Integrate BookFunnel and Klaviyo

If your BookFunnel account includes direct integration, follow these steps to integrate with Klaviyo.

Account Setup:

1. Click Integrations.
2. Click the Action button and select + Add Integration.
3. Select Klaviyo. This will open the integration pop-up window for Klaviyo.
4. Open a second window in your browser and log in to your Klaviyo account.
5. Click here to go right to your API Keys settings in Klaviyo.
   1. Alternately, you can click on your account name in the bottom left corner of your screen.
   2. Select Settings.
   3. Select API Keys.
6. Click Create Private API Key button.
7. Give your API Key a name for this integration.
8. Leave the Access Level button set to Custom Keys.
9. In the API Scopes section, click the Read/Write Access button to the following scopes:
   1. List
   2. Profiles
   3. Subscriptions
   4. Tags
10. Click Create in the top right corner. This will create your private key.
11. In the Your Private Key section, click the Copy button to save the key to your clipboard.
12. Return to your BookFunnel tab, and paste the Klaviyo API Key into its field on the integration pop-up window.
13. Click Integrate Klaviyo.

Selecting a List:

Now that your account is integrated, you’ll need to tell us which list you’d like us to deliver your email addresses. You must have at least one list set up in Klaviyo that you will connect to.

1. Once Klaviyo is integrated, you can scroll down on your Integration dashboard and review your existing email signup pages.
2. Click the orange gear icon next to your email signup page.
3. Select Edit Page Details.
4. Click the Integration List drop down menu* and select the Klaviyo list you want this page to send the reader email addresses.
5. Click Save and Close to save the new page settings.

*NOTE: Kalviyo’s double opt-in feature is automatically set for each of your lists. Because this setting is on, you may notice that there is a strikethrough on your Klaviyo lists. You are able to select these lists for your landing pages, but the readers won’t be added until they confirm the double opt in. We recommend turning off the double opt-in for your lists, so that your readers flow directly to the correct list.

2nd Note: Any email address collected before you selected your Klaviyo list and clicked Save will need to be exported from BookFunnel and manually imported to Klaviyo (see below for instructions). All new subscriber email addresses collected after you clicked Save will be added automatically.

Use Klaviyo Without Direct Integration

If direct mailing list integration isn’t for you, how else can you deliver your book using BookFunnel? Using one of these two options:

The first option is to create a simple download page that you email to your subscribers through Klaviyo.

The second option is to create an email signup page on BookFunnel and then import the emails from BookFunnel into your Klaviyo account every day or two.

You Collect the Email Address, We Deliver the Book

Once you upload your book and create a simple download page on BookFunnel, you can then email its BookFunnel link to your readers through Klaviyo. The basic steps are:

1. Create a simple download page on BookFunnel and copy its Link For Readers.
2. Paste the link into your automated welcome email (or autoresponder) on Klaviyo.
3. Create a sign-up form on Klaviyo and link to it or embed it on your author website.
4. Drive reader traffic to your sign-up form so that they can subscribe.
5. Once they have joined your list, Klaviyo will send them the “welcome” email that contains the BookFunnel link.
6. Your new subscribers can click the BookFunnel download link and download the book.

Pros: Available on all BookFunnel plans (including the First-Time Author plan!), simple to set up, uses your own landing page and/or website

Cons: Your BookFunnel download link can be shared online with other readers that did not sign up for your list, BookFunnel can’t track who downloads your book, or add a watermark to the files.

We Collect Their Email Address, You Import the CSV

Available On: Mid-List, Bestseller, & Publisher Plans

Use an email signup page on BookFunnel and it will act as your landing page and delivery page, all in one! You can design a beautiful, custom landing page on BookFunnel in minutes. No web expertise necessary.

You drive reader traffic to your email signup page on BookFunnel and we will collect their email address on your behalf. We store their email address (and optionally first and last name) in a CSV on your dashboard.

You can then import the CSV of subscribers into Klaviyo at your convenience. Follow these steps:

1. Create an email signup page on BookFunnel that requires (or invites) readers to join your mailing list.
2. Drive reader traffic to your BookFunnel signup page.
3. Export the CSV of reader email addresses every day or two from BookFunnel and manually import it to Klaviyo.

Pros: Saves time by eliminating the extra step of building a landing page on your own website, if your link is shared online, those extra subscribers can be added to your mailing list

Cons: You need to export the CSV of reader email addresses we collect on your behalf and import it to Klaviyo regularly.

How to Export a CSV and Import it to Klaviyo Manually

If your BookFunnel landing page is not sending readers to Klaviyo automatically, you’ll need to add new reader emails manually.

Once you have exported the CSV, you will import it to Klaviyo. To export the CSV from BookFunnel:

1. Click *Landing Pages* on your BookFunnel dashboard.
2. Click the name of the landing page.
3. Click Export CSV.
4. Select Export New Subscribers (do not click this more than once, large CSVs may take a minute or two to be generated and available for download!)
5. This will save the CSV to your computer, likely in your Downloads folder.

Next, you will import the CSV to Klaviyo:

1. Log into your Klaviyo dashboard
2. Click Lists and Segments on the left side of the screen.
3. Click the list you want new subscribers to be added or create a new one.
4. Click Manage List.
5. Click Import Contacts.
6. Drag and drop your CSV file or click the Upload button to locate your file.
7. Verify the fields that you want to transfer and click Next.
8. Confirm that the subscribers agreed to email marketing.
9. Click Next. Klayvio will process your subscribers and add them to your lists.

Were these steps inaccurate? Please let us know! Klaviyo is always tweaking their process and we want to keep our documentation current. Thank you!