Klaviyo

Klaviyo is a marketing automation platform that helps e-commerce businesses manage customer relationships and email marketing.

The Klaviyo Widget connects Klaviyo with OnePageCRM, allowing you to view previous emails linked to your CRM contacts directly in OnePageCRM.


  • You need a Klaviyo account to connect it to OnePageCRM.
  • Only  Account Owner or Administrators can configure and manage the integration.

In this article:

Enable/Disable the Klaviyo Widget
Find/Use the Klaviyo Widget



Enable/Disable the Klaviyo Widget


1
Go to Klaviyo under Apps and Integrations → click Install.

Apps and Integrations | Klaviyo


2
Under Configuration, click on Connect to Klaviyo.

Klaviyo integration | Connect to Klaviyo


3
Log in to Klaviyo → allow OnePageCRM to display data in the Klaviyo Widget.


Find/Use the Klaviyo Widget

Jump up to Article's Overview ⮝

1
Open a contact → find the Widget above the Contact Timeline → click to expand.

Click on the Klaviyo widget to expand it.


2
Once expanded, it will display:

  • Date - The date when an email was sent
  • Subject - The subject line, and a link to Klaviyo
  • Expanded Klaviyo widget with the data


    💡 The widget checks the first 10 email addresses saved for the contact and displays any matching data.

    💡 The Widget will show marketing and transactional emails

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