Postscript integrates with Klaviyo, allowing you to share information between the two solutions. With the Postscript and Klaviyo integration, you can use Klaviyo forms and popups to collect SMS subscribers you can then message via Postscript.
Once you've set up your Klaviyo integration, you can use Klaviyo lists as segments in campaigns and automations.
Sync Klaviyo Lists
- Select Integrations in the side menu of your Postscript dashboard.
- Locate and select your Klaviyo integration.
- Scroll to the Lists & Segments section at the bottom of the page to view all lists and segments from your Klaviyo account.
- For any list or segment, select the respective toggle under Activated to initiate a sync.
Depending on the size of the list, Postscript may take some time to sync those subscribers. Once this process completes, you can continue with creating segments, campaigns, and automations.
Once a list or segment is activated, it will automatically sync once per day. To force an immediate sync, just toggle the list or segment off and on.
How Email Double Opt-In Affects List Syncing
Klaviyo defaults its lists to double opt-in. This means that email subscribers will receive a confirmation opt-in email. Email double opt in can affect list syncing when collecting email subscribers with a Postscript popup, then forwarding those email addresses to Klaviyo.
If your brand has double opt-in enabled, Postscript will only forward an email subscriber to Klaviyo once the email subscriber has confirmed their opt in.
If you'd like to set your list to single opt-in to immediately forward email subscribers collected with Postscript popups to Klaviyo lists, you can do so by clicking into a specific list. From that list view, navigate to the Settings tab, then select Consent on the left-hand side. Under Opt-in process, you can select the Single opt-in radio button. Then select Save.
Create Segments with Lists
- Select Messaging in the side menu of your Postscript dashboard, then select Segments.
- Select Create Segment in the top-right corner of the page.
- Name your new segment. Choose a name that will make it easy to identify in campaigns.
- In the Segment Criteria drop-down, select Subscriber Klaviyo List Membership.
- Choose your desired list from the drop-down that appears.
- Select Save Segment.
Use a Klaviyo List in a Campaign
- Select Messaging in the side menu of your Postscript dashboard, then select Campaigns.
- Select Create Campaign in the top-right corner of the page and then select Create Standard Campaign.
- From the Segment drop-down, select a segment that contains your desired Klaviyo list membership.
- Proceed with creating your campaign message.
Use a Klaviyo List in an Automation
- Select Messaging in the side menu of your Postscript dashboard, then select Automations.
- Select Create Automation in the top-right corner of the page and then select Create Automation Flow.
- Select Use an automation template or Create a new automation. and then select the Continue button.
- Select a Trigger event or property.
- Under Subscriber filter, select Add Filter.
- Select the drop-down menu and select a Klaviyo list.
- Beneath that, select the segment you would like to include from the drop-down menu on the right. Alternatively, select the includes drop-down menu on the left and then select does not include if you want to exclude the selected segments.
- To add an additional "or" filter, select Add Rule and repeat Step 7. In this case, subscribers who are members of either the first segment OR the second segment are enrolled in the flow. In the example below, members of the SMS Subscribers segment and/or members of the VIP Customers segment would be enrolled.
- To add an additional "and" filter, select Add Filter and repeat Step 7. In this case, only subscribers who are members of the first segment AND the second segment are enrolled in the flow. In the example below, only members of the SMS Subscribers segment who are also members of the VIP Customers segment would be enrolled.
- Select Update.
Get Support
Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!
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