To sync the contacts captured by your Privy Convert campaigns to your Klaviyo account, you must link (integrate) the two accounts and add automation rules to your campaigns.
Link the accounts
To link your Privy account with your Klaviyo account:
- In Privy, click the Account option from the navigation. Your business name appears there.
- Select the Integrations option from the dropdown menu.
- Scroll down to the Available Integrations section and select the Klaviyo option.
- Enter your credentials and API Key in the prompt and then select Link Account.
All set! Klaviyo should now appear as a linked account in the Authorized Accounts section. Time to add some automation rules.
Add an automation rule
Note: These settings must be set for each campaign individually.
To add an automation rule to a campaign so that the collected contacts sync to Klaviyo:
- Navigate to Convert > All Campaigns.
- Select the campaign you'd like to sync and navigate to the Follow-up step of the campaign builder. The selected campaign must include a form to sync contacts.
- Click the Sync signups button, select Klaviyo from the dropdown menu, configure the presented options, and Save.
Note: Privy contacts can only sync to Klaviyo lists. Contacts cannot sync to Klaviyo segments. Please be aware that this integration is not a two-way sync, meaning that information can sync from Privy to Klaviyo but cannot sync back from Klaviyo to Privy.
Warning: To successfully sync contacts with a phone number to Klaviyo, the number must be formatted using the E.164 format on the contact's profile in Privy. When collecting US-based or Canada-based numbers, the +1 country code is not required as Privy will validate the number and automatically add this information if it is missing. All other numbers must include the country code (e.g., +44 for the UK). Privy will add the plus sign (+) if it is omitted.
This campaign's signups will now sync to Klaviyo. Click on the Sync signups button again to sync contacts to additional services or lists. Check out this guide for more information on automation rules and how to troubleshoot common sync issues.
Is more information available?
Yes. You can also tag a visitor with a Klaviyo session cookie after capturing an email with a Privy Convert campaign. This cookie allows you to trigger cart abandonment and browse abandonment emails directly from Klaviyo. To enable this feature:
- In Privy, click the Account option from the navigation. Your business name appears there.
- Select the Business Information option from the dropdown menu.
- Select Customizations from the sidebar and scroll down to the Other Customizations section.
- Check the Enable Klaviyo Javascript integration setting and then click Save Changes.