Postscript integrates with Klaviyo, allowing you to send information between both applications.
Klaviyo is an automated marketing campaign solution that focuses on email, social advertising, and analytics. By integrating Klaviyo with your Postscript account, you can:
- Collect SMS subscribers through Klaviyo forms, popups, and email lists.
- Implement a more contextual messaging strategy by using Klaviyo lists to create segments in Postscript.
- Employ a Postscript popup and send those subscribers to your Klaviyo account. Alternatively, you can use a Klaviyo popup to pass subscribers to Postscript.
- Sync dynamically generated Postscript coupons with Klaviyo.
- Create Postscript segments to capture subscribers who received or clicked on a link in a Klaviyo email.
- Similarly, create Klaviyo segments based on whether a subscriber interacted with links included in messages sent using Postscript.
In this article, we'll walk you through how to set up your Klaviyo integration using OAuth, as well as how to reauthenticate existing Klaviyo integrations, without losing any of your settings. We'll also share some resources for optimizing the integration.
For existing integrations, OAuth will replace Klaviyo API keys, offering secure connections and improved functionality and performance without needing to directly share sensitive API keys. Merchants don't need to update immediately, but some upcoming features, such as real-time event triggers, will only be available on accounts that have transitioned to OAuth.
Before You Begin
Make sure you have an Owner, Admin, or Manager role in Klaviyo (users with Analyst, Campaign Coordinator, Content Creator, or Support roles don't have the right permissions to configure integrations).
Making a New Connection to Klaviyo
To set up a new integration between Postscript and Klaviyo:
- In your Postscript account, select Integrations from the menu.
- Select the Klaviyo integration card.
- Select the Authenticate in Klaviyo button.
- You will now be redirected to Klaviyo (log in if you haven't done so already, making sure you're using a user profile with an Owner, Admin, or Manager role).
- Follow the on-screen prompts in Klaviyo to grant Postscript the necessary permissions and select Allow.
- You will now be redirected back to Postscript, where you should see a confirmation message.
- You can now configure your Klaviyo integration settings within Postscript.
- Select the Add Forms button to add Klaviyo forms to Postscript (i.e., sync subscribers to Postscript sourced from Klaviyo forms).
- Sync Lists or Segments by selecting the toggle bar next to each one.
Updating an Existing Connection to Klaviyo
Existing Klaviyo integrations using Klaviyo API keys should reauthenticate using OAuth. If you see the banner below on your Postscript dashboard, you still must complete this brief process to unlock advanced features and benefit from advanced security. Don't worry, all your existing settings (forms, lists, segments, etc.) will be preserved.
- In your Postscript account, select Integrations from the menu.
- Select the Klaviyo integration card.
- Select the Authenticate button in the blue box beneath the API key.
- You will now be redirected to Klaviyo (log in if you haven't done so already, making sure you're using a user profile with an Owner, Admin, or Manager role).
- Follow the on-screen prompts in Klaviyo to grant Postscript the necessary permissions and select Allow.
- You will now be redirected back to Postscript, where you should see a confirmation message.
- Your integration will now use OAuth with no changes to your previous settings.
Important: If, for any reason, the OAuth authentication fails during this process, your original private API key connection will remain active with no changes to your previous settings.
Troubleshooting
While this should be a seamless experience, here are a few common error messages you might encounter and how to quickly remedy these issues.
- Authentication Failed (Permissions): If you attempt to authenticate/reauthenticate from a Klaviyo user account that doesn't have an Owner, Admin, or Manager role, you will see this error message. Make sure someone with one of those roles in Klaviyo handles this task.
- Authentication Failed (General Error): If you see this error message while being redirected to Klaviyo or back to Postscript, retry the process and make sure you're logged into the correct Klaviyo account.
Persistent Issues: If you continue experiencing issues authenticating via OAuth after verifying permissions, contact Postscript support for assistance.
Before You Go
- When collecting subscribers using a list growth integration, subscribers will be prompted with a "Reply Y to Subscribe" text to confirm their opt-in. This allows your shop to confirm they are a valid, consenting subscriber. This Reply Y interaction is automatic and cannot be disabled.
Additional Resources
Postscript's integration with Klaviyo is robust, allowing you to streamline your marketing messaging strategy. We've linked to additional content below to help you navigate our integration.
- Set Up Your SMS and Email Message Planner. Visualize a unified view of SMS and email campaigns for better planning of your brand's marketing communications.
- Send Subscriber Email Data to Klaviyo. Did you know you can collect phone and email using a Postscript popup? Send that email data to Klaviyo following these quick steps!
- Link a Klaviyo Form or Popup. Want to collect SMS subscribers using a Klaviyo form or popup? Link up your form so those numbers flow through to Postscript using the steps in this article.
- Create a Klaviyo Welcome Series. Running a giveaway or early access sign up using a Klaviyo form or popup? You can create a unique welcome series to send those subscribers using the steps outlined in this article.
- Use Klaviyo Lists to Segment Subscribers. Learn how to sync Klaviyo lists with Postscript and send out campaigns and automations to subscribers who are a part of that list.
- Sync Postscript Coupons to Klaviyo. Postscript generates unique coupons for every subscriber, and now you can include those coupons in Klaviyo emails. Learn how to take advantage of this feature in the steps outlined in this article.
- Using Klaviyo Email and Click Activity to Create Segments and User Filters. Use SMS to reach out to subscribers who have received a particular Klaviyo email as well as subscribers who have clicked any links within any email.
- Send Postscript Click Activity to Klaviyo. Learn how to create Klaviyo segments based on whether a subscriber interacted with links included in messages sent using Postscript.
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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