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Klaviyo Integration

Can OuterSignal integrate with Klaviyo?

Yes! OuterSignal streams enriched customer data directly to Klaviyo, enabling:

  • Dynamic segmentation based on demographic and lifestyle data

  • Personalized email flows triggered by customer personas and attributes

  • Enhanced customer profiles with enriched fields available in Klaviyo


How do I connect Klaviyo?

  1. Go to Settings → Integrations → Klaviyo

  2. Click Connect

  3. Enter your Private API Key — you'll want a full access key. How to find your Klaviyo Private API Key

  4. Once connected, you'll be prompted to set up your all-customers Klaviyo stream — we recommend completing this immediately (see below)


Two ways to send OuterSignal data to Klaviyo

There are two Klaviyo Playbook actions depending on what you want to do:

  • Stream Customer Data — pushes enriched OuterSignal data fields (age, gender, persona, etc.) directly to Klaviyo customer profiles. Segmentation then happens in Klaviyo. Use this for your All Customers Playbook

  • Klaviyo Tag — adds a tag to a customer's Klaviyo profile when they match a specific segment. Use this for targeted segments — VIPs, influencers, specific personas, etc.


Setting up your All Customers Klaviyo Stream

This is the most important Playbook to set up first. It pushes enriched OuterSignal data to every customer profile in Klaviyo automatically — existing and future — so your data starts flowing right away.

  1. Go to Playbooks and click Create Playbook

  2. Select All Customers as your segment and click Next

  3. Click Add an Action — under Klaviyo, select Klaviyo Stream

  4. The Stream Customer Data to Klaviyo configuration screen will appear. Select the data fields you want to sync to Klaviyo profiles:

    • Age

    • Gender

    • Birth Date

    • Birth Year

    • Persona

    • Segment Name

  5. At least one field must be selected — we recommend selecting all of them​

  6. Click Add Action

  7. Click Review & Create

Once active, OuterSignal will push the selected fields to every customer's Klaviyo profile as they're processed.

8. Next Steps: Build Segments in Klaviyo

Now that OuterSignal data is flowing into Klaviyo, the next step is building segments in Klaviyo so you can target them in your email and SMS flows. See Building Klaviyo Segments with OuterSignal Data for the full walkthrough.


Setting up a Klaviyo Tag Playbook for a specific segment

Use this when you want to tag a specific group of customers in Klaviyo — for example, all customers with 10K+ followers, all customers in a specific persona, or all VIP customers. The tag appears on their Klaviyo profile and can be used to trigger flows or build segments.

  1. Go to Playbooks and click Create Playbook

  2. Select the specific segment you want to tag — if you haven't created one yet, head to your Signal Feed first and save a filtered view as a segment

  3. Click Add an Action — under Klaviyo, select Klaviyo Tag

  4. The Configure Action screen will appear. Enter your Tag Name — use letters, numbers, hyphens, and underscores (max 50 characters). Examples: vip-customer, high-value, loyal-buyer

  5. Click Add Action

  6. Click Review & Create

  7. Click Create Playbook

When a customer matches this segment, the tag will be added to their Klaviyo profile automatically. This allows you to:

  • Trigger Klaviyo flows based on tag membership

  • Create dynamic segments in Klaviyo using tags

  • Organize customers by segment membership

8. Next Steps: Build Segments in Klaviyo

Now that OuterSignal data is flowing into Klaviyo, the next step is building segments in Klaviyo so you can target them in your email and SMS flows. See Building Klaviyo Segments with OuterSignal Data for the full walkthrough.


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