Klaviyo User Guide

Introduction

This guide explains how to connect Klaviyo with SubscriptionFlow and use the integration to keep your marketing lists up to date. Once connected, SubscriptionFlow can sync supported records to Klaviyo, assign them to Klaviyo lists, and help automate list management based on SubscriptionFlow events.

Key Benefits:

• Seamless Integration: Connect SubscriptionFlow with Klaviyo using a private API key.
• Automated Sync: Create or update Klaviyo profiles directly from SubscriptionFlow.
• Audience Management: Add or remove profiles from Klaviyo lists through SubscriptionFlow.
• Better Targeting: Keep your Klaviyo audience aligned with customer and subscription activity.
• Time Savings: Reduce manual exports and imports between systems.

Prerequisites:

Before getting started, make sure you have:

• A SubscriptionFlow account
• A Klaviyo account
• Klaviyo Owner or Admin access
• A Klaviyo private API key with the required scopes
• At least one Klaviyo list available for testing

Instructions to Get a Klaviyo Integration Key

Log in to your Klaviyo account and go to Settings.

Open API Keys.

Click Create Private API Key.

Enter a name for the key, such as SubscriptionFlow Production or SubscriptionFlow Test.

Choose Custom scope and enable the following permissions:

• accounts:read
• lists:read
• lists:write
• profiles:read
• profiles:write
• segments:read

Click Create and copy the generated key.

Important:

• Klaviyo private API keys are shown only once
• if the key is lost, a new one must be created
• if the wrong scopes are selected, a new key must be created
• do not use a public key or site ID for this integration

Why These Scopes Are Required

• accounts:read: used to validate the connected account
• lists:read: used to fetch available Klaviyo lists
• lists:write: used to add or remove profiles from Klaviyo lists
• profiles:read: used to look up existing Klaviyo profiles
• profiles:write: used to create or update Klaviyo profiles
• segments:read: used to load segments where available in the UI

Integrate Klaviyo with Your SubscriptionFlow Portal

Log in to SubscriptionFlow and go to Administration Settings. Open Apps from the Apps & APIs section.

Select Klaviyo from the list of available apps.

Paste the private API key and click Connect.

Once connected successfully, the integration will become active.

Users will see the following sections:

• App Details
• Configurations
• Logs

App Details

The App Details section displays basic information about the connected Klaviyo account and installation.

Configurations

The Configurations section is used to manage target lists and related setup options.

Users can create or manage target lists by clicking the Manage Target List button.

Logs

The Logs section displays sync activity and related integration events.

Instructions for Creating a Target List in Your SubscriptionFlow Instance

Creating a Target List in SubscriptionFlow

1. Enter a Name: Give your target list a clear name, such as Active Subscribers or Klaviyo Test List.
2. Select Status: Choose whether the target list should be Enabled or Disabled.
3. Choose a List: Select the Klaviyo list you want to map from the dropdown.
4. Add a Description: Enter an optional description for internal reference.
5. Save: Click the Save button to complete the setup.

Note:

• SubscriptionFlow syncs records to a Klaviyo list
• it is recommended to begin with a test list before using a live audience list

Instructions to Configure Automation Rules

SubscriptionFlow supports automation rules for the Klaviyo integration.

Supported primary modules:

• Customer
• Subscription
• Invoice

Supported events:

• created
• updated

Example automation use cases:

• add new customers to a Klaviyo list
• remove customers from a Klaviyo list when conditions change
• add new subscriptions to a Klaviyo list
• remove subscriptions from a Klaviyo list when needed

Recommended setup:

1. Create one simple assign rule.
2. Create one simple unassign rule.
3. Test both rules using a Klaviyo test list.
4. After successful testing, apply the same approach to production lists.

Instructions to Sync Records to the Target List

Once the target list is configured, supported SubscriptionFlow records can be synced to Klaviyo.

Before syncing, keep in mind:

• a valid email address is required
• records without a valid email address will not sync
• Klaviyo profile IDs are stored back in SubscriptionFlow after successful sync

Typical sync flow:

1. Create or update a supported record in SubscriptionFlow.
2. Trigger the matching automation rule or assign the record through the target list workflow.
3. SubscriptionFlow creates or updates the Klaviyo profile.
4. SubscriptionFlow adds the profile to the selected Klaviyo list.
5. The sync activity appears in the integration logs.

Instructions to Configure the Unsubscribe Webhook

SubscriptionFlow can receive unsubscribe notifications from Klaviyo and mark the matching email address as opted out in SubscriptionFlow.

Webhook URL format:

https://<your-tenant-domain>/webhook/klaviyo/<identifier>/unsubscribe