Klaviyo is a marketing automation platform that allows you to create email and SMS campaigns. You can connect Retail POS (X-Series) to Klaviyo to sync your customer data and build personalized communication with shoppers.

What Retail POS data is synced to Klaviyo

Connecting to Klaviyo will enable automatic syncing of customer profile data stored in Retail POS.

The following information will be synced:

• Customer account data, like name, contact details, address, customer group, loyalty balance (if enabled), and store credit balance.
• Whether the customer gave consent to marketing communications.
• Customer order data including placed, returned, and voided orders from Retail POS and eCom (E-Series), brands, products, sale date, order source (in-store or online), product names, order status, product types (product categories), total order price, Retail POS receipt number, and outlet name.
• Up to five years of historical customer and order data.
• Customer browsing analytics for your eCom website including website users' activity before checkout, if applicable.

Klaviyo will use this data to form a list for personalized marketing so you can create email and SMS campaigns in your Klaviyo account. You can manually segment customers in the List & Segments section of Klaviyo to target any specific audience. 

Connecting Retail POS to Klaviyo

It's recommended to set up SMS messaging in your Klaviyo account before connecting it to Retail POS to avoid issues with the syncing of customer profiles subscribed to text messaging. If you set up SMS messaging in Klaviyo after connecting, contact Support to resync.

If you have Zapier, you can integrate Klaviyo with Retail POS using Zapier. Otherwise, to connect Retail POS to Klaviyo:

1. In Retail POS, navigate to Setup > Apps > Directory.

   

2. In the Engage with customers section, click Connect under Klaviyo.

   

3. If you already have an account with Klaviyo:

   Click I have a Klaviyo account and then click Connect Klaviyo.

   

   If you don’t have an account with Klaviyo, click I don't have a Klaviyo account > Create Klaviyo account. You'll be directed to a new page to create an account. Input the required information, then click Get started. After you’re done creating your account, return to Retail POS and connect it to Klaviyo.

   

4. Review the connection rules and click Allow.

5. Click Turn on customer sync to sync Retail POS customer accounts to Klaviyo.

   

Your Retail POS customer data will automatically sync to Klaviyo, as well as any future data updates. You can now start building personalized marketing communications with customers in your Klaviyo account.

By default, anonymous visitor activity backfill is enabled after you connect to Klaviyo. This means that your eCom site visitors' historical activity can be recorded and tracked before a shopper has been identified (for example, before they log in to their account or place an order). You can turn anonymous visitor tracking off by navigating to Account > Settings in your Klaviyo account, unchecking the Enable anonymous visitor tracking box on the Data tab, and clicking Update.

Disconnecting Retail POS from Klaviyo

You can disconnect Retail POS from Klaviyo at any time. Your customer data will remain as-is in both Retail POS and in your Klaviyo account, but updates will no longer sync.

To disconnect Retail POS from Klaviyo:

1. In Retail POS, navigate to Setup > Apps > Directory.
2. In the Engage with customers section, click Learn more next to Klaviyo.

3. Click Turn off customer sync, then confirm that you want to stop syncing customer accounts to Klaviyo.

   

You can turn the sync back on at any time by reconnecting the Klaviyo app.

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