Drive integration adoption

Create educational material

As you aim to expand integration usage with your existing customers, and attract new ones, we highly recommend creating robust educational material. Detailed documentation can be a key success factor for a new integration. 

Your documentation can live on your website or wherever is relevant to your integration. There are a few key elements we recommend you include:

1. Integration summary
   A clear outline of what the integration does and the key benefits of using it. If you’re building a one-pager please reference our template.
2. Installation instructions
   Instructions on how to install the integration and confirm that it is working as expected. 
3. Data exchange
   A list of all data exchanged with Klaviyo as part of the integration and definitions for any unclear terms.
4. Detailed usage instructions and top use cases
   A complete guide on how to use the integration beyond installation. For example, how to trigger a Klaviyo flow with events sent from the integration or how to populate data from a synced event into an email template.
5. Case studies
   Once customers start using your integration successfully, aim to capture that in a customer case study. Both the performance metrics and use cases applied can attract and benefit merchants. You can then use these case studies to help guide future webinars, advertising, and sales pitches to appeal to more customers. For more documentation examples, read on.

Example content

Below, we’ve provided some great examples of different types of content from current partners. 

Integration summary examples

• Malomo
• Loop Returns
• Octane AI
• Gorgias

Installation instruction examples

• Friendbuy | How to Enable the Klaviyo Integration
• Loop Returns | Klaviyo Integration
• Octane AI | Getting Started with Klaviyo

Data exchange examples

• Narvar | Klaviyo Triggers and Data Definiitions
• ReCharge | Recharge metrics and properties in Klaviyo
• Gatsby | Which events & properties sync with Klaviyo

Detailed usage instructions and top use case examples

• Malomo | Email Flows
• Friendbuy | How to Send Referral Links Post Purchase through Klaviyo
• Loop Returns | Klaviyo Flows and Emails
• Gatsby | Best practices on Klaviyo email and SMS Flows for ambassadors
• Gatsby | Klaviyo Flows 1 & 2: The Core Ambassador Strategy
• Gatsby | Klaviyo Flows 3 & 5: Additional Instagram and TikTok Mentions
• LoyaltyLion | Essential Loyalty Email Flows
• Reviews.io | Sending Review Invitations From Klaviyo

Integration landing page examples

• Gatsby
• Gorgias
• Friendbuy

Case study examples 

• Mention Me | How Mention Me and Klaviyo empowers Wild to nurture brand advocates through better data
• Zendesk | Honeylove shapes its success with CX data and SMS innovation
• Malomo | Twillory crushes post-purchase goals while generating an extra $15K/month
• Gatsby | Kulani Kinis Sunchaser Program: Case-Study / Playbook

Refer a new technology partner

If you have any merchants who are not on Klaviyo, who become interested in Klaviyo after hearing about your integration, please fill out our technology partner referral form. We can track that activity, which demonstrates your integration’s ability to drive increased interest in Klaviyo. Thank you for building with Klaviyo!