PrerequisitesYou need to have access to an existing Klaviyo instance or create one. You also need an account with the permissions to create API keys.Your Klaviyo login can have access to multiple accounts. You will need an API key per account to look up and display the correct information in Dixa.ConfigurationYou must go through the following steps to make the Klaviyo integration work:Create Klaviyo API keyAdd a Klaviyo widget to DixaCreate a Klaviyo instanceVisit Klaviyo's website to create an account: https://www.klaviyo.com/There might be limitations when using a free account of Klaviyo.Creating a Klaviyo API keyYou will need an API key from Klaviyo. On their documentation, you can read how to create a token. Chose Custom Key as the type.The API key must have the permission added below:Customized Access
- Read: Campaigns, Catalogs, Data Privacy, Events, Flows, Metrics, Segments, Tags, Templates
- Full Access: List, Profiles, SubscriptionsAdd a Klaviyo widget to DixaYou need to be a system administrator or administrator to configure integrationsYou will find integrations under Settings -> Integrations if you have the right permissions. On the Create Klaviyo widget screen, you must fill in the following:Widget nameAPI KeyThe Widget name is for identifying integration in the conversation interface. An example would be just Klaviyo.The second required field is the API Key you created in the previous step.The other configurations are unnecessary for the integrations to work but can be tweaked to match your organisation's needs.You can toggle Klaviyo lists if you want your agents to see which lists in Klaviyo the customer belongs to.You can toggle Klaviyo segments if you want your agents to see which segments in Klaviyo the customer belongs to.You can toggle opt-out, which is a button where the agent can remove the customer from future Klaviyo messages. It's a binary where you remove customers from all messages.You can choose how many messages you want to display. You might want to limit the number of shown messages and not show old messages irrelevant to your agents.Finally, you can toggle the integration at the top of the screen. If you leave it off, the integration will not show in the conversation interface, and the agent can't use it.Click the Submit button to save the configured integration.Multiple Klaviyo accountsIt's not uncommon to have different markets and brands in Klaviyo. For Klaviyo, a market or brand has its own API key. You will need multiple widgets in Dixa to support multiple markets. You can use the name field to make it clear which market matches which widget, i.e., "Klaviyo - US" or "Klaviyo - Brand name."Using the integrationThe integration is shown in the conversation view sidebar, together with custom cards and other integrations.Your agent can see messages and if they bounced. Additionally, if everything is toggled on, the agent can see which segments and list the customer belongs to in Klaivyo.The agent can opt the customer out of future messages by clicking the button at the bottom part of the integration.Fine printThe Klaviyo integration doesn't store any data. It works by pulling the data each time the conversation is opened.We only sent a request to remove the customer from Klaviyo messages. No other data is going from Dixa to Klaivyo.