Klaviyo integration
Connect Roadmap to Klaviyo once and every product syncs: loyalty, subscription, and review metrics for flows, profile properties for segments, and controls for bundles.
Connect Roadmap to Klaviyo once and everything syncs automatically: metrics fire into Klaviyo as events happen (for triggering flows), and profile properties keep each customer's loyalty, subscription, and review standing written to their Klaviyo profile (for segments, splits, and email content).
Where it lives
In the Roadmap app, go to Settings → Klaviyo Integration. Three areas:
Klaviyo Profile: the profile properties Roadmap writes to customers, with a Manual Sync button.
Klaviyo Metrics: the event metrics Roadmap fires, with per-metric controls and a Sync Metrics button.
Connection Settings: manage your Klaviyo API keys.
Connect your Klaviyo account
Add your Klaviyo API key under Connection Settings (both sync pages also show a banner linking to it until a key is saved). For generating the key in Klaviyo, follow How to integrate Roadmap with Klaviyo: it's one setup shared by every Roadmap product.
Klaviyo Profile: the properties
Properties sync automatically and update when an order is placed or points and membership data change. Manual Sync pushes everything on demand. Three tabs:
Loyalty: 15 properties covering points balance, tiers, expiry dates, and spend. Full list and email snippets: Loyalty profile properties and email snippets.
Subscriptions:
Has active subscription
person.roadmap_has_active_subscription
Lifetime subscription orders
person.roadmap_lifetime_subscription_orders
Has paused subscription
person.roadmap_has_paused_subscription
Reviews:
Latest review rating
person.roadmap_latest_review_rating
Klaviyo Metrics: the events
Metrics sync to Klaviyo automatically when the related event occurs. After install, click Sync Metrics once so they appear in Klaviyo for the first time. Three tabs:
Loyalty: 12 metrics from welcome through referrals, some with their own controls (Set Alert on Points Expiring and Tier Demotion Alert, Set Time / Send Now / Enabled on Monthly Update, Filter Products on the order metrics). Full guide: Loyalty × Klaviyo: overview.
Subscriptions: Subscription created, canceled, paused, failed, payment failed, and Upcoming order.
Reviews: Eligible for Review Request (fires when an order containing eligible products for review is fulfilled), Review Submitted, Review reply, and Question answer, each with Filter Products to scope which products fire it. Sync reviews to klaviyo catalog pushes your reviews to Klaviyo for use in emails: see the Klaviyo Review Integration guides.
To keep utility products like gift wrapping out of your events, use Filter Products, per metric or across all metrics at once: see Excluding products from Klaviyo metrics (Filter Products).
Bundle Metrics
Show bundles as a single product in Roadmap metrics: when enabled, the Placed Order (Roadmap) and Eligible for a Roadmap review metrics use the bundle's product ID and title instead of the individual constituent products. Turn this on if your flows should treat a bundle as one item.
Where each product's guides live
Loyalty: Loyalty × Klaviyo: overview and the per-flow guides alongside it.
Reviews: Klaviyo Review Integration: review request flows, review snippets in emails, and conditional splits.
Subscriptions: the subscription metrics above power flows like the Klaviyo win-back flow for cancelled subscriptions.
Forms: storefront forms can send submissions to Klaviyo, configured per form in the form's settings: see Forms.