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.