Overview

Heap’s Klaviyo integration allows you to optimize messaging for Marketers. You can use this integration to:

• Automatically capture interesting moments from Klaviyo as events in Heap
• Send data into Klaviyo as a List and continually update the List based on criteria defined in Heap

With this integration, digital marketers can incorporate the granular user behavioral data available from Heap into marketing campaigns without additional engineering effort. Campaigns can be more effectively personalized to better drive critical product and business outcomes, like activation, trial conversion, and retention.

Setup (Destination)

Prerequisites

To connect the Klaviyo destination, you’ll need the following permissions:

• Admin or Architect privileges in Heap
• Access to your organization’s Klaviyo account

Step 1: Provide Klaviyo API information to Sureshot

Currently, there is no setup required within Klaviyo. All you need to provide your API URL (ex. https://a.klaviyo.com/api/v2) and an API Key. Once this is provided, Sureshot will set up the integration.

Step 2: Enable the integration from Heap to Klaviyo 

From within Heap, navigate to Integrations > Developer hub and click the Create New Integration button.

On the page that appears, populate the fields as follows:

• Title: Add a title for this integration at the top
• Webhook URL: add the URL provided by Sureshot
• OAuth Redirect URL: this can remain empty
• Identity: put email

Click the Save button to complete the setup process.

You may optionally run a test from this page as well. This will ensure that the connection is ready before you sync real data. Note that doing so will add 5 test users to Klaviyo.

Syncing Heap data to Klaviyo

To sync Heap data to Klaviyo, you’ll define segments in Heap that will be used to create lists in Klaviyo.

Step 1: Define segment in Heap

The first step is to create segments in Heap for the data you want to sync to Klaviyo.

To add a new segment, from within Heap, navigate to Definitions > New definition and select New segment.

Add a name and the criteria for the segment. For example, if this is a segment for users who have added items to their cart more than once over the past week, you might define the segment like this.

Once your definition is set, click the Define segment button to save it.

Step 2: Enable Sync to Klaviyo

Once it’s been created, from within Heap, select the segment that you’d like to sync to Klaviyo. On the segment details page, scroll to the Integrations section and enable the toggle next to your Klaviyo integration.

In the Integrations section, select the toggle next to the Klaviyo integration that was defined

On the pop-up that appears, select either Recurring Sync or one-time Sync (Sync now).

Note: If the segment is set as a Recurring Sync, the Klaviyo List will be updated as users are added to or removed from the segment in Heap.

Step 3: View data in Klaviyo

Once enabled, these segments will be used to create Lists in Klaviyo, and that data will be synced. All users in the Heap segment will be added to the List in Klaviyo. User Emails from Heap will appear as Users in the Klaviyo List.

To view the Klaviyo List, from within Klaviyo, navigate to Lists & Segments and select the List name.

Once enabled, syncs occur immediately and refresh every 4 hours. You can sync up to 30 segments.

Note that unsyncing or deleting a segment does not delete the Klaviyo List, and unsynced segments do not count against your quota.

Setup (Source)

This section will describe how to enable sending Klaviyo Events to Heap. This integration sends Klaviyo Events to Heap at scheduled intervals. 

Step 1: Set up the fields you want mapped to the Heap Identity

The following data that can be mapped from Klaviyo to the Heap user Identity:

• email
• phone_number
• external_id
• first_name
• last_name
• organization
• Title

Step 2: Review the value that is mapped to the Event Name in Heap

By default, the Metric “name” value is mapped to the Heap Event Name. If another value is required, please reach out to your CSM or to sales@heap.io.

Here’s an example of the value that will be mapped to the Heap Event Name:

Step 3: Set the frequency at which you would like Klaviyo Events synced to Heap

Set an interval that will ensure timely data synchronization between systems. If you have a large number of Events every day (ex. over 100k) you may want to sync more frequently.

Once data is synced to Heap, you’ll see all of the Event Properties from Klaviyo appear in the Heap Event details. As an example:

Syncing Klaviyo data to Heap

The following instructions will guide you through the process of enabling Klaviyo to send data into Heap.

Step 1: Provide Klaviyo API information to Sureshot

Currently, there is no setup required within Klaviyo. You only need to provide your API URL (i.e. https://a.klaviyo.com/api/v2) and an API Key. From there, Sureshot will set up the integration.

Step 2: Enable the integration from Heap to Klaviyo 

Note: this process requires access to the Developer Hub in Heap.

1. Navigate to Heap > Integrations > Developer Hub

2. Click the Create new integration button

3. In the Webhook URL field, add the URL provided by Sureshot

4. The OAuth Redirect URL field can remain empty

5. In the Identity field, add “email”

Don’t forget to click Save.

Step 3: Set Up Klaviyo to Heap

In Heap, navigate to Integrations and search for Klaviyo.

On the page that appears, click the Create New button in the top right corner.

Frequently Asked Questions

Can you connect more than 1 project?

At this time you can only connect 1 project to 1 Heap environment. Please let us know if you need to connect more than 1 project to 1 Heap environment as we’re open to feedback to improve this integration.