Klaviyo (Actions) Destination

Klaviyo is a powerful email platform focused on ecommerce that helps companies make more money. It supports segmentation based on category and event triggers like product bought, page viewed, email engagement, or amount spent.

It measures opens, clicks, revenue generated, breakdown of generated revenue based on custom attributes (like campaign type or amount gained per recipient), and provides trend reports, cohort analysis, and subscriber growth.

Klaviyo lets you send personalized newsletters, automates triggered emails, product recommendations, welcome campaigns, order announcements, push notifications, and syncs your data to Facebook custom audiences.

Benefits of Klaviyo (Actions)

Klaviyo (Actions) provides the following benefits:

• Simple setup - Klaviyo (Actions) has a streamlined default setup process making it easier to get started in a way that “just works”.
• More control - Actions-based destinations enable you to define the mapping between the data Segment receives from your sources, and the data Segment sends to Klaviyo.
• Default property mappings - Default mappings from the Segment like event, timestamp, and more, allow data to be mapped correctly without any setup required.

Getting started

1. From the Segment web app, click Catalog.
2. Search for Klaviyo (Actions) in the Catalog, select it, and choose which of your sources to connect the destination to.
3. Navigate to Account > Settings > API Keys in Klaviyo’s UI and copy your API Key into the Segment Settings UI.

Destination Settings

Setting	Description
API Key	Required. You can find this by going to Klaviyo’s UI and clicking Account > Settings > API Keys > Create API Key

Available Actions

Build your own Mappings. Combine supported triggers with the following Klaviyo-supported actions:

• Upsert Profile

• Order Completed

• Track Event

• Remove Profile from List (Engage)

• Add Profile to List (Engage)

• Remove Profile

• Subscribe Profile

• Unsubscribe Profile

Upsert Profile

Upsert user profile.

Upsert Profile is a Cloud action. The default Trigger is: type = "identify"

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Order Completed

Order Completed Event action tracks users Order Completed events and associate it with their profile.

Order Completed is a Cloud action. The default Trigger is: type = "track"

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Track Event

Track user events and associate it with their profile.

Track Event is a Cloud action. The default Trigger is: type = "track"

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Remove Profile from List (Engage)

Remove profile from list

Remove Profile from List (Engage) is a Cloud action. The default Trigger is: event = "Audience Exited"

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Add Profile to List (Engage)

Add Profile To List

Add Profile to List (Engage) is a Cloud action. The default Trigger is: event = "Audience Entered"

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Remove Profile

Remove profile from list

Remove Profile is a Cloud action. The default Trigger is: event = "Identify"

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Subscribe Profile

Subscribe Klaviyo profiles to Email marketing, SMS marketing, or both.

Subscribe Profile is a Cloud action. The default Trigger is: type = "track" and event = "User Subscribed"

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Unsubscribe Profile

Unsubscribe Klaviyo profiles from Email marketing, SMS marketing, or both.

Unsubscribe Profile is a Cloud action. The default Trigger is: type = "track" and event = "User Unsubscribed"

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Using Klaviyo with RETL

Klaviyo (Actions) Destination can accept RETL data. You can send the models you created in your data warehouse source. Follow the steps to create your data warehouse source and set up models.

Action	Added	Updated	Deleted
Order Completed
Track Event
Upsert Profile

In order to add users to a list, use the Upsert Profile Action and fill out the List field with the Klaviyo list to add the profile to.

Follow these steps to create a list in Klaviyo:

1. Navigate to Audience > Lists & Segments.
2. Click Create List/Segment.
3. Choose List.
4. Give your list a name and add any applicable tags.
5. Click Create List.

Using Klaviyo with Engage

Klaviyo (Actions) Destination can accept your Engage data. You don’t need to create a list in Klaviyo. During the first sync, Segment creates a list with the same name as your audience.

To use Klaviyo with Engage:

1. Create and configure your Engage Audience.
2. Navigate to Engage > Engage Settings > Destinations and click Add Destination.
3. Select Klaviyo (Actions) Audiences.
4. Select your Audience Space as the source, and name your destination.
5. On the Mappings tab, click Add Mapping and select Add Profile To List.
6. Click Save and make sure to enable the mapping.
7. On the Mappings tab, click Add Mapping and select Remove Profile from list.
8. Click Save and make sure you enable the mapping.
9. Enable the destination.
10. On the Engage > Audiences > (your audience) page, click Add Destination and select the destination created.
11. In the settings that appear in the side panel, toggle the Send Track option on, and don’t change the Audience Entered/Audience Exited event names.
12. Click Save Settings.

FAQ

Dealing with 429 Responses from Klaviyo’s API

If you’re encountering rate limiting issues, consider enabling batching for the Action receiving these errors. Ensure that within the mapping configuration, “Batch data to Klaviyo” is set to “Yes”. This adjustment can help alleviate the rate limiting problem.

Engage

You can send computed traits and audiences generated using Engage to this destination as a user property. To learn more about Engage, schedule a demo.

For user-property destinations, an identify call is sent to the destination for each user being added and removed. The property name is the snake_cased version of the audience name, with a true/false value to indicate membership. For example, when a user first completes an order in the last 30 days, Engage sends an Identify call with the property order_completed_last_30days: true. When the user no longer satisfies this condition (for example, it’s been more than 30 days since their last order), Engage sets that value to false.

When you first create an audience, Engage sends an Identify call for every user in that audience. Later audience syncs only send updates for users whose membership has changed since the last sync.

Settings

Segment lets you change these destination settings from the Segment app without having to touch any code.

Setting	Description
API Key (required)	password. You can find this by going to Klaviyo’s UI and clicking Account > Settings > API Keys > Create API Key