Klaviyo
Personalize Draft or Scheduled Klaviyo campaigns. Use tags for automatic runs or trigger personalization manually in Refly.
Overview
Refly supports personalization for Klaviyo email campaigns in both Draft and Scheduled states. You can trigger personalization manually from the Refly table, or automatically for Scheduled campaigns by adding a special tag in Klaviyo.
Personalize Scheduled campaigns
You can personalize Scheduled campaigns either automatically (using a tag in Klaviyo) or manually (in Refly).
Automatic flow (using a tag)
Create and schedule in Klaviyo
Prepare your campaign in Klaviyo and set a future send time.
Add the tag
In Klaviyo, add the tag: "Refly: Personalize" to the campaign.
Personalization starts
Refly automatically picks up Scheduled campaigns with the tag and starts personalization.
Manual flow (in Refly)
Open the campaign list
Go to Marketing > Campaigns in Refly.
Open the Personalize modal
Find your Klaviyo campaign and click the sparkle icon.
Choose messages (for A/B)
For A/B campaigns, select which message(s) to personalize; single-message campaigns are pre-selected.
Confirm to start
Confirm to start personalization for the selected message(s).
Depending on how many contacts are included, the personalization process can take up to 6 hours. Schedule Scheduled campaigns sufficiently in advance to ensure the process completes before the send time.
Personalize Draft campaigns
Draft campaigns can be personalized using the manual flow from Refly (sparkle icon). When ready, finish preparation and schedule the campaign in Klaviyo.
A/B testing guidance
- A/B tests are supported. To test the performance impact of personalization on a single variation, use the manual flow in Refly and select only the variation(s) you want to personalize.
- The automatic tag in Klaviyo applies at the campaign level. If you rely on the tag, all messages in an A/B campaign will be personalized.
Cancel personalization
You can cancel personalization for a campaign at any time while it's in progress.
Cancel from the Campaigns table
In Refly, go to Marketing > Campaigns. For a campaign that is "In Progress", click the same action icon (now a cancel icon) to cancel.
Cancelling state
The row shows "Cancelling" while we stop any in-flight jobs. The action icon shows a loading indicator during this step.
Final status
Once complete, the campaign's personalization status shows "Cancelled". You may start personalization again later if you decide to proceed.