Klaviyo Integration Documentation¶

Menu Location: Settings > Klaviyo Integration

Access Level: Administrator and above

Last Updated: 2026-03-01

Overview¶

The Klaviyo Integration page connects your subscription platform with Klaviyo, a powerful email and SMS marketing automation platform. This integration enables sophisticated customer segmentation, automated email campaigns, behavior-triggered messaging, and detailed analytics to grow and retain your customer base.

Primary Functions:

Sync customer data to Klaviyo
Track customer events and behaviors
Create automated email flows
Segment customers for targeted campaigns
Personalize messaging based on subscription data
Measure email marketing performance

Klaviyo Connection Setup¶

Initial Configuration¶

Prerequisites:

Active Klaviyo account
API keys from Klaviyo
Administrator access to your system

Setup Steps:

Log in to Klaviyo.com
Navigate to Account > Settings > API Keys
Create or copy Private API Key
In your admin: Settings > Klaviyo Integration
Paste API Key
Click "Test Connection"
Success! Begin configuration

API Key Security:

Never share publicly
Use Private key (not Public key)
Rotate periodically for security
Store securely

Initial Sync¶

First-Time Data Sync:

Click "Sync All Customers"
System sends all customer data to Klaviyo
May take 10-60 minutes depending on size
Progress indicator shows status
Confirmation when complete

What Syncs:

Customer contact information
Subscription details
Order history
Custom properties
Tags and segments
Event history

Data Syncing¶

Customer Properties Synced¶

Basic Information:

First name, last name
Email address
Phone number
Location (city, state, ZIP)

Subscription Data:

Subscription status (active, paused, cancelled)
Box type and size
Delivery frequency
Monthly subscription value
Start date
Next delivery date

Behavioral Data:

Total orders
Lifetime value
Last order date
Favorite products
Customization frequency
Tags applied

Event Tracking¶

Events Automatically Sent to Klaviyo:

Subscription Events:

Subscribed (new signup)
Subscription Paused
Subscription Resumed
Subscription Cancelled
Box Type Changed
Frequency Changed

Order Events:

Order Created
Order Customized
Order Shipped
Order Delivered
Order Cancelled

Engagement Events:

Email Opened
Email Clicked
Website Visit
Product Viewed
Cart Abandoned

Payment Events:

Payment Successful
Payment Failed
Refund Issued

Sync Frequency¶

Real-Time Events:

New signups (instant)
Orders placed (instant)
Payment events (instant)
Subscription changes (instant)

Batch Updates:

Customer property updates (hourly)
Order history (daily)
Product catalog (daily)

Manual Sync:

Click "Sync Now" for immediate update
Useful after bulk changes
Forces complete refresh

Creating Email Flows¶

Pre-Built Flow Templates¶

Welcome Series:

Immediate: Welcome email with account details
Day 2: How to customize your box
Day 5: Meet your farmers/vendors
Day 10: Referral program introduction

Engagement Flows:

Customization Reminder: 3 days before cutoff
Last Chance: Day of cutoff
Shipping Notification: When order ships
Delivery Confirmation: Day of delivery
Feedback Request: 3 days after delivery

Retention Flows:

Win-Back: After cancellation (Day 7, 30, 60)
Re-engagement: Haven't customized in 4 weeks
Pause Follow-Up: After pausing subscription
Upgrade Opportunity: After 3 months, suggest larger box

Revenue Flows:

Upsell: Add recommended products
Cross-Sell: Try new box type
Refer-a-Friend: Share referral link
Seasonal Promotion: Holiday boxes, special offers

Creating Custom Flow¶

Steps:

In Klaviyo: Flows > Create Flow
Choose trigger:
- List (segment)
- Metric (event)
- Date (anniversary)
- API trigger
Add email components:
- Time delays
- Conditional splits
- A/B tests
- SMS messages
Design emails using templates
Personalize with dynamic data
Set live

Example Flow: Abandoned Customization

Trigger: Order created but not customized
Wait: 2 days
Conditional Split: Still not customized?
Yes: Send reminder email
No: Exit flow
Wait: 1 day
Send: Last chance email
End Flow

Segmentation¶

Pre-Built Segments¶

Active Customers:

Status = Active
Last order within 30 days

At-Risk:

Active subscription
Haven't customized in 2+ cycles
or Multiple skipped deliveries

High-Value Customers:

Lifetime value > $500
Active 6+ months
4-5 star average rating

New Customers:

Subscribed within last 30 days
Less than 3 deliveries received

Weekly vs Bi-Weekly:

Segment by delivery frequency
Target with frequency-specific offers

Creating Custom Segments¶

Segment Examples:

"Loves Vegetables, Open to Fruit"

Box type = Veggie
Active subscription
Has never tried fruit box
Use: Offer fruit box trial

"Payment Issues"

Payment failed in last 30 days
Still active (payment retried successfully)
Use: Update payment method reminder

"Long-Term Loyal"

Active 12+ months
Never paused or cancelled
LTV > $600
Use: VIP treatment, exclusive offers

"Referred Others"

Referral count > 0
Use: Thank you, offer bonus

Dynamic Segments¶

Auto-Updating:

Segments update in real-time
Customers enter/exit based on criteria
No manual list management

Use Cases:

Send to "New This Week" every week (different people)
"Cutoff Tomorrow" updates daily
"Birthday This Month" changes monthly

Campaign Types¶

One-Time Campaigns¶

Newsletter:

Company updates
New product announcements
Seasonal highlights
Recipe ideas

Promotional:

Holiday specials
Limited-time offers
Referral bonuses
Discount codes

Transactional:

Delivery delays
Product recalls
Policy changes
Price updates

A/B Testing¶

Test Variables:

Subject lines
Send times
Email content
Call-to-action
Images vs text

Process:

Create campaign
Click "A/B Test"
Select variable to test
Create variations
Set test percentage (10-25%)
Choose winning metric (opens, clicks, conversions)
Send test
Winner sends to remainder

Personalization¶

Dynamic Content¶

Merge Tags:

{{ first_name }} - Personal greeting
{{ box_type }} - Their subscription type
{{ next_delivery_date }} - Upcoming delivery
{{ cutoff_date }} - Customization deadline
{{ account_balance }} - Credit balance
{{ favorite_product }} - Most ordered item

Conditional Content:

{% if box_type == 'Large' %}
  Perfect for your family of 4-6!
{% else %}
  Great for 1-2 people
{% endif %}

Product Recommendations:

Show products they haven't tried
Based on box type
Similar to past purchases
Trending items

Analytics & Reporting¶

Email Performance Metrics¶

Standard Metrics:

Open Rate: % who opened email (industry avg: 15-25%)
Click Rate: % who clicked link (industry avg: 2-5%)
Conversion Rate: % who completed goal
Unsubscribe Rate: % who opted out (under 0.5% is healthy)
Spam Rate: Keep under 0.1%

Revenue Metrics:

Revenue Per Email: Total revenue ÷ Emails sent
Revenue Per Recipient: Revenue ÷ Recipients
Average Order Value: From email traffic
ROI: Revenue - Cost

Flow Performance:

Flow completion rate
Average time to convert
Drop-off points
Most effective emails in flow

Klaviyo Reports¶

Campaign Performance:

Compare campaigns over time
Best performing subject lines
Optimal send times
Segment response rates

List Growth:

Subscribers added/lost
Growth rate
Churn rate
Source attribution

Deliverability:

Inbox placement rate
Bounce rate
Spam complaints
ISP performance

Common Use Cases¶

Use Case 1: Set Up Welcome Series¶

Goal: Onboard new subscribers effectively

Steps:

Klaviyo > Flows > Create Flow
Trigger: Subscribed event
Email 1 (immediate):
- Subject: "Welcome to [Company]!"
- Content: Thank you, account details, what to expect
- Include video tour
Wait 2 days
Email 2:
- Subject: "How to customize your box"
- Content: Tutorial, cutoff explanation, link to account
Wait 3 days
Email 3:
- Subject: "Meet your local farmers"
- Content: Sourcing story, vendor profiles, sustainability
Wait 5 days
Email 4:
- Subject: "Love it? Share with friends"
- Content: Referral program, give $10 get $10
Set live

Result: Structured onboarding, improved retention

Use Case 2: Re-Engage Inactive Customizers¶

Goal: Get customers to customize boxes again

Segment:

Active subscription
Order created but not customized
Last customization > 30 days ago

Email Campaign:

Subject: "We miss you! Come pick your favorites"
Content:
Remind of upcoming delivery
Show new products they haven't tried
"Customize in under 2 minutes"
Cutoff reminder
CTA: "Customize Now"

Result: Increase customization rate, reduce support questions

Use Case 3: Win-Back Cancelled Customers¶

Goal: Reactivate cancelled subscriptions

Flow:

Trigger: Subscription Cancelled
Wait: 7 days
Email 1: "We're sorry to see you go"
Ask for feedback
Offer 20% off to return
Wait: 23 days (30 days total)
Email 2: "What we've improved"
Show new products/features since they left
Customer testimonials
"Come back for $10 off"
Wait: 30 days (60 days total)
Email 3: "Final offer"
Best deal: 2 free boxes
Limited time
Easy reactivation link

Measure: Reactivation rate, cost per reactivation

Use Case 4: Increase Order Value with Add-Ons¶

Goal: Upsell add-on products

Segment: Active subscribers, haven't added extras in 60 days

Email:

Subject: "Top 5 customer favorites to add to your box"
Content:
Showcase bestselling add-ons
Social proof ("92% of customers love...")
Easy add to next order
"Add now before Tuesday cutoff"
Personalized: Based on their box type

Result: Higher average order value, product discovery

Use Case 5: Birthday Campaign¶

Goal: Celebrate customer birthdays

Segment: Birthday this month (custom property)

Email:

Send on birthday
Subject: "Happy Birthday, [First Name]! Here's $10 on us"
Content:
Birthday greeting
$10 account credit
Suggest treating yourself to premium add-on
Thank for being customer
Builds goodwill, increases loyalty

Troubleshooting¶

Customers Not Syncing¶

Check:

API key valid
Integration enabled
Customer has email address
Check sync logs for errors
Try manual sync

Events Not Tracking¶

Solutions:

Verify event names match exactly
Check tracking code installed
Test event trigger manually
Review event log in Klaviyo
Contact support if persists

Low Email Open Rates¶

Improvements:

Better subject lines (test A/B)
Clean list (remove inactive)
Check spam score
Verify sender authentication (SPF, DKIM)
Segment more precisely
Optimal send times

Best Practices¶

Email Strategy¶

Value-first content (not just promotions)
Consistent send schedule
Mobile-optimized templates
Clear calls-to-action
Test everything

List Management¶

Clean list quarterly
Re-engagement before removing
Honor unsubscribes immediately
Segment for relevance
Grow organically (no purchased lists)

Compliance¶

Include unsubscribe link
Accurate sender information
CAN-SPAM compliance
GDPR compliance if EU customers
Clear consent for SMS

Things to Avoid¶

Sending too frequently (email fatigue)
Poor segmentation (irrelevant content)
Ugly templates (looks unprofessional)
No testing (broken links, errors)
Ignoring metrics (send and forget)

Quick Reference Card¶

Task	Action
Connect Klaviyo	Settings > API Key > Test
Sync customers	Click "Sync All Customers"
Create flow	Klaviyo > Flows > Create
Send campaign	Klaviyo > Campaigns > Create
Create segment	Klaviyo > Lists & Segments
View analytics	Klaviyo > Analytics
A/B test	Campaign > A/B Test
Check sync status	Integration > Sync Logs

FAQs¶

Do I need a Klaviyo account?¶

Yes, separate Klaviyo account required. Free up to 250 contacts, paid plans scale with list size.

What's included in free Klaviyo plan?¶

Up to 250 contacts, 500 email sends/month, basic flows and campaigns. Upgrade as you grow.

How often does data sync?¶

Real-time for events, hourly for property updates, daily for order history. Manual sync available anytime.

Can I use another email platform?¶

System is built for Klaviyo integration. Other platforms require custom development.

What if customer unsubscribes in Klaviyo?¶

They're marked unsubscribed, won't receive marketing emails. They still get transactional emails (order confirmations, etc.).

How do I avoid spam folder?¶

Authenticate domain (SPF/DKIM), send valuable content, clean list regularly, good subject lines, encourage whitelisting.

Can I segment by product preferences?¶

Yes, segment by box type, favorite products, products tried, dietary restrictions, etc.

Should I email weekly subscribers more often?¶

Can email more frequently if valuable content. Weekly newsletter OK. Monitor unsubscribe rates.

How do I measure ROI of email marketing?¶

Track revenue from email clicks in Klaviyo, compare to email costs (Klaviyo fees + time), calculate ROI percentage.

What's a good open rate?¶

15-25% for food/subscription industry. Above 25% is excellent. Below 15% needs improvement.

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.