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Klaviyo Integration

Yoho's Klaviyo integration keeps your contributor database in sync and automatically triggers email flows when application statuses change. This guide walks you through how it works and how to set it up.

Updated over a week ago

What This Integration Does

Once connected, Yoho and Klaviyo work together in two ways:

1. Real-Time Application Events

When someone interacts with your application process, Yoho instantly notifies Klaviyo so you can trigger email flows:

What Happens in Yoho

Event Sent to Klaviyo

Suggested Email

Someone submits an application

Yoho Application Received

"Thanks for applying!" confirmation

You reject an application

Yoho Application Rejected

"Unfortunately, we're not moving forward"

You approve an application

Yoho Application Approved

Welcome email + onboarding info

These events fire immediately—no delays. Your applicants get timely, professional communication without you lifting a finger.

2. Ongoing Profile Sync

Yoho keeps your contributor profiles up to date in Klaviyo automatically:

  • New contributors are added to your selected Klaviyo list

  • Profile changes (name, phone, contributor type, access status) sync automatically

  • All contributors stay on the list even if they lose access—their status just updates

This means you can build segments and send newsletters in Klaviyo using live data from Yoho.


What Gets Synced to Klaviyo

Profile Properties

Every contributor profile includes:

Property

Description

Email

Their email address

Phone

Their phone number

First name

Their first name

Last name

Their last name

yoho_contributor_type

Their type (e.g., "UGC Creator", "Affiliate")

yoho_access_status

"active" or "no access"

Event Properties

When application events fire, they include:

Property

Description

application_name

Which application form they submitted (e.g., "Creator Application")

contributor_type

(Approval only) The type they were assigned

You can use these properties to personalize your emails—for example, "Thanks for applying to our {{ event.application_name }}!"


How to Connect Klaviyo

Step 1: Create a Private API Key in Klaviyo

  1. Log in to your Klaviyo account

  2. Click your account name in the bottom left corner

  3. Go to SettingsAPI Keys

  4. Click Create Private API Key

  5. Give it a name you'll remember (e.g., "Yoho Integration")

Step 2: Set the Required Permissions

Your API key needs specific permissions to work with Yoho. When creating the key, enable these scopes:

Scope

Access Level

Why It's Needed

Lists

Read

So Yoho can show you available lists to sync to

Profiles

Full Access

So Yoho can create and update contributor profiles

Events

Full Access

So Yoho can fire application events to trigger flows

Click Create and copy your new API key

⚠️ Important: You'll only see this key once. Copy it now and keep it somewhere safe until you've connected Yoho.

Step 3: Connect in Yoho

  1. In Yoho, go to SettingsIntegrations

  2. Find Klaviyo and click on it

  3. Paste your Private API Key into the field

  4. Click Connect

Yoho will validate your key and check that it has the right permissions.

Step 4: Select Your Klaviyo List

After your API key is validated:

  1. A dropdown will appear showing all the lists in your Klaviyo account

  2. Select the list you want contributors synced to

  3. Yoho will automatically run an initial sync of all your existing contributors

That's it! Your integration is now live.


Setting Up Email Flows in Klaviyo

Now that Yoho is connected, you'll want to create flows in Klaviyo that respond to application events.

Creating an Application Received Flow

  1. In Klaviyo, go to FlowsCreate Flow

  2. Click Build your own

  3. For the trigger, select Metric

  4. Find and select Yoho Application Received

  5. Add an Email action

  6. Design your confirmation email

  7. Turn the flow Live

Example Flows to Create

We recommend setting up these three flows:

Flow 1: Application Received

  • Trigger: Yoho Application Received

  • Email: Thank them for applying, let them know you'll be in touch

Flow 2: Application Rejected

  • Trigger: Yoho Application Rejected

  • Email: Let them know you're not moving forward (keep it kind!)

Flow 3: Application Approved

  • Trigger: Yoho Application Approved

  • Email: Welcome them aboard, share next steps and onboarding info

Using Event Properties in Emails

You can personalize your emails using the data Yoho sends. In your email template, use:

  • {{ event.application_name }} — the name of the application they submitted

  • {{ event.contributor_type }} — (approval emails only) their assigned contributor type

Example email copy:

Hi {{ first_name }},

Thanks for applying to our {{ event.application_name }}! We've received your submission and will review it shortly.


Building Segments for Newsletters

Want to send newsletters to your contributors? Use Yoho's synced properties to build segments.

💡 Note: Contributor types in Yoho are fully customizable—you define your own types like "UGC Creator," "Affiliate," "Agency Partner," or whatever fits your program. When building segments in Klaviyo, use the exact labels you've set up in Yoho.

Example Segments

All active contributors:

  • Condition: yoho_access_status equals active

Just UGC Creators:

  • Condition: yoho_contributor_type equals UGC Creator

Active affiliates:

  • Condition: yoho_access_status equals active AND yoho_contributor_type equals Affiliate


Managing Your Connection

Viewing Connection Status

Go to SettingsIntegrationsKlaviyo to see:

  • Whether you're connected

  • Which list you're syncing to

  • When the last sync occurred

Changing Your List

You can switch to a different Klaviyo list at any time:

  1. Go to SettingsIntegrationsKlaviyo

  2. Select a new list from the dropdown

  3. Yoho will re-sync all contributors to the new list

Disconnecting

If you need to disconnect the integration:

  1. Go to SettingsIntegrationsKlaviyo

  2. Click Disconnect

This stops syncing but doesn't delete any profiles already in Klaviyo.


Troubleshooting

"Invalid API key"

Double-check that you copied the full key from Klaviyo. API keys start with pk_ and are quite long.

"Missing required permissions"

Your API key needs these scopes: Lists (Read), Profiles (Read/Write), and Events (Write). You may need to create a new key with the correct permissions—existing keys can't be edited.

Events aren't triggering flows

Make sure your Klaviyo flows are:

  1. Set to trigger on the correct Metric (not a list or segment)

  2. Set to Live (not Draft)

Profiles aren't appearing in Klaviyo

  • Check that your integration shows "Connected" in Yoho

  • Make sure you've selected a list

  • Give it a few minutes—the initial sync can take time for large contributor lists


Questions?

If you run into any issues, reach out to us via the Help button in the upper right corner of Yoho. We're happy to help you get set up!

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