Activating OAuth

Before you click the "Activate OAuth" button, there are a few important things you should know.

What is OAuth?

OAuth, or "Open Authorization" is a more secure way to integrate systems that doesn't require passing and storing API keys. Klaviyo has indicated that it will eventually phase out API keys and require all integrations to use OAuth, so we're getting ahead of the game here a bit.

Using OAuth also allows us to access "webhooks" in Klaviyo so that we can be notified when someone subscribes or unsubscribes and we can update Commerce7 accordingly. We'll first do a sync to get both systems on the same page (more on that below).

What happens after I click the button?

A bunch of stuff is going to happen and some of it you may want to make some adjustments for before you click it.

The Actual Authorization

A new window will pop up from Klaviyo. If you're not logged in, it will prompt you to log in first. It will ask you to approve the integration and will include this big scary message.

Since the app isn't publicly available on the Klaviyo app store, we can't get it "reviewed". However, as the text states, "We recommend authorizing this app only if it was sent by someone you trust." You trust us, right? As long as you got to this page by clicking the link inside your Commerce7 admin panel, it's safe to approve it.

If you have multiple accounts/brands, it will ask you which one you want to connect with on the next screen. Once it's all approved, you'll see a message saying the connection was successful and you can close that window.

The Initial Sync

Even if you're an existing user activating OAuth, the initial sync will run its course to get your opt-in status synced up.

1. We go through all of your existing Klaviyo records, and if they are unsubscribed, we'll update Commerce7 to show that they unsubscribed in Klaviyo. If they are subscribed in Klaviyo and have no opt-in status set in Commerce7, we'll mark them as subscribed.
2. We go through and sync all Commerce7 customers to Klaviyo, including opt-in status. If they were subscribed in Commerce7, we'll subscribe them in Klaviyo, but with a special flag that prevents double opt-in emails from firing and will not trigger any "new signup" flows. The implication here is that they subscribed a while ago and we just weren't able to sync it to Klaviyo before now.
3. We sync historical events for "Placed Order", "Placed Non-Recurring Order", "Ordered Product", "Started Club Membership", and "Canceled Club Membership".

Going Forward

All customer data and events will sync from Commerce7 to Klaviyo in realtime. Importantly, we will also be syncing email consent status to Klaviyo's native consent system.