Table of contents
Overview
This playbook guides you through setting up Klaviyo with CustomerLabs’ first-party data platform to create highly targeted email campaigns.
Prerequisites
- Active CustomerLabs account
- Klaviyo account with API access
- Admin permissions on both platforms
Step 1: Connect Klaviyo to CustomerLabs
- Navigate to Integrations in CustomerLabs dashboard
- Search for “Klaviyo” and click Connect
- Enter your Klaviyo API key
- Authorize the connection
Step 2: Configure Event Mapping
Map your key customer events:
- Purchase → Klaviyo “Placed Order”
- Add to Cart → Klaviyo “Added to Cart”
- Product View → Klaviyo “Viewed Product”
Step 3: Set Up Custom Properties
Define custom properties to enrich your Klaviyo profiles:
- Customer lifetime value
- Purchase frequency
- Product preferences
- Engagement score
Step 4: Create Audience Segments
Build targeted segments in Klaviyo using CustomerLabs data:
- High-value customers (LTV > $500)
- Cart abandoners (last 24 hours)
- Repeat buyers (3+ purchases)
Step 5: Launch Automated Flows
Set up automated email flows based on customer behavior:
- Welcome Series - triggered on signup
- Abandoned Cart - triggered 1 hour after cart abandonment
- Post-Purchase - triggered 3 days after purchase
- Re-engagement - triggered after 30 days inactivity
Expected Results
- 30-50% increase in email engagement
- 20-30% improvement in conversion rates
- 25-40% boost in customer lifetime value
Troubleshooting
Events not syncing
- Verify API key permissions
- Check event mapping configuration
- Ensure tracking code is properly installed
Missing custom properties
- Confirm property mapping in integration settings
- Verify properties exist in source events
- Check Klaviyo custom field creation