Klaviyo

Our Klaviyo integration sends membership data and events over to Klaviyo, allowing you to create membership segments, trigger loyalty flows, and use membership data in emails to your customers.

Connect Inveterate to Klaviyo

1. In your Inveterate dashboard, click on "Integrations" in the left sidebar to navigate to Integrations page.

2. Click on "Klaviyo" in the integrations list to pull up it's detail panel.

3. Click "Connect", then follow the instructions to authorize Inveterate to integrate with your Klaviyo account.

4. You will be redirected to Klaviyo, where you should select the account you want integrated. After approving permissions, you will be redirected back to the Inveterate dashboard's integrations page - Klaviyo should now show as "Connected."

5. Finally, after Klaviyo is showing as "Connected" in your Inveterate dashboard, make sure to toggle on any features you want to use.

https://youtu.be/OwoAFXO928gyoutu.be

Feature - Use membership data to segment customers in Klaviyo

1. In Inveterate, enable the "Custom properties" Klaviyo feature

• In your Inveterate dashboard, navigate to your Klaviyo integration.

• Under "Features," make sure "Custom properties" is toggled on.

• When you enable "Custom properties", you will be asked if you want to sync all your customers - do this to sync all your existing members' data to Klaviyo. This sync process will run in the background and can take over an hour for very large stores.

• Now, in Klaviyo, you will now start seeing new membership properties like Inveterate: Subscription Status next to any customers that are or have ever been members of your Inveterate program. Here is our complete list of all the membership properties available.

2. In Klaviyo, create a "Current members" segment based on custom properties

• In your Klaviyo account, create a segment with the following properties: Properties about someone > Inveterate: Subscription Status > includes any of > ACTIVE and PENDING_CANCELLATION

Note: Inveterate does not add or maintain any tags on profiles in your Klaviyo account. Always segment members based on the Inveterate custom properties listed here.

Feature - Trigger email flows based on membership events

1. In Inveterate, enable the "Custom events" Klaviyo feature.

• In your Inveterate dashboard, navigate to your Klaviyo integration.

• Under "Features," make sure "Custom events" is toggled on.

• Now, in Klaviyo, you will now start seeing new membership Metrics like Inveterate: Welcome. Here is our complete list of all the membership events available.

2. Send a test event from Inveterate to Klaviyo

• In your Inveterate dashboard, navigate to the messaging page.

• Send a "Welcome" test email to an email address you want to test the flow against in Klaviyo

• The Inveterate: Welcome metric will now show up in your Klaviyo account under the profile matching that email address, and it will be available as a flow trigger as well.

3. In Klaviyo, set up an email flow using an Inveterate metric as a trigger

• In your Klaviyo account, create a new flow with a name like "Welcome new member".

• Select trigger > Your metrics > API > Inveterate: Welcome

• Use Inveterate event data and profile custom properties in your email template - consult our docs for examples