Connect Klaviyo to Roster

connecting your brand's klaviyo account to roster is a great way to automate the process of syncing all your roster ambassadors in klaviyo, allowing you to send personalized and branded emails or texts directly from klaviyo this popular integration helps streamline workflows by automating certain transactions and triggering events in klaviyo based on activities within roster video walkthrough video transcript this is a transcript from the loom video walkthrough \[00 00] hey, this is jeff at roster in this video i'm going to walk you through how you can connect your brand's klaviyo account to your roster account \[00 07] this is a great way to automate the process of syncing all of your ambassadors in roster into your klaviyo account with tags on them so that you can send them emails, texts, whatever from your klaviyo account \[00 21] and there's also some transactions that are automated in roster that will automatically trigger events in your klaviyo so there's a handful of reasons why you would want to do this and it's a very common integration with our roster brands \[00 35] so to get started, we're going to click on the brand logo or name down at the bottom left navigation and in the flyout menu, click on integrations \[00 44] and then when the modal opens up, click on klaviyo integration and if you haven't connected your account yet, you'll see a big connect button \[00 52] so this is what we want to do let's go ahead and click connect and it's going to ask me for a private api key \[00 59] and there is a link right here for getting help on how to create that, uh, get that private api key \[01 05] but in this video, i'm just going to show you how to do it so what we're going to do is we're going to open up a new browser tab and you're going to log into your \[01 12] brands, klaviyo account and from there, you're also going to click on the brand logo or name down in the bottom left navigation \[01 21] and in a similar fly out window, you'll click settings and then when the settings window opens up on this first tab that says account, look in that sub menu on the left \[01 32] and for the item that says api keys so you'll click on api keys, that's going to bring up a list of your public and private api keys \[01 41] and what we want to do is create a private api key so click the button, private api key, and then you could just name it roster integration or whatever you want \[01 52] and then we're going to click on full key access and then once that's done, we'll hit the create button and then it's going to bring up a page and it's going to have a message that says this is the only time this private api key will be visible \[02 06] so i'm going to go ahead and click the copy button for this private api key that i'm showing in a live video recording, which i will delete after this is over \[02 16] this is bad practice okay so i can now click, i did click that yeah okay i copied to the clipboard \[02 22] i'm going to click close and i can see here that i'll be able to see the last four characters of that api key in the future \[02 29] so then we want to come back into the roster account and click into the private api key field and then paste the private api key into that field \[02 42] there are, um, there's another set of check boxes here called api opt in consent i don't want to go through that right now \[02 48] because there's a separate video and there's, um, some details that are better to cover in that separate video so be sure to look for the other video or help article on providing opt in consent with klaviyo \[03 00] it's really important that you understand how these two features work and the limitations of not checking them and then the implications of checking them \[03 11] so it's important that you review that so i'm going to leave that blank for now so i'm going to click save \[03 17] and then upon clicking save roster is going to automatically take all of my program members across all of my active programs \[03 26] and it's going to sync them up to our brands, my brands klaviyo account and it's going to tag them with the program key for the program they're in \[03 36] um, so let me show you about the program key so if you click on the programs link in the left hand navigation and you'll see the list of programs, click on settings for one of your active programs, and then click on the integrations tab \[03 49] and if you look down at the bottom, there's a card that says program key and for this particular program, it's roster dash ambassadors dash, and then a unique suffix \[04 00] so this is, this is the key this is the tag that roster will use when tagging, uh, in klaviyo klaviyo doesn't have tags \[04 07] they have custom properties so we're going to be putting that in a custom property called roster program so now that we've enabled that and a little bit of time has passed, let's go back into our klaviyo account \[04 22] and now in the left hand navigation under audio we will click on profiles and i'm going to hit refresh here okay \[04 32] so it looks like it is in the process of syncing my contacts from roster who are in programs into my klaviyo account as profiles \[04 42] and i can now click on one of these, click on this first one, amanda, and as you can see, i scroll down to the customer or custom properties card, i can see that there are some custom properties \[04 56] this, um, this one right here says program dash roster and tells me that, uh, this, this con or profiles in the influencers program \[05 05] and then i see the program key what's nice about the program key is because this is a unique value, um, and it doesn't change even if you were to change the name of the program, i can now go create a segment in klaviyo \[05 21] so if i click on lists and segments in the left hand navigation and then come up here and click create new and select segment, then it's going to allow me to, um, roster \[05 36] sponsors okay and i can say that the, in the selected condition dropdown, i want to select, um, properties about someone \[05 49] and for the property, i want to find the roster program key and then i'm going to put in this value right here \[06 00] and then i want to click create segment and it does take klaviyo a while to create these segments i'm not sure why it takes so long \[06 09] sometimes it goes quick sometimes it takes, uh, seems like forever, but it will go through all of the segments initially, and it will find all of them that have that particular program key \[06 23] and then it will include them in that segment and then as you add and remove people to and from your programs in roster, roster will then update klaviyo about those events, and they will then automatically be added and removed from segments uhm, it's important to use segments instead of lists segments \[06 43] are dynamic based on certain attributes lists are static, and you can just put people in a list so you can definitely want to create a segment instead \[06 52] okay, so that segment finished creating, and now i show that i have 24 members in this segment and if we come back to our list of programs and look at influencers, we see that there are 24 total members in the influencer program in roster, and now i see 24 in the influ roster influencer segment in \[07 13] klaviyo so, those are now perfectly in sync uhm, so that's basically it uh, roster will keep all of those in sync in real time, near real time \[07 22] so, uhm, what you can do now, and we'll cover this in a separate video, there's ways that you could create email campaigns using those, uh, this, the segments that you create in here \[07 34] and then there's also a separate article about klaviyo there are a handful of events in roster that will be triggered and set event level data on the profile, and then you can use shopify's flows to dynamically trigger things like sending out an email invite when you launch a campaign, or notifying \[07 55] them through klaviyo, like a text message when they unlock a milestone and earn a reward, or something like that so, take a look at those other articles and videos for further details, but hopefully this is a great introduction into connecting roster and klaviyo and some of the benefits that you get \[08 12] from it alright, have a nice day thanks step by step instructions access the klaviyo integration in roster log in to your roster account click on your logo in the bottom left hand navigation in the flyout menu, select integrations in the integrations modal, select klaviyo from the left navigation connect your klaviyo account if not already connected, click connect and provide the required private api key to find the api key, log into your brand's klaviyo account in a new browser tab click on the logo or name at the bottom left to open the flyout window, then click settings in the settings window, click api keys in the left submenu click the button to create a new private api key , name it (e g , "roster integration"), and select full key access copy the generated key (noting that this is the only visible chance to do so) and close the dialog insert the api key into roster paste the copied api key into the designated field in roster refer to klaviyo email & sms consent docid\ pkv6 dgxugkmmbgru0chj for more details on the api opt in consent checkboxes click save to synchronize your ambassadors across all active programs to your klaviyo account this action will sync all contacts in roster who are currently in programs and set the following custom properties on their corresponding klaviyo profiles program roster the name of the roster program that the ambassador is in (e g ambassadors) program key roster the program key corresponding to the roster program the ambassador is in (e g roster ambassadors d3vs) referral link roster the referral link assigned to the ambassador in roster magic link roster the magic link (login link) assigned to the ambassador in roster this field is disabled for brands by default reach out support\@getroster com to inquire about using it verify the sync with klaviyo return to klaviyo and refresh the profiles in the profiles section under navigation click on individual profiles to verify that custom properties like program roster are applied with program details optionally create segments in klaviyo create a segment by navigating to audience > lists and segments click create new > segment use properties about someone to find the program key roster and input the program key found in roster's program settings click create segment and wait for klaviyo to process the new segment it will dynamically update as members join or leave programs in roster remember that segments are dynamic and adjust according to set attributes, whereas lists remain static need help? if you need any additional assistance with with your roster account, feel free to contact our support team at support\@getroster com mailto\ support\@getroster com we're here to help!