How to integrate Roadmap with Klaviyo
Introduction
Integrating Roadmap with Klaviyo is a crucial lever for improving retention and creating win-back scenarios for your brand. By linking Roadmap with Klaviyo automations, you ensure your customers stay informed, engaged, and connected throughout their journey. This integration not only supports your retention plan but also enhances your broader marketing efforts, making customer loyalty a central part of your brand's storytelling.
How is our step-by-step integration process
1. Open the Settings menu under Apps to begin configuring integrations for your store.
2. Select the Klaviyo tab to access all Klaviyo integration options and settings.
3. Within Klaviyo, go to 'Create Private API Key'
4. Enter a name for your new private API key to keep things organised.
5. Grant full access to the Events API so Klaviyo can track and trigger marketing activities automatically.
6. Choose Full Access under List to let Klaviyo dynamically manage marketing lists for targeted campaigns.
7. Select Full Access for Flows so your automated email and SMS sequences run seamlessly.
8. Enable full access for the Metrics API to unlock comprehensive insights and reporting in Klaviyo.
9. Allow full access to Profiles, letting Klaviyo personalize communications with your customers.
10. Click Create to generate your private API key with the permissions you set.
11. Copy the API key for safe storage—this key is your secure bridge between Shopify and Klaviyo.
12. In the Roadmap App. Paste your Klaviyo API Key here.
13. Click Save to apply the integration.