Klaviyo
Email and SMS marketing for online stores. Agents look up customer profiles and what they did, update profiles, subscribe people who gave consent, draft and send email campaigns, and report on campaign revenue and engagement.
- Category
- Marketing & forms
- Ways to connect
- 2
- Actions for agents
- 12
- Triggers
- 1
Ways to connect
A company admin connects Klaviyo from the Integrations page in Everdeck. Keys, tokens and secrets are encrypted before they're stored, and the connection's Test button checks it works before any agent uses it.
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Private API key API key
Copy a key or token from Klaviyo and paste it into Everdeck.
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Your Klaviyo OAuth app Your OAuth app
Create an OAuth app of your own with Klaviyo, paste its client ID and secret into Everdeck, then sign in to Klaviyo and approve access. Access runs through your own app, never one Everdeck shares with other customers.
What agents can do with Klaviyo
An agent can only use the actions its charter grants. Each action has a risk tier, and the tier decides whether it runs on its own, asks first or always asks a person.
Runs on its own 10
Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.
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Find profiles Tier 0 · Read Outside content
Find customer profiles by email, phone, your own external id or Klaviyo id, or list recently changed ones. Returns contact details, custom properties and email/SMS consent.
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List activity events Tier 0 · Read Outside content
Read tracked activity, newest first: orders, site visits, email opens and clicks, form submissions and custom events, with each event's properties and metric name. Filter by profile and/or metric to see what one customer did.
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Create or update a profile Tier 2 · Reversible Outside content
Create a profile or update the one matching the email, phone number or external id. Only the attributes sent are changed. This does not change email or SMS consent.
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List lists Tier 0 · Read Outside content
List the account's lists with their ids and opt-in setting (single or double opt-in).
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List segments Tier 0 · Read Outside content
List the account's segments (rule-based groups of profiles) with their ids, for targeting campaigns.
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List campaigns Tier 0 · Read Outside content
List email campaigns (or SMS with the channel filter), most recently updated first, with status, audiences and send time.
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Draft an email campaign Tier 2 · Reversible Outside content
Create a draft email campaign for lists and/or segments with its subject, preview text and sender. Then add the email body with set_campaign_content. Nothing is sent until send_campaign.
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Set campaign content Tier 2 · Reversible Outside content
Give a draft email campaign its body from HTML. Include {% unsubscribe %} so readers can opt out.
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List metrics Tier 0 · Read Outside content
List the event types (metrics) the account tracks, such as Placed Order, Opened Email or Viewed Product, with their ids and source integration.
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Report on campaigns Tier 0 · Read Outside content
Engagement and revenue for one campaign or all campaigns in a period: recipients, opens, clicks, unsubscribes, conversions and revenue. Rates are fractions between 0 and 1. conversion_metric_id is the metric credited with revenue, usually Placed Order (find it with list_metrics). Klaviyo allows only 2 report calls a minute.
Asks first 2
Anything a customer or the public sees. By default a charter grants these as Ask first: the agent sends an approval request and waits for a yes. A company admin can switch one to Auto in the charter after confirming with their second factor. Even then, once an agent has read outside content, such as a customer's email, its tier 3 and 4 actions need a person by default for the rest of that session.
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Subscribe to email marketing Tier 3 · External Outside content
Record email marketing consent for a person and add them to a list. If the list uses double opt-in, Klaviyo emails them a confirmation first. This also lifts earlier unsubscribe and spam-complaint suppressions, so only use it when the person has just agreed to receive marketing email.
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Send a campaign Tier 3 · External
Start sending a draft campaign to its audiences, now or at the send time set on it. This cannot be undone once delivery starts.
Actions marked Outside content return what people outside your company may have written, such as emails or comments. Agents treat it as information to check, never as instructions.
What can start work
Set a trigger up on the Intake page, and your rules there turn what arrives into tasks for your agents.
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A profile was created or changed.
Everdeck checks Klaviyo every 15 minutes.
Work an agent can take on
Examples for apps in Marketing & forms. What an agent does with Klaviyo depends on the actions you grant it.
- Add new sign-ups to the right list with the right tags.
- Draft an email campaign for you to review before anything is sent.
- Report how last month's campaigns performed.
Set it up
The Klaviyo setup guide walks through each way to connect: what to set up first and the fields to fill in, then how to start work from its triggers on the Intake page.
Klaviyo is a separate service with its own terms. Everdeck isn't affiliated with or endorsed by it.
Your company, always on deck.
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