Connect charles Journeys and Klaviyo Flows to add a WhatsApp touchpoint to your customer journey.

<aside> ⚠️ At the moment, the Klaviyo integration is only included in specific contracts. If you’re interested and would like access, please get in touch with your Success Manager.

</aside>

In charles:

1. Create a new Journeys flow and add Klaviyo as the Trigger:

Klaviyo:

1. Build your flow and add Webhook action:

   For example: try creating a double opt-in request to ensure GDPR compliance. See more here.

charles → Klaviyo:

1. Copy the URL, Key and value from the charles Klaviyo trigger into the Klaviyo Webhook action:

<aside> 🤔 If you’re not sure how the Webhook action works, check out the Klaviyo guide here.

</aside>

Klaviyo:

1. Configure the JSON payload with the information you wish to share from Klaviyo to charles

   <aside> 🚨 The field "phone_number" is required and therefore needs to be included in the JSON payload.

   </aside>

Click “View profile properties” to see what variable properties are available, including any custom properties you may have created.

By using double curly braces and the "event_properties" object, the JSON can dynamically retrieve the values of these properties from the event that triggers the flow in Klaviyo. In the "JSON Payload" section, enter the following code, replacing the variables with your data:

For example: {{ recent_purchase.product_name }} will pull in the name of the recent product purchased by your customer.

{ 
	"phone_number": "{{  person.phone_number }}",
	"message": "{{ event_properties.message }}",
	"first_name": "{{ person.first_name }}" 
}

1. Set the Webhook live

Klaviyo → charles:

1. Copy the JSON payload configure in step 4 and paste it into the Payload Body within the charles Klaviyo trigger:

<aside> 🚨 Make sure the JSON payload is copied exactly from Klaviyo to charles. Even a small difference will result in errors.

</aside>

charles:

1. Continue building your flow 🤩

Testing your Klaviyo trigger

Instead of using the dynamic phone_number variable in the Klaviyo payload, you can simply use your personal phone number. This way you make sure no customers of yours receive test messages while building the flow.

{ 
	"phone_number": "49171...", <== phone number goes here during testing
	"message": "{{ event_properties.message }}",
	"first_name": "{{ person.first_name }}" 
}