Getting started with Classy

You will learn

Learn how to integrate Classy with Klaviyo. After completing these steps, you'll be able to personalize and target emails based on each Contributor's donation and website activity.

Before you begin

In order to integrate Classy with Klaviyo, you will need access to Classy's API which requires a paid Classy subscription. To learn more about accessing the Classy API, visit their Getting Started with the Classy API article and Developer site Requesting Access article. 

Create an app in Classy

In order to integrate Classy with Klaviyo, you will first need to create a new API app in Classy. This is because you will need a Classy Client ID and a Client Secret in order to integrate, and the way to generate these credentials is by creating an API app in Classy. 

1. Log in to your Classy admin account.
2. In the left-hand menu, click on API + Apps.
   
3. Click on Classy API. You'll be brought into the app creation page, where you'll be asked to name your app and enter you Oauth2 Redirect URI. You can name your app Klaviyo API and enter your website's URL under Oauth2 Redirect URI. Then, click Create App.
   
4. Once you've created your new app, it will be listed in your Classy account. By clicking Edit next to your app, you can view your Client ID and Client Secret, which you should store securely in order to copy-paste them into Klaviyo.
   

Locate your Organization ID

You'll also need to find your Organization ID in Classy.

1. Navigate to your Classy Dashboard.
2. Here, you’ll see the Organization ID at the end of the URL. This will be a numeric value found after "/admin" as can be seen in the screenshot below. This ID will need to be copied and pasted into Klaviyo when you configure your Classy integration.
   

Add the Classy integration

Now, you'll add the Classy integration in Klaviyo.

1. In Klaviyo, click your account name in the lower left corner, then select Integrations.
2. Select Add integrations, search for Classy, and click the card. Then, click Install.
3. Enter your Client ID, Client secret, and Organization ID from Classy.
4. Click Connect to Classy. 
5. On the next page, you can choose to Add all Classy supporters to a Klaviyo list, and select a list from the dropdown.
   
6. When you're done, click Complete setup.

Monitor the Klaviyo sync

To check on your Classy integration:

1. Click the Analytics dropdown in Klaviyo and select the Metrics tab.
2. Click on the Made Contribution metric to verify that there is data populated for this metric. If there is data, all you need to do is wait until your initial Classy integration sync has completed; this process can take up to a couple hours depending on how much data you have in your account. Klaviyo will import all of your historic Classy data.
3. To verify this, you can compare the number of contributions on a particular day in Klaviyo with what's in your Classy interface and confirm they match. For example, when exploring the Made Contribution metric, you can mouse over yesterday's data point or look at the table of data below the chart to see how many contributions were reported yesterday.
4. Compare that number to what's stored in Classy from yesterday and you should see they match exactly. If they don't, the issue is most likely that your Klaviyo account's timezone doesn't match your Classy timezone.
5. To check your timezone setting in Klaviyo:
   • Click your account name in the lower left.
   • Select then clicking Settings > Organization.
   • Scroll down to Timezone.

Data synced from Classy

There are several Metrics that are captured by Classy and loaded into Klaviyo. All of these metrics can be viewed by filtering for Classy.

The Made Contribution metric

This event is tracked when a supporter makes a contribution in Classy. The event Klaviyo tracks includes all of the information Classy collects including the contribution amount, whether the donation is recurring, and if so, how often the donation will recur. You can filter and target Made Contribution events based on the following criteria:

• Value
• Campaign End 
• Campaign Goal
• Campaign ID 
• Campaign Name
• Campaign Start
• Campaign Type (ex. peer_to_peer)
• Campaign Venue
• Comment
• Fees
• If Anonymous (true or false)
• Organization ID 
• Price
• Product ID
• Product Name (ex. Offline Donation)
• Quantity
• Whether or not it's a dedication email (true or false)
• Transaction ID
• Type of donation 

Here is an example of the data we receive along with a Made Contribution event:

The Registered for Event metric

This event is tracked when a supporter has registered for an event in Classy. The event Klaviyo tracks includes all of the information Classy collects when an event registration takes place. You can filter and target Registered for Event events based on the following criteria:

• Value
• Campaign End 
• Campaign Goal
• Campaign ID 
• Campaign Name
• Campaign Start
• Campaign Type (ex. peer_to_peer)
• Campaign Venue
• Comment
• Fees
• If Anonymous (true or false)
• Organization ID 
• Price
• Product ID
• Product Name (ex. Offline Donation)
• Quantity
• Recurring Plan ID
• Whether or not it's a dedication email (true or false)
• Transaction ID
• Type (registration)

Here is an example of the data we receive along with a Registered for Event event:

Fundraising team and page metrics

In addition to the primary Made Contribution and Registered for Event metrics that Klaviyo syncs to track how supporters engage with your organization, we will also sync the following events around the creation of Fundraising Teams and Pages, and goal progress:

• Created Fundraising Team
  Recorded when someone creates a fundraising team page.
• Fundraiser reached 25% of Goal
  Recorded when a Fundraising Team has reached 25% of its goal.
• Fundraiser reached 50% of Goal
  Recorded when a Fundraising Team has reached 50% of its goal.
• Fundraiser reached 75% of Goal
  Recorded when a Fundraising Team has reached 75% of its goal.
• Fundraiser reached 100% of Goal
  Recorded when a Fundraising Team has reached 100% of its goal.

Here is a list of the details received along with each of these metrics:

• Status
• Total Raised
• Fundraiser Team Name
• Average Donation
• Largest Donation
• Campaign ID
• Organization ID
• Total Donors
• Total Donations
• Campaign Name
• Team Lead ID
• Percent to Goal
• Fundraiser Team ID
• Fundraiser Zip Code
• Fundraiser State
• Total Fundraisers

Here is an example of what these tracked events might look like on a Fundraiser's Klaviyo Profile:

Customer data

Klaviyo will create a comprehensive Klaviyo profile for every contributor. Along with basic contact information, Klaviyo will also sync any additional details you might have stored in Classy about a given person - these details will get synced as custom properties that get added to each Klaviyo profile. You can use these properties in segments and flows. Here are the properties that are automatically synced from Classy:

• Email
• First Name
• Last Name
• City
• State/Region
• Zip Code
• Country
• Phone Number

Outcome

You've now finished integrating Classy with Klaviyo and reviewed your synced data.

Additional resources

• How to set up Classy campaigns and flows
• How often integrations sync reference