With the Postalytics/Klaviyo Integration, it’s pretty easy to trigger individual direct mail pieces automatically, any time, any day. All you need to trigger, print, mail and track direct mail is a Postalytics Triggered Drip Campaign and a Klaviyo workflow!Set Up Your Klaviyo Integration
In order for any digital communication to happen, your Klaviyo CRM must be connected with Postalytics. If you haven’t already set up the Integration, please do so by following these directions.
Create A Postalytics Triggered Drip Campaign
The first step in triggering data over to Postalytics is to create a Postalytics Triggered Drip Campaign, using the Triggered Drip Campaign Wizard.
Start from the top menu navigation: Campaigns > New Campaign > Triggered Drip > Klaviyo. The Wizard will walk you through each step in creating the campaign.
Note: If you don’t see Klaviyo as an option, it means the Integration hasn’t been set up or completed. This will need to be done before moving forward.
Once completed, the webhook URL from the Postalytics Triggered Drip Campaign will need to be copied and added to the webhook workflow created in Klaviyo (next step).
To find the webhook URL, open your campaign list and locate the newly created campaign. Click on the ellipsis next to it, and select 'Settings'.
This will bring you to the information page for your Triggered Drip Campaign.
Click on ‘Additional API Information’ and leave the pop up open for now so that you can copy/paste the Request Information into the Klaviyo Webhook when needed.
Create your Workflow in Klaviyo
The next step after you’ve got your Postalytics Triggered Drip Campaign set up, is to create your Klaviyo Workflow. This workflow is what will trigger Postalytics to send mail.
From your Klaviyo Home Page, select ‘Flows’ on the left hand side menu.
Here, you’ll have the option to select from workflows already in place or create a new workflow. Since triggering to Postalytics requires a webhook, most often you’ll want to create a brand new workflow. If you’ll be using an existing workflow, make sure you can add the action ‘Webhook’. To continue with creating a new workflow, click ‘Create Flow’.
The next screen gives you the option to choose a pre-built flow, but again since you’ll need to add a webhook, you’ll most often select ‘Create From Scratch’ to begin.
Name your Flow and click ‘Create Flow’.
The next set of screens is where you’ll build out your workflow. Select the trigger of your choice from the left hand side menu. For this article, we are selecting ‘List’, and then the desired list from the drop down menu on the next page. Click ‘Done’ once the list has been selected.
Next, you’ll add the action ‘Webhook’ by dragging the Webhook icon over to the area currently labeled ‘Exit’.
You’ll now be able to configure your webhook with the following details from the Postalytics pop up window that was left open:
Ensure the Configuration is set to send a HTTP POST request to a URL.
The URL will come from the Triggered Drip Campaign Settings window left open in Postalytics. Copy the Request Method URL and paste it into the URL field of the webbook action within your Klaviyo workflow.
Under Headers, add two sections.
The first is Authorization, and the data field is the Authorization Header provided in the Request Headers section under the Request Method URL you just pasted above.
The second is Content-type and the data field is application/json, also in the Request Headers section.
The Request Body (JSON BODY) will also need to be entered into the workflow each time a workflow with Webhook is created.
At this time, the Request Body provided in the Postalytics pop up box for the Campaign is not the Klaviyo specific JSON BODY needed.
Please copy and paste the following JSON BODY into the JSON BODY area:
Confirm that your webhook resembles the following, then click ‘Save’:
Click ‘Review and Turn On’, in the upper right hand corner. If you are ready for your workflow to be live, click ‘Turn On’.
You’ll receive a message indicating that the flow is set to Live.
Now, let’s test it out!
Your Triggered Drip Campaign in Postalytics is defaulted to ‘Test Mode’. All Triggered Drip Campaigns are set this way initially as a feature that enables you to test your workflow to make sure that it is firing properly, and that the connection to the Postalytics Campaign is working the way you want to. This can all be done in ‘Test Mode’ without actually sending mail and using your Direct Mail Credits!
To test the workflow, we recommend manually adding or updating one or more contacts in Klaviyo, based on the trigger you selected, to trigger the workflow and send data over to Postalytics.
Back in Postalytics, navigate to the Campaign Dashboard. Here, in the upper right hand corner, you’ll see that the Campaign is set to ‘Test mode’.
In the middle left section, the number of records sent will be outlined under Contact List Health.
To view the test mailer(s) that were created, click on the ‘Preview Created Mail’ button.
A popup window will appear with a PDF of each of the test mailpieces generated for your test records. Remember that since you are in test mode, none of these pieces have actually been sent to the printer. However, once your campaign has been toggled to ‘Live Mode’ and triggers are coming through, clicking ‘Preview Created Mail’ will show live mail that has actually been sent to the printer.
With a successful test, you’re ready to flip your Postalytics Triggered Drip campaign to ‘Live Mode’, and, if needed, purchase your Direct Mail Credits.
To Ensure Your Campaign is ‘Live’ You’ll Need Credits
Postalytics Triggered Drip Campaigns will not function without at least 100 Direct Mail credits, in the correct format for the campaign. ‘Format’ refers to the creative format and postage combination. For example if you are mailing a 4×6 Postcard with First Class postage, you’ll need to purchase Direct Mail credits for 4x6 First Class. You cannot use credits that have been purchased for a different format and postage class.
If you already have credits, your campaign will seamlessly flip to Live Mode when you manually toggle it over from ‘Test Mode’.
However, if you don’t have at least 100 credits, in the proper format, you’ll need to purchase them. If you do not have enough credits, a pop up window will appear when the campaign is toggled to Live Mode on the Campaign Dashboard. Select ‘Purchase Credits Now’ and proceed with the steps to purchase credits.
Once live, and with enough credits in the queue, your Postalytics Campaign will “listen” for your Klaviyo trigger, and will send the mailpiece with nothing more for you to do.