Integrations - Email services
Available from Professional plan
Currently, there are 3 email service integrations available in UpPromote: Klaviyo, Mailchimp, and Omnisend.
🔥 Update: UpPromote-based event triggers are now available on the Klaviyo flow setup. Find details here.
Klaviyo Integration
To connect with Klaviyo, you need to get the Klaviyo API of your Klaviyo account.
1. Login or sign up for your Klaviyo account HERE
2. Create your list
On your Klaviyo dashboard, click Audience > Lists & Segments > Create New > Create List to add a new list.
Enter the list name and select available tags if you have set up them > Create list.
3. Get the Klaviyo API Keys
Click on your account on the bottom left of the screen, and hit Settings.
On the Settings tab, select Account > API Keys > click Create Private API Key to set up a confidential API key for UpPromote.
When creating the API key, grant UpPromote full access to every API scope by clicking on Full Access Key so the integration can function properly. Then click Create.
After that, copy the private key you've created.
Go back to UpPromote > Settings > Integration > Klaviyo. Click Connect > paste the API key there, and click Next.
You will then be asked to select a list to sync affiliate profiles. Click Save & Sync once you finish:
4. UpPromote properties
Here are the default UpPromote properties that are synced to each affiliate profile in Klaviyo:
| Default property | Definition |
|---|---|
Affiliate Link - UpPromote | shows the affiliate link of the affiliate |
Affiliate Login Link - UpPromote | shows the affiliate login link |
Commission Amount - UpPromote | shows the commission amount/rate of the program that the affiliate is in |
Commission Structure - UpPromote | shows the commission type of the program that the affiliate is in |
First Name - UpPromote | shows the first name of the affiliate |
Last Name - UpPromote | shows the last name of the affiliate |
Name - UpPromote | shows the full name of the affiliate |
Program - UpPromote | shows the program name that the affiliate is in |
Referral Code - UpPromote | shows the referral code in the affiliate's link |
Sign Up Source - UpPromote | shows which source the affiliate registered from |
There are other properties appearing in particular cases:
| Property | Definition |
|---|---|
Coupon - UpPromote | shows the coupons that were assigned to the affiliate |
shows the information that the affiliate entered in the Facebook field on the registration form | |
shows the information that the affiliate entered in the Instagram field on the registration form | |
shows the information that the affiliate entered in the Twitter field on the registration form |
5. Pushed UpPromote's events to Klaviyo
😍 NEW: With this integration live, you now can customize your Klaviyo email flows with UpPromote metrics and properties.
There are eleven trigger events from UpPromote that you can use in your Klaviyo flows.
Trigger | Definition |
UpPromote - Pending Affiliate | Triggers when an affiliate signs up for a program via the registration form and waits for being reviewed. |
UpPromote - Approved Affiliate | Triggers when an affiliate account is approved/activated. |
UpPromote - Added Affiliate | Triggers when an affiliate is manually added to a program. |
UpPromote - Denied Affiliate | Triggers when an affiliate account is denied/deactivated. |
UpPromote - Affiliate Verification | Triggers when an affiliate signs up for a program via the registration form in cases where the Require affiliates to verify their email addresses function is enabled. |
UpPromote - New Referral | Triggers when an affiliate earns a referral order. |
UpPromote - Approved Referral | Triggers when an affiliate’s referral order is approved. |
UpPromote - Denied Referral | Triggers when an affiliate’s referral order is denied. |
UpPromote - New Payment | Triggers when an affiliate’s payment is marked as paid. |
UpPromote - Convert signed-up customer | Triggers when a customer becomes an affiliate by creating an account or making a purchase on your store in cases where the Convert signed-up customers feature is enabled. |
UpPromote - Post-purchase popup | Triggers when a customer registers for an affiliate program after checking out in cases where the Post-purchase popup feature is enabled. |
Once the integration is completed, those trigger events will automatically appear in the Metric list when you set up a flow in Klaviyo.
Firstly, please go to Flows > Create From Scratch > Enter the name > Create flow:
After that, select Your Metrics > API > Select the trigger events from UpPromote you would like to add:
Note:
Once you activate the Klaviyo integration, UpPromote’s email templates won’t be automatically disabled. Thus, do NOT forget to turn off email templates in UpPromote before setting up flows corresponding to related events. Otherwise, when an event happens, the email of both systems (UpPromote and Klaviyo) will be sent to affiliates. This may cause confusion for them. To disable an email template of the app, go to the Outreach tab > Emails > Manage Emails > Click on an email > Switch the Active toggle off > Save.
For users who already have set up the Klaviyo integration, to get UpPromote trigger events to appear in your Klaviyo flows, click Re-sync in the Integration settings of the app.
Regarding editing the email content, you can get UpPromote properties to insert into it by selecting Preview and Test and clicking on a property in the Event properties section to copy its variable.
Please drag the Email and drop it here > Click on "Set up email":
Click Select Template:
Select a template from Klaviyo library > Use template:
Select Styles > Click on a text > Select "Add personalization" to select UpPromote properties:
Click on "Preview and test" to check it:
Then press Done to go back to the email editor and paste the variable into the content.
Remember to set the email as Live once you are done.
This is what that email would look like when being sent to an actual affiliate:
Here are available properties from UpPromote:
Value | Event Property | Example Value |
Affiliate's First name | {{ event.first_name|default:'' }} | UpPromote |
Affiliate's Last name | {{ event.last_name|default:'' }} | Demo |
Affiliate login link | {{ event.affiliate_login_url|default:'' }} | https://af.uppromote.com/test/login |
Coupon | {{ event.coupon|default:'' }} | SAMPLECOUPON |
Affiliate link | {{ event.affiliate_link|default:'' }} | https://uppromote-demo.myshopify.com/?sca_ref=2790269.CxNjAMzvhi |
Program | {{ event.program_name|default:'' }} | Program A |
Commission type | {{ event.commission_structure|default:'' }} | Percent of Sale |
Commission rate/amount | {{ event.commission_amount|default:'' }} | 10% |
Temporary password | {{ event.temporary_password|default:'' }} | 123456 |
Verification link | {{ event.verify_link }} | https://af.uppromote.com/test/verify_email |
Referral ID | {{ event.referral_id }} | 2345667 |
Order ID | {{ event.order_id }} | 4838647496855 |
Order number | {{ event.order_number|default:'' }} | #1089 |
Commission value | {{ event.commission_value }} | $100 |
Note: Each event has particular properties that can be added to the email content.
Mailchimp Integration
1. Login or sign up for a Mailchimp account HERE.
2. Create your list
By creating a list, all affiliates will be synced to your list so you can easily manage and create a campaign for your team.
First, go to mailchimp.com.
In case you don't have a contact list, add contacts by clicking Add Your Contacts.
When you have a contact list, go to Audience > Audience Dashboard > Manage Audience > View Audiences.
Click Create Audience
Create a new list and don't forget to hit Save.
3. Get the MailChimp API key and integrate
Navigate your account settings by clicking on your name > Select Account & billing:
Click Extras > API keys.
On the APIs section, click Create a key.
After creating the API key, copy the key and go back to UpPromote.
Go to Settings > Integration > Email marketing services > Mailchimp, click Connect > paste the API key there, and click Next.
You will then be asked to select a list to sync the affiliate contact. Click Save & Sync once you finish:
Advance
The default affiliate fields synced to your Mailchimp contact are email, first_name, last_name, and phone. If you want to sync more information such as ref_code, Instagram, coupon, etc. you can configure the list setting in Mailchimp.
Go to Audience > All contacts:
Select Audience fields and *|MERGE|* tags in Settings:
Add a text field and enter the field name, on this column Put this tag on your content, enter REF_CODE (for referral code), COUPON (for coupon) INSTAGRAM (for Instagram).
Omnisend Integration
Omnisend is an omnichannel marketing automation platform that does not only email, but also SMS, push notifications, WhatsApp, pop-ups, segmentation, and dynamic Facebook and Google ad integrations.
Integrating with Omnisend allows you to sync your affiliate list to a list in your Omnisend account, then you can send automatic follow-up emails to educate/communicate with the team.
To integrate with Omnisend, follow the steps below:
Step 1: Create an Omnisend account via https://app.omnisend.com/registrationv2/ . In case you have an Omnisend account already. Skip this step and log in here: https://app.omnisend.com/
Step 2: Create an API key following this instruction: https://support.omnisend.com/en/articles/1061890-generating-api-key
Step 3: Open UpPromote > Settings > Integration > Email marketing services > Omnisend > Connect > Enter the API Key > Connect.
Step 4: Start syncing the affiliate list to Omnisend by clicking the Re-sync button. This process could take up to 3~5 minutes. After that, kindly check Omnisend. In case the affiliates are not shown, go back to step 3. If the affiliates are shown there, proceed the step 5.
Step 5: Try to register as an affiliate to test. The newly registered affiliate account should show up on Omnisend.
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