Klaviyo

Klaviyo is an email and SMS marketing platform used by many online stores. Connecting Klaviyo to Resool shows each contact's Klaviyo profile next to the conversation: the lists they're on, their email marketing consent and their tags. Agents can add the contact to a Klaviyo list from the inbox, and workflows can add or update profiles with tags automatically, so customers who message you end up in your Klaviyo flows.

#What you can do with Klaviyo

In the Inbox and on the contact page

• See the Klaviyo profile: email marketing consent status, tags, and every list the profile is on.
• Add to list: add the contact to the default list or a list you pick. If they're already on it, the button becomes Update in list.
• View in Klaviyo: open the profile in Klaviyo in a new tab.

In Workflows

• Add / update email subscriber: a workflow step that adds the contact to a Klaviyo list, or updates them there, with tags.

#Before you begin

• You need a Klaviyo account with at least one list.
• In Resool, only workspace Owners and Admins can connect apps.
• Resool matches contacts by email address. Contacts without an email can't be added to Klaviyo.

#How to connect Klaviyo to Resool

1. Go to Settings › Apps and open the Marketing tab.
2. Click Connect on the Klaviyo card.
3. The Connect Klaviyo dialog lists what Resool will be able to do after you approve: see your account's name and lists, see profiles by email with their lists and consent, and add or update profiles and add them to lists. Click Continue.

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Settings › Apps › Klaviyo › Connect

The "Connect Klaviyo" dialog with the description, the "After you approve on Klaviyo, Resool will be able to:" list and the Cancel and Continue buttons.

File: screenshots/klaviyo-connect-dialog.png

1. Sign in to Klaviyo in the window that opens and allow access.
2. You're returned to Resool and see Klaviyo connected. The card now shows Manage and Disconnect.

#How to configure Klaviyo

Click Manage on the Klaviyo card to open Klaviyo settings. Save with the bar at the bottom, or click Discard to undo your changes.

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Settings › Apps › Klaviyo › Manage

The "Klaviyo settings" side sheet with the List section (Default list set to a newsletter list) and the Tags section with two tags, showing the hint about the "Resool tags" property.

File: screenshots/klaviyo-settings-sheet.png

• Default list: where Add to list in the inbox, and workflow steps that don't name a list, put the contact.
• Tags: Klaviyo profiles have no tags of their own, so Resool saves these in the profile's Resool tags property every time a contact is added from the inbox. You can add up to 20 tags.

#How to use Klaviyo in the Inbox

1. Open a conversation and click the Klaviyo icon in the right-hand sidebar. Resool looks up the contact's email in Klaviyo.
2. Under Profile you see the consent status and tags. Under the lists heading you see each list the profile is on.
3. Pick a list (or keep the default) and click Add to list. You see Saved in Klaviyo when it's done.

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Inbox › open a conversation with a contact that has an email › Klaviyo icon in the right sidebar

The Klaviyo panel with the Profile section (Status badge "subscribed", tags), two lists, the list picker, the Update in list button and View in Klaviyo.

File: screenshots/klaviyo-inbox-panel.png

The same panel is on the contact's page under Connected apps. Adding contacts needs permission to manage contacts.

#How to use Klaviyo in Workflows

1. Open a workflow and add a step. Under Apps, choose Add / update email subscriber.
2. Set App to Klaviyo.
3. Choose the List: Default list or a specific list.
4. Add Tags if you want. Variables such as {{contact.name}} work here.
5. Publish the workflow.

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Workflows › open a workflow › add step › Apps › Add / update email subscriber

The step panel with App set to Klaviyo, List set to Default list and one tag, plus the email matching note.

File: screenshots/klaviyo-workflow-step.png

#How to disconnect Klaviyo

1. Go to Settings › Apps and click Disconnect on the Klaviyo card.
2. Confirm in the Disconnect Klaviyo? dialog.

Resool stops accessing your Klaviyo account. Profiles already in Klaviyo stay there.

#FAQ and troubleshooting

#Does adding a contact change their email consent?

A new profile is created as subscribed to email marketing on the list you chose. For a profile that already exists, Resool only adds it to the list: its consent stays as it is, so someone who opted out is never re-subscribed.

#Where do the tags go in Klaviyo?

Into the profile property Resool tags, as a list of names. Klaviyo doesn't have profile tags.

#Why can't I add this contact?

What you can do:

• Check that the contact has an email address in Resool.
• Pick a list, or set a Default list in Klaviyo settings. Klaviyo always needs a list.
• If the panel says the connection expired, disconnect Klaviyo and connect it again.

#Does Klaviyo match contacts by phone number?

No. Lookups and adds use the contact's email address only.

#What's next?

• Workflow steps
• Mailchimp
• Shopify
• Getting started with apps