You can connect Klaviyo Marketing with BookX to sync booking-related events and use them in your email or SMS marketing campaigns. This helps you create automated messages based on customer activity.
How to get API Key from Klaviyo
1. Visit Klaviyo.com and login in with your credentials.
2. Go to “Settings”, select “API keys” and click the “Create Private API Key” option.
3. Enter a name for your Private API Key.
4. Select the “Custom Key” option.
5. Enable the “Read Access” for Accounts and “Full Access" for Events.
6. Click the “Create” button.
7. Copy the generated API Key and go to the BookX app.
How to integrate Klaviyo with BookX
1. Go to BookX “Settings” and click “Edit” on Integration.
2. Select “Klaviyo Marketing”, paste the Klaviyo API Key, and click “Connect”.
3. Click “Save” to complete the setup.
Note: Once the connection is successfully established and saved, kindly proceed with test bookings to verify that events are being created in Klaviyo.
Please perform the following actions: * Create a test booking to verify the Booking Created event
* Reschedule the test booking to verify the Booking Rescheduled event
* Cancel the test booking to verify the Booking Cancelled event
This will help ensure that all events are being triggered and recorded correctly.
How to create a flow in Klaviyo
1. Navigate to the “Flows” section in Klaviyo and click the “Build Your Own” option.
2. Click “Build your own” again.
3. Enter a name for your flow, adding a tag (optional), click “Create Flow” to proceed.
4. Select a trigger, then go to “Your Metrics” section.
5. Choose API and select the desired trigger event:
- Bookeasy Booking Created
- Bookeasy Booking Cancelled
- Bookeasy Booking Rescheduled
6. Click “Save”, then click the “Confirm and Save” button. The trigger will now be successfully added.
7. Click “Add Action” and choose your preferred channel (e.g., Email, WhatsApp, etc.).
8. If an email template already exists, kindly select the appropriate one, or proceed to create a new email template as required.
9. Configure the selected action based on your requirements.
Note: All actions are saved automatically
10. Finally, click “Review and Turn On” to activate the flow.
How to create a new email template in Klaviyo using BookX metric data
1. Click on “Add Action”, select Email, and then click “Setup Email.”
2. Click on “Select Template” and choose your preferred template.
3. Click “Use Template.”
4. Navigate to “Preview & Test,” where the BookX event properties and profile properties will be displayed.
5. Hover over the desired property name and click to copy the selector.
6. Paste the copied selector into the email template where required.
7. Click “Preview & Test” again to verify the event details.
8. Click “Done.”
Note: All actions are saved automatically
9. Click “Exit,” and then click “Done.”
Klaviyo Email Event Selectors
- {{ event.serviceName|default:'' }}
- {{ event.costPerProduct|default:'' }}
- {{ event.storeName|default:'' }}
- {{ event.customFields|default:'' }}
- {{ event.totalCost|default:'' }}
- {{ event.variantName|default:'' }}
- {{ event.bookingTime|default:'' }}
- {{ event.productQuantity|default:'' }}
- {{ event.bookingDuration|default:'' }}
- {{ event.bookingDates|default:'' }}
- {{ event.productName|default:'' }}
- {{ event.productName|default:'' }}
- {{ event.orderNumber|default:'' }}
- {{ event|lookup:'$value_currency'|default:'' }}
If you need further help with integrating Klaviyo with BookX, please contact our customer support.