Getting started with Olo

You will learn

Learn how to integrate with Olo, a tool that assists restaurants with online ordering.

Before you begin

• In Olo, confirm that you have access to Dev Tools within the Olo Console Dashboard. See Olo’s documentation on the overview dashboard for up-to-date information.
• Ensure you are logged in to Klaviyo and Olo in separate tabs to streamline the installation.

Integrate Olo with Klaviyo

Install the Olo integration in Klaviyo

1. In Klaviyo, select the Integrations tab.
2. Click Explore apps.
3. Search for Olo and select the card.
4. On the next page, click Install.
5. On the next page, click Connect to Olo.
6. Review the permissions and click Allow.
7. Copy the webhook URL that has been generated for you and save it to a secure location.

Configure webhooks in Olo

1. In Olo, select Dev Tools > Webhooks in the left navigation bar.
2. Click Add Webhook in the top right.
   

3. Fill in the form with the following:
   • Webhook Name: Klaviyo.
   • Destination URL: The URL you copied in Step 7 in the Install the Olo integration in Klaviyo section.
   • Developer Partner: Klaviyo (select from dropdown).
   • Event Type: Select all Order Events and User Events.
4. Click Publish Webhook.

Completing the installation in Klaviyo

To sync SMS subscribers, text messaging must be set up in Klaviyo.

1. Return to Klaviyo. To sync email subscribers, select Sync your Olo email subscribers to Klaviyo. Then, select your main email list (or another list, if desired) from the dropdown. We recommend setting this list to single opt-in.

2. To sync SMS subscribers, select Sync your Olo SMS subscribers to Klaviyo. Then, select your main SMS list (or another list, if desired) from the dropdown.

3. Click Complete setup.

Your integration is now activated. Olo profiles and events will start syncing to Klaviyo, along with email and SMS subscriptions for the channels you enabled.

Understand your Olo data

Klaviyo syncs Olo order events, account sign-ups, and customer profile information. It also syncs email and SMS subscriptions according to your integration settings.

To view your Olo data:

1. Click the Analytics dropdown in the left-hand navigation sidebar.
2. Select Metrics. Here, you can view all of the metrics in your account. The metrics with an Olo icon represent all of the metrics synced from your Olo integration.
3. Filter this view to see only Olo metrics by using the filter selector next to the search bar.
   

Third-party deliveries (Uber Eats, DoorDash, etc.) can sync from Olo to Klaviyo when the order includes a valid customer email address or phone number after known delivery-service contact details are filtered out. You can use the Ordering Provider property on order events to understand your order sources.

Learn more about your Olo data.

Segment customers using Olo data

You can use Olo’s metrics to segment customers and target them with a campaign. For example, you can create a segment of everyone who placed an order in the last 30 days and send a campaign to that segment.

To create the example segment shown above:

1. Click the Audience dropdown in the left-hand navigation sidebar.
2. Click Lists & segments.
3. Click Create in the top right.
4. Select Segment.
5. Name your segment and select tags if desired. If the definition fields are not shown yet, click Create segment to open the builder.
6. Under Definition, select What someone has done (or not done) > Placed Order (choose the metric with the Olo icon) > at least once > in the last > 30 > days.
7. Click Create segment.

Use Olo data in flows

You can use Olo metrics to trigger flows. For example, you can use the Placed Order metric to trigger a flow to send messages to someone immediately when they place an order.

To create a flow using Olo metrics:

1. Navigate to the Flows tab from the left-hand navigation sidebar.
2. Click Create flow in the top right.
3. Click Build your own in the top right.
4. Name your flow and select tags if desired.
5. Click Create flow, or select Create manually if you are offered a choice of how to build the flow.
6. In the flow builder, select Your metrics > Olo > Placed Order as the trigger.

7. Check that the selected metric is from Olo.
8. Click Save, then Confirm and save.
9. Add time delays and messages relevant to the triggering action. Learn more about creating a post-purchase flow.
10. Once your content is ready, click Review and turn on in the top right of the flow builder. If the flow already has messages in manual or live status, click Update status instead.
11. Select Live, then click Save to start sending configured messages automatically.

Outcome

You've now integrated Olo with Klaviyo and learned about Olo data in Klaviyo, segmenting customers using Olo data, and using Olo data in flows.

Additional resources

Take our course on enhancing restaurant guest relationships.

Learn more about Klaviyo-built integrations.

Learn how often integrations sync data.