This article will show you how to setup a new Audience using the Klaviyo Profiles Target so you can add additional customer data to your Klaviyo Profiles and use the data to create lists or segments for your email and SMS campaigns
Key Topics
- Overview
- Selecting Klaviyo Profiles Target
- General Setup
- Authorize Daasity
- Selecting the Audience Source
- Mapping the Data
- Scheduling your Target
- Finish Creating your Target
- Related Resources
Overview
After completing the steps outlined in this article you should be able to:
- Create a new Klaviyo Profiles Target
- Define the customer report or query that will be used to create or update the profiles
- Select and map any additional data to push into the Klaviyo profiles
What the following video or walk through the steps to setup your Klaviyo Profiles Target
Tip: The best way to use our Klaviyo Profiles Target is to send data that you want to use to create segments for creating campaigns in Klaviyo. Some great ideas:
- Gender of the customer
- Product Categories that a customer purchased
- RFM Segments
NOTE: Always send a lowercase email address when updating a Klaviyo audiences target.
Selecting Klaviyo Profiles Target
A new Klaviyo Profiles Target can be created by navigating to the Audiences Target main page, clicking on New Target
And then selecting the Klaviyo Profiles Target
General Setup
Once the Klaviyo Profiles has been selected, we must fill out the information in the Target to enable the Daasity platform to extract, map and push the data into the Target
- Give you new Target a name so you can find it in the Daasity platform by naming the Target in the red box below
- Want Daasity to check if a profile exists in Klaviyo prior to sending the list of Customers? Check this box if you want to limit the events created to customers that already exist in Klaviyo
Tip: Checking the box for "Only update existing profiles in Klaviyo" is really useful if you sell in other places like Amazon where you don't want to create profiles for those customers in Klaviyo. This functionality ensures that you limit the Audience to customers that currently exist in Klaviyo
Warning: You must have the Daasity Klaviyo Integration installed if you want to use the "Only update existing profiles in Klaviyo" functionality
Authorize Daasity
Next you need to find the Private API Key for your Klaviyo account. Follow the link in blue to find you Klaviyo API key and then copy that value into the box below
Selecting the Audience Source
Select the source for the Audience that you want to use for this Target by using the drop-downs below. For more information on how the setup the different Audience Sources see this article.
Mapping the Data
Once the Audience Source has been selected, the Daasity platform will extract a sample file to determine what data is returned from the extract and list the Source fields that are available to be mapped.
Select or enter the Destination for each Source that you want mapped and pushed to the Klaviyo Profile. If you leave a Destination blank then Daasity will not push that data element into the Target
Note: The Klaviyo Endpoints requires you to use a primary field (email or phone number) to match the incoming data to a profile. You will need to map one of your Source fields to either $email or $phone_number as a Klaviyo destination
Scheduling your Target
Now select the frequency for the Target. Possible selections are:
- Daily
- Weekly (select the day of the week)
- Monthly (select the day of the month)
The Target will run after the daily workflow is completed on the schedule selected
Finish Creating your Target
Once you have completed each of the above steps you are ready to finish creating your Klaviyo Profile Target.
Click on Create in the top right
This will take you to the details page of the Target. From here if you click on edit you can run the Target now or wait until the next scheduled time for the Klaviyo Profile Target
