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How to set up Contact Property Sync with Klaviyo
How to set up Contact Property Sync with Klaviyo

This guide shows you how you can sync contact properties to Klaviyo.

Updated yesterday

This functionality is still in Beta. Please get in touch with customer support or your dedicated CSM if you are interested in using the feature.

Pre-requisites

Install the Klaviyo Public App from your charles instance > Settings > Marketplace > Klaviyo.

Functionality

Based on field mapping, every time a mapped property is updated or added, charles will update the profile on Klaviyo accordingly.

Properties can be added and updated in different ways:

  • Using "Update contact node"

  • Using the "Message node" and configure the "Save customer response"

  • Manually via the Conversations view

  • Via contact import (CSV or via a native integration)

If no profile exists on Klaviyo yet, charles will create one.

Steps

  1. In the integration settings, map the fields that you want to sync with Klaviyo.

    1. You can choose between storing the properties in Klaviyo profile properties (e.g. Organization, title) or custom properties.
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  2. If you want to store charles properties on Klaviyo as profile properties, then use the first tab, labelled "Klaviyo properties".
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  3. If you want to store charles properties as custom properties, select the second tab, labelled "Klaviyo custom properties".
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  4. Now, you can select the field from charles and type the name of the property where charles will update the property.
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  5. Click Finish to save the configuration.

Note that only new updates will trigger the sync. If you already collected properties that you want to export to Klaviyo, you'll need to request an export of contacts with custom properties via customer support. Then, you can import those contacts into Klaviyo.

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