Sync First-Party Audience from CustomerLabs to Klaviyo

You can sync the audience created in CustomerLabs with Klaviyo as a customer list by creating an audience segment in CustomerLabs and syncing it with an existing list or a new list in Klaviyo. This allows you to target and convert high-intent audiences by sending personalized emails and SMS at the right time.

Note

Make sure you have completed the authentication of your Klaviyo account in Destinations → Klaviyo → Configuration Settings before syncing.

Things to Note Before Syncing

• Subscription Type: Determines if users are added to the Email or SMS subscription list. You must enable SMS subscription in your Klaviyo account before syncing to an SMS subscription type.
• Opt-in Process: By default, Klaviyo sets new lists to “Double Opt-in”. To change to “Single Opt-in”, you must adjust this inside your Klaviyo account settings.
• Consent Status: You can set the status as Subscribed, Never Subscribed, or Unsubscribed which updates the user’s marketing consent status in Klaviyo.
• Syncing Anonymous Users: You can toggle “Allow Anonymous users” to sync users without explicit PII identifiers, bearing in mind Klaviyo’s pricing is profile-based.
• Handling Duplicates (Exclude External ID): Klaviyo prioritizes “External ID” over Email/Phone Number. To avoid duplicating profiles from different external IDs matching the same email, enable the “Exclude External ID” toggle in the CustomerLabs Klaviyo destination configuration before you sync.

Step-by-Step Guide to Sync Audience to Klaviyo

Here’s how you can sync the audience with Klaviyo as a customer list:

1. Create a new audience with the desired events or user traits in CustomerLabs and after creating, “view” the audience to set up the sync.

   

2. Go to the “Schema” tab and add the necessary schema based on the list sync requirement for Klaviyo like email, phone, first name, last name, etc.

   Tip

   User/group traits and external ids that are commonly present in the users’ profiles are automatically added as “Default Schema”.

   

3. Now go to the “List Sync” tab and click on “Map Schema” for Klaviyo.

   

4. In the “List to sync” tab, click the dropdown under “Choose the audience list”. Here you can either:

   • Select an existing audience list from Klaviyo (OR)
   • Choose “Create New List” and enter the name for the new audience list to be created in Klaviyo.
   

5. For both new and existing lists, choose the Subscription type (Email/SMS) that you want to apply to the users.

6. Choose the Consent status (Subscribed, Never Subscribed, Unsubscribed) from the drop-down to determine the user’s consent status in Klaviyo.

   

   Note

   If it shows “Error Fetching data”, make sure to re-authenticate Klaviyo from the Destinations → Configuration Settings page.

   
   
   

7. Go to the “Schema Mapping” tab and map the audience schema with the Klaviyo destination schema for the identifiers that you added in Step 2 by adding each schema using the “+” button.

   Important Mapping Requirement

   • For an Email subscription type, you must map the email schema.
   • For an SMS subscription type, you must map the phone number schema.
   

8. If you want to include anonymous users, check the “Allow Anonymous user” box.

9. Once this is done, click “Save List and Schema”.

   

10. Now enable the toggle under “Status” for Klaviyo.

11. Click “Instant Sync” to sync the list immediately.

    

12. Go to the “Configuration” tab and set the “Refresh interval” as required. This ensures your Klaviyo audience stays up-to-date automatically.

    

13. You can check the sync logs for the audience from the “Logs” tab and also the log specifically for Klaviyo by going to the “List sync” tab → “Show Logs” for Klaviyo.

Check if the audience has been created/synced

You can check whether the list has been synced correctly within the Klaviyo platform after 10-15 minutes if you have enabled “Instant Sync” or based on the refresh interval days set for the audience.

Caution

If your list in Klaviyo is set to Double Opt-in, the list will be created, but users won’t be officially added until they actively accept the Subscription type (Email/SMS).

1. Go to Klaviyo → Audiences → Lists & Segments.
2. Check if the audience list has been created under the same name as given in CustomerLabs or if the existing list has been updated.