When a shopper submits their email and/or mobile number, gocertify will send this data to the your Klaviyo account in the form of a gocertify event. This is represented by a “Profile” (either augmenting an existing one or creating a new one). As the shopper goes on to successfully verify as a target group (student, healthcare, senior, etc) another “Event” will be triggered, with the label “verified as __”.

With this data, you will be able to generate segments based on these events.

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Requirements to go live

In order to go live with Klaviyo, we will need the following:

  • Private Klaviyo API Key
  • Main Klaviyo lists for Email and SMS

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Share Private Klaviyo API Key

Please share a Private Klaviyo API Key must be generated and provided to the gocertify team. See here how to generate one.

This API Key must be a “Custom” one, giving “Full Access” to Events, List, Profiles and Subscriptions, as shown here.

Klaviyo API Key Permissions

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Share Main Klaviyo list names

Please share the names of your main Klaviyo lists (which have marketing consent) for:

  1. Email
  2. SMS

If you don’t have a main list for each of these, we’ll need a list for both channels so that we can subscribe the shopper with marketing permissions.

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How data will appear in Klaviyo

First gocertify will send the shopper’s data to Klaviyo as a Profile. Within both verification and standard offers the profile will be subscribed to Email and/or SMS marketing.

We’ll log an event on the profile when an offer has been claimed

With verification-based offers e.g. students/key workers. Events will then be logged on a profile level for “Verified as group”

With standard offers e.g. discounts. Events will then be logged on a profile level for “Offer claimed”

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How to create segments in Klaviyo

You can build segments based on the “verified as …” event for each group you’d like to verify. If you’d like a key worker group, you can use OR statements to create a wider group of many occupations.