Integrate with Classy

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Klaviyo for Classy

Klaviyo for Classy: An Introduction

This guide will walk you through integrating Classy with Klaviyo. After completing the steps outlined in this guide, you'll be able to personalize and target emails based on each Contributor's donation and website activity. Here's some of the data we sync from Classy:

  • When a donation is made, and the amount of the contribution
  • Contributor information including first and last name, location, and how they found your site
  • Whether a donation is recurring
  • Whether a contributor wants to be anonymous
  • When a new Fundraising Team gets created when a team hits certain goal milestones

Locate your Client ID and Client Secret

In order to integrate Classy with Klaviyo, you will need to first locate your Classy Client ID and Client Secret.

First, login to your Classy Account account. In the top right-hand menu bar, click on API.
Next, you can create a new API Key for Klaviyo by adding the Application Name (Klaviyo API) as well as your Organization URL (you can also use an existing application if you've already created one).
Once you click Create App, Classy will generate a new API Key for you. To see this newly created key, click on Edit and you'll see a window that looks like this:


 

The Client ID and Client Secret shown here will both need to be copied and pasted into Klaviyo.

Locate your Organization ID

To find your Organization ID in Classy, first log into your Classy account.

On the first screen (Classy Dashboard), you’ll see the Organization ID at the end of the URL. This will be a numeric value found after cid= 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

Click on the Integrations tab in the left sidebar of your account. Navigate to the All Integrations tab and find Classy on the list of available integrations. All integrations are in alphabetical order so you'll find Classy halfway down the page.

Next, click Add Integration next to the Classy icon. You will be brought to another page where you need to add your Client ID and Client Secret. You will also need to add your Organization ID here. If you are not sure where to find your Client ID, Client Secret, or Organization ID, review the instructions in the previous steps above.

Once you have entered this information, click Connect to Classy. Metrics and profile properties from Classy are synced using Classy's API. There is one initial historical sync when you first enable the integration and then there will be a periodic sync every hour going forward. 

Monitor the Klaviyo Sync & Verify Donation Data

To check on your Classy integration, navigate to the Metrics tab in your account.

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. 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 in your Klaviyo account's Metrics tab, 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. 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. To check your timezone setting in Klaviyo, go your Account Settings and navigate to Contact Information > Organization. At the bottom, you will see an area to set timezone.

There are several Metrics that are captured by Classy and loaded into Klaviyo. All of these metrics can be viewed by navigating to the Metrics tab in your Klaviyo account and 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
  • Recurring Plan ID
  • 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 & 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 events around the creation of Fundraising Teams and Pages and how teams are progressing towards a 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

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 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: these built-in Klaviyo fields are automatically synced

Add Klaviyo Tracking

The final step here is adding Klaviyo's web tracking code to your website footer. This Klaviyo tracking code will allow us to track an Active on Site metric for you so that you can see and leverage data related to website visits and visitor behavior. Through this metric, Klaviyo will track website activity for all known browsers.

For example, you can use the Active on Site metric to create segments of people who have visited your site (while logged in), but haven't yet made a donation. 

The following tracking script can be found in the Setup Wizard in Klaviyo:

Paste the following Klaviyo tracking script into the main template of your app before the </body> tag; remember to add your own API Key, found under Account > Settings > API Key, where you see 'API KEY': 

<script type="text/javascript">
 var _learnq = _learnq || [];

 _learnq.push(['account', 'API KEY']);

 (function () {
 var b = document.createElement('script'); b.type = 'text/javascript'; b.async = true;
 b.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + 'a.klaviyo.com/media/js/analytics/analytics.js';
 var a = document.getElementsByTagName('script')[0]; a.parentNode.insertBefore(b, a);
 })();
</script>
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