Klaviyo Integration

Created by Chantel DaSilva, Modified on Tue, 21 May, 2024 at 10:37 AM by Chantel DaSilva

Integrate your Klaviyo lists with your Qples account, to bypass the Qples print login screen and deliver coupons that are only good for your subscribers.

These instructions are lengthly, but fear not. If you get stuck help is only a call or email away!
NOTE: You will need access to your Klaviyo account to complete these steps.

If you have already synced your Klaviyo and Qples account you can skip to Step 4.  


Step 1: Create your User Restriction Template.

        ____________________________________________________________________


Using the menu on the left select User Restriction from the Extras menu. It is located inside the drop down for Global Features.

Fill in the details on the User Restriction template and click "Save Template"to create it.
  • Template Name - This is internal and helps you to organize your templates.
  • Error message - This message is what is shown to the consumer if they are not allowed to print the coupon.
  • External API: If you have an API to validate user token(s), you can use that instead of our external database. This is what we need:
    • It must implement HTTP GET protocol
    • It mush accept user token as URL parameter
    • It must return a simple json {'status': 'success'} in case of valid token and {'status': 'error'} in case of invalid token.
    • Use USER_TOKEN fixed string in the URL. System will replace it with actual user token.




Step 2: Sync your existing Klaviyo Users.

To sync your existing users you will need to download your current subscribers from your Klaviyo account.

  1. Login to your Klaviyo account and using the menu on the left select Lists & Segments




        2. Select the appropriate list.

        3. Click on Manage List, and select Export to CSV.





NOTE: You only need to select Email from the list. Once you have selected it you can click on "Start Export"









4. Upload your list to your Klaviyo Global Feature Inside your Qples Account.



  • Upload your CSV file.
    NOTE: This process can take several minutes or even an hour or two depending on the size of the list. You will receive an email when the list is finished being uploaded.



5. Get your User Management Settings for Later
There are 3 items you will need to copy and use next inside your Klavio account.
  • Click on User Management API in the action Tab.



  • You will need 3 items from this page.All 3 are highlighted in red in the image below. Feel free leave this window open or copy the items to a note, because you will need them in the nest steps.






Step 3: Sync new subscribers

In order to make your list dynamic and sync new subscribers to your list you will need to utilize the Flow feature inside Klaviyo. You can create a new flow or modify an existing one depending on your needs.

  1. Inside your Klavio account, select "Audience name and campaign defaults".





2. You can either edit an existing flow or create a new one.

3. For the flow you need make sure that your use the webhook Action. You need to place the webhook as an immediate action after someone subscribes to your list.





4. Configure your Webhook Settings
  • Using the items from the API Management screen in Qples later you can fill in the details




Congrats! Your Qples account, and your Klaviyo list are synced.  Next, you just need to add that feature to your coupon.  





Step 4: Attach your Klaviyo feature to your coupon.

Your coupon should be created before this step. If you have trouble with that please go to the Creating a Campaign help page here.

  1. Click on Attach Features in the action tab for your coupon.





2. Select the appropriate User Restriction Feature Feature and click "Done".



Step 5: Add your coupon link into your Klaviyo campaign.

Grab your coupon link:

  1. in the action tab click on Distribution Links  
  2. Copy your coupon link

Prepare your Qples link for Klaviyo.

IMPORTANT: In order for you link to work correctly you will need to use the personalization tag from Klaviyo.  If you do not do this step the coupon will not work.  


Klaviyo Personalization Tag:

{{ email }}


Example Original Link from Qples - Notice it has USER_TOKEN at the end of it.

https://offer.qpleshq.com/q/000000?ext_token=EXT_TOKEN

New Link with Merge Tag - You will replace USER_TOKEN with the Mailchimp Merge Tag {{ email }}.

https://offer.qpleshq.com/q/000000?ext_token={{ email }} 


Place link in Klaviyo

  1. Login to your Klaviyo account and locate where you want the coupon link to be placed
     
  2. Paste updated Link (with Klaviyo Personalization Link) into your email campaign.

DONE!

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