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.
• In Klaviyo, obtain the list IDs for the lists to which you’d like to sync your email and SMS subscribers.

Integrate Olo with Klaviyo

1. In Klaviyo, click your company name in the bottom left corner and navigate to Settings > Account > API Keys.
2. Under the Public API Key / Site ID section, copy your account's public API key.
3. In Olo, select Dev Tools > Webhooks in the left navigation bar.
4. Click Add Webhook in the top right.
   
5. Fill in the form with the following:
   1. Select all Order Events and User Events.
1. Webhook Name: Klaviyo
2. Destination URL (replace PUBLIC_API_KEY with your Klaviyo public API key): https://api.klverticals.com/integration/olo/webhooks/PUBLIC_API_KEY
3. Developer Partner: Klaviyo (select from dropdown)
4. Event Type
6. Click Publish Webhook.
7. Send an email to restaurants@klaviyo.com with the following information:
1. Subject: Olo Integration setup
2. Klaviyo public API key
3. Your email subscriber list ID
4. Your SMS subscriber list ID

You’ll receive a response within 1 business day from Klaviyo confirming your integration.

Understand your Olo data

Klaviyo syncs many different events from Olo related to appointments and membership.

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.
   

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 List / Segment in the top right.
4. Select Segment.
5. Name your segment and select tags if desired.
6. Under Definition, select What someone has done (or not done) > Placed Order > 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 Create from scratch in the top right.
4. Name your flow and select tags if desired.
5. Click Create Flow.
6. In the flow builder, choose Metric as the trigger.
7. From the dropdown, select a Olo metric, such as Placed Order, indicated by the Olo icon.
   
8. Click Done.
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 Update Action Statuses in the top right of the flow builder to set the flow live.

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.

Why am I seeing the notification “Your account is calling a retired revision”?

Are you seeing a notification in Klaviyo that reads “[ACTION Required] Your account is calling a retired revision”, like the one below? 

Please ignore this notification; no action is currently needed on your part. Your Olo integration is managed by Klaviyo and will continue to work as expected.

Additional resources

Learn more about Klaviyo-built integrations.

Learn how often integrations sync data.