CRM Integration
Table of Contents
Klaviyo Setup
To enable our Klaviyo synchronization, go to your funnel's "General" settings and enable the "Synchronize analysis with CRM" option by choosing "Klaviyo" from the dropdown. Afterwards you will need to enter your Klaviyo API key and optionally a list ID if you want to add the customer profile on a dedicated list in addition to the event.
If Klaviyo events are enabled in your account, we will send an event to Klaviyo when a user has completed the analysis. The event is sent with the following properties:
Property | Type | Description |
---|---|---|
action | string | "AskStella Analysis Completed" (Name of event) |
askstella_funnel_name | string | Short name of the funnel in which this analysis was performed |
askstella_analysis_id | string | The analysis ID in our system |
askstella_analysis_url | string | URL of the analysis results page for this user |
askstella_analysis_result | string | One of our color types (LIGHT, LIGHT_WARM, WARM, DEEP, VERY_DEEP, SOFT_LIGHT, SOFT_MEDIUM, SOFT_DEEP, SOFT_VERY_DEEP, CLEAR) |
askstella_hair_color | string | The hair color the user selected (VERY_LIGHT, MEDIUM_BLONDE, LIGHT, RED_BLONDE, RED, MID_BROWN, BROWN, BLACK) |
askstella_eye_color | string | The eye color the user selected (BLUE, GREY, GREEN, GREEN_BROWN, AMBER, BROWN, DARK_BROWN) |
askstella_skin_color | string | The skin color the user selected (FAIR, LIGHT, MEDIUM_LIGHT, MEDIUM, MEDIUM_DEEP, DEEP) |
askstella_query_string | string | The query string of the URL that led the user to the analysis (e.g. utm parameters you used) |
askstella_products_all | array | List of products (see below) |
In addition, if you have generic "single selection" steps in your funnel, we will also send the selected value of these steps as properties. The property name will be the step's key name and the key of the value:askstella_[Step Key]: [Options Key]
e.g. askstella_skin_dryness: VERY_DRY
Each product in the product list will have the following properties:
Property | Type | Description |
---|---|---|
title | string | Name of the product |
image | string | Link to the product image |
short_description | string | Short description of the product |
color | string | HEX Color of the product |
link | string | Link to the product page (including the variant ID if necessary) |
If no user (with this email) exists in Klaviyo, we will create a new customer profile and add the event to this new profile. If the user already exists, the event will be added to the user's profile. The same properties of the event will also be set in the user's profile. This way the customer profile will always show the most recent analysis results of the user, while the event history will show all the analysis results the user has received over time.
Klaviyo List
If you provide a list ID in our CRM settings, we will add the user to this list and subscribe them to email marketing in addition to sending the event. The list ID can be found in Klaviyo under "Lists" -> "View list" -> "Settings" -> "List ID". If you want to use a double opt-in list or if you want to subscribe the user directly to the list, you can set this up in Klaviyo.
Email Setup Example
Video tutorial demonstrating how to set up a Klaviyo flow to send an automated email after a user has completed an analysis. The tutorial covers creating a flow, setting up triggers, and designing the email template with dynamic content (German only):
Used HTML code in this tutorial:
Hallo {{ person.first_name }}! Vielen Dank, dass Du unsere Analyse durchgeführt hast. Hier geht es zu Deinem Analyse Ergebnis. {{ event.askstella_analysis_url }} <div style="margin: 9px 18px"> <strong>Der für Dich passende "Flawless Finish Concealer":</strong> {% for product in event.askstella_products_all %} {% if "Flawless Finish Concealer" in product.title %} <div style="margin-bottom: 20px"> <a href="{{ product.link }}"> {% if product.image %} <img src="{{ product.image }}" alt="{{ product.title }}" style="max-width: 100%; height: auto" /> {% endif %} <h3>{{ product.title }}</h3> </a> </div> {% endif %} {% endfor %} </div> <div style="margin: 9px 18px"> <h2>Hier sind Deine weiteren Produktempfehlungen:</h2> {% for product in event.askstella_products_all %} {% if "Flawless Finish Concealer" not in product.title %} <div style="margin-bottom: 20px"> <a href="{{ product.link }}"> {% if product.image %} <img src="{{ product.image }}" alt="{{ product.title }}" style="max-width: 100%; height: auto" /> {% endif %} <h3>{{ product.title }}</h3> </a> </div> {% endif %} {% endfor %} </div>