Getting started with Boulevard

Estimated 4 minute read
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Updated Nov 19, 2024, 9:56 PM EST
You will learn

You will learn

Learn how to integrate with Boulevard, a tool that assists salon and spa brands with booking, scheduling, marketing, payments, reporting, and more.

Boulevard is not listed on the integrations tab in Klaviyo. Part of the integration setup process requires you to reach out to Klaviyo directly. See the Integrate Boulevard with Klaviyo section below for more details.

Before you begin

Before you begin

Integrate Boulevard with Klaviyo

Integrate Boulevard with Klaviyo

  1. In the Boulevard console, navigate to Manage Business > App & Integration.
  2. Scroll to Custom Apps and click Install.
  3. Enter the Klaviyo Application id: 0d2168f5-934c-4586-85b0-03ef0f5c54be
  4. In Klaviyo, click your company name in the bottom left corner and navigate to Settings > Account > API Keys.
  5. Under the Public API Key / Site ID section, copy your account's public API key.
  6. Send an email to wellness@klaviyo.com and include:
    • Subject: Boulevard Integration setup
    • Please include:
      • Your Klaviyo public API key
      • Your email subscriber list ID
      • Your SMS subscriber list ID

You will hear back from the Klaviyo team within 1 business day.

Make sure to only include your public API key in the email to Klaviyo and not your private API key. Emails containing private API keys will not be accepted.
Understand your Boulevard data

Understand your Boulevard data

Klaviyo syncs many different events from Boulevard related to appointments and membership. When you integrate, we sync all historic data stored in Boulevard and then sync ongoing data in real time. 

To view your Boulevard data in Klaviyo:

  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 a Boulevard icon represent all of the metrics synced from your Boulevard integration. 
  3. Filter this view to see only Boulevard metrics by using the filter selector next to the search bar.
    List of Boulevard metrics found on the Metrics page in Klaviyo.

Learn more about your Boulevard data.

Segment customers using Boulevard data

Segment customers using Boulevard data

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

Example segment which checks if someone has Completed Appointments in the last 30 days.

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) > Completed Appointments > at least once > in the last > 30 > days. If you have multiple integrations, make sure to choose the Completed Appointments metric with the Boulevard logo.
  7. Click Create Segment.

For this example, if you’d like to make sure the segment only includes people who completed an appointment for the first time:

  1. Click AND to add a new exclusive condition.
  2. Add the condition What someone has done (or not done) > Completed Appointments > equals > 1 > over all time. This will exclude anyone who has completed an appointment more than once.

Example segment which checks if someone has only Completed Appointments once over all time.

Use Boulevard data in flows

Use Boulevard data in flows

You can use Boulevard metrics to trigger flows. For example, use the Completed Appointments metric to trigger a flow to send messages to someone immediately when they complete an appointment.

If you are using Boulevard to send email and SMS notifications, make sure to turn off messages that you would rather send through Klaviyo flows so that your customers aren’t receiving repetitive messages. See Boulevard’s support documentation for more information on how to disable email and SMS notifications.

To create a flow using Boulevard 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 Boulevard metric, such as Completed Appointments, indicated by the Boulevard icon.
    Choosing the Completed Appointments metric as the trigger in the left sidebar of the flow builder.
  8. Click Done.
  9. Add a message relevant to the triggering action, such as a thank you message.
    Example flow using the Completed Appointments metric as the trigger.
  10. Once your content is ready, click Update Action Statuses in the top right of the flow builder to set the flow live.
Outcome

Outcome

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

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

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 Boulevard integration is managed by Klaviyo and will continue to work as expected.

Additional resources

Additional resources

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