Sync your historical and real time data to Klaviyo so you can stay on top of your customer interactions with your Neto store. Requires a separate Klaviyo account subscription to use.
On This Page
- Subscribe
- Connect Klaviyo Account
- Settings
- Customer Profiles
- Add Profiles to List
- Change List
- Sync All Customers
- Metrics
- Abandoned Cart
- Placed Order
- Ordered Product
- Fulfilled Order
- Cancelled Order
- Frontend Metrics
- Product Feed
- Monitoring the Historical Data Sync
- Frequency of the Sync
- Verify your Order Data
Subscribe
Klaviyo Sync offers a 14 day free trial for you to test data flows. To activate go to Account page and add a payment method. This subscription is separate from your Klaviyo subscription and billed separately.
After successfully adding a payment method go to App Subscriptions section and click subscribe button on the Klaviyo Sync app.
Connect Klaviyo Account
Go to left menu and click Klaviyo. On this page you can connect your Klaviyo account or multiple accounts. On right side of page click Connect Account.
The next page will require you to set a name for this connection - you may call it Klaviyo. When adding more than one Klaviyo account you can enter unique names to differentiate them. You will need to enter Klaviyo API keys and click save. If your details are verified successfully the account will be added. If you receive an error please double check your API keys.
Settings
On the Settings page you can configure your sync options:
- Neto store - you can only have one Neto store connected and this is selected by default.
- Klaviyo account - select from dropdown which Klaviyo account you would like to use.
- Klaviyo list - if you would like all your customers who have opted in for newsletters to be added to a list please select from the dropdown. If you do not select a list, Neto customers will not be automatically added to any Klaviyo list. If you are migrating from another marketing platform please ensure you have updated your customer Newsletter opt in field in Neto to match your current platform.
- Schedule - select a schedule frequency.
Once you are happy with your selection please click the Save button. After you confirm you will be able to switch on the data transfer by clicking Start. You may stop the processes at anytime by clicking Pause.
Customer Profiles
In addition to the metrics Klaviyo syncs from Neto, Klaviyo will also create a unique profile for every customer that we sync. When we sync contact information, there are also certain custom properties that may get added to each Klaviyo Profile. You can use these properties in segments and in flows. Here are the properties that are automatically synced from Neto:
- Phone Number (must be in international format otherwise will be ignored)
- External ID (Neto Customer ID)
- First Name
- Last Name
- Organization (Neto Company)
- Address 1
- Address 2
- City
- Country
- Region (Neto State)
- Zip (Neto Postcode)
Add Profiles to List
When you connect your Klaviyo account with your Neto store, one of the properties synced from your store is whether each customer accepts newsletters or not. The property can be either true or false.
To learn more about how the newsletter property is managed by Neto , view their documentation.
The app syncs the newsletter property from Klaviyo to Neto and checks for existing users in Klaviyo who have unsubscribed already. It's important to note that Neto's newsletter property does not reflect whether someone is or isn't subscribed to a Klaviyo newsletter list. As such, there are a few situations which can cause someone to have Neto newsletter set to false, but they're still subscribed to your Klaviyo newsletter:
- If a customer checks out and decides not to accept email marketing at that time, but later subscribes through a Klaviyo signup form, they'll still be added to your newsletter list. We do not update Neto customers with this new status and it won't be overwritten by Neto customer import.
- If a customer checks out and does accept email marketing, they'll be added to your newsletter list. If they check out again, they'll probably decide to not subscribe again since they're already subscribed. Depending on your checkout configuration, Neto might see this as not accepting marketing (Newsletter = false.) You probably don't want to treat this customer as an unsubscribe. The customer will stay on the newsletter list but have the profile in Klaviyo updated to Accepts Marketing = False.
Klaviyo will not automatically sync historical subscribers to a list. If you need to add historical subscribers to your newsletter list, you'll need to do so manually. Be sure to check out the Klaviyo article on importing subscribers to an existing list. This also applies if you are moving from a different marketing platform. You may have customers who are still set as newsletter subscribed in Neto but have subsequently unsubscribed from your current marketing platform. When you sync Neto data these customers will be added to your newsletter list. You can perform a bulk suppress update in Klaviyo using an unsubscribed list from another marketing platform.
Change List
If you would like to change lists please contact us so we can refresh your customers so all of them sync to new list.
Sync All Customers
We can manually activate syncing of all customers in your Neto store whether they have subscribed to newsletter or not. To activate this option please contact us.
Klaviyo information on implicit consent:
Implicit consent is when someone gives you their contact information (e.g., email address, phone number, etc.) but does not explicitly say they want to receive marketing messages from your brand. A common example of implicit consent is when a customer makes a purchase and provides their email at checkout. They have not explicitly said they want to receive marketing messages from the brand, but it can be inferred that they have an interest in relevant content. In this case, you have their information, but they haven’t agreed to receive marketing communications.
These profiles are able to receive emails, but you should exercise caution when contacting them. Depending on your local regulations, you may (or may not) be permitted to email these profiles if you believe they have implied consent. Read Understanding explicit vs. implicit consent to learn more, and make sure to check your local laws and regulations regarding implicit consent.
Metrics
Below is a list of all the metrics synced from Neto and an explanation of the data included along with each metric. Fields that are created as a list allow you to select individual items within the list to segment your data.
Started Checkout
This event is tracked when a customer enters his/her contact details during the Neto checkout process and clicks continue.
To keep track of this event, the Neto Add-on Abandoned Cart Saver should be installed.
This event syncs with a checkout URL property, which links back to each customer’s unique cart. If someone opens an abandoned cart email from a new device, this link will rebuild the person's cart when clicked through. You can filter and target Started Checkout events based on the following criteria:
- Value: The total value of the cart at time of started checkout.
- ItemNames: A list of each product name on order.
- Categories: A list of all categories that are associated with products on order.
- Checkout URL: The checkout URL for rebuilding the customers cart.
- Items: A list of each orderline that contains fields:
- SKU
- ProductName
- Quantity
- ItemPrice
- ProductURL
- ImageURL
Placed Order
This event is tracked when a customer completes the checkout process and creates an order in your Neto store.
You can filter and target Placed Order events based on the following criteria:
- Value: The total value of the placed order.
- OrderID: The unique ID of the order in your store.
- ItemNames: A list of each product name on order.
- Categories: A list of all categories that are associated with products on order.
- Brands: A list of all brands that are associated with products on order.
- Item Count: The total number of items in the order.
- Discount Codes: Any discount or coupon codes someone used towards the order.
- Total Discounts: The total amount of any coupons or discounts if someone used a code.
- Source Name: Sales channel.
- Items: A list of each orderline that contains fields:
- SKU
- ProductName
- Quantity
- ItemPrice
- ProductURL
- ImageURL
Ordered Product
This event is also tracked when a customer places an order, but a separate event is tracked for each item someone purchases. For example, if someone buys a t-shirt and a pair of pants, one Placed Order event will be tracked along with two Ordered Product events -- one Placed Order event for the purchase as a whole, and then one Ordered Product event for the t-shirt and one Ordered Product event for the pants.
The events Klaviyo tracks includes detailed information about each product someone purchases. You can filter and target Ordered Product events based on the following criteria:
- Value: The total value of the placed order.
- OrderID: The unique ID of the order in your store.
- ItemNames: A list of each product name on order.
- Categories: A list of all categories that are associated with products on order.
- Brands: A list of all brands that are associated with products on order.
- Item Count: The total number of items in the order.
- Discount Codes: Any discount or coupon codes someone used towards the order.
- Total Discounts: The total amount of any coupons or discounts if someone used a code.
- Source Name: Sales channel.
- Items: A list of each orderline that contains fields:
- SKU
- ProductName
- Quantity
- ItemPrice
- ProductURL
- ImageURL
Fulfilled Order
This event is tracked when an order is marked as "dispatched" in your Neto store.
You can filter and target Fulfilled Order events based on the following criteria:
- Value: The total value of the placed order.
- OrderID: The unique ID of the order in your store.
- ItemNames: A list of each product name on order.
- Categories: A list of all categories that are associated with products on order.
- Brands: A list of all brands that are associated with products on order.
- Item Count: The total number of items in the order.
- Discount Codes: Any discount or coupon codes someone used towards the order.
- Total Discounts: The total amount of any coupons or discounts if someone used a code.
- Source Name: Sales channel.
- Items: A list of each orderline that contains fields:
- SKU
- ProductName
- Quantity
- ItemPrice
- ProductURL
- ImageURL
Cancelled Order
This event is tracked when an order is marked as "cancelled " in your Neto store.
You can filter and target Cancelled Order events based on the following criteria:
- Value: The total value of the placed order.
- OrderID: The unique ID of the order in your store.
- ItemNames: A list of each product name on order.
- Categories: A list of all categories that are associated with products on order.
- Brands: A list of all brands that are associated with products on order.
- Item Count: The total number of items in the order.
- Discount Codes: Any discount or coupon codes someone used towards the order.
- Total Discounts: The total amount of any coupons or discounts if someone used a code.
- Source Name: Sales channel.
- Items: A list of each orderline that contains fields:
- SKU
- ProductName
- Quantity
- ItemPrice
- ProductURL
- ImageURL
Onsite Metrics
Our metrics are created from our servers. If you would like onsite metrics you can set them up within your store theme or the Neto 3rd Party Script section. Klaviyo recommended onsite metrics include:
- Active on Site
When someone visits your website. - Viewed Product
When someone views a product. - Added to Cart
When someone adds an item to their cart.
Follow the Klaviyo guide on adding onsite metrics.
In Neto go to Settings & Tools > All Settings & Tools > Custom Scripts or update your theme code.
Product Feed
To get a product feed set up you have to follow the steps that Klaviyo outlines in custom catalog feed: https://developers.klaviyo.com/en/docs/guide_to_syncing_a_custom_catalog_feed_to_klaviyo
You set up a scheduled Neto export template that creates a file with the required fields. There are 5 required fields Klaviyo needs but you can add more. You then add the hosted URL that neto creates for this data export as the data source in Klaviyo. Neto guide for setting up an export template: https://galaxy.maropost.com/s/article/data-import-export-overview#export-templates
Frequency of the Sync
Metrics and profile properties from Neto are synced in batches. You should see event data appear in your Klaviyo account within 15 minutes of when the event is tracked in your Neto store.
Because we sync all metrics in batches, any information that might be added to an order after it is processed will not sync into Klaviyo. The app does not re-sync metrics after the initial event takes place, so no adjustments made to an order after-the-fact will be updated in Klaviyo.
Monitoring the Historical Data Sync
When you first switch on the app it will begin your complete historical data sync. Depending on how many orders, customers and products your store has, it can take anywhere from a few minutes to several days to sync all of your data.
Once this historical sync is complete, new data will sync to Klaviyo based on your schedule settings.
To confirm data of initial sync, click on the Metrics tab in the sidebar. Find the Placed Order metric and change the date range of the graph to see which dates have been fully synced. If you want to verify for yourself that all data from Neto is synced, you can cross check the total orders for a few days or a week. Before you start validating, make sure your account's timezone matches the settings in Neto .
Klaviyo limits the number of unique metrics you can create to 200. When you approach this threshold, you will be alerted via a warning in your account, along with an email to the account owner.
Verify your Order Data
Klaviyo imports all of your Neto data. To verify this, you can compare the number of orders on a particular day with what's in the Neto interface and confirm they match. Click on the Metrics tab, find the Placed Order metric, and click on it. This will take you to the metric's reporting page and show the last 30 days of data by default.
Hover over yesterday's data point or look in the table of data below the chart to see how many orders you had yesterday. Compare that number to what's stored in Neto and you should see them match exactly. If they don't, the most likely issue is your Klaviyo account's timezone doesn't match Neto 's timezone. To check your timezone setting, go to your account page, then click the Organization tab at the top.