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

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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. Klaviyo Segments

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How to add coupon codes in Klaviyo email flows

Klaviyo supports unique coupon codes that can be dynamically inserted into your email flows. This is useful when you want to send personalised discount codes to verified shoppers.

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How unique coupons work

When you create a unique coupon in Klaviyo, each subscriber receives their own individual code. Here’s how it works:
1

Create unique coupon

In Klaviyo, create a unique coupon with a name like WELCOME25
2

Shopper signs up

When a user submits their email on your form, Klaviyo assigns them a unique code (e.g., WELCOME_XGHTSAK)
3

Email flow triggered

Your welcome flow email contains the placeholder: {% coupon_code 'WELCOME25' %}
4

Shopper receives email

The placeholder is replaced with their unique code: WELCOME_XGHTSAK

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Adding the coupon code to your email

In your Klaviyo email template, use the following snippet where you want the unique code to appear:
For example, if your unique coupon is named WELCOME25, your email template would include:
When the email is sent, each subscriber sees their own unique code (e.g., WELCOME_XGHTSAK) in place of the placeholder.