Overview
- Create an admin user for Wunderkind access
- Provide list and segment information for Wunderkind functionalities
- Set up URL appending for increased identification
- Confirm dedicated sending domain
1. How to Create an Admin User
Admin privileges allow Wunderkind to create a Private API Key and access the Klaviyo UI, giving us all the information needed to properly set up and confirm our integration with Klaviyo. It will allow us to add new subscribers, as well as set or check an individual profile's subscription status.
Step 1. To add a new user, navigate to Account > Settings > Users. Here, select Add New User and select the 'Admin' role. Use esp+{brandname}@wunderkind.co as the email address, where {clientname} is your company name. For more details, see this Help Center article: Add Users & Manage Permissions.
Step 2. Reach out to Wunderkind point of contact when this is complete so that we can look for the confirmation.
2. Provide Required List and Segment Ids
Wunderkind utilizes Klaviyo lists and segments for the following functionalities.
1. Subscribe new email addresses from onsite experiences. We will create a user profile that will be subscribed to email marketing, and we will add that email to a List. The list may be your primary marketing list, or a list created specifically for Wunderkind subscribers. The list provided should be set to Single opt-in.
2. Check whether to suppress a user prior to sending triggered emails, and pass you unsubscribe information for users who unsubscribe from a Wunderkind email.
a. Set this up as a custom Segment within Klaviyo, containing all unsubscribed users (and only those profiles)
3. Check whether a user is a previous purchaser, in order to enhance our email segmentation.
a. Set this up as a custom Segment within Klaviyo, containing all previous purchasers (and only those profiles)
b. If you don’t have purchase information in Klaviyo, you can ignore this step!
Note: for both the Segments above, make sure they are "starred" (pinned to dashboard) so that they do not become inactive. (See instructions in next section.)
Step 1. From the Klaviyo dashboard, navigate to “Lists & Segments” in the left-hand bar.
Step 2. Select the name of the list or segment you would like the ID number for and click into “Settings”
Step 3. The List or Segment Id is shown and also visible in the URL
Example segment settings for email suppressions:
Example segment settings for previous purchasers:
3. Set up URL Identification
Step 1. Enable UTM Tracking: Click on Account -> Settings -> UTM Tracking
Step 2. Add a new UTM Parameter
- UTM Parameter field name: “bxid”
- Campaign Email Value: “Klaviyo profile id”
- Flow Email Value: “Klaviyo profile id”
- Make sure Automatically add UTM parameters to links is enabled
Step 3. Choose Correct Tracking: When creating a campaign, the default setting is “Use Account Defaults”. We need to “Use Custom Value” so the newly created bxid UTM parameter is appended to the email.
Step 4. Save: Click “Save and Continue to Content” and proceed as normal. Your bxid should now be appended to this email.
4. Confirm dedicated sending domain
Klaviyo recommends that all its clients set up a dedicated sending domain in order to optimize email deliverability.
If you’ve already done this, please provide Wunderkind with your dedicated email sending domain. We will use the same email address in our sends. You can find this under Account > Settings > Domains and Hosting. Look for “Sending Domain”
If you don’t have this set up already, please do so! You can find instructions here: How to Set Up a Dedicated Sending Domain. Once completed, please let Wunderkind know your sending domain.