Sumo Integration

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Overview

While Klaviyo does not have a built-in integration with Sumo, you can still integrate your accounts by using an integration built by Sumo.

The Sumo+Klaviyo integration works by first connecting Klaviyo. The initial Sumo sync requires you to connect with a specific Klaviyo list. After the initial integration, you can connect a Sumo Campaign to Klaviyo and designate an alternate list.

Connect Sumo to Klaviyo 

Before you get started, you must have existing lists in your Klaviyo account that you are hoping to link to Sumo.

First, you will need to generate a private API Key in Klaviyo to use with Sumo. Log into your Klaviyo account. Then click your Account Name on the upper right, and choose Account. From the Settings dropdown, choose API Keys.

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Select Create API Key. You can label the API Key for clarity.

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Copy the API Key and head over to Sumo. Click the Account dropdown on the upper right and choose Settings. Then select the Integrations tab.
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Choose your Double Opt-in Settings. If Sumo's Double Opt-in setting is enabled, Sumo will send a confirmation email to subscribers. This setting is independent of your Klaviyo list opt-in settings. We recommend disabling Sumo's double opt-in settings if your Klaviyo lists are double opt-in to avoid duplicate confirmation emails.
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Search for Klaviyo in the Email Services Integration section. Then select Klaviyo.
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Enter your Private API Key
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Choose a Klaviyo list from the Mailing List dropdown. This will be the default list Sumo adds subscribers to, but later you can integrate individual campaigns with alternate lists.
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Use Sumo's Test Settings to confirm that your Klaviyo integration is working. Click Test Settings, and enter an email address. Then check your Klaviyo account to confirm that the email address has been added to the designated Klaviyo list. You can also look for the new email address in Profiles.

Click Save. Your Sumo account will now sync new signup emails to your Klaviyo list as they come in. 

You can also view Sumo's integration instructions on their Help Center.

Sync Sumo Campaigns to Individual Klaviyo Lists

Once your Sumo+Klaviyo integration is intact, you can sync each of your Sumo Campaigns to a Klaviyo list of your choice.

We'll walk through integrating a Sumo Popup to an alternate Klaviyo list. Navigate to Sumo's Forms tab. Click to open a form.
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Scroll down to find and open the Connect to Email Service section. Find Klaviyo within Email Services Integration, and click the Klaviyo icon. 2019-09-05_11-38-51.png
Choose an alternate list from the Mailing List dropdown. Changing these settings will only affect this campaign. Click Save.
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Publish changes when you're done.

Data Synced to Klaviyo 

Sumo syncs email addresses and other profile data into Klaviyo.

You can set up your Sumo forms with multiple fields. In addition to an Email field, you may want to include First Name, Last Name and Phone Number. Sumo forms can also include custom fields or hidden fields. The Sumo integration allows you to automatically map these fields into Klaviyo. See Sumo's article: Setting up extra fields in Klaviyo.

View this Sumo form:
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This form contains standard and custom fields which pushes this information into Klaviyo: 

  • Email
  • First Name
  • Last Name
  • coffee_pref

This is the Klaviyo Profile of a customer who filled out the above form. Synced data is highlighted:
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How to Use the Sumo Integration

Businesses primarily use Sumo to collect subscriber email addresses and subscriber info. Here are examples of what you can do with Sumo data in Klaviyo:

Campaign using Sumo data

  1. Design a Sumo form to collect subscribers for your newsletter, offering an instant coupon as incentive.
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  2. The coupon is instantly revealed on your Sumo form.
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  3. The subscriber's email address is added to a Klaviyo Newsletter list. The email address is synced from Sumo into Klaviyo via integration. 
  4. Include subscribers in email campaigns for new product launches, seasonal campaigns, and special sales.

Flow using Sumo data

Collect subscriber information with a Sumo form, including a product preference (field label prod_pref.) Use the Subscribed to List metric to trigger a Welcome flow, and create conditional splits according to the subscriber's product preference. 

  1. Create a Sumo form to collect subscriber info and product preference. 
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  2. Sumo subscribers are added to your Klaviyo Sumo Subscription List via integration.
  3. Create a Sumo Welcome Series flow, with the Flow Trigger subscribes to Sumo Subscriber List. Add conditional splits based on prod_pref: dark, medium, light. Subscribers will receive individualized emails based on their chosen product preferences.
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