What is Klaviyo?

Klaviyo is a real-time service for understanding your customers by aggregating all your customer data, identifying important groups of customers and then taking action. http://www.klaviyo.com/

What does this Gem do?

• Track customers and events directly from your backend.
• Track customers and events via JavaScript using a Rack middleware.
• Access historical metric data.
• Manage lists and profiles in Klaviyo.

How to install?

gem install klaviyo

API Examples

Require the Klaviyo module in the file, and then set your Public and Private API keys:

# require the klaviyo module
require 'klaviyo'

# set your 6 digit Public API key
Klaviyo.public_api_key = 'YOUR_PUBLIC_API_KEY'

# set your Private API key
Klaviyo.private_api_key = 'YOUR_PRIVATE_API_KEY'

Public:

# used to track events
Klaviyo::Public.track(
  'Filled out profile',
  email: 'someone@mailinator.com',
  properties: {
    'Added social accounts' : false
  }
)

# using a phone number to track events
Klaviyo::Public.track(
  'TestedSMSContact',
  phone_number: '+15555555555',
  properties: {
    'Added social accounts' : false
  }
)

# used for identifying customers and managing profile properties
Klaviyo::Public.identify(
  email: 'thomas.jefferson@mailinator.com',
  properties: {
    '$first_name': 'Thomas',
    '$last_name': 'Jefferson',
    'Plan': 'Premium'
  }
)

# using a POST request to track events
Klaviyo::Public.track(
  'Filled out profile',
  method: 'post',
  email: 'someone@mailinator.com',
  properties: {
    'Added social accounts': false
  }
)

Thread Safety - Public API

For Public API requests, you can set the Public API key per-request by using the 'token' keyword argument. This allows you to send track or identify requests to different Klaviyo accounts.

# sending a track request to account xXyYzZ
Klaviyo::Public.track(
  'Filled out profile',
  token: 'PUBLIC_API_TOKEN',
  email: 'someone@mailinator.com',
  properties: {
    'Added social accounts' : false
  }
)

# sending an identify request to account xXyYzZ
Klaviyo::Public.identify(
  email: 'thomas.jefferson@mailinator.com',
  token: 'PUBLIC_API_TOKEN',
  properties: {
    '$first_name': 'Thomas',
    '$last_name': 'Jefferson',
    'Plan': 'Premium'
  }
)

Thread Safety - Private APIs

For all of the APIs listed below, each request will accept an optional 'api_key' keyword argument that can be used to set the Private API key for that request. Examples are provided below. All of the following methods will accept the 'api_key' keyword argument.

Lists:

# to add a new list
Klaviyo::Lists.create_list('NEW_LIST_NAME')

# add a new list using a different api key
Klaviyo::Lists.create_list('NEW_LIST_NAME', api_key: 'pk_EXAMPLE_API_KEY')

# to get all lists
Klaviyo::Lists.get_lists()

# to get all lists using a different api key
Klaviyo::Lists.get_lists(api_key: 'pk_EXAMPLE_API_KEY')

# to get list details
Klaviyo::Lists.get_list_details('LIST_ID')

# to update a list name
Klaviyo::Lists.update_list_details('LIST_ID', 'LIST_NAME_UPDATED')

# to delete a list
Klaviyo::Lists.delete_list('LIST_ID')

# to check email address subscription status to a list
Klaviyo::Lists.check_list_subscriptions(
  'LIST_ID',
  emails: ['test1@example.com'],
  phone_numbers: ['5555555555'],
  push_tokens: ['PUSH_TOKEN']
)

# check email address subscription status to a list using a different api key
Klaviyo::Lists.check_list_subscriptions(
  'LIST_ID',
  api_key: 'pk_EXAMPLE_API_KEY',
  emails: ['test1@example.com'],
  phone_numbers: ['5555555555'],
  push_tokens: ['PUSH_TOKEN']
)

# to add subscribers to a list, this will follow the lists double opt in settings
Klaviyo::Lists.add_subscribers_to_list(
  'LIST_ID',
  profiles: [
    {
      email: 'test1@example.com'
    },
    {
      phone_number: '5555555555'
    }
  ]
)

# to unsubscribe and remove profile from a list and suppress a profile
Klaviyo::Lists.unsubscribe_from_list(
  'LIST_ID',
  emails: ['test1@example.com']
)

# to add members to a list, this doesn't care about the list double opt in setting
Klaviyo::Lists.add_to_list(
  'LIST_ID',
  profiles: [
    {
      email: 'test1@example.com'
    },
    {
      email: 'test2@example.com'
    }
  ]
)

# to check email profiles if they're in a list
Klaviyo::Lists.check_list_memberships(
  'LIST_ID',
  emails: ['test1@example.com'],
  phone_numbers: ['5555555555'],
  push_tokens: ['PUSH_TOKEN']
)

# to remove profiles from a list
Klaviyo::Lists.remove_from_list(
  'LIST_ID',
  emails: ['test1@example.com'],
  phone_numbers: ['5555555555'],
  push_tokens: ['PUSH_TOKEN']
)

# to get exclusion emails from a list - marker is used for paginating
Klaviyo::Lists.get_list_exclusions('LIST_ID', marker: 'EXAMPLE_MARKER')

# to get exclusion emails from a list - marker is used for paginating using a different api key
Klaviyo::Lists.get_list_exclusions(
  'LIST_ID',
  marker: 'EXAMPLE_MARKER',
  api_key: 'pk_EXAMPLE_API_KEY'
)

# to get all members in a group or list
Klaviyo::Lists.get_group_members('LIST_ID')

Profiles:

# get profile id by email
Klaviyo::Profiles.get_profile_id_by_email('EMAIL')

# get profile id by email using a different api key
Klaviyo::Profiles.get_profile_id_by_email('EMAIL', api_key: 'pk_EXAMPLE_API_KEY')

# get profile by profile_id
Klaviyo::Profiles.get_person_attributes('PROFILE_ID')

# update a profile
Klaviyo::Profiles.update_person_attributes(
  'PROFILE_ID',
  PropertyName1: 'value',
  PropertyName2: 'value'
)

# get all metrics for a profile with the default kwargs
Klaviyo::Profiles.get_person_metrics_timeline(
  'PROFILE_ID',
  since: nil,
  count: 100,
  sort: 'desc'
)

# get all metrics for a profile with the default kwargs using a different api key
Klaviyo::Profiles.get_person_metrics_timeline(
  'PROFILE_ID',
  since: nil,
  count: 100,
  sort: 'desc',
  api_key: 'pk_EXAMPLE_API_KEY'
)


# get all events of a metric for a profile with the default kwargs
Klaviyo::Profiles.get_person_metric_timeline(
  'PROFILE_ID',
  'METRIC_ID',
  since: nil,
  count: 100,
  sort: 'desc'
)

Metrics:

# get all metrics with the default kwargs
Klaviyo::Metrics.get_metrics(page: 0, count: 100)

# get all metrics with the default kwargs using a different api key
Klaviyo::Metrics.get_metrics(page: 0, count: 100, api_key: 'pk_EXAMPLE_API_KEY')

# get a batched timeline of all metrics with the default kwargs
Klaviyo::Metrics.get_metrics_timeline(
  since: nil,
  count: 100,
  sort: 'desc'
)

# get a batched timeline of a single metric with the default kwargs
Klaviyo::Metrics.get_metric_timeline(
  'METRIC_ID',
  since: nil,
  count: 100,
  sort: 'desc'
)

# get a batched timeline of a single metric with the default kwargs using a different api key
Klaviyo::Metrics.get_metric_timeline(
  'METRIC_ID',
  since: nil,
  count: 100,
  sort: 'desc',
  api_key: 'pk_EXAMPLE_API_KEY'
)

# export data for a single metric
Klaviyo::Metrics.get_metric_export(
  'METRIC_ID',
  start_date: nil,
  end_date: nil,
  unit: nil,
  measurement: nil,
  where: nil,
  by: nil,
  count: nil
)

Campaigns:

# get Campaigns
Klaviyo::Campaigns.get_campaigns()

# get Campaigns using a different api key
Klaviyo::Campaigns.get_campaigns(api_key: 'pk_EXAMPLE_API_KEY')

# get specific Campaign details
Klaviyo::Campaigns.get_campaign_details('CAMPAIGN_ID')

# send Campaign
Klaviyo::Campaigns.send_campaign('CAMPAIGN_ID')

# cancel Campaign
Klaviyo::Campaigns.cancel_campaign('CAMPAIGN_ID')

# cancel Campaign using a different API key
Klaviyo::Campaigns.cancel_campaign('CAMPAIGN_ID', api_key: 'pk_EXAMPLE_API_KEY')

Email Templates:

# get templates
Klaviyo::EmailTemplates.get_templates()

# get templates using a different api key
Klaviyo::EmailTemplates.get_templates(api_key: 'pk_EXAMPLE_API_KEY')

# create a new template
Klaviyo::EmailTemplates.create_template(name: 'TEMPLATE_NAME', html: 'TEMPLATE_HTML')

# update template
# does not update drag & drop templates at this time
Klaviyo::EmailTemplates.update_template(
  'TEMPLATE_ID',
  name: 'UPDATED_TEMPLATE_NAME',
  html: 'UPDATED_TEMPLATE_HTML'
)

# delete template
Klaviyo::EmailTemplates.delete_template('TEMPLATE_ID')

# delete template using a different API key
Klaviyo::EmailTemplates.delete_template('TEMPLATE_ID', api_key: 'pk_EXAMPLE_API_KEY')

# clone a template with a new name
Klaviyo::EmailTemplates.clone_template('TEMPLATE_ID', 'NEW_TEMPLATE_NAME')

# render template - returns html and text versions of template
Klaviyo::EmailTemplates.render_template(
  'TEMPLATE_ID',
  context: {
    name: 'RECIPIENT_NAME',
    email: 'RECIPIENT_EMAIL_ADDRESS'
  }

# render template - returns html and text versions of template using a different api key
Klaviyo::EmailTemplates.render_template(
  'TEMPLATE_ID',
  api_key: 'pk_EXAMPLE_API_KEY',
  context: {
    name: 'RECIPIENT_NAME',
    email: 'RECIPIENT_EMAIL_ADDRESS'
  }
)

# send template
Klaviyo::EmailTemplates.send_template(
  'TEMPLATE_ID',
  from_email: 'FROM_EMAIL_ADDRESS',
  from_name: 'FROM_EMAIL_NAME',
  subject: 'EMAIL_SUBJECT',
  to: 'RECIPIENT_EMAIL_ADDRESS',
  context: {
    name: 'RECIPIENT_NAME',
    email: 'RECIPIENT_EMAIL_ADDRESS'
  }
)

Data Privacy:

# delete profile by email
Klaviyo::DataPrivacy.request_profile_deletion('email','EMAIL')

# delete profile by email using a different api key
Klaviyo::DataPrivacy.request_profile_deletion('email','EMAIL', api_key: 'pk_EXAMPLE_API_KEY')

# delete profile by phone number
Klaviyo::DataPrivacy.request_profile_deletion('phone_number','PHONE_NUMBER')

# delete profile by phone number using a different api key
Klaviyo::DataPrivacy.request_profile_deletion('phone_number','PHONE_NUMBER', api_key: 'pk_EXAMPLE_API_KEY')

# delete profile by person id
Klaviyo::DataPrivacy.request_profile_deletion('person_id','PERSON_ID')

# delete profile by person id using a different api key
Klaviyo::DataPrivacy.request_profile_deletion('person_id','PERSON_ID', api_key: 'pk_EXAMPLE_API_KEY')

How to use it with a Rails application?

To automatically insert the Klaviyo script in your Rails app, add this to your environment config file or create a new initializer for it:

require 'rack/klaviyo'
config.middleware.use "Klaviyo::Client::Middleware", "YOUR_PUBLIC_KLAVIYO_API_TOKEN"

This will automatically insert the Klaviyo script at the bottom on your HTML page, right before the closing body tag.

To record customer actions directly from your backend, in your application_controller class add a method to initialize set your public and private API tokens.

require 'klaviyo'

class ApplicationController < ActionController::Base
  Klaviyo.public_api_key = 'YOUR_PUBLIC_API_KEY'
  Klaviyo.private_api_key = 'YOUR_PRIVATE_API_KEY'
end

Then in your controllers where you'd like to record an event:

Klaviyo::Public.track('Did something important',
  email: 'john.smith@example.com',
  properties:
  {
    key: 'value'
  }
)