Outline:
Overview
The OAuth integration offers significant improvements over the API Key method:
- Enhanced Functionality: Faster data syncing and access to new Klaviyo features.
- Improved Security: OAuth tokens provide more secure and controlled access.
- Simpler Management: No need to manually handle API keys.
This migration is necessary for continued support and access to all new Skio and Klaviyo features.
How do I install the OAuth integration?
If this is the first Skio account you are installing the integration to, then the process will be similar regardless of already having an API-key based integration already installed. The only major difference will be in Step 2.
If you have already installed the OAuth integration on one of your Skio accounts, and you wish to link multiple stores to the same Klaviyo account, follow the alternate instructions below.
Step 1: Prepare for migration
- Log in to Klaviyo: Ensure you have administrative access to your Klaviyo account.
- Review Permissions: Verify you have permissions to install third-party applications and to authorize the necessary permissions.
Step 2: Start the install process in Skio
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Access Integration Settings:
- Navigate to the Klaviyo integration management on the Skio dashboard.
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If you already have the API key integration installed:
- Click the 'Upgrade' button in the 'Upgrade to OAuth' section.
- Review the information provided in the confirmation box regarding the OAuth process and proceed by clicking 'Connect'.
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If this is the first time you're installing Klaviyo to this store:
- Click the 'Connect' button in the management box.
Step 3: Authorize the OAuth app
- Redirect to Klaviyo: You will be redirected to the Klaviyo authorization page.
- Authorize Skio: Confirm the permissions requested and authorize the Skio app.
Step 4: Complete setup in Skio
At this point, you will be redirected back to the Klaviyo management page on the Skio dashboard. The integration should be enabled automatically after installing. This can be toggled using the switch on the top right of the management card; disabling the integration will keep the configuration but stop sending all events.
- Integration ID: You will now see an Integration ID in the management card at the top of the page. If you are planning to connect multiple Skio accounts, you will use this ID as instructed below. Otherwise, you can safely ignore this ID and proceed with Event setup.
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Event setup: If this is a new Integration, you will need to configure the events which you want sent to your Klaviyo account. This will be done via the 'Events' section on the same page.
- Click '+ Add Event' and select the event to begin sending metrics for. Some events may prompt you to add trigger settings. For example, the 'Skio: Billing Reminder Notification' requires the number of days preceding the billing date and the type of subscriptions to send the event for. If you wish to configure different settings for different subscription types (ex. Prepaid vs. regular Subscribe & Save customers) or multiple notifications at different intervals, you may create multiple triggers.
- After creating each event, make sure to click "send test" for each event
Why? Klaviyo only populates the metric when a webhook fires so we send over fake data with a test event; without a test event, you would need to wait for the event to actually occur on your store. You may find these events under the test user skioTestUser@skio.com.
Step 5 (Optional): Add success@skio.com to your Klaviyo account
To ensure that we can assist you in resolving any issues/questions as quickly as possible, consider adding success@skio.com as a user with full access. This is not required, but it eliminates additional steps in the future will speed up the turnaround time for future questions.
Note: the invitation to Klaviyo access only lasts 12 hours so please inform success@skio.com immediately after giving access to ensure it is accepted.
Installing the OAuth integration to multiple Skio accounts
If you have multiple Skio/Shopify accounts for your store (ex. a different store for each international market), you'll likely want to configure the Klaviyo integration on all accounts. Before following the below steps, make sure you've installed the OAuth integration with the standard instructions above to your first account.
Note: the account you choose does not matter, there will be no difference once you've installed it to all of your accounts).
Step 1: Obtain your Integration ID
- Start by navigating to the Klaviyo management page where you first installed the OAuth integration, and copy the Integration ID from the management card.
Step 2: Navigate to the Klaviyo management page on the second Skio account
- Do not click 'Connect' on the second account. If you reinstall the integration, this will disable the integration which you've initially installed and will require you to restart the process.
- Instead, click 'Link an existing integration', and paste the Integration ID into the corresponding input box.
- Enable the integration with the toggle switch on the top right of the card.
You can then repeat Step 2 for each additional account you need to add the integration to.
Default flow configuration
Included with the new integration is quick access to default flows which can be configured by our Success team. If you'd like these flows added to your account, please reach out to success@skio.com to let us know. To ensure this process goes smoothly, we ask that you also add success@skio.com as a user to your Klaviyo account.
FAQs
Do I need to make any changes in Klaviyo?
No, updates are not required on the Klaviyo end to start using the new OAuth integration. All events should continue to fire as expected. You may notice a small change in the event metrics, which will no be branded as Skio metrics. Additionally, some dashboards may allow you to sort metrics by app, making it easier to filter down to Skio metrics.
Will this affect my current flows or campaigns?
No, upgrading to OAuth will not interrupt your existing campaigns. The flow triggers should be updated to reference the new OAuth metrics automatically, however we do recommend checking this on Klaviyo to be safe.
What happens to my API Keys?
API keys are removed from the system upon migration. We recommend removing the keys from Klaviyo once you've installed the OAuth integration for account security. If you wish to revert to the API Key setup (not recommended), you must create new keys in Klaviyo and reconfigure the integration.
For more detailed guidance or troubleshooting, refer to the full integration guide or contact support at success@skio.com.