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How to set up Contact Property Sync with Klaviyo

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

Updated over a month ago

After setting up this feature, charles will update properties on Klaviyo based on a field mapping.

Pre-requisites

The Klaviyo integration must be installed. Follow the steps on Getting started: Install the Klaviyo integration if the integration was not installed on your charles instance yet.

Setup

Step 1: Map properties

Go to Settings > Integrations > Connected Apps > Klaviyo

Go to the tab Properties

Map each field you want to sync from charles to Klaviyo.

Select the Charles property on the left, and the corresponding Klaviyo system property on the right.
*If it’s a custom contact property in Klaviyo, please enter its name manually on the right side.

In the example below we have mapped "product_preference". After saving, everytime a contact's "product_preference" custom property will be updated, the contact property product_preference will get updated on Klaviyo as well.

Step 2: Collect properties

There are different ways to collect properties.

Collect via a charles flow

Several nodes support updating properties

Storing customer responses

  • Click on the gear icon in a message or template node

  • Turn on the toggle "Store customer response"

  • Select the contact or custom property you want to store the response in

Updating a contact profile directly

You can use the "Update contact node" to update a property

Manually via the Conversations view

When a charles user updates a property in the conversations view and the property is mapped in the Klaviyo settings, the property is exported as well.

Via contact import (CSV or via a native integration)

When a charles user imports a property during a CSV import and the property is mapped in the Klaviyo settings, the property is exported as well.

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