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”.
NOTE: Please be advised - when creating a new list in Klaviyo - the list automatically defaults to double opt in. If you use double opt in an email is sent to the customer and when they consent the user is added to the list. If you want to use single opt in you must change the configuration in the new list.
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.
Post Phone: If you select post phone we will send the phone number to Klaviyo. The new version of Klaviyo will error the entire record if the phone number is not properly formatted. We will run the phone number thru a format check - if format is bad we will not send. For more information on Klaviyo's phone number formatting requirements refer to their documentation.
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 responder terminal.
The following information is sent to Klaviyo for customer requests:
Order ID
Order Date
Items
Product ID
Product Name
Is shippable
qty
sku
discount
amount
variant ID
is trial
is active subscription
Subscription
id
start date
recur date
frequency
frequency ID
Rebill Depth
Order total data
total
subtotal
sipping
tax amount
tax %
currency
Bundle Data
is_gift
is_refunded
Return/Refund data
is_fraud
is_chargeback
Coupons code
Discount data
total
volume
billing model
coupon
credit
shipping coupon
shipping step down
step down
prepaid
NOTE: These fields must also be mapped within Klaviyo directly in order for us to pass these values within the request.
Provider Custom Fields
You have the option to send custom field values over to Klaviyo, using the 'Provider Custom Fields' tab inside of the Klaviyo provider profile.
The 'Token Values' are the available tokens (custom field values) that we have available to be sent to Klaviyo. You'll just need to select the token value and then within the 'Request Parameter' section add the name of the parameter that you want to be shown inside of Klaviyo. These same custom field values also need to be mapped inside of Klaviyo directly so that they are recognized when we include them in our requests. You will want to make sure that the request parameter inside of sticky.io matches the custom fields configured within Klaviyo. For further information on how to configure these inside of Klaviyo: https://help.klaviyo.com/hc/en-us/articles/115005074627-Guide-to-Properties#add-custom-properties-to-a-profile3
The following order information is available to be sent to Klaviyo via the Provider Custom Fields section inside of the Klaviyo profile:
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
Order Total
Orders marked as chargeback, fraud, or blacklist
Orders voided or refunded
Subscriptions created, including the subscription Id and recurring date
Subscriptions cancelled, including cancellation reason
Subscriptions recurring date change
Below are the parameters that we will send to Klaviyo based on the provider custom fields / event configurations:
Note: If order level token values are included such as 'order_id' for example, these will only be sent for customer posts to Klaviyo as prospect posts do not contain any order information.