Klaviyo Installation Guide

This guide walks you through connecting your Klaviyo account to OptiMail for email deliverability monitoring.

Prerequisites

Before you begin, ensure you have:

• An active OptiMail account
• A Klaviyo account with email sending capabilities
• Admin or Owner access to your Klaviyo account

Step 1: Navigate to Integrations

1. Log in to your OptiMail account at app.optimail.ai
2. Click on Integrations in the left sidebar
3. Find the Klaviyo card and click Connect

Step 2: Authorize Klaviyo

1. You'll be redirected to Klaviyo's authorization page
2. If you're not already logged in, enter your Klaviyo credentials
3. Review the permissions OptiMail is requesting:
   • Accounts - Read your account information
   • Campaigns - Read your email campaigns
   • Metrics - Read campaign performance metrics
4. Click Allow to authorize the connection

Step 3: Automatic Data Sync

Once you authorize the connection:

1. OptiMail automatically syncs all your campaign data from Klaviyo
2. This includes all sent campaigns with their performance metrics
3. The initial sync begins immediately after authorization
4. You'll be redirected back to OptiMail once the connection is established

Note: There's no need to configure sync settings - OptiMail automatically imports all your campaign data.

Step 4: Verify the Connection

To ensure everything is working:

1. Go to your OptiMail Dashboard
2. You should see Klaviyo listed under Connected Platforms
3. Wait a few minutes for the initial sync to complete
4. Your Klaviyo campaigns should appear in the Campaigns section

Manual Sync

If you need to refresh your data:

1. Go to Integrations in the left sidebar
2. Find the Klaviyo card
3. Click the Sync button to manually trigger a data refresh

What Data Does OptiMail Access?

OptiMail reads the following data from Klaviyo:

Data Type	What We Use It For
Campaigns	Track campaign deliverability
Send metrics	Measure delivery rates
Open metrics	Calculate open rates
Click metrics	Track engagement
Bounce metrics	Identify deliverability issues
Spam reports	Monitor sender reputation

Note: OptiMail has read-only access and cannot modify your Klaviyo data.

Troubleshooting Connection Issues

"Access Denied" Error

• Ensure you have Admin access to the Klaviyo account
• Try logging out of Klaviyo and reconnecting

"Authorization Failed"

• Make sure you're logged into the correct Klaviyo account
• Try disconnecting and reconnecting the integration

Data Not Syncing

• Allow up to 15 minutes for the initial sync
• Use the manual Sync button to refresh data
• Verify your Klaviyo account has campaigns

Connection Expired

Klaviyo OAuth tokens expire periodically. If you see a "reconnection required" message:

1. Go to Integrations in the left sidebar
2. Click Reconnect on the Klaviyo card
3. Re-authorize access

Security Notes

• OptiMail uses secure OAuth 2.0 with PKCE for authentication
• Your Klaviyo credentials are never stored by OptiMail
• You can revoke access at any time from Klaviyo's connected apps settings

Disconnecting Klaviyo

To disconnect your Klaviyo account:

1. Go to Integrations in the left sidebar
2. Find the Klaviyo card and click Disconnect
3. Confirm the disconnection

Note: Disconnecting will stop data sync but won't delete historical data in OptiMail.

Next Steps

• Test Your Klaviyo Integration
• Understanding Your Dashboard
• Deliverability Best Practices