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 CRM platform. For information on how to set that up click here 

To configure  Klaviyo into your 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

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 responder terminal.

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

  • 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

Did this answer your question?