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Getting started: Install the new Klaviyo integration (property & event sync; Klaviyo metric trigger)
Getting started: Install the new Klaviyo integration (property & event sync; Klaviyo metric trigger)

Learn how to integrate Klaviyo to sync properties and events from charles to Klaviyo and triggering charles flows when Klaviyo events occur.

Updated over 2 months ago

Currently, all new Klaviyo integration features are in Beta. If you're interested in using any of the below features, please contact customer support or your CSM.
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- Klaviyo Metric Trigger
- Property sync (from charles to Klaviyo)
- WhatsApp Opt-in and Engagement event export to Klaviyo

If you want to import segments and contacts from Klaviyo into your charles instance, refer to the legacy integration.

How to integrate

  1. In charles, go to Settings > Integrations > Marketplace

  2. Search for the tile that says "Klaviyo" and click on it

  3. Click "Next" until you're on step "Klaviyo connection"

  4. Click "Connect": You will be redirected to Klaviyo to grant charles access to certain areas of your Klaviyo accounts.

After you connected Klaviyo, you can configure the functionality or just click on "Next" and "Finish" to do that later.

Now the following features are available:

  • Klaviyo Metric Trigger, for instance to send Abandoned cart reminders. Learn how to set it up here.

  • Property sync, for instance to collect zero-party data and opt-ins for new subscribers. Learn how to set it up here.

  • Engagement and Opt-in event sync, to leverage charles data in Klaviyo for improved segmentation and personalization. Learn how to set it up here.

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