> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/b2b-wholesale-solution/integration/klaviyo.md).
# Klaviyo
Klaviyo is an email marketing tool for Shopify merchants: personalized campaigns, segmentation and automated flows. You can check it out here:
Connect Klaviyo with a private API key and B2B Solution sends **Registration Form** events (pending, approved, rejected, invite) to Klaviyo with the wholesaler's form data. You then build Klaviyo segments and flows on those events.
* **Profile synchronization:** wholesaler profiles from the registration form reach Klaviyo with their form fields.
* **Personalized communication:** send branded notifications through Klaviyo flows.
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The integration is designed for the **Registration Forms** module. B2B Solution keeps sending its own registration emails; turn off the matching templates in **Email templates** if Klaviyo sends yours.
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## 1. Enable the integration
**Step 1:** In Klaviyo, click your organization name (bottom left) › **Settings › API keys › Create Private API Key**. Name it and choose **Full access**, or **Custom** with **Events** and **Metrics** access. Click **Create**. Copy the key right away: Klaviyo shows it only once. Help:
**Step 2:** In the app, go to **Integrations** and open the **Email marketing** tab. Click **Integrate** on the **Klaviyo** card. In the dialog, paste the key in **API key** and click **Check**. You should see "Your key is valid."
Klaviyo configuration dialog
**Step 3:** Under **Integration control**, tick **Turn on integration** and click **Save**. The card badge changes to **Integrated**.
Turn on the Klaviyo integration
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**Save** and **Turn on integration** stay disabled until the key passes **Check**. After you turn the integration on, allow up to 5 minutes before new events start. Events are sent when you approve or reject an application, and only while the integration is on; earlier applications are not sent later.
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## 2. Segmenting wholesalers in Klaviyo
Go to **Audience › Lists & segments** and create a new segment.
In **Definition**, choose **What someone has done (or not done)** or **Properties about someone**.
**Metrics:**
* *RF - Account Approved*: the account is approved or created.
* *RF - Account Rejected*: you reject the application.
* *RF - Pending Approval*: a registration is saved for review.
* *RF - Account Invite*: an activation email is sent to an existing customer who still has to activate the account.
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For a wholesaler segment, include profiles that had *RF - Account Approved* **at least once over all time**.
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**Properties:** custom form fields are saved as properties named "RF - "; company and phone are saved as *RF - Company* and *RF - Phone*. Email, first name, last name and other form fields are sent; passwords never are.
## 3. Personalized notifications with Klaviyo
Go to **Flows › Create flow**, select **Build your own** and name the flow.
In **Trigger**, choose **Metric** and pick one of the four RF events, then add your email or SMS content.
## 4. Disable data synchronization to Shopify
If your form uses **After registration, the customer will need to be manually approved**, go to Klaviyo › **Integrations › Shopify** and turn off **Sync profiles, profile data, and custom properties from Klaviyo to Shopify**. Otherwise unapproved profiles appear in Shopify admin, which conflicts with the approval logic.
## 5. Insert customer data into Klaviyo emails
Use `{{ person|lookup:'field_key' }}` in a Klaviyo template, for example:
| Form field | Data variable |
| ---------- | ----------------------------------- |
| Email | `{{ person\|lookup:'email' }}` |
| First name | `{{ person\|lookup:'first_name' }}` |
| Last name | `{{ person\|lookup:'last_name' }}` |
For **RF - Account Invite**, the property *RF - Activation URL* holds the account activation link.
## Change the key or disconnect
* **Change the key:** click **Manage** on the Klaviyo card, paste the new key, click **Check**, then **Save**.
* **Disconnect:** click **Manage**, untick **Turn on integration** and click **Save**. You do not need **Check** to turn it off, even if the key was revoked. Events stop right away and the key stays stored.
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When your key passes **Check**, B2B Solution creates any missing RF metrics by sending one setup event each for a placeholder profile (`no-reply-shopify@bsscommerce.com`). You can ignore or exclude it.
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If you need further assistance, please feel free to reach us at [**support@bss-b2b.solutions**](mailto:support@bss-b2b.solutions) or [**Live Chat**](https://go.crisp.chat/chat/embed/?website_id=9f64b5a9-1a02-4190-93b8-8ef56b19f740).
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