Streamlining your ambassador program management is now easier than ever with the integration of Klaviyo and Roster. In this guide, we'll walk you through the simple process of setting up Klaviyo API keys and establishing a seamless connection between the two platforms.
Setting Up Klaviyo API Keys
Access Klaviyo Account: Log in to your Klaviyo account and create your API keys with full access to all scopes.
Navigate to Roster: In your Roster settings, go to the Integration tab and locate the Klaviyo Integration section. Click on "Connect" to guide you through obtaining the required API keys from Klaviyo.
Connection Established: Once connected, Roster will automatically transfer your program contacts to Klaviyo, where they will appear as profiles.
Real-time Updates: Any additions or removals of members from Roster programs will be reflected in Klaviyo, ensuring consistency in both applications.
Utilizing Program Key - Roster in Klaviyo:
Locate Program Key: Each profile in Klaviyo will have a property called “Program Key - Roster.”
Creating Segments: Navigate to the List and Segments tab in Klaviyo. Create a dynamic segment based on the Program Key (e.g., roster-ambassadors-e3).
Campaign in Klaviyo: Once the segment for your desired program is created, proceed to create a new campaign within Klaviyo.
Targeting the Right Audience: In the Campaign Information section, under the “Send to” drop-down menu, select the segment you created earlier. This ensures your emails or SMS are targeted specifically to the intended group.
Conclusion:
By integrating Klaviyo with Roster, you not only centralize your communication channels but also enhance the efficiency of managing ambassador programs. This seamless connection allows for real-time updates and targeted communication, ensuring that your brand messages reach the right audience promptly. Streamlining these processes ultimately contributes to the success of your brand ambassador programs.