How to Enable the Klaviyo Integration

William Harper Updated by William Harper

Overview

Leverage Friendbuy's integration with Klaviyo to grow your Email and SMS subscriber lists to seamlessly automate Referral program customer communications. After setting up the integration, customer profiles will be created in Klaviyo for any opted-in email addresses captured by Friendbuy. All available customer data will be added to the Klaviyo profiles, including Personalized Referral Links (PURLs), Coupon Codes, and additional Referral program details, which you can then include in your Klaviyo messaging. If you are also integrated with Klaviyo's SMS product, Friendbuy will send opted-in phone numbers of Advocates and Friends as well.

You can then use Klaviyo to send a personalized email or SMS message to thank an Advocate for sharing or remind them to continue sharing by including their unique referral link (PURL). You can also message Referred Friends to provide product recommendations after they have earned a coupon code. This integration enables a powerful customer experience that will automate outreach at scale.  

Set up Integration in Friendbuy

  1. Log into your Klaviyo account
  2. Click on your Klaviyo profile in the top right to open the dropdown menu > select Account > Settings dropdown > API Keys
  3. Click on the Create Private API Key button to create a new API Key
  4. Type in an API Key Name under the Label column (recommended entering ''Friendbuy")
  5. Click to eye icon next to your Private API Key to Copy the key and then log into your Friendbuy account and go to Developer Center > Integrations tab > click on Add integration on the Klaviyo integration card
  6. Paste your Klaviyo Private API Key in the field
  7. Click Install Integration and a success message will appear in blue text above the API Key confirming the integration was installed successfully
  8. Once the integration is successfully installed, select which Klaviyo lists you want Friendbuy to add Advocate and Friend email addresses
    Note: The lists must be set up in Klaviyo before completing step 8. It is best practice to use separate lists for collecting Advocate and Friend email addresses. See additional details below for steps to set up lists.
  9. (Optional) If you have set up your SMS Channel in Klaviyo, select which Klaviyo lists you want Friendbuy to add Advocate and Friend phone number
    Note: The lists must be set up in Klaviyo before completing step 9. It is best practice to use separate lists for collecting Advocate and Friend phone numbers. See additional details below for steps to set up your SMS Channel.
  10. Click Update Integration and then you are all set!

Set up Lists in Klaviyo

Tips before completing Step 8 and Step 9: Set up new lists in your Klaviyo account to organize Advocate and Friend contact information. Separate lists allow you to more easily manage subscribers opt-in status while also tracking list growth.

In your Klaviyo account, navigate to Lists & Segments > click Create List / Segment > choose to create a List > Enter a list Name (recommendations below) > click Create List

  • Friendbuy Advocate Emails (set list to single opt-in)
  • Friendbuy Friend Emails (set list to single opt-in)
  • Friendbuy Advocate Phone Numbers (set list to double opt-in)
  • Friendbuy Friend Phone Numbers (set list to double opt-in)
Important: after setting up each list in Klaviyo, be sure to review the List Settings (click on the three dot menu to open settings) to configure Single Opt-In or Double Opt-In (DOI) for each list. By default, Klaviyo enables Double Opt-In for all lists.
  • It is recommended to set up your email lists to be single opt-in
  • It is strongly recommended to set up your phone numbers lists to be double opt-in to comply with mobile phone carrier requirements
Note: When DOI is enabled, new subscribers will need to confirm their consent again before their contact info is added to the list. Configure your DOI Email Message and DOI SMS Message in Klaviyo. Review Klaviyo's documentation to learn more.

FAQ:

Q: If I set up Emails and Phone Numbers to be added to the same Klaviyo list, how does the opt-in process work?

A: If your list is set up with Single Opt-In, both the customer's email and phone number will be added to the list automatically. If your list is set up with Double Opt-In, the customer will receive a DOI email and SMS message before their contact info is added to the list. Once the customer confirms DOI through either email or SMS, both their email and phone number will be added to the list simultaneously.

Set Up SMS Channel in Klaviyo

If you would like to receive Advocate and Friend phone numbers in your Klaviyo account, you must first configure the SMS Channel in Klaviyo. Please review Klaviyo's documentation to enable the SMS channel and set up your SMS Program.

  • After setting up your SMS Program in Klaviyo and successfully completing the integration steps (#1-10 above), Friendbuy will automatically trigger Klaviyo's SMS Double Opt-In (DOI) Messaging process for customers, accordingly to your Klaviyo List Settings.

FAQ:

Q: What if I use Klaviyo SMS and another SMS Friendbuy-integration provider?

A: Customers will receive two separate DOI SMS messages if Klaviyo SMS Channel is enabled - one from Klaviyo and one from the other provider - since the customer's opt-in status is handled through two different providers. To suppress the Klaviyo DOI SMS message, ensure the SMS Channel is not enabled in your Klaviyo account or update your Klaviyo list settings to use Single Opt-In. When the SMS Channel is disabled, phone numbers will still be added to a customer's profile but the DOI SMS message will not be sent and consent will not be updated.

How to See Friendbuy Data in Klaviyo

Customer data collected in your Referral program will be added to the respective Klaviyo profiles as soon as they interact with your Referral program widgets. Important to note, customer data will only be sent to Klaviyo if the customer opts-in through the referral widget by selecting the opt-in box(es).

The opt-in box(es) are included on your referral widget forms to collect consent from the customer indicating they would like to receive additional emails and/or SMS messages from your company. If a customer submits their contact information without the opt-in box(es) checked, the customer data will not be sent to Klaviyo since consent was not collected. See an example Referral widget below:

To view a customer's profile in Klaviyo, navigate to Lists & Segments > select the desired Friendbuy list > view all customer profiles within the list > click on an individual customer profile to see specific details.

Friendbuy Custom Property

Definition

Friendbuy Customer Name

The name the customer entered when submitting their info through a referral widget

Friendbuy Referral Link

A personal referral link (PURL) generated for an Advocate. For example, https://fbuy.io/EzcW

Friendbuy Date of Last Share

The date and time the Advocate last shared with a Friend via any share channel. If the Advocate has not shared yet, the property won't be visible.

Friendbuy Campaign ID

The Campaign ID associated with the personal referral link generated for an Advocate

Friendbuy Campaign Name

The Campaign Name associated with the personal referral link generated for an Advocate

Friendbuy Coupon Code

The most recent coupon code distributed to the customer.

Note: only one code will be displayed

Friendbuy Coupon Value

The currency value of the most recent coupon code distributed to the customer.

Friendbuy Coupon Status

The status of the most recent coupon code distributed to the customer.

Note: status will be 'distributed' or 'redeemed'

Friendbuy Coupon Currency

Currency code (USD, CAD, etc.) or percent (%) associated with the most recent coupon code distributed to the customer.

Friendbuy Coupon Campaign ID

The Campaign ID associated with the coupon code generated for an customer.

$source

To establish profile attribution, the value will be equal to 'Friendbuy'

The following Legacy Friendbuy Custom Properties will be deprecated in Q3 2022. This means, for example, we will stop sending ‘purl’ and ‘name’ later this year and we will notify you ahead of this change.

Before Q3, 2022, both Legacy and Updated properties will be sent together for all newly created profiles to allow for continuity.

Legacy Friendbuy Custom Property (Deprecated in Q3 2022)

Replaced by (as of Feb 21st, 2022)

purl

Friendbuy Referral Link

name

Friendbuy Customer Name

couponCode

Friendbuy Coupon Code

couponStatus

Friendbuy Coupon Status

How to include Friendbuy Custom Properties in Klaviyo Messaging

  • Learn how to set up an automated flow to send an Advocate's Personal Referral Link (PURL) through Klaviyo after a Purchase event.
  • Learn how to send a one time marketing email with an Advocate's Personal Referral Link (PURL) through Klaviyo

If migrating from Friendbuy's First-Gen Platform to Next-Gen Platform

If you are migrating Friendbuy platforms, be sure to first uninstall any legacy Klaviyo integration and re-install the latest Klaviyo integration following steps outlined at the beginning of this article.

Feel free to contact your Customer Success Manager or support@friendbuy.com if you have any questions about setting up this integration.

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