Automating Customer Engagement: Integrating MomentScience with Klaviyo

automate customer engagement and email marketing by integrating momentscience with klaviyo this playbook provides comprehensive instructions for setting up automated user profile creation, email list subscription, and engagement workflows based on conversion events overview this integration creates an automated customer engagement system that captures converting users from momentscience and automatically adds them to klaviyo for targeted email marketing campaigns the system enables real time customer onboarding and sophisticated lifecycle marketing automation the integration uses momentscience postbacks to trigger automated workflows in zapier, which then create or update customer profiles in klaviyo and subscribe them to targeted email lists prerequisites momentscience account if you don’t have an active account, contact us https //momentscience com/contact us to get started zapier account if you don’t have one, sign up for zapier here https //zapier com/sign up klaviyo account if you don’t have an account, create one here https //www klaviyo com/sign up implementation guide have a look at this demo to get a quick understanding of how the process will look step 1 configure zapier webhook trigger step goal create a zapier workflow that receives conversion data from momentscience here’s how to set up a "zap," an automated workflow in zapier that starts when a new conversion occurs in momentscience access zapier dashboard navigate to zapier dashboard click "create" → "zaps automated workflow" set up webhook trigger search for and select "webhooks by zapier" choose "catch hook" as the trigger event click "continue" to proceed with configuration configure webhook reception skip optional trigger setup steps copy the provided webhook url (starts with https //hooks zapier com/hooks/catch/ ) important save this url securely for momentscience configuration prepare for data reception click "start testing" to enable webhook reception keep this browser tab open while configuring momentscience use zapier's ai assistant for faster configuration by using this prompt "create a webhook by zapier that, when triggered by a conversion event, will create or update a customer profile in klaviyo and subscribe them to an email marketing list " step 2 connect momentscience to zapier step goal configure momentscience to send conversion data to your zapier webhook follow these steps to link zapier with momentscience by adding the webhook url as a postback url access momentscience configuration log into your momentscience dashboard navigate to configuration → https //app momentscience com/account/settings/behavior add webhook url locate the "postback url" field paste the zapier webhook url from step 1 verify the url is complete and properly formatted save configuration settings click "save configuration" to apply changes confirm the url appears correctly in the settings test the integration connection send test conversion data in the momentscience dashboard , locate the "test postback" button click to send dummy conversion data to zapier this validates the connection between platforms verify data reception in zapier return to your zapier workflow configuration confirm that test data was received successfully review the data structure and available fields proceed with configuration once test data is confirmed in zapier click "continue with selected record" to proceed step 3 prepare klaviyo environment step goal set up klaviyo lists and profile structure to receive automated data from conversions configure email lists create target email lists access your klaviyo lists https //www klaviyo com/lists create dedicated lists for momentscience conversions "momentscience converters" (main list) segment specific lists by advertiser, offer type, or value lifecycle based lists (new customers, high value customers) configure list settings set appropriate double opt in requirements configure list descriptions and management settings establish unsubscribe and compliance settings define customer profile structure standard profile fields email address (required) first name and last name phone number (if available) customer id from momentscience custom properties for conversion data conversion timestamp offer id and name advertiser information payout amount and currency conversion source and campaign step 4 configure klaviyo integration in zapier step goal set up automated profile creation and list subscription in klaviyo based on conversion events with the webhook url in place, the next step is to configure zapier so that each time the webhook is triggered, the user’s profile is created in klaviyo, and their email is subscribed to a specific list add klaviyo action add klaviyo to workflow in your zapier workflow, click "action" search for and select "klaviyo" click "continue" to proceed choose klaviyo event select the appropriate action based on your goals "create or update profile" best for comprehensive profile management (recommended) "subscribe profile" focus on email/sms subscription only "create profile" for new customer acquisition only authenticate klaviyo connection connect klaviyo account click to authenticate your klaviyo account grant necessary permissions for profile and list management verify successful connection to your klaviyo account test api connection confirm zapier can access your klaviyo lists verify profile creation permissions configure profile creation and list subscription select target list choose the primary email list for subscribers select "momentscience converters" or your designated list configure list membership settings map conversion data to profile fields standard profile mapping email → {{email}} (from conversion data) first name → {{first name}} last name → {{last name}} phone → {{phone}} custom properties mapping conversion date → {{timestamp}} offer id → {{offer id}} offer name → {{offer name}} advertiser → {{advertiser name}} payout amount → {{payout}} currency → {{currency}} user id → {{user id}} campaign id → {{campaign id}} configure subscription settings set email subscription consent status configure sms subscription if phone numbers available set subscription source attribution define consent timestamps and method step 5 test complete integration step goal test the automation to ensure that each time a conversion occurs, the data is sent to klaviyo and the user receives a subscription confirmation email execute integration test test klaviyo action in zapier click "test step" for the klaviyo action verify successful profile creation or update confirm data mapping accuracy verify results in klaviyo access your klaviyo profiles locate the test profile created by zapier verify all data fields populated correctly confirm list subscription status test email subscription flow check if confirmation email was sent (if double opt in enabled) verify subscription status in profile details test unsubscribe functionality step 6 publish and monitor integration step goal activate the integration and establish monitoring procedures publish zapier workflow click "publish" to activate your zap confirm the workflow status shows as "on" note the zap id and settings for documentation further customization to enhance your integration, you can also link user profiles and data to a google sheet by adding an additional action in zapier add google sheets as an action in zapier, add a new action step and search for “google sheets ” configure the event select the “create spreadsheet row” event set up this action to log the conversion data from the payload into a google sheet for detailed instructions on this process, refer to the implement real time conversions tracking with zapier and google sheets docid\ g5z7w2xymgzl0x lhcjwf playbook conclusion and next steps this comprehensive integration creates a powerful automated customer engagement system that transforms momentscience conversions into targeted email marketing opportunities by implementing this integration, you establish a foundation for sophisticated customer lifecycle marketing that grows with your business 📢 if you're running into any issues while going through the integration process, feel free to contact us at help\@momentscience com mailto\ help\@momentscience com