How to integrate Magento 2 with Kaviyo

hey there I'm Ashley and today we'll walk through how to integrate your Magento 2 store with clavio Magento 2 is an open-source e-commerce platform where many businesses host their online storefronts integrating connects the two platforms which ensures that your customer data from Magento 2 automatically enters into clavio on an ongoing basis you will then be able to visualize business performance and Trends populate Dynamic content into your messages like order history and abandon carts and create a more targeted marketing strategy in clayo at the end of the day powerful analytics and meaningful messages translate into a higher return on investment as you grow your brand to its full potential let's get started to begin securely log into Magento 2 in clavio within two tabs of your browser you will also need to securely log into your Magento 2 server or have your it administrator perform the installation steps open a command line tool and navigate to the route directory of your Magento app from here you'll use composer to download the latest version of the clavo extension from packagist run the command shown here to download the latest version of the exter extension or specify an extension version you wish to use next we need to tell Magento to enable the extension we just downloaded run the command shown here to enable the extension as prompted by the output we must now enable any additional modules run the command shown here to enable them scan the output for module clavo reclaim to confirm that the clavo module is enabled and running I see it here so I know I'm good to proceed next to ensure that the CSS and JavaScript on your Magento 2 store continue to work properly you'll need to run a static content deploy command run the command shown here to finish the installation process once you've installed your magenta to store in clavio your next task is to configure your account that said before we return to configure the extension head to your clavio tab of your browser let's grab the six-digit public API key of your clavio account I'll copy it to my clipboard for the next step now let's return to the Magento admin dashboard from our web browser where we'll configure the clavio extension in Magento from the admin dashboard open the stores tray and then click configuration from the clavo config drop down click the general tab to access the clavio specific settings set enable clavio extension to yes and paste in the public API key copied from your clavio account we're going to skip over private API key this will be inserted automatically when we set up oo now let's enable oaf authentication to securely connect your clavio account to the Magento 2 extension first open the setup oo tab give your integration a memorable name in the name field because you will need to locate it by this name later I've named it test click save config to make sure the name and configuration are saved next locate system from the leftand navigation Pane and select Integrations from the system tray find the integration with the name we used above test and click activate activating the integration will open up a new window requesting you to approve access the plug-in requires click allow in the popup window that appears confirm your account name and ID are correct and click integrate Magento 2 this will add the Magento 2 integration to the clavio account associated with the public API key we copied earlier if you are logged into multiple clavio accounts and the correct account is not displaying be sure to log out of any other sessions if the window closes automatically the connection was successful you can also confirm by opening your clavio account in a new browser tab or window and checking the integration settings from the Integrations tab now is the time to finish setting up your Magento 2 settings in Magento head back to stores and select configuration under clavio click the newsletter tab from the dropdown choose the clavio list you want to sync your Magento 2 newsletter signup form to you also have the option to use clavo optin settings for this list or magento's optin settings select yes if you'd like to use cio's double or single optin settings or select no to use the optin settings you've set in Magento once you're happy with your selections click save config let's move on to another key action item enabling consent at checkout this allows you to capture email and SMS subscribers as they Place orders on your Magento to store that way you can build relationships with these Shoppers over time turning firsttime buyers into long-term brand Advocates to start click the consent at checkout tab here you'll see two sections one for collecting email consent and one for SMS consent the two are treated separately so that you can collect just email just SMS or both under email select yes for the Subscribe contacts to email marketing at checkout option next you'll need to select an email list to sync such as a newsletter list once you've chosen a list type in the email optin checkbox text you wish to use or use the default sort order allows you to change the placement of the email and SMS consent boxes if you have changed the layout of your checkout page under SMS select yes for subscribe contacts to SMS marketing at checkout and choose the list you want your or SMS contacts to sync to use the default or enter your own SMS optin checkbox text don't forget to customize the default SMS disclosure text be sure to include links to your company's privacy policy and terms of service when you are all finished click save config in the upper right to finish the consent at checkbox configuration finally let's configure the extension to enable web hooks web web hooks pass data between Magento 2 and clavio click on the web hooks tab here you will be prompted to create a web hook secret a web hook secret is required for consent and validation as well as to enable web hooks the secret is a key that clavia will use for validation and can be anything you choose that said we recommend creating a secure string of letters and numbers magenta will hide your web hook secret with asterisks for security purposes so be careful to enter it correctly create a web hook secret and enter it into the corresponding web hook secret field if you are using a multi-store integration the web hook Secret in this field should be entered into your default configuration and the same secret will be used for validation for each store configuration next to the web hooks you wish to enable select yes from the drop down options when you're ready click save config to finish enabling web hooks now that you've configured your integration let's jump back into clavio to finish integrating your Magento to store open the integration settings to finish enabling the integration in clavo first you have the option of subscribing new customers to a clavio list click the check box to enable subscribe new customers to a clavio list and select a list from the drop-down this process syncs all future subscribers keep in mind that existing subscribers need to be manually migrated from your Magento list into clavio now open the advanced options drop- down enable the following settings if you need them all Magento two stores are synced to clavo by default the storees setting allows you to be selective about which stores you integrate with click to get a list of all of your Magento 2 stores and check the box next to the store you want to connect to we highly recommend enabling special price settings if you're planning to use this feature because it is more difficult to enable this feature later when configuring your integration settings you will have the option to pull in special price which refers to a special sale price for items that can optionally take effect in a certain date range the custom media root URL setting allows you to change the default path for your site images enable this setting if you host your product images on a URL that is different than your website when you're finished with the advanced options click update Magento 2 settings your historical data will begin to SN into clavio in minutes clavio will sync the last 90 days of your Magento 2 data right away so you can start engaging your most recent customers after the sync of your most recent 90 days of data clavio will begin your complete historical data sync depending on how many orders customers and products your store has can take anywhere from a few minutes to several days to sync all of your data to keep an eye on the progress of the initial sync open the analytics tab in the sidebar and navigate to metrics congratulations your Magento 2 integration setup is complete you can now access key analytics customer insights and a ton of new marketing capabilities the sky the limit with what you can do from here so what are you waiting for start exploring all that this new integration has to offer today

Channel: Klaviyo

Views: 269

Keywords: Klaviyo, Integrations, Magento2, Magento, Magento with Klaviyo, How to, Support, Help

Id: wg_JT0Dx9jw

Length: 11min 13sec (673 seconds)

Published: Wed Apr 03 2024