Introduction
This article outlines the details of the current integration that SocialLadder has with Klaviyo. The SocialLadder <> Klaviyo integration allows certain emails that are triggered and sent in SocialLadder to be suppressed and sent via Klaviyo. Additionally, segments that you create in SocialLadder can be placed in Klaviyo as lists for easy segmentation in Klaviyo.
Email Integration
Using Klaviyo to send emails instead of SocialLadder provides enhanced customization and analytics.
Configuring Email Templates in SocialLadder
To ensure that emails are sent via Klaviyo and not SocialLadder, you need to configure your email templates accordingly.
In SL Portal Navigate to Email Templates:
Go to Settings > Email Templates
Select the email template you want to configure
Suppress SocialLadder Send:
Click on the edit icon next to the email template (e.g. Settings > Email Templates > Email Template List > Choose Email > Edit Icon
Toggle on the option to Suppress SocialLadder Send
Click Update
Example Emails
These below list of emails can be suppressed in SocialLadder so that email communications can come from Klaviyo. Refer to the detailed setup in the Detailed Guide on Using Klaviyo Triggers and Segments with SocialLadder article for more information.
Accepted Ambassador Applicant Email
Purpose: Sent once an applicant has been accepted to join your Ambassador Program via the Review Applicant menu in the SL Portal.
Klaviyo Event ID: AcceptedApplicantAmbassador
Ambassador Direct Invite Email
Purpose: Sends a personalized email notifying an ambassador that they are invited to join your program, this bypasses the application workflow.
Klaviyo Event ID: AmbassadorDirectInvite
Ambassador Welcome Email
Purpose: Sends a personalized welcome email each time an ambassador joins, no matter if they join from the Applicant Accepted or the Ambassador Direct Invite workflows including their name and an optional promo code.
Klaviyo Event ID: AmbassadorWelcomeEmail
Reward Redemption
Purpose: Sent once an Ambassador redeems a reward in SocialLadder.
Klaviyo Event ID: RewardRedeemed
Applicant Rejection Email
Purpose: Sends an email to someone that had their application rejected.
Klaviyo Event ID: RejectedApplicantAmbassador
Generic Notification
Purpose: Sends an email with the notification update (i.e. You have a new challenge!)
Klaviyo Event ID: SLGeneralNotification
Segment Integration
When a segment is created in SocialLadder, you have the option to send it to Klaviyo so the segment can also be created in Klaviyo as a list. Once the segment has been created in SocialLadder and Klaviyo, any Ambassadors added to that segment will also be added to the list in Klaviyo (the segments will be replicated in Klaviyo as email lists).
Creating and Replicating Segments
In the SL Portal, navigate to Ambassador Management > Segments, and hit the Add Segment button.
Set the Name, Description and Tags of the Segment, and check the box labeled “Replicate segment in Klaviyo”.
Once the segment is created, it will be visible in Klaviyo as a list.
Usage Scenarios:
Geographic Segmentation: Group ambassadors by location (e.g., state or city) and send location-specific promotions.
Activity-Based Segmentation: Segment ambassadors based on their activity levels and tailor engagement emails accordingly.
See Also
Troubleshooting
For any issues or questions about the integration, click on the blue chat icon at the bottom of the SocialLadder Admin Web Portal to activate the Intercom chat feature or reach out to your dedicated Customer Success Specialist to learn more.
By following the steps outlined in this article, you can efficiently manage the integration between SocialLadder and Klaviyo, ensuring seamless email communications and effective segmentation.