Sync Data with Klaviyo
Enhance your Klaviyo flows with details about your customers’ positive impact.
Customers care about transparency. Keeping them in the loop about the impact they're making generates more engagement, retention, and value.
To sync your data with Klaviyo you will need to ensure that you have an active Klaviyo integration and that you have granted full read and write access when creating your API key. If you have not set this up yet you can find a detailed guide here
In this article we will cover:
Testing your connection
Activating the data sync
What data is synced between Greenspark and Klaviyo
Creating dynamic segments
How to create flows using impact properties
To test your connection and ensure data is synced correctly between Klaviyo and Greenspark head to Add Impact -> Integrations & Automations within your Greenspark dashboard. Then find your Klaviyo integration and click on "Sync Data" within the quick-menu.
On the next page find the "Test your connection" box and click on the Test My Connection button.
If your API key was set up correctly then the test will create:
A new audience profile called: GreensparkTestFirstName GreensparkTestLastName
A new audience profile with email: greenspark-test+klaviyo@getgreenspark.com
Within Klaviyo you can find the profile by heading to Profiles -> GreensparkTestFirstName GreensparkTestLastName.
You will see that an event was created called Greenspark Test, this contains all of the customers' impact data so that you can use it within your flows. Additionally custom properties have been added so that you can use the customers' impact data within your campaigns and existing flows.
If you didn't receive any test data within your Klaviyo account:
Wait a few minutes and try again.
Check that your Klaviyo API key has full read and write access.
Contact us if the issue persists.
To activate the data sync between Klaviyo and Greenspark head to Add Impact -> Integrations & Automations within your Greenspark dashboard. Then find your Klaviyo integration and click on "Sync Data" within the quick-menu.
On the next page click the Sync data from all automations toggle. Once active, the impact data for any of your customers will be synced with Klaviyo if an email is provided when the automation is created. For example, if you are planting 2 trees for each order in your store, then customer profiles within Klaviyo will be enriched with the corresponding impact data when they place an order.
Greenspark sends the following data into Klaviyo which you can use to enrich your flows and campaigns with impact data.
Greenspark Impact Created event properties:
customer_impact -> A list of the latest impact that has been created for the customer
customer_impact_per_automation -> Customer impacts segmented by automation
customer_total_impact -> The total impact attached to this customer
company_total_impact -> Your companies total impact
impact_certificate -> Latest Greenspark certificate of your customers impact
signup_link -> Link if your customer has not claimed their dashboard yet
login_link -> Link to login to the customers claimed dashboard
type -> The type of automation that triggered the impact such as an order, review or subscriber
integration_id -> Unique id of the integration that triggered the impact
automation_ids Unique id of the automation that triggered the impact
Customer profile properties
email -> The customers' email address
first_name -> The customers' first name
last_name -> The customers' last name
greenspark_customer_total_impact -> The total impact attached to this customer
greenspark_latest_impact_certificate -> Latest Greenspark certificate of your customers impact
greenspark_latest_signup_link -> Link if your customer has not claimed their dashboard yet
greenspark_latest_login_link -> Link to login to the customers claimed dashboard
Create dynamic segments in Klaviyo based on whether a customer has positive impact attached to their profile or not.
To create a new segment head to Lists & segments -> Create New -> Create List within your Klaviyo dashboard. Then give your segment a name, for example, Impact Customers
Next set conditions for your segment to dynamically add users with impact to it. To access event data you need to choose the What someone has done (or not done) condition, or you can access custom properties by choosing the Properties about someone condition.
We recommend creating a general segment that contains all customers with impact by choosing What someone has done (or not done) with the Greenspark event, at least once, over all time.
When you're happy with the definition, click Create segment to save it.
Other ideas for customer impact segments:
High value impact -> Customers with many impact actions associated to their profile
Automation based impact -> Customers who have created impact through a specific Greenspark automations (eg: an order in your store vs leaving a review)
Recent impact -> Customers who have had an impact action in the last 30 days
Old impact -> Customers who have not had an impact action in over 12 months
Single impact -> Customers who have only had one impact action
To send out emails to customers based on when they create impact set up a flow that is triggered when the Greenspark event comes in. If you are unfamiliar with creating flows, you can follow this Klaviyo tutorial.
You can set this up to be a general flow to notify customers when they create impact, or you can further segment it, for example, only include customers from a certain Greenspark automation.
In the email, you insert relevant properties to for example link the customer to their impact certificate, list out the exact positive impact they have had and link to their dashboard where they can track it.
To see the full list of properties, head to section 3. How to add Impact Properties to your flows.
Customers care about transparency. Keeping them in the loop about the impact they're making generates more engagement, retention, and value.
To sync your data with Klaviyo you will need to ensure that you have an active Klaviyo integration and that you have granted full read and write access when creating your API key. If you have not set this up yet you can find a detailed guide here
In this article we will cover:
Testing your connection
Activating the data sync
What data is synced between Greenspark and Klaviyo
Creating dynamic segments
How to create flows using impact properties
1. Test your connection
To test your connection and ensure data is synced correctly between Klaviyo and Greenspark head to Add Impact -> Integrations & Automations within your Greenspark dashboard. Then find your Klaviyo integration and click on "Sync Data" within the quick-menu.
On the next page find the "Test your connection" box and click on the Test My Connection button.
If your API key was set up correctly then the test will create:
A new audience profile called: GreensparkTestFirstName GreensparkTestLastName
A new audience profile with email: greenspark-test+klaviyo@getgreenspark.com
Within Klaviyo you can find the profile by heading to Profiles -> GreensparkTestFirstName GreensparkTestLastName.
You will see that an event was created called Greenspark Test, this contains all of the customers' impact data so that you can use it within your flows. Additionally custom properties have been added so that you can use the customers' impact data within your campaigns and existing flows.
If you didn't receive any test data within your Klaviyo account:
Wait a few minutes and try again.
Check that your Klaviyo API key has full read and write access.
Contact us if the issue persists.
2. Activate customer impact data sync
To activate the data sync between Klaviyo and Greenspark head to Add Impact -> Integrations & Automations within your Greenspark dashboard. Then find your Klaviyo integration and click on "Sync Data" within the quick-menu.
On the next page click the Sync data from all automations toggle. Once active, the impact data for any of your customers will be synced with Klaviyo if an email is provided when the automation is created. For example, if you are planting 2 trees for each order in your store, then customer profiles within Klaviyo will be enriched with the corresponding impact data when they place an order.
3. What data is synced between Greenspark and Klaviyo
Greenspark sends the following data into Klaviyo which you can use to enrich your flows and campaigns with impact data.
Greenspark Impact Created event properties:
customer_impact -> A list of the latest impact that has been created for the customer
customer_impact_per_automation -> Customer impacts segmented by automation
customer_total_impact -> The total impact attached to this customer
company_total_impact -> Your companies total impact
impact_certificate -> Latest Greenspark certificate of your customers impact
signup_link -> Link if your customer has not claimed their dashboard yet
login_link -> Link to login to the customers claimed dashboard
type -> The type of automation that triggered the impact such as an order, review or subscriber
integration_id -> Unique id of the integration that triggered the impact
automation_ids Unique id of the automation that triggered the impact
Customer profile properties
email -> The customers' email address
first_name -> The customers' first name
last_name -> The customers' last name
greenspark_customer_total_impact -> The total impact attached to this customer
greenspark_latest_impact_certificate -> Latest Greenspark certificate of your customers impact
greenspark_latest_signup_link -> Link if your customer has not claimed their dashboard yet
greenspark_latest_login_link -> Link to login to the customers claimed dashboard
4. How to create segments based on customer impact data
Create dynamic segments in Klaviyo based on whether a customer has positive impact attached to their profile or not.
To create a new segment head to Lists & segments -> Create New -> Create List within your Klaviyo dashboard. Then give your segment a name, for example, Impact Customers
Next set conditions for your segment to dynamically add users with impact to it. To access event data you need to choose the What someone has done (or not done) condition, or you can access custom properties by choosing the Properties about someone condition.
We recommend creating a general segment that contains all customers with impact by choosing What someone has done (or not done) with the Greenspark event, at least once, over all time.
When you're happy with the definition, click Create segment to save it.
Other ideas for customer impact segments:
High value impact -> Customers with many impact actions associated to their profile
Automation based impact -> Customers who have created impact through a specific Greenspark automations (eg: an order in your store vs leaving a review)
Recent impact -> Customers who have had an impact action in the last 30 days
Old impact -> Customers who have not had an impact action in over 12 months
Single impact -> Customers who have only had one impact action
5. How to create flows using impact properties
To send out emails to customers based on when they create impact set up a flow that is triggered when the Greenspark event comes in. If you are unfamiliar with creating flows, you can follow this Klaviyo tutorial.
You can set this up to be a general flow to notify customers when they create impact, or you can further segment it, for example, only include customers from a certain Greenspark automation.
In the email, you insert relevant properties to for example link the customer to their impact certificate, list out the exact positive impact they have had and link to their dashboard where they can track it.
To see the full list of properties, head to section 3. How to add Impact Properties to your flows.
Updated on: 05/09/2024
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