an admin can't delete an account completely - the only exception is when they show proof that the owner is no longer with the company.

โ€Manager

The role of a manager is to ensure the account is running correctly. They generally have access to all features but with limitations in Flow and List management segment, which restricts their access to mailing lists.

They can't alter account settings, customer data, API keys, or mailing lists.

โ€Analyst

Analysts work in analytics, segments and reporting sections. Their job is to observe, track and optimize the campaigns' performance.

They will have limited access to all panels: Dashboard, Profile, Analytics, Campaigns, Lists & Segments, Flows and Sign-up forms. But they can't make changes; for example, they can't access the form builder or A/B tester in the Sign-up form.

โ€Campaign Coordinator

The primary role of a Campaign Coordinator is to ensure the campaigns are sent regularly. They have access to templates they can edit or customize.

โ€Content Creator

A content creator is responsible for creating content. They can use templates to create new campaigns; however, they don't have permission to send or schedule them.

โ€Support

Support teams generally have access to user profiles (with restrictions) and SMS conversations to help with their queries.

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Adding a User to Klaviyo

After deciding on the user role, follow these steps:

1. Go to the "Settings" section on your Klaviyo dashboard.

2. Navigate to the "Users" panel and click "Add New User."

3. Enter the new user's email address, assign them a User role and click "Add User."

Once you complete the steps, an invite link will be sent to their email address.

After they accept your account access request, they will be added as a user. And that's it! Your job is done.

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