This guide shows you how to integrate Neocom with Klaviyo.

1. Prerequisites

• The private API Key from your Klaviyo account with write access to lists, profiles, subscriptions and events

  • Show Example

• The ID of a Klaviyo list that Neocom should add and subscribe user profiles to. We recommend creating a new list for Neocom.

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• The Klaviyo list and Neocom Advisor's Save For Later feature use the same opt-in settings

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  We strongly caution against using single opt-in unless your specific use-case requires it.

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  • Show Example

2. How the Klaviyo Integration Works

1. When a user submits their email via Save For Later and confirms their subscription*,* Neocom creates a new user profile in Klaviyo.

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   If a profile with this email already exists in Klaviyo, creation of the user profile is skipped.

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   If double-opt-in is enabled, the profile is created about 8-10 minutes after subscription confirmation

2. Neocom then adds a Save For Later Event to the profile and subscribes the ****profile to the Klaviyo list.

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   If single opt-in is used, the profile is only added to the list without being subscribed.

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   User profile is added to the list & subscribed to email marketing

   

   Conversation data is added to the profile

3. How to Use Neocom Data in Klaviyo

The Save For Later Event contains all conversation data to build customised emails and to enrich user profiles with custom attributes.

3.1 Create a Flow with Neocom Advisor Data

Any automation in Klaviyo is done via flows. The most reliable way to automate with Neocom's data is to use Saved For Later Event metric as flow trigger.

1. Create a new custom flow in Klaviyo

   

2. Add a descriptive name for the flow

   

3. As Trigger, select API Metric

   

4. Select the Neocom Saved For Later Event

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   Users that were added to a list via Neocom do not trigger ****the “Added to list” ****event. Instead, we are using this event as starting point for our flow.

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   Optional trigger filters can be set up to start the flow only for certain advisors.

   

   Add optional trigger filters

   

   Filter by advisor_name to only trigger this flow for the “Snowboards” advisor

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3.2 How to build an Email with Neocom Advisor Data

1. First 3.1 Create a Flow with Neocom Advisor Data