Klaviyo is an email marketing platform that enables businesses to automate email and SMS marketing. When you enable the Klaviyo integration, every time a new affiliate is approved to join your program, the affiliate will automatically be added to a designated list within your Klaviyo account.

In addition, Refersion will also send events into Klaviyo for certain actions taken by your subscribers. For example, an event could be an affiliate recording a new conversion or an affiliate receiving a commission payment. Leveraging these data points can be a powerful tool for automating email communications to your affiliates.

Here are a few examples of things you can do with the Refersion <> Klaviyo integration:

Before you start, decide if you'd like your affiliates to be in a new list or added to an existing list in Klaviyo. If you are using the same Klaviyo account to market to customers, then we recommend creating a separate list for affiliates.

To set up the integration, first login to your Klaviyo account. Then in a new tab (but in the same browser), login to your Refersion account and navigate to theAccount>Settings>Klaviyo (NEW)tab. Click the ‘Authorize’ button:

You’ll then be taken to your Klaviyo account, where you'll be asked to confirm the connection between Refersion and Klaviyo. Click "Allow".

Once connected, you'll be taken back to Refersion and the Klaviyo tab will be updated. You will have some settings that you can configure as well.

With this setting, you can pick from 3 options:

You have the options in Klaviyo (in the Consent tab of your list) to either ‘Require new subscribers to confirm their subscription before being added to the list’ or to ‘Immediately subscribe people to this list without a confirmation’. Choose the setting in Refersion that aligns with your consent settings in Klaviyo.

The "Do not add to list" option is for merchants who want to do their own targeting without using Lists (for example if a merchant wants to use Segments instead). With this option selected Refersion would still send through all the Data and Events that are checked off per each Affiliate.

Refersion will pull all of your lists from Klaviyo, which removes the need for you to manually retrieve a list ID from your Klaviyo account. Use the dropdown to pick which list you want your affiliates to be added to.

You’re able to select the data fields and events you’d like sent to Klaviyo. We recommend sending all fields into Klaviyo to get the most out of the integration. However at a minimum be sure to include these fields in your selection:

There may be a situation where you have a pending affiliate in Refersion, but they are already subscribed to your mailing list in Klaviyo. When this happens, you can decide which properties of the existing profile Refersion should update in Klaviyo.

There are 3 options to choose from:
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If this option is selected, then Refersion will not overwrite any affiliates' existing details in Klaviyo. However, we will still send custom properties (offer, referral link, coupon, etc) into Klaviyo based on your field selections.

This is the default selection for anyone who sets up Refersion's integration with Klaviyo. If this option is selected, then Refersion will not overwrite any affiliates' existing details in Klaviyo. However, we will still send custom properties (offer, referral link, coupon, etc) as well as default properties (first name, last name, phone number, etc) into Klaviyo based on your field selections and if those fields are currently empty in Klaviyo.

With this option you can choose to only target specific properties in Klaviyo to be updated AND overwritten. The properties that you can choose from are listed below:
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Once you’ve made your selections, save your changes.

That’s it, you should be all set! Now, anytime a new affiliate is approved in Refersion, their information will automatically be added to your Klaviyo account.

Please contact us at [email protected] if you have any questions.