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How to integrate and sync email with Klaviyo

Learn how to integrate and sync email with Klaviyo

Gergely Nagy avatar
Written by Gergely Nagy
Updated over a week ago

Connecting Klaviyo with your Chamaileon account allows you to streamline your email marketing workflow, enabling seamless syncing of email designs as templates in Klaviyo. Each time the design or content is updated in Chamaileon and the Sync button is pressed, the template will automatically update in Klaviyo. This guide will walk you through the integration process step-by-step, covering everything you need to know to get started.

Prerequisites

Before you begin the process, make sure you have:

  • An active Chamaileon account with Administrator or Content Manager access.

  • Access to your Klaviyo account with the necessary permissions (e.g., Admin access).

  • A Klaviyo API key, which you will obtain during the integration setup.

Figure 1 - Obtaining the API key from Klaviyo under "Account Settings" > "API Keys"

Step-by-Step Integration Setup Process

Step 1: Access Integration Settings in Chamaileon

  1. Log in to your Chamaileon account.

  2. Navigate to the Workspace settings and select the "Integrations" tab.

  3. Choose "Klaviyo" from the list of available integrations.

Step 2: Obtain the API Key from Klaviyo

  1. Log in to your Klaviyo account.

  2. Navigate to "Account Settings" and select "API Keys."

  3. Generate a new API key or locate an existing one.

    • Note: Ensure you have the necessary permissions to create or view API keys.

  4. Copy the API key and return to Chamaileon.

Step 3: Authorize Klaviyo with Chamaileon

  1. In the Chamaileon integration setup for Klaviyo, create a new Variation. Each variation serves as a distinct account connection, allowing you to sync emails from one Chamaileon account to multiple Klaviyo accounts.

  2. Name the integration variation and click "Auth."

  3. Enter the API key you obtained from Klaviyo to complete the authorization.

Data Sync Details

The integration will sync the following data between Chamaileon and Klaviyo:

  • Subject Line: The email's subject line.

  • Preview Text: The preview text displayed in the recipient's inbox.

  • Template Name: The name of the email template.

The synced email templates can be found in the "Templates" section within your Klaviyo account.

Testing the Integration

  1. To test the integration, try syncing a sample email template from Chamaileon to Klaviyo.

  2. Check the "Templates" section in your Klaviyo account to verify that the template has been successfully imported.

    • If the export is successful, you’re all set!

Handling API Limits and Security Considerations

  • API Limits: Klaviyo may impose API call limits. Refer to Klaviyo’s documentation to ensure you stay within these limits.

  • Security: Keep your API key secure and do not share it. If you suspect it has been compromised, regenerate the key in your Klaviyo account.

Troubleshooting and Known Limitations

  • Common Issues:

    • If the connection fails, double-check that the API key is correctly copied and has the necessary permissions.

    • Ensure that your Klaviyo account has the correct access level for integration.

  • Known Limitations:

    • This integration supports syncing only email templates.

    • Supported file types and character limits depend on Klaviyo’s specifications.

  • Notifications: Chamaileon will notify you in case of integration issues, such as failed syncs.

Disconnecting or Removing the Integration

  1. To safely disconnect or remove the Klaviyo integration, go to the “Integrations” section in Chamaileon Workspace settings.

  2. Click on the Klaviyo card, select the desired variation, and click the red "Delete Variation" button.

  3. Remember to remove access/authorization/API keys from Klaviyo as well.

Sync Email Designs with Klaviyo

  1. From the email dashboard, click the "Sync" button in the email's menu.

  2. Choose "Klaviyo" from the options list.

  3. Customize your email template's settings, such as the subject line, preview text, and template name before clicking "Sync."

Attention!

  • Avoid editing the code directly in Klaviyo, as its editor might alter the email HTML code, potentially causing size or rendering issues. Use Chamaileon’s visual editor interface for any changes and the Sync button to update the design.

  • Syncing one template to multiple Klaviyo accounts is possible using Integration Variations, so avoid manually copying and pasting HTML.

Conclusion

You have now successfully integrated Klaviyo with your Chamaileon account! This integration will enhance your email marketing process by allowing seamless exports and efficient content management. If you have any questions or encounter issues, please refer to our support documentation or contact our support team.

Screenshots from Klaviyo to make it clear where to find items mentioned in this article:

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