A contacts is synced if their Klaviyo profile is linked to their charles profile. For this to happen, Klaviyo needs to have the WhatsApp phone number or charles needs to have the email address used for Klaviyo.
The synced status is required to see the charles opt-in status in Klaviyo (using it for segmentation)
Check status quo
Here’s how you can find the current ratio of synced contacts.
Set up a new Segment in Klaviyo with the rule "Charles opt-in Status is true"
2. Select Create Segment
3. Sync this segment to charles. See Klaviyo Segments and Lists steps 2-7
4. Set Up a new segment in charles with all single or double opt-ins
5. Now you can find out how high the ratio of synched contacts is
Example:
Klaviyo Segment with charles Opt-In: 1500
Charles Segment with single or double opt-In: 2500
Ratio: 60%
Rest: 1000
Increasing your stitched contacts
WhatsApp subscriber base
Collect email addresses in charles
1. Set up a dedicated campaign (or keep this in mind for your next one):
Create an audience with the following conditions (or use the segment from above):
2. Create your campaign → get creative and watch your engagement soar 🚀
See examples: Email collection
This strategy works best when you incentivise it in some way. For example, consider doing a raffle or including this as a part of your next exclusive WhatsApp promotion.
2. Combine the campaign with a flow that asks and store the email address
To collect free-text responses (i.e. what your customer messages you back) like email;
Create a flow and add a message node
Click the node to Edit
Go to ⚙️ → Customer response settings ****and toggle ON Store customer response
Select Store in charles contact property and make sure Email is selected
Note: The first response from your customer is stored (no matter the value) and the flow will only continue once your customer has responded.
Email subscriber base
Collect WhatsApp numbers in Klaviyo.
Klaviyo:
Go to Audience > Lists & Segments
Create List / Segment
Select Segment
Give your Segment a name
Under Definition, select Properties about someone
The Dimension should be charles_opt_in_status is not set:
7. Select Create Segment
8. Then, use this list to send a Campaign encouraging these contacts to opt-in for WhatsApp.
For best results, incentivise with a special deal or discount!
New subscribers
Combined pop-up
Collect both email and WhatsApp subscribers at the same time (e.g. using Klaviyo Forms):
Adding email to opt-in flow
Add a message node that asks and stores the email address in your opt-in flow (as above).