How To Integrate Alia with Klaviyo

In this guide, we'll show you step by step how to integrate Alia with Klaviyo.
Customer
Industry
Written by
Cory Gill
Published on
December 12, 2023

Email marketing is a powerful tool for any e-commerce business. In this guide, we'll show you how to integrate Alia with Klaviyo, and explore how Alia can help you grow your email list and target specific customer segments based on their backgrounds and preferences.

How Alia Gets Valuable Leads For Your Store

Alia is a conversion and customer engagement tool embedded on your Shopify storefront. You can create multimedia lessons to educate users about your business and products, and ask questions to keep users engaged and invested in your business’s story.

In return for learning about your company, the user can earn a reward in the form of a small discount at checkout. It’s a win for everybody — the user enjoys their savings and feels more confident in their purchase, while you get a new customer who’s invested in your story and knows what separates you from the competition. In addition, poll questions grant you valuable insights into your customers’ backgrounds, preferences, and values.

Before they claim their discounts, users are asked for basic contact info, like name, email address, and/or phone number based on your settings. When you integrate Alia with Klaviyo, we’ll automatically send this data to Klaviyo with no effort on your part. Here’s how to set up the integration.

How To Integrate Alia with Klaviyo

Integrating Alia with Klaviyo only takes a couple minutes to set up. Once enabled, you can forget about it — we send all user data over automatically.

Step 1: Create Your Klaviyo API key

To get started, sign into Klaviyo and navigate to your API Keys settings page. You can find it by going to Settings → API Keys.

Once there, click Create API Key.

Create API key with Alia

Name your key “alia”, or anything you want.

Then under Select Access Level, select Full Access. We only add profiles and create lists, and will never delete or otherwise modify existing data in your account. If you’d like, you can set varying permissions for specific scopes, but Alia may not work correctly.

Click Create in the top right to create the API key.

Create API key alia and klaviyo

You’ll now see a page that confirms that your API key has been created. Copy the key by clicking the Copy Key button.

Alia api key with Klaviyo

Step 2: Enable The Integration in Your Alia Dashboard

From your Alia dashboard in Shopify Admin, navigate to the Integrations page.

Next, under Klaviyo, click the green Connect button.

Alia klaviyo integration button

A dialog box will open asking for the key you just copied. Paste it in the text box and click Save. We’ll check to make sure that your key is valid.

If you get an error, double check that you’ve created a key in Klaviyo with full access permissions, and you’ve copied and pasted the entire key into the text box.

Select which list in Klaviyo you would like to send contacts to:

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This is the list where all signups from Alia will populate.

If you just want to set up Alia in the most simple and least time-sensitive way possible without needing to change your flows much at all, select your Newsletter/Master list (assuming that is your Welcome Series triggering list), so that all your flows will work exactly as is.

If you want to create a new list for only Alia signups, simply go into Klaviyo and create a new list called Alia and select it from the dropdown menu above.

Once the integration succeeds, you’ll see another dialog advising you to disable double opt-in for the list we’ve just created for you:

Successful Alia klaviyo integration

Don’t skip this step! If you fail to disable double opt-in, users that enter their email or phone into Alia will have to confirm their subscription by answering a confirmation email or text. Alia already asks for consent when users provide their information, so you’ll just be asking for consent twice. Enabling single opt-in ensures that users will immediately be subscribed to you on Klaviyo, as long as they consented to receiving email or SMS marketing when they provided their contact info in Alia.

To enable single opt-in, return to your Klaviyo dashboard and navigate to the Audience → Lists & segments page from the sidebar. Select the Alia list that we’ve automatically created for you.

Alia list in Klaviyo

Then, at the top of the page, select the Settings tab and click Consent.

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Finally, at the bottom of the page under Opt-in Process, select Single opt-in.

Click Save to save your changes.

Congratulations! That’s all there is to it — you’ve now fully integrated Alia with Klaviyo.

How Alia Integrates with Klaviyo

Alia integrates with Klaviyo in three main ways:

  1. When a user fills out contact info, we’ll send that info to Klaviyo, and subscribe them to a list named “Alia” if they’ve consented to SMS or email marketing.
  2. When a user claims a reward with Alia, we’ll create an event for them containing details about the award. You can use this event to send follow-up emails to the user in case they’ve forgotten to use their reward.
  3. When a user answers a poll question in one of your lessons, we’ll create an event containing details about the question and answer. In the next section, you’ll learn how to take full advantage of this powerful integration.

Segmenting Leads Based On Poll Answers

Alia lessons can include polls, which are questions you can ask to learn more about the user. For example, a common poll question is, “Which of our products are you most interested in?” Alia records the answers to these questions, so you can see in your dashboard how your users are answering.

Alia’s Klaviyo integration makes poll questions even more powerful. Normally, when users sign up, they’re added and subscribed to the “Alia” list in Klaviyo. You can use this list to contact any or all users that signed up through Alia.

When users answer a poll question, Alia will automatically create an event associated with that user called “Alia poll answered”. This event will contain details about the question and answer that the user chose. You can use event data to build segments of customers that you want to target based on a specific answer to one of your poll questions.

For example, let’s say one of your lessons has a poll question that asks users what their favorite color is. If a user answers “Red”, we’ll create an event that looks like this:

Alia poll segment survey Klaviyo

To create a segment based on poll answers, go to the Lists & Segments page in Klaviyo and click Create List/Segment, then select Segment. You can then define a segment based on specific answers to Alia poll questions, like this:

Alia segment on Klaviyo

Learn More: Alia & Flows, Conditional Splits, Unique Discount Codes, Triggers, and More

If you want to learn about how to successfully use Alia in your flows, maximize your Klaviyo integration, and do things such as:

  • Include the Alia discount code in your flows and campaigns
  • Create conditional splits based on Alia survey responses and questions
  • And much more

Check out our Master Overview article with one of our email partners, Revenue Labz, here: Master Overview Article

Don't Have Alia For Your Store Yet?

Integrating Alia with Klaviyo opens up a world of possibilities for your business's email and SMS marketing. With Alia, you'll be able to capture valuable leads and gain insights into your customers' backgrounds and preferences. And with Klaviyo, you can target specific customer segments based on their answers to polls and other information, allowing you to send more personalized and effective marketing messages. Together, Alia and Klaviyo can help take your business's email marketing to the next level.

Download Shopify’s #1 popup alternative by clicking here and installing to your store.

If you have further questions or need help integrating Alia with Klaviyo, contact us at help@alialearn.com.

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