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How to setup and use Klaviyo

Klaviyo must be setup within the Plugins page.

1. Navigate to CRM menu Administration > Plugins

2.. Select Email Service Providers under Available Services

3. Select Klaviyo under Available Providers

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4. Enter a Title and your Klaviyo API key. An invalid API key will not allow you to proceed with the SiteRoute options in the next step. 

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5. Then click on "Site Route" to select which sites and customer types to include in your list

If you have entered an incorrect API key, you will see this error when you click on Site Route

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If you entered the correct API key, then Site Route will auto load your list options under the "Klaviyo List" dropdown for you to select. 

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Then select the customer type:
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Then select the Site(s) to fetch the customer type from:

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6. Check the Active toggle to make it active

7. Click Save.

8. Klaviyo configuration is now complete. 

 

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