Learn how to build a marketing automation dashboard that connects to your Klaviyo account, managing email campaigns, customer segments, and marketing workflows.

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Overview

This example demonstrates building a marketing automation platform that:
  • Manages Klaviyo email lists and segments
  • Creates and sends email campaigns
  • Tracks campaign performance
  • Manages customer profiles and preferences

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Prerequisites

  • Klaviyo integration configured in HelloLeo
  • Klaviyo account with Private API Key
  • Basic understanding of email marketing concepts

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Step-by-Step Guide

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1. Set Up the Integration

First, ensure your Klaviyo integration is configured:
  1. Go to Project Settings → Project Integrations
  2. Select Klaviyo and enter your Private API Key
  3. Test the connection

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2. Create the Dashboard Overview

Start by creating a dashboard showing marketing metrics: 
Create a marketing dashboard that displays:
- Total subscribers count
- Active email lists count
- Recent campaigns
- Campaign performance metrics (open rate, click rate)
- Revenue from email campaigns

Fetch data from Klaviyo to calculate these metrics.

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3. Display Email Lists

Create a page to manage email lists: 
Create an email lists page that shows all lists from Klaviyo.
Display:
- List name
- Subscriber count
- Created date
- Growth rate
- Actions (view, edit, delete)

Fetch lists from Klaviyo API and display in a table.
Add search to find lists by name.

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4. Manage Customer Profiles

Create a customer profiles page: 
Create a customer profiles page showing all profiles from Klaviyo.
Display:
- Email address
- First name, last name
- Subscription status
- Tags and segments
- Last activity date
- Actions (edit, unsubscribe, add to list)

Fetch profiles from Klaviyo with pagination.
Add filters for subscription status and tags.

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5. Create Email Campaign

Build a campaign creation form: 
Create an email campaign creation form that:
- Allows selecting email list or segment
- Sets campaign name and subject
- Chooses email template
- Schedules send time
- Shows preview

Use Klaviyo API to create campaigns.

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6. Track Campaign Performance

Create a campaign analytics page: 
Create a campaign performance page showing:
- Campaign name and send date
- Recipients count
- Open rate percentage
- Click rate percentage
- Revenue generated
- Unsubscribe rate

Fetch campaign metrics from Klaviyo API.
Display data in charts and tables.

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7. Manage Segments

Create segment management: 
Create a segments page to manage customer segments:
- List all segments from Klaviyo
- Show segment criteria
- Display segment size
- Allow creating new segments
- Edit existing segments

Use Klaviyo API to manage segments.

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Example Prompts

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Initial Setup

Build a marketing automation dashboard with:
- Overview page with key metrics
- Email lists management page
- Customer profiles page
- Campaign creation form
- Campaign performance analytics
- Segments management

Connect all features to Klaviyo.

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Enhancements

Add A/B testing functionality to campaigns:
- Create variant campaigns
- Split audience
- Track performance of each variant
- Show winner

Create an automation workflow builder:
- Define triggers (customer signup, purchase, etc.)
- Set actions (send email, add to list, etc.)
- Create workflow visual diagram
- Activate/deactivate workflows

Add email template gallery:
- Show available Klaviyo templates
- Preview templates
- Select template for campaign
- Customize template content

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Key Klaviyo Concepts

  • Profiles - Customer records in Klaviyo
  • Lists - Static collections of profiles
  • Segments - Dynamic groups based on criteria
  • Campaigns - Email sends to lists or segments
  • Flows - Automated email sequences
  • Metrics - Performance data (opens, clicks, revenue)

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Best Practices

  • Segmentation: Use segments for dynamic targeting
  • Personalization: Leverage profile data for personalized content
  • Testing: Always test campaigns before sending
  • Compliance: Respect unsubscribe requests and email preferences
  • Performance: Monitor campaign metrics and optimize based on data

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Campaign Types

  • Broadcast - One-time sends to lists or segments
  • Flow - Automated sequences triggered by events
  • A/B Test - Testing different campaign variants

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Next Steps

  • Add flow/automation builder for email sequences
  • Implement event tracking (purchases, signups, etc.)
  • Create custom email templates
  • Add SMS campaign support
  • Integrate with e-commerce platforms for purchase tracking

Klaviyo Integration

Learn more about Klaviyo integration

Working with Integrations

General guide for using integrations