Email requirement

ruby-klaviyo - RETIRED

Deprecation Notice

This SDK and its associated rubygem package are set to be deprecated on 2024-06-30 and will not receive further updates.

We recommend migrating over to our newest SDK.

You can read more about our SDK release history and support here

For a comparison between our old and new APIs, check out this guide.

Migration Instructions

NOTE: this change is not backwards compatible; migrating to the new SDK requires completing the following steps:

Install New SDK

gem install klaviyo_sdk

Update Import

From:

require 'klaviyo'

To:

require 'klaviyo_sdk'

Update Client Instantiation

from:

Klaviyo.private_api_key = 'YOUR_PRIVATE_API_KEY'

to:

Client.configure do |config|
  config.api_key['ApiKeyAuth'] = 'YOUR_PRIVATE_API_KEY'
end

Important

The api_key is set at the global level: this means that if you manage multiple stores, you will need to run the code for each store in a different environment.

Updating API Operations

The new SDK has many name changes to both namespace and parameters (types+format). Please reference this section for a comprehensive list of examples.

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: '[email protected]',
  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: '[email protected]',
  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: '[email protected]',
  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: '[email protected]',
  properties: {
    'Added social accounts' : false
  }
)

# sending an identify request to account xXyYzZ
Klaviyo::Public.identify(
  email: '[email protected]',
  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: ['[email protected]'],
  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: ['[email protected]'],
  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: '[email protected]'
    },
    {
      phone_number: '5555555555'
    }
  ]
)

# to unsubscribe and remove profile from a list and suppress a profile
Klaviyo::Lists.unsubscribe_from_list(
  'LIST_ID',
  emails: ['[email protected]']
)

# 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: '[email protected]'
    },
    {
      email: '[email protected]'
    }
  ]
)

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

# to remove profiles from a list
Klaviyo::Lists.remove_from_list(
  'LIST_ID',
  emails: ['[email protected]'],
  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')

# to get the next batch of records in a group or list
Klaviyo::Lists.get_group_members(
  'LIST_ID',
  marker: 'EXAMPLE_MARKER'
)

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: '[email protected]',
  properties:
  {
    key: 'value'
  }
)

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