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Klaviyo is a marketing automation platform built for e-commerce. When connected to Connectly and an e-commerce platform like Shopify, you can use real-time customer data to trigger highly targeted WhatsApp campaigns automatically.

Use cases

Greet new customers when they subscribe or make their first purchase, setting a positive tone for future interactions.
Send reminders to customers about items left in their cart to reduce abandonment rates and recover lost sales.
Send automated order confirmations and real-time shipping updates to keep customers informed post-purchase.
Build loyalty with a personalised thank you message after purchase, and follow up with a feedback or survey request.
Foster personal relationships by celebrating customer birthdays and first-purchase anniversaries with special messages and promotions.

Requirements

  • A Connectly account with a working WhatsApp business number
  • A Klaviyo account
  • An e-commerce or CRM platform integrated with Klaviyo (e.g. Shopify, Salesforce, Magento, Wix, WooCommerce — see the full list)

Setup

Step 1: Get your Connectly API key

In the Connectly platform, go to Settings → General and scroll down to API Key and Webhook Secret. Click Generate API Key. Connectly Settings — API Key and Webhook Secret section Click Create API Key to generate and display your key. Create API Key button and Business ID
The API key is shown only once. Copy it immediately and store it somewhere secure (e.g. a password manager). Generating a new key will invalidate the previous one.

Step 2: Get your campaign destination URL and JSON body

You need the campaign’s endpoint URL and JSON payload to configure the Klaviyo webhook.
When setting up a new campaign, select “Use the Connectly API” on the Choose Audience step and click Next.Choose Audience — Use the Connectly API option selected
Both options display the Curl Snippet panel with your destination URL and JSON body highlighted. Curl snippet showing destination URL and JSON body

Step 3: Create a flow in Klaviyo

Log into Klaviyo, navigate to Flows, and click Create Flow. Klaviyo Flows list with Create Flow button Choose an existing template or click Build your own to set up a custom trigger and filters. Klaviyo Create Flow — template options

Step 4: Add and configure the Webhook node

Drag the Webhook node from the left sidebar and drop it into your flow at the point where you want the WhatsApp campaign to be triggered. Klaviyo flow with Webhook node in the sidebar and dropped onto the canvas
If this is your first time using the Webhook node, Klaviyo will prompt you to set up Multi-Factor Authentication before proceeding.Multi-Factor Authentication required prompt
Click on the Webhook node to open its settings panel. Fill in the following fields: Webhook details panel with Destination URL, Headers, and JSON body fields
FieldValue
Destination URLThe URL from your Connectly campaign curl snippet
Headers — Keyx-api-key
Headers — ValueYour Connectly API key
JSON bodyThe JSON payload from your Connectly campaign curl snippet

Step 5: Map campaign variables

Your JSON body contains placeholder values that need to be replaced with Klaviyo profile properties.
1

Expand the JSON body to see all variables

In the webhook settings panel, click the Expand icon on the JSON body section to see the full payload. Each value marked CHANGE_TO_* needs to be replaced.Expanded JSON body showing placeholder values to replace
2

Open Preview to find Klaviyo variable names

Click the Preview button in the Settings panel header. The Preview Profile Info panel appears, showing all available profile properties. Hover over any property to reveal its Klaviyo variable name, then click to copy it.Klaviyo Trigger Preview showing profile properties with variable name tooltipKlaviyo Trigger Preview showing profile properties with variable name tooltipPreview Profile Info panel with variable name tooltip on hover
3

Replace each placeholder with its Klaviyo variable

Go back to the JSON body and replace each placeholder with the corresponding Klaviyo variable. For example, replace "CHANGE_TO_TARGET_PHONE_NUMBER" with "{{ person.phone_number|default:'' }}" and "CHANGE_TO_VALUE" with "{{ person.first_name|default:'' }}".JSON body with Klaviyo variables replacing the placeholdersJSON body with Klaviyo variables replacing the placeholdersRepeat for every variable in the payload.

Step 6: Test and activate the flow

1

Use Trigger Preview to review flow logic

Click the Trigger node to open its settings panel, then click Preview. The Trigger Preview tool shows which profiles would enter the flow and whether they pass your filters. Use the search bar to look up a specific test user.Klaviyo Trigger Preview panel showing profiles and filter resultsKlaviyo Trigger Preview panel showing profiles and filter resultsTrigger Preview search results showing Pass/Fail status for profilesTrigger Preview search results showing Pass/Fail status for profiles
2

Set messages to Manual mode

Click on a flow message node to open its details. Change the status dropdown from Draft to Manual. In Manual mode, messages are scheduled as if live but held for your review instead of being sent automatically.Flow message details panel with Manual status selectedFlow message details panel with Manual status selected
3

Review and approve test messages

Select the flow message and click View details in the Performance section of the right sidebar.Flow message details with View details button highlightedFlow message details with View details button highlightedNavigate to the Recipient activity tab and click Needs review. A list of eligible recipients appears — you can approve or cancel sends individually or for the entire list.Recipient activity tab showing Needs review filter with Send All and Cancel All buttonsRecipient activity tab showing Needs review filter with Send All and Cancel All buttons
When a message status is updated from Manual to Live, recipients in Waiting will receive the message automatically at send time. Recipients in Needs Review will still require manual approval.
4

Activate the flow

Once you’ve finished building and testing, click Save and then Review and turn on in the top right corner.
Check the tutorial video here: How to adjust variables at Klaviyo

Analytics

Campaign results and key metrics are available in the Connectly platform under Analytics. Select your campaign and timeframe to view delivery, engagement, and performance data. Connectly Analytics dashboard showing campaign metrics