Before you start
Things you need to know:
You must have access to both your Fresh Relevance and Klaviyo accounts.
Set up in Klaviyo
Create a Klaviyo list
In Klaviyo, go to Audience > Lists & Segments.
Select Create List/Segment, then choose List
Enter the details for your new list.
For accounts with 100+ lists, use the list ID found in the list settings instead of selecting from a dropdown in Fresh Relevance.
Get Klaviyo API credentials
Select the profile icon in Klaviyo.
Then select Settings, then API Keys.
Make a note of your Public API Key and generate a Private API Key if needed.
Configure Klaviyo in Fresh Relevance
In Fresh Relevance, expand the User menu, then go to Settings > Triggers and Messaging integrations > Messaging Provider(s).
Under Set up a new Channel, expand the Service Provider drop-down menu, then select Klaviyo.
Select Next.
Enter your Public and Private API Keys from Klaviyo. Set up default settings:
Field name | Field function | Additional notes |
Default Event Metric | Default name for the trigger program's event in Klaviyo | Select an existing event from the dropdown menu, or choose Register New Event and enter a new event name. To maximize Klaviyo's segmentation and Flow functionality, set a unique event for each trigger individually using the Template ID in the trigger program setup. |
Default Campaign ID for Cart Abandonment | Campaign for adding contacts with events sent to Klaviyo | It's advised to have a separate channel for each campaign you want to add contacts to, with each channel having its own unique trigger programs. |
List Id to Use to Check Send Permission on Your ESP | List for performing permission checks | If you don't want to perform permission checks, select -- No Permission Checking --. |
Upload List ID | Klaviyo list for adding contacts | This value is set in the channel settings as the default list, but it can be overridden by an add-to-list trigger. |
Contact Exists Permission Behaviour | How permission checks should be handled when the contact already exists on the ESP |
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Each setting allows you to customize how Fresh Relevance interacts with Klaviyo, including event tracking and list additions.
Klaviyo events and flows
Fresh Relevance's integration with Klaviyo is unique compared to most other ESPs on the platform, as it doesn't directly trigger emails but pushes a custom event into Klaviyo.
Klaviyo events are only used for email send triggers, not add-to-list triggers. Add-to-list triggers don't activate Klaviyo events.
Set up events in Klaviyo
To view events within the Klaviyo UI, they must be registered first.
Go to the channel settings page.
Expand the dropdown menu, then select Register New Event.
Enter the event name in the box below it. To register a new event, the name must be unique,. Otherwise choose an existing event from the dropdown menu.
Select the Save button to register the event in Klaviyo.
You can return to this settings page to register more events for future trigger programs.
Checking events in Klaviyo
After registering an event, you must verify its receipt in Klaviyo:
In Klaviyo, go to Analytics > Metrics.
If your event appears on the screen, it has been successfully registered.
Select the event to view its analytics.
Set up your template within Klaviyo
When setting up or creating templates for merging data uploaded to Klaviyo by Fresh Relevance, such as cart HTML:
In Klaviyo, go to Content > Templates.
To edit an existing template, select the three-dot icon on the right side of its entry in the templates table and choose Edit Template. To set up a new template, select Create Template.
If creating a new template, choose a base template, give it a name, and select Use template.
In the template editor, select the text block where you want to merge your variable and choose the Add personalization icon. You should see an entry in the form {your event name}_cart_html. Select it to insert a field lookup on the contact's record for the chosen event. Your template is now ready for sending.
You can also rename your template, preview and test it, or save and return to templates.
After selecting your event, add | safe to the end of the text to render the HTML correctly. The format should look like this:
{{ person|lookup:'{your event name}_cart_html' |default:'' |safe }}.To merge other fields, ensure the field mapping is set up correctly. To add the variable to your email, use the following template, replacing cart_price with your chosen variable: {{ person|lookup:'cart_price' |default:'' }}
If you can't see the cart HTML or any other uploaded field, try a test send and verify that it worked, or contact Fresh Relevance support.
Set up your flow within Klaviyo
To set up a flow for your event in Klaviyo, follow these steps:
In Klaviyo, go to Flows.
To create a new flow, select Create Flow or choose Edit Flow to edit an existing flow. For a new flow, we recommend selecting Create From Scratch.
Enter a name and go to the flow interface.
Select the Metric option, choose the event to trigger this flow, and select Done.
From the Actions panel, select the Email option and drag it onto your flow.
Klaviyo's Smart Sending feature prevents subscribers from receiving too many messages at once if you have many active flows and campaigns. It also applies to test sends, so only the first one may go through. Turn this off for testing and consider it for live emails. Learn more in Understanding Smart Sending in Klaviyo.
Select the email block you inserted into your flow, give the email a relevant subject, and choose Configure Content.
Select Select Template under Drag and Drop.
Choose My Templates to use an existing template (such as one created in the previous section) or select another base template to create a new email.
In the template editor, ensure everything is correctly set up in your template, and select Save and Exit.
Select Done in the top right corner to complete your email block setup. Customize additional flow logic or actions as needed, and select Review and Turn On in the top right corner. Once set to LIVE, your flow responds to events sent by Fresh Relevance.
Add-to-list triggers
The Default Event Metric dropdown can be set to anything for add-to-list triggers, as it doesn't affect the triggers. You can leave it as Register New Event and the add-to-list triggers still work.
To create an add-to-list trigger within Fresh Relevance, first get your List ID from Klaviyo:
In Klaviyo, go to Audience > Lists & Segments.
Select the three-dot icon next to the list you want to use and choose List Settings.
You now see your List ID. Also, note the opt-in process.For triggered emails, set it to Single opt-in; otherwise, emails won't be sent until your customer confirms they want to receive emails from you. Double opt-in lists are designed for marketing purposes.
Make a note of the List ID, as you'll need to enter it in the settings of the add-to-list trigger program.
You can leave the Upload List ID in the channel settings as Do This Later if you specify a Klaviyo List ID in each of your add-to-list trigger programs.
Create a trigger program
To create a trigger program for your new Klaviyo event:
Go to Triggers to create a trigger. Learn how
The Klaviyo channel settings include a Default Event field, which is the event sent to Klaviyo if no specific event is specified within individual trigger programs. In the trigger program settings, you can enter an event to be sent to Klaviyo in the Template ID field. This field is case-sensitive, so ensure you've entered the correct event name.
You can either have one Klaviyo channel and specify different events in each trigger program through the Template ID, or create a channel for each event and assign that channel to your chosen trigger programs.
For multi-stage trigger programs, enter different event names (Template ID) for each stage. This will send different events to Klaviyo. Register these events in the channel settings and then configure their flows within Klaviyo.
Check your field mappings
In Fresh Relevance, a field mapping is required for each Klaviyo field used.
Expand the User menu, then go to Settings > Exports > Product Fields Field Mappings.
For every Fresh Relevance field name you want to use, ensure it's already in the field mapping:
To add a field, choose the corresponding Fresh Relevance field from the dropdown list, paste in the Klaviyo details, and select Add.
To edit a field, select the ESP Field name in the table, edit it or paste in the correct Klaviyo details, and press the enter key.
To delete a field, select the circular icon on the left.
Send a test email or SMS
To ensure Fresh Relevance is working correctly after setup, follow these steps to send a test email:
Go to Content > Cart Layout and select Default Cart Layout.
Under the heading Send Test Message, expand the drop-down menu and select the email you want to test.
Enter an email address or phone number to send the test email to.
Select Send Test Message(s), and a popup message will appear at the top of the screen, confirming that a test email was sent.
The test email or SMS is delivered to the specified email address or phone number.