Klaviyo + Unstack

What is Klaviyo?

Klaviyo is an ESP (email service provider) which enables you to send mass emails to members of specific lists.

How we connect with Klaviyo

We have an API integration with Klaviyo which enables you to push form submissions to Klaviyo lists, embed a Klaviyo form, and automatically append the Klaviyo tracking snippet to your <head> tag.


Connecting Klaviyo

  1. Navigate to the integrations page within Unstack.
  2. Click the (+) icon (1) to the right of the Klaviyo integration.
    Image_2021-02-02_at_1.17.27_PM.jpg
  3. Enter your Public Key/Site ID (2) and Private API Key [Required for API, learn more] (3) into the drawer that opens.
    Image_2021-02-02_at_1.18.59_PM.jpg
  4. Click Connect account.

Pushing an Unstack form submission to Klaviyo

Friendly note

We do not directly support Klaviyo Segments. However, you can enroll a contact into a segment based on their list enrollment status.

  1. Expand the form's settings by hovering it and clicking the form within the editor.
  2. Scroll to the bottom of the drawer that opens to find the "Add to Klaviyo list" dropdown (1).
    Image_2021-02-02_at_1.22.18_PM.jpg
  3. Select any static list active within your connected Klaviyo list.
  4. Click Save.

Now, when this form is submitted we'll add them to the selected Klaviyo list.


Embedding a Klaviyo form

What's the benefit of this?

By using our integration the form submission, even though it's a Klaviyo form, will be recorded both in Unstack insights, Unstack CRM, and Klaviyo.

  1. First, add a form to the page.
  2. Expand the form settings by hovering the form and clicking it within the page editor.
  3. Within the form settings drawer (1) click the form type dropdown (2) and select Klaviyo.
    Editing_The_Capital_Network_Start-up_Package_2021-02-02_at_10.45.39_AM.jpg
  4. You'll then be prompted to enter your Klaviyo form's ID (3) within the input that appears once Klaviyo is selected as the form type.
    Image_2021-02-02_at_1.27.32_PM.jpg
    Locating your Klaviyo form ID:
    1. Navigate to Signup Forms (4) in Klaviyo and click the (Screen_Shot_2021-02-02_at_1.39.13_PM.png) (5) next to your desired form.
      Image_2021-02-02_at_1.29.01_PM.jpg
    2. Once you've toggled the dropdown open by clicking the three vertical dots (5) click Edit Form (6).
      Image_2021-02-02_at_1.37.53_PM.jpg
    3. Then, copy the alphanumeric form ID at the end of the URL that comes after klaviyo.com/forms/ (7).
      Klaviyo_2021-02-02_at_1.41.05_PM.jpg
      This ID will never contain a forward slash, question mark, or pound sign.
  5. Once you've entered the form ID, click Save.

Now, when you visit the live page (it will not display in the editor) you'll see the embedded Klaviyo form.


Data sent to Klaviyo

We will send the contact's first name, last name, email, phone number, and company name. Our integration only creates a contact within Klaviyo.


FAQs

Is the Klaviyo tracking snippet added?

Yes, we'll add your Klaviyo tracking snippet to the head tag of your site.

What happens if I leave the Private API Key input blank?

You will not be able to push form submissions to Klaviyo.

Can I will this enroll them in a workflow?

We'll add them to a list. You can, in Klaviyo, use list enrollment as a workflow trigger.

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