Klaviyo

Klaviyo is a marketing automation platform designed for sending personalized emails and SMS messages to engage and retain your targeted audience.

Integrate CustomerLabs 1PD Ops with Klaviyo to sync your unified customer behavior data — enabling you to target and convert high-intent audiences by sending personalized emails and SMS at the right time.

Authentication

Follow these steps to connect your Klaviyo account with CustomerLabs:

1. Log in to your CustomerLabs account and navigate to the Destinations page.

   

2. Search for and select Klaviyo from the list of available destinations.

   

3. Click Save and Enable to begin the configuration setup.

   

4. Log in to your Klaviyo account and go to Account Plans.

   

5. Navigate to Settings → Accounts → API Keys.

   
   

6. Copy the Public API Key (also referred to as Site ID).

7. Go back to your CustomerLabs account → Destinations → Klaviyo → Configuration Settings.

8. Paste the Public API Key under Basic Settings field.

9. Return to your Klaviyo account → Settings → API Keys.

10. Create a Private API Key if you do not already have one.

    
    

    Note

    When creating a Private API Key, grant Full Access permissions for Lists, Segments, Events, Profiles, Subscriptions, and any other resources you intend to manage through CustomerLabs.

    
    

11. Copy the Private API Key.

    

12. Go to your CustomerLabs account → Destinations → Klaviyo → Configuration Settings.

13. Paste the Private API Key in the Advanced Settings field.

14. Click Save Changes.

    
    

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Event Workflow Setup

Configure which events are sent from CustomerLabs to Klaviyo:

1. Navigate to Setup Event Workflow within the Klaviyo destination settings.

   

2. Turn ON the toggle for each event you want to send. Choose either Client-side or Server-side — do not enable both for the same event to avoid duplication.

3. Click Save Changes.

   Note

   You have now integrated Klaviyo with CustomerLabs. Events will be sent automatically based on your configuration.

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Verify Events in Klaviyo

To confirm that events are being received:

1. Go to your Klaviyo account → Analytics → Metrics.

2. You will see the events received from CustomerLabs listed here.

   
   

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Sync Audiences with Klaviyo

You can sync audience segments created in CustomerLabs with Klaviyo as customer lists. Create an audience segment in CustomerLabs and sync it with either an existing list or a new list in Klaviyo.

Caution

Ensure you have completed the authentication of your Klaviyo account before attempting to sync audiences.

Key Concepts Before Syncing

1. Subscription Type

The Subscription Type option determines which channel (Email and/or SMS) users in the audience list are subscribed to.

Tip

You must enable SMS subscription in your Klaviyo account before syncing audience lists with the SMS subscription type. Learn more

2. Opt-in Process

By default, new lists use Double Opt-in — users must confirm their subscription before being added. To switch to Single Opt-in, navigate to Klaviyo → find the list → update the Opt-in process setting.

Learn more about Opt-in process

3. Consent Status

Consent status indicates whether users have subscribed, unsubscribed, or never subscribed to receive SMS and/or Email communications. The user profiles are updated in Klaviyo based on the consent status you select.

Consent Status	Description
Subscribed	Users are added to the Email and/or SMS subscription. If Double Opt-in is enabled, users receive a confirmation notification first. If Single Opt-in is enabled, users are added directly and their status shows as “Subscribed”.
Never Subscribed	Applies only to the Email subscription type. Users who provided their email (e.g., at checkout) but did not explicitly opt in to marketing messages are tagged as “Never Subscribed”. These users are added to the list in Klaviyo directly. Learn more
Unsubscribed	Users in the list are unsubscribed from SMS and/or Email communications.

4. Syncing Anonymous Users

• Enabling this option syncs anonymous users (users without an email, name, or phone number) with Klaviyo, creating a new user profile for each.

• Since Klaviyo’s pricing is based on the number of active user profiles, enable anonymous user sync only if required.

• Profile duplication risk: Duplicate profiles can be created in Klaviyo despite matching Email or Phone Number. This occurs because Klaviyo uses the following identifier priority (highest to lowest):

  Priority	Identifier
  1	External ID
  2	Email
  3	Phone Number
  4	Other identifiers

If different External IDs exist for the same Email or Phone Number, new profiles are created — leading to duplication.

Important

Ensure that events are not sent to Klaviyo from any source other than CustomerLabs to avoid duplicate profiles.

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Steps to Sync Audience with Klaviyo

1. Create a segment — In CustomerLabs, create a new segment with the desired events or user traits. Go to the Schema tab of the segment.

2. Configure the Segment Schema as needed for the customer list to be created or synced in Klaviyo.

   

3. Go to the Destinations tab and click Map Schema for Klaviyo.

   

4. In the List to Sync tab:

   • Select an existing audience list from your Klaviyo account, or
   • Choose Create New List and enter a name for the new list.
   

5. For both new and existing lists, select the Subscription Type (Email and/or SMS) from the drop-down menu.

   Note

   The subscription type applies to all user profiles in the list. For existing lists, only users added after enabling the sync will receive the selected subscription type.

   Caution

   For SMS subscription type, ensure you have set up SMS subscription at the account level in your Klaviyo account. Otherwise, users in this list will not be synced. Learn more about SMS setup

   

6. Select the Consent Status (Subscribed, Never Subscribed, or Unsubscribed) from the drop-down menu. User profiles are updated in Klaviyo based on the option you choose.

   

7. Once the audience list is selected or created, the Custom Audience Info will be displayed.

   Note

   If you see “Error Fetching Data”, re-authenticate your Klaviyo account by going to Menu → Destinations → Klaviyo.

8. Go to the Schema Mapping tab. Map the audience schema fields to the corresponding Klaviyo schema fields for identifiers and user traits configured in Step 2. Use the ”+” button to add each field mapping. You can also add custom Klaviyo schema fields.

   

   Important

   • For Email subscription type, mapping the “email” schema is mandatory.
   • For SMS subscription type, mapping the “phone number” schema is mandatory.

9. To include anonymous users, check the “Allow Anonymous User” checkbox.

   Tip

   Since Klaviyo pricing is based on the number of user profiles, enable anonymous user sync only if it aligns with your requirements. Learn more

Handling Profile Duplication — Exclude External ID

To prevent duplicate profiles caused by conflicting External IDs, CustomerLabs supports an Exclude External ID option when syncing audience data to Klaviyo.

When enabled, the External ID is omitted from the profile import payload sent via Klaviyo’s bulk import API. Without an External ID, Klaviyo falls back to matching profiles using Email and Phone Number, effectively preventing duplicate profile creation.

How to enable:

• In the CustomerLabs Klaviyo destination configuration, enable the Exclude External ID field before syncing.

• The External ID will be omitted from profiles sent to Klaviyo, and the audience sync proceeds as usual.

  Note

  By managing the External ID this way, Klaviyo correctly merges profiles based on Email and Phone Number — avoiding duplicate profile creation and unnecessary cost increases.

  

10. Click Save Schema.

    

11. Switch ON the toggle under Status for Klaviyo.

    

12. Click Instant Sync to sync the list immediately.

    

13. Go to the Configuration tab, set the Refresh Interval as required, and click Save Configuration.

    

14. You can review sync activity from the Logs tab. You can also check Klaviyo-specific logs by going to Destinations → Klaviyo → Show Logs for the latest sync event.

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Verify Audience Sync in Klaviyo

You can verify whether the audience list has been created or synced within 10–15 minutes if Instant Sync is enabled, or after the configured refresh interval.

Note

If your list uses the Double Opt-in setting, the list will be created but users will not appear until they accept the subscription confirmation (Email/SMS).

1. In Klaviyo, go to Audiences → Lists & Segments.

2. Confirm that the audience list appears with the same name you specified in CustomerLabs, or verify that the existing list has been updated.