Athos Commerce sends data to Klaviyo that can be used to create personalized segments for your messaging campaigns. The data fields provided can be leveraged to target specific groups. Because Athos is already tracking and calculating multiple metrics on each registered customer, we are able to append that data to Klaviyo customer records so it can be used in Klaviyo for segmentation purposes.
Segments can be defined based on customer attributes or behaviors.
To see a walkthrough showing how to set this up, click here.
Authorizing connection to Klaviyo
This step is required to allow Athos to upload the customer attributes discussed above to your Klaviyo customer records. You can then use that data to create segments for your marketing automation campaigns. In the Athos Management Console (AMC), in the main menu, select "Data", then click "External Authorizations".
On the External Authorizations page, click the "Manage Connections" button to connect your Athos account with Klaviyo.
Note: You can associate multiple web sites with a single Klaviyo connection.
The following window will appear:
Click "Add New Klaviyo Connection" to authorize a connection to Klaviyo. The following pop-up window will appear:
Click within the "Choose Websites" Search box to select a site to add.
Once you have selected your sites, click the "Authorize" button to confirm connection with your Klaviyo account. Clicking the "Authorize" button will open a new browser window, where you will log into your Klaviyo account and complete the authorization process.
Log in with your Klaviyo account.
Key in your verification code and click the "Log in" button.
Click the "Allow" button to continue. This simply confirms the connection between Athos and Klaviyo.
Now you've connected the SMC to Klaviyo, which means you can create detailed segmentation and achieve more precise targeting of potential shoppers and sales. Athos will append the customer metrics the next time your Athos data is updated.
Click here to see more information about creating segments in Klaviyo.
The Klaviyo site will close automatically, and you will be returned to the SMC, where you will see the connection has been authorized.
Managing existing connections
Once you have added connections, they will be displayed as shown:
Click the "Manage Connections" pop-up to manage them.
Click "Manage" to edit an existing connection, or click "Add New Klaviyo Connection" to create a new one. Below is an example of managing an existing connection.
Click the "Verify Auth" button to verify if the authorization is still valid.
Click the "Revoke Access" button to remove the authorization for the current site.
Click within the "Choose Websites" Search box to select another site to add. You may also click the Trash can icon to delete the existing site that is already authorized.
Click the Back button to cancel this action and return to the previous window, or click the "Update Websites" button to update the additional sites you have added.
Creating additional Klaviyo connections
Create additional connections, if needed. If you click the "Add New Klaviyo Connection" button, the following window will appear:
The system will name each connection automatically. In the example shown here, it is titled "Klaviyo 2".
Click within the "Choose Websites" Search box to select a site to add.
Note: You may select multiple sites to include with this connection.
Once you have selected your sites, you may click the "Back" button to cancel this action and return to the previous window, or click the "Authorize" button to confirm connection with your Klaviyo account. Clicking Authorize will log into your Klaviyo account as shown above.
In the example below, two separate Klaviyo connections have been created.
Once the second account has been authorized, you will be able to manage both of them from the Manage Connections pop-up.
Configuring segments
Once you have established a connection, data will be uploaded periodically to append metrics to your customer records in Klaviyo. Please allow 24 hours for the first set of data to populate. Then you can log into Klaviyo to begin setting up segments. From the main menu in Klaviyo, click the "Audience" section and click "Lists & segments" to see your existing segments or to create new ones.
Klaviyo segments are shown in the table below. You can create new segments with the "Create New" button above. In the drop-down menu, click "Create segment".
First, title the segment and select any tags that apply to it. Next, select a condition. All Athos metrics are found under "Properties about someone".
Below are some of the Athos metrics available when "Properties about someone" is chosen (prefaced with "ss_" to reference the original Searchspring fields):
You may add multiple conditions to this segment. Once the first condition is defined, you will see an "Add condition" button below it. In our example here, we have selected a second condition: if the preferred category matches women's new arrivals.
Once all conditions are configured, save your changes by clicking the "Create segment" button in the top-right corner of the screen.
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