Automating Customer Engagement: Integrating MomentScience with Klaviyo

overview this playbook provides a step by step guide to integrating momentscience with klaviyo using zapier klaviyo, a powerful automation and email platform, enables businesses to engage customers in real time through channels like email and sms by setting up this integration, you’ll automate the creation of new profiles in klaviyo whenever a webhook is triggered by momentscience, ensuring that each user's email is automatically subscribed to the appropriate list this guide will walk you through the entire process, helping you streamline your customer engagement and communication efforts prerequisites momentscience account if you don’t have an active account, https //momentscience com/contact us to get started zapier account if you don’t have one, https //zapier com/sign up klaviyo account if you don’t have an account, https //www klaviyo com/sign up integration steps have a look at this demo to get a quick understanding of how the process will look adding a webhook trigger in zapier 💡 step goal set up an automated workflow in zapier, triggered by a conversion event in momentscience here’s how to set up a "zap," an automated workflow in zapier that starts when a new conversion occurs in momentscience access the zapier dashboard go to the https //zapier com/app/zaps create a new zap click the “create” button choose “zaps automated workflow ” set up the trigger select “webhooks by zapier” as the trigger app choose “catch hook” as the trigger event, then click “continue ” skip any optional trigger setup steps and click “continue ” copy the webhook url in the test section, copy the webhook url provided by zapier you’ll need this url to send requests from momentscience click “start testing” to prepare for the next steps adding the webhook url to the momentscience dashboard 💡 step goal connect zapier and momentscience by inserting the webhook url from zapier into the momentscience dashboard follow these steps to link zapier with momentscience by adding the webhook url as a postback url access the momentscience configuration page go to the https //app momentscience com/account/settings/behavior page in the momentscience publisher’s dashboard paste the webhook url in the “postback url” field, paste the webhook url you copied from zapier save the configuration click “save configuration” to apply the changes test the integration trigger a dummy data postback on the momentscience https //app momentscience com/account/settings/behavior page, click “test postback” to send a dummy data postback to zapier verify in zapier check zapier to ensure the dummy data was received if it wasn’t, click "start testing" again continue in zapier once the data is confirmed, click “continue with selected record” in zapier configuring zapier to send data to klaviyo 💡 step goal set up zapier to automatically create a new profile in klaviyo and add the user's email as a subscriber with the webhook url in place, the next step is to configure zapier so that each time the webhook is triggered, the user’s profile is created in klaviyo, and their email is subscribed to a specific list add the klaviyo app click on “action” and search for “klaviyo ” select “klaviyo” and click “continue ” choose the event “subscribe profile” subscribe the profile to email marketing, sms marketing, or both “create profile” create a new profile, optionally subscribing the profile to a channel (email or sms) “create or update profile” create or update a profile and add it to a specific list profiles are opted in based on the list's settings for this demo, we'll choose the “create or update profile” event click “continue ” authenticate your klaviyo account in the account section, authenticate and link zapier with your klaviyo account this integration allows zapier to access your klaviyo data configure the action select the list in the list option, choose the list to which you want to add the user for this demo, select “email list” to subscribe the user to an email address map the fields link the remaining action fields with the corresponding parameters from the payload, including any custom properties once completed, click “continue ” testing & publishing the integration 💡 step goal test the automation to ensure that each time a conversion occurs, the data is sent to klaviyo and the user receives a subscription confirmation email test the action in zapier, click the “test step” button this action should send the payload data to your connected klaviyo account verify the data in klaviyo go to the https //www klaviyo com/people you should see the profile created with the data from the payload ensure all data fields, such as first name, last name, and phone number, are correctly mapped test the email subscription the user will receive an email asking them to confirm their subscription their email will only be added to the list once they confirm publish the zap after successfully testing the integration, publish your zap to ensure it runs automatically whenever a new conversion occurs monitor and verify allow some time for the integration to go live the zap should now function automatically, creating new profiles in klaviyo whenever a conversion happens further customization to enhance your integration, you can also link user profiles and data to a google sheet by adding an additional action in zapier add google sheets as an action in zapier, add a new action step and search for “google sheets ” configure the event select the “create spreadsheet row” event set up this action to log the conversion data from the payload into a google sheet for detailed instructions on this process, refer to the https //docs momentscience com/implement real time conversions tracking with zapier and google sheets conclusion integrating momentscience with klaviyo through zapier automates the capture of user data and streamlines email subscription management by following this playbook, you’ll establish a smooth workflow that updates your klaviyo subscriber lists automatically with each new conversion in momentscience this integration simplifies your marketing efforts and enhances real time customer engagement for further customization or more advanced integrations, consider expanding your zapier workflows to include other platforms like google sheets this added flexibility helps your business adapt to diverse data management needs and continually improve your customer engagement strategies 📢 if you're running into any issues while going through the integration process, feel free to contact us at mailto\ help\@momentscience com