October 05, 2018
UPDATED March 1, 2020
To set up an Auto Responder you must first create an account with the Auto Responder that you have selected.Log onto the auto responder website and follow their directions to get the API credentials that you will use to input into the sticky.io CRM platform. For information on how to set that up click here https://help.klaviyo.com/hc/en-us
To configure Klaviyo into your sticky.io CRM instance, you will go to Settings>Providers and under ACTIONS select Add New Provider Profile.Select the type = AutoResponder and select Klaviyo from the drop down.Fill out the required parameters which are outlined below and click “Save”.
For more information on this AutoResponder click here https://www.klaviyo.com/
Alias: Create a name for your Klaviyo profile. This is for internal purposes only; it helps you identify a specific Auto Responder account among several of them in your platform.
API Private Key: This is obtained through your Klaviyo terminal as described above.
API Public Key: This is obtained through your Klaviyo terminal as described above.
SAVE your profile.
Add the List IDs to your Campaign: When creating or editing your campaign, you will see at the very bottom of the page the option to enable an Auto Responder to your campaign. Once you select an Auto Responder two more fields will appear: Prospect Id and Customer Id, you will enter the List Id’s that were provided to you once your Lists were created in your auto responderterminal.
NOTE: The following information is sent to Klaviyo:
Customer and prospect information such as First Name, Last Name, Email and Phone number. (The phone number MUST be valid, as Klaviyo validates the phone number so if it is not valid, the request will be rejected.)
Product Id and product name
Orders marked as chargeback, fraud or blacklist
Subscriptions created, including the subscription Id and recurring date
Subscriptions cancelled, including cancellation reason
Subscriptions recurring date change