WhatsApp Klaviyo email integration: How do you do it? And what are the benefits?

WhatsApp Klaviyo email integration: How do you do it? And what are the benefits? blog

By Maxine Hess

Writer | WhatsApp marketer | Creative

Posted: December 15, 2023

Updated: February 22, 2024

Klaviyo and WhatsApp can now be integrated through the charles platform. By uniting email and WhatsApp, you can increase your customer lifetime value by 25%. Here's how.

 

Earlier this year, email and WhatsApp joined forces in a new way.

 

The charles WhatsApp platform integrated with Klaviyo, the marketing software giant – that caused a stir in September by going public.

 

 

We announced our new WhatsApp Klaviyo integration in a joint booth with Klaviyo at DMEXCO23,

at the same time as the IPO news hit the headlines. Exciting times 🤩 

 

 

Times, like WhatsApp and email, change

A few years ago, after the arrival of WhatsApp as a marketing channel for businesses, WhatsApp was hailed as the saviour of CRM. A younger, faster, more personal cousin to email, with better open rates, click-through and revenue results.

 

So much so that WhatsApp was tipped to replace email (by us too at the time 😊).

 

In 2023, however, it became clear that rather than fighting against each other, email and WhatsApp needed to stick together.

 

Both have great features that brands need. And together they make a great team.

 

✉️ Email

💬WhatsApp

Most used medium

Highly personalized

Quantity/large audiences

Higher opening rates

Low costs

Ingrained in daily habits

Years of customer data

Interactive formats (for more data)

Email and WhatsApp don't compete – they complement

 

 

Integrating email and WhatsApp makes business sense too. We've found that brands who have both email and WhatsApp numbers see up to 25% customer lifetime value (CLV) uplift for those customers. Something clothing brand SNOCKS can attest to.

 

 

Email vs WhatsApp marketing: which is better for CRM teams? blog

Email vs WhatsApp: who will win?

 

 

We can say with 100% certainty that email is not dead. It just needs WhatsApp at its side to keep it fresh.

 

And so, charles and Klaviyo got together

After months of beta testing with our customers, in September 2023, we announced the integration of WhatsApp with Klaviyo through the charles platform – Europe's leading WhatsApp marketing platform.

 

This integration is now available to all brands.

 

We should say too that many of our customers had been requesting this integration. A clear sign that WhatsApp and email belong together. 

 

 

charles x Klaviyo at DMEXCO 2023We announced our Klaviyo partnership at a joint booth at this year's DMEXCO event

 

 

What does the WhatsApp Klaviyo integration bring businesses?

Traditionally, WhatsApp and email marketing solutions have been separate – even competing against each other.

 

This has led to complexity in CRM and marketing teams and has also meant that marketing teams haven’t been able to get the most from their data.

 

With customer information confined to different channels, brands have had fewer opportunities to personalize content and send truly relevant marketing campaigns to finely targeted audiences, in a channel they prefer.

 

And that's if a company has WhatsApp in the first place, which many still don't. 

 

The charles x Klaviyo integration unites a company’s customer data and enables CRM teams to improve personalization and offer more seamless customer experiences across channels – to grow loyalty and boost channel ROI. 

 

It also enables new ways to solve old problems, like abandoned carts. Now, it's easy to send a quick WhatsApp message, which is more likely to be read and responded to.

 

banner-main-grace

The charles Klaviyo Whatsapp-email integration helps solve one of eCommerce's biggest and oldest problem, abandoned carts

 

A quick summary of benefits:

  • Power your WhatsApp campaigns with Klaviyo’s segmentation: use Klaviyo Lists and Segments in charles
  • Add a WhatsApp touchpoint to your marketing flows: trigger a Journeys flow via Klaviyo Flows
  • Collect WhatsApp subscribers via other channels: collect and harmonize opt-ins across channels, without cannibalization.

 

WhatsApp and Klaviyo could also mean less marketing for people

Bringing email and WhatsApp together is not just about generating revenue. And it's not about sending more, more, more marketing.

 

It’s about how customers feel about and interact with the brands they love. By bringing email and WhatsApp together, brands can send more relevant, creative, interactive – and less annoying – marketing communications.

 

Rather than increasing the amount of marketing brands send, this integration reduces it – because they can send much more relevant, higher converting messages to smaller audiences.

 

And it brings the power of WhatsApp to Klaviyo users

Klaviyo users may have seen the hype around WhatsApp marketing but may not have known where to start.

 

The charles integration brings WhatsApp instantly to marketing teams whose email strategies are powered by Klaviyo – adding:

  1. Rich interaction of WhatsApp (quick replies, lists), opening up a new world for individual campaigns 
  2. The possibility to offer WhatsApp to people who don't open email or prefer to use WhatsApp
  3. A channel with open rates of up to 90% 

 

The charles WhatsApp solution (based on the WhatsApp Business Platform/API) offers innovative interactive functionality so customers can answer questions by tapping buttons in WhatsApp messages – like “What do you want to hear from us?” and “What styles are you interested in?”

 

Use cases of WhatsApp and Klaviyo integration (with charles) 

Here are just some ways you can use the Klaviyo integration.

  • Use Klaviyo Lists and Segments like your Active subscribers (30/60/90) segment to send WhatsApp campaigns
  • Create a 2-step pop-up on your thank you page to collect both email and WhatsApp opt-ins
  • Add WhatsApp to your abandoned cart flow by triggering a Journeys flow in charles
  • Use WhatsApp for back-in-stock notifications to create a sense of exclusivity or FOMO

 

How to integrate WhatsApp and Klaviyo

We'll assume that you already use Klaviyo in your CRM or marketing team. Here's how to integrate it with WhatsApp:

 

1. Choose a WhatsApp marketing platform that integrates with Klaviyo

As a mid- to large-sized business, you'll need to use the WhatsApp Business API through a WhatsApp Business Solution Provider like charles. Smaller businesses can use the free WhatsApp Business app, but without integrations. Here's some help with choosing the right WhatsApp BSP for you.

 

2. Connect the Klaviyo app to your WhatsApp marketing platform

This is how this works in charles:

  1. Log into your Klaviyo account and go to Settings. Under the Account tab, select API keys:

  2. Select Create Private API key. You’ll be directed to the next page:

     

    Klaviyo platform | charles

     

  3. Define a name for the Private API Key (minimum 3 characters)

  4. ❗️Give the following API Scopes Full Access;

    1. List
    2. Profiles
    3. Segments
  5. Select Create

    Klaviyo user interface

  6. In charles go to Settings > Available apps

  7. Find Klaviyo and select Connect. A pop-up will appear

  8. Copy the Name and Private API Key you’ve just created

  9. Select Submit

    charles platform

Once it’s successful, you should find Klaviyo in the Connected apps section.

 

3. Import Klaviyo customer profiles to WhatsApp

This is how this works in the charles platform: charles will import the following profile data:

  • First name
  • Last name
  • Email
  • Phone number

 

  1. Once you’ve connected the Klaviyo app in charles, select Settings. A popup will appear
  2. Go to the Configuration tab. You will see:
    Klavyio platform | charles

 

Configuration Description
Import only contacts with a valid phone number This will only import Klaviyo profiles that have a valid phone number. When this is toggled off, charles will import all profiles – including those without a phone number.
Sync CRM data on daily basis automatically Automatically import and sync profiles in Lists/Segments on a daily basis

 

3. We recommend toggling Import only contacts with a valid phone number on

4. Under Actions, click Sync channel users to start importing profiles from Klaviyo

Klavyio platform | charles

 

4. Sync WhatsApp opt-in status to Klaviyo profiles

It's important that you stitch WhatsApp and email contacts together. The last thing you want to do is annoy customers by sending them too many notifications – and, worse, the same one twice.

 

So next you need to sync opt-in status to make sure you have the right permissions. Also a GDPR requirement.

 

This is how it works in the charles Klaviyo integration: As charles imports Klaviyo profiles, we’ll check for matching phone numbers. If we find a matching phone number in charles that also has a WhatsApp opt-in we’ll patch the latest opt-in status and last updated time to the Klaviyo profile under Custom properties.

 

Custom properties Klavyio

You can use these new custom properties in the following places in Klaviyo:

1. Segments

When creating segments in Klaviyo, you can use charles_opt_in_status to filter contacts with a positive opt-in status to ensure your WhatsApp campaigns are GDPR-compliant.

2. Flows

When creating Flows on Klaviyo, you can use charles_opt_in_status with a “Conditional split” to only funnel contacts with a positive opt-in status to charles.

 

 

How to invite email subscribers to opt in for WhatsApp

If you don't have a WhatsApp number yet for someone, you can send an email to your Klaviyo contacts inviting them to sign up. We recommend doing this with a discount, exclusive access or offer. To send them an email:

 

In Klaviyo:

  1. Go to Audience > Lists & Segments
  2. Create List / Segment
  3. Select Segment
  4. Give your Segment a name
  5. Under Definition, select Properties about someone
  6. The Dimension should be charles_opt_in_status is not set:

Klavyio platform | charles

7. Select Create Segment

8. Then, use this list to send a Campaign encouraging these contacts to opt-in for WhatsApp. 

 

How do you stay GDPR compliant?

Your WhatsApp BSP should help you with this. The main thing is to have a GDPR-compliant permission. In WhatsApp, this is a double-opt-in flow, where you ask for permission twice to send WhatsApp communication.

 

This can easily be set up to be automated in charles Journeys, and permissions collected as tags.

 

As an EU-based company, with our HQ in Berlin and servers in Frankfurt, we're GDPR experts in WhatsApp and can always advise you on how to comply. For now, see more about WhatsApp and GDPR here.

 

WhatsApp and Klaivyo in action: WORMLAND masterclass

At DMEXCO23, we ran a joint masterclass with our customer, German fashion-brand WORMLAND, which you can see here. In it, you'll see in practice how WhatsApp (via charles) and email (via Klaviyo) work together to power up your CRM and marketing:

 

 

We're excited to see what WhatsApp and Klaviyo can do next

While email remains a powerful channel for eCommerce and retail brands, many now want to add the closer, personal touch WhatsApp to their CRM strategies.

 

With the charles Klaviyo WhatsApp x email partnership, this has become much easier. 

 

charles co-founder and co-CEO Andreas Tussing, says: "The partnership with Klaviyo is hugely exciting for us and cements our place as European leaders in the WhatsApp marketing space.

 

 

Revenue per conversation, WhatsApp revolution, Andreas Tussing at DMEXCO

Andreas is co-founder of charles with Artjem Weissbeck.

He spoke at DMEXCO23 where we announced our Klaviyo integration.

 

 

"It enables our clients to do more with the customers they already have and is an inevitable evolution of WhatsApp as a business channel.

 

"We now know that email and WhatsApp are far more powerful together than apart. We’re delighted to be able to enable our clients to build stronger, longer customer relationships, draw from additional data and enjoy more stable revenue generation – while Klaviyo clients gain WhatsApp as a new channel."

 

As always, it's our customers who remain at the heart of pioneering WhatsApp marketing. We will be working closely with them to evolve the Klaviyo WhatsApp integration and will report back on new features and possibilities.

 

 

Ready to integrate WhatsApp with Klaviyo?

charles is an Official WhatsApp Business Solution Provider and Meta Partner that's ready to help you do this. Talk to us now to get started or ask questions about how it would work. We can also show you many more use cases of how Klaviyo and WhatsApp work together to generate more revenue. 

 

 


Get updates straight
to your phone.

TRY IT OUT