Marsello + Klaviyo Integration
Q. Is there a historical sync as part of this integration?
A. Yes. Marsello automatically syncs the past 6 months of events, including orders, loyalty activities, and more.
Q. Where does Marsello sync the data into in Klaviyo? Is it synced to a list?
A. Marsello syncs data directly into customer profiles, not lists. This gives you full flexibility to build dynamic lists and segments using synced data. With the data embedded in profiles, you can easily create personalized campaigns, analyze customer behavior, and drive targeted marketing strategies.
Q. How often does the sync to Klaviyo happen?
A. The sync to Klaviyo is in real-time (up to 10mins).
Q. I already have my eCommerce orders syncing to Klaviyo, do I need to also sync them through from Marsello?
A. There’s no harm in having both Shopify and Marsello syncing to Klaviyo, as each platform syncs to separate event fields.
For example, Shopify may sync order data to one event type, while Marsello syncs it to a distinct one. This dual-sync setup gives you greater flexibility in segmenting and analyzing order data across all sales channels.
Let’s say you want to find all customers who purchased a "Red Umbrella"—with both platforms syncing, you can easily identify customers who bought it online or in-store.
These insights can power targeted email campaigns, like sending care instructions or setting up replenishment automations. Having consolidated, multi-channel order data opens up new opportunities for personalized and effective customer engagement.
Q. I've received an action required RE: Klaviyo Legacy v1/v2 API Retirement email. Is there anything I need to in Marsello from an integration perspective?
A. If you are using the new Marsello/Klaviyo integration, there isn't anything you will need to do.
Q. Will the data from each of my store sites sync across to Klaviyo?
A. As long as the store site is enabled in Marsello, this information will sync across to Klaviyo.
Q. My store uses Lightspeed X-Series and Shopify as our sales platforms, and we use Klaviyo for email marketing. If someone signs up online and later updates their contact information in-store, will this update Klaviyo via Marsello?
A. Yes, once the customer's update syncs through in Marsello, their name will be updated on Klaviyo.
Customers sync common questions
Q. Can customers automatically sync to a list or segment in Klaviyo?
A. Yes, you can add Marsello fields or events as list or segment conditions in Klaviyo. Then, any customer who meets those conditions will enter that list or segment.
Q. How does Marsello match customer profiles in Klaviyo? Are duplicates created?
A. Customer profiles are matched in Klaviyo using their email address.
If the customer already exists in Klaviyo, their profile is updated with Marsello data.
If the customer does not exist, a new profile is created.
This approach prevents duplicate profiles and ensures a seamless integration.
Q. If a customer opts out or unsubscribes to Klaviyo marketing, will they also be unsubscribed in Marsello?
A. No. The integration is currently a one-way sync from Marsello to Klaviyo.
However, if you're using Shopify, Klaviyo will update the customer’s profile in Shopify when they unsubscribe. This change will then sync to Marsello via your Shopify integration.
Q. What customer properties does Marsello update in Klaviyo?
A. Marsello exclusively updates the following Klaviyo fields if they have been modified:
first_name
last_name
phone_number
email
Additionally, Marsello creates custom fields in your Klaviyo account. These custom fields are recognizable by their "marsello_field_name" naming structure. Here are some examples of these custom fields:
marsello_birthdate
marsello_loyalty_points_balance
marsello_total_points_collected
marsello_loyalty_tier
marsello_accepts_email_marketing
marsello_accepts_sms_marketing
Please note that these custom fields enable Marsello to enhance your Klaviyo data with loyalty-related information for a more comprehensive customer profile.
Q. When my customers are synced across to Marsello, does this include blacklisted customers?
A. Yes. Blacklisted customers are synced across. Blacklisting only affects loyalty program participation—it doesn’t prevent data sync between systems.
Customer segment sync common questions
Q. Can Marsello segments be synced into Klaviyo?
A. Yes. Marsello's pre-built segments, based on RFM (Recency, Frequency, Monetary) analysis, can be synced to Klaviyo.
Please note: Syncing custom segments created in Marsello to Klaviyo is not currently supported, but it's a requested feature.
Q. Can I sync my point-of-sale or eCommerce customer groups/tag as part of the Marsello sync to Klaviyo?
A. 🔨 This feature is currently in development. Let our support team know if you're interested, and we’ll notify you as soon as it becomes available.
Loyalty common questions
Q. Can I trigger a flow in Klaviyo when a customer's loyalty points are expiring?
A. Currently, there isn't a feature available that will trigger a flow in Klaviyo when a customer's Marsello loyalty points are expiring. However, if this is a feature you are interested in, please reach out to our support team and let them know of your interest.
Q. Can I replicate the Reward Discount loyalty automation flow in Klaviyo?
A. Currently, there isn't a feature to bring the discount code across as a merge tag in Klaviyo. If you are interested in seeing this feature, please click here to share your thoughts. Your feedback goes straight to our product team and helps us prioritize what matters most to you.
Q. Can I clone my loyalty automations in Klaviyo using merge tags or triggers for points expiry and referrals?
A. Currently, there isn't a feature that will sync the Marsello merge tag for points expiry and referrals. If you are interested in seeing this feature, please click here to share your thoughts. Your feedback goes straight to our product team and helps us prioritize what matters most to you.
Q. Can I award Marsello loyalty points through Klaviyo automations?
A. Currently, Marsello does not support awarding loyalty points through Klaviyo automations. If you are interested in seeing this feature, please click here to share your thoughts. Your feedback goes straight to our product team and helps us prioritize what matters most to you.
Email marketing common questions
Q. Can I replicate Marsello loyalty automations in Klaviyo?
A. Yes, you can replicate the Marsello loyalty automations in Klaviyo. You will need to use your unique loyalty program link behind the buttons (STORENAME/?loyal). If you'd like to send a campaign/automation that includes a one-off discount, you will need to use the omnichannel offer link.
Q. Can I edit a discount block for my email after it has been set live and shared with customers?
A. Currently, there isn't a way to edit a discount block after it has been set live and shared with customers.
Signup forms common questions
Q. I use the Marsello popup form to collect new signups. Can I use this to trigger an automation in Klaviyo?
A. Yes, you may use the Marsello popup form to create the new customer in Marsello and send the customer information across to Klaviyo to trigger the automation. Please note there will be a slight delay between the time the customer is created and synced.
Q. If a customer signs up using a Klaviyo form, will the customer sync to Marsello?
A. Not directly. The integration only supports one-way syncing from Marsello to Klaviyo.
However, if you're using Shopify, Klaviyo will create the customer as a “guest customer” in Shopify—along with their marketing preferences. This profile, including opt-in status, will then sync to Marsello via the Shopify integration.
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