Getting started with Cloudbeds

Learn how to integrate Klaviyo with Cloudbeds, a reservation management platform. Klaviyo syncs guests, email subscribers, and reservations from Cloudbeds, which allow you to personalize your messaging to guests.

Integrate Klaviyo with Cloudbeds

To set up the integration in Klaviyo:

1. Log in to Klaviyo.
2. Select the Integrations tab.
3. Click Explore apps.
4. Search for Cloudbeds in the app marketplace and select the card.

5. Click Install.

   

6. Click Connect to Cloudbeds.

7. Review the permissions in Klaviyo and click Allow.

   

8. In Cloudbeds, select the properties you’d like to connect with Klaviyo and click Continue.
9. Grant access to the Klaviyo integration in Cloudbeds and click Allow Access.

10. On the next page, check the box Sync your Cloudbeds email subscribers to Klaviyo if you’d like to do so.

    

11. If you selected the setting above, select a list from the dropdown to add Cloudbeds email subscribers to. Make sure that this list is set to single opt-in to avoid triggering opt-in emails to guests syncing from Cloudbeds.
12. When you’re done, click Complete setup.
13. You’ll receive a success message confirming that your Cloudbeds integration is now connected.

View your Cloudbeds data

To view your Cloudbeds data:

1. Navigate to Analytics > Metrics. Here, you can view all of the metrics in your account. The metrics with a Cloudbeds icon represent all of the metrics synced from your Cloudbeds integration.

2. Use the All integrations dropdown and select Cloudbeds to view only Cloudbeds metrics.

   

Learn more about your Cloudbeds data.

Segment guests using Cloudbeds data

You can use Cloudbeds metrics to segment guests. For example, you can create a segment of guests who have confirmed a reservation at a specific location.

To create the example segment:

1. Navigate to Audience > Lists & segments.
2. Click Create New and choose Create new segment.
3. Name your segment and select tags if desired.
4. Select the following definition and filter:
   1. What someone has done (or not done) > Confirmed Reservation (Cloudbeds) > at least once > over all time
   2. where > Property Name > equals > (Property Name)
5. Click Create segment.

Use Cloudbeds data in flows

You can use Cloudbeds metrics to trigger flows, or sequences of automated actions. Klaviyo offers multiple pre-built flows using Cloudbeds data, including:

• Welcome Series
• Guest Winback
• Guest Thank You
• Reservation Confirmation
• Reservation Cancellation
• Reservation No Show
• Happy Birthday
• Reservation Check In
• Reservation Check Out

To view these pre-built flows:

1. In Klaviyo, select the Flows tab.
2. Click Create flow.

3. Filter by Cloudbeds to see all Cloudbeds flows.

   

You can also create your own flows from scratch.

Additional resources

Learn more about data synced from Cloudbeds.

Learn how often integrations sync data.

Learn about how to remove your integration in Klaviyo or in Cloudbeds.