Marketing Automation with Klaviyo

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

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

Prerequisites

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

Step-by-Step Guide

1. Set Up the Integration

First, ensure your Klaviyo integration is configured:

Go to Project Settings → Project Integrations
Select Klaviyo and enter your Private API Key
Test the connection

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.

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.

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.

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.

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.

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.

Example Prompts

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.

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

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)

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

Campaign Types

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

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

Get Started

Features

Prompting Guide

Integrations

Examples & Use Cases

Troubleshooting

Marketing Automation with Klaviyo

Overview

Prerequisites

Step-by-Step Guide

1. Set Up the Integration

2. Create the Dashboard Overview

3. Display Email Lists

4. Manage Customer Profiles

5. Create Email Campaign

6. Track Campaign Performance

7. Manage Segments

Example Prompts

Initial Setup

Enhancements

Key Klaviyo Concepts

Best Practices

Campaign Types

Next Steps

Klaviyo Integration

Working with Integrations

​Overview

​Prerequisites

​Step-by-Step Guide

​1. Set Up the Integration

​2. Create the Dashboard Overview

​3. Display Email Lists

​4. Manage Customer Profiles

​5. Create Email Campaign

​6. Track Campaign Performance

​7. Manage Segments

​Example Prompts

​Initial Setup

​Enhancements

​Key Klaviyo Concepts

​Best Practices

​Campaign Types

​Next Steps

Klaviyo Integration

Working with Integrations

Overview

Prerequisites

Step-by-Step Guide

1. Set Up the Integration

2. Create the Dashboard Overview

3. Display Email Lists

4. Manage Customer Profiles

5. Create Email Campaign

6. Track Campaign Performance

7. Manage Segments

Example Prompts

Initial Setup

Enhancements

Key Klaviyo Concepts

Best Practices

Campaign Types

Next Steps