Integrations - Email services

Available from Professional plan

Currently, there are 3 email service integrations available in UpPromote: Klaviyo, Mailchimp, and Omnisend.

🔥 Update: UpPromote-based event triggers are now available on the Klaviyo flow setup. Find details here.

Klaviyo Integration

To connect with Klaviyo, you need to get the Klaviyo API of your Klaviyo account.

1. Login or sign up for your Klaviyo account HERE

2. Create your list

On your Klaviyo dashboard, click Audience > Lists & Segments > Create List/Segment to add a new list.

Create a new list and enter the list name.

3. Get the Klaviyo API Keys

Click on your account on the bottom left of the screen, and hit Settings.

On the Settings tab, select Account > API Keys > click Create Private API Key to set up a confidential API key for UpPromote.

When creating the API key, grant UpPromote full access to every API scope so the integration can function properly. Then click Create.

After that, copy the private key you've created.

Go back to UpPromote > Settings > Integration > Klaviyo. Click Connect > paste the API key there, and click Next.

You will then be asked to select a list to sync affiliate profiles. Click Save & Sync once you finish:

4. UpPromote properties

Here are the default UpPromote properties that are synced to each affiliate profile in Klaviyo:

Default propertyDefinition

Affiliate Link - UpPromote

shows the affiliate link of the affiliate

Affiliate Login Link - UpPromote

shows the affiliate login link

Commission Amount - UpPromote

shows the commission amount/rate of the program that the affiliate is in

Commission Structure - UpPromote

shows the commission type of the program that the affiliate is in

First Name - UpPromote

shows the first name of the affiliate

Last Name - UpPromote

shows the last name of the affiliate

Name - UpPromote

shows the full name of the affiliate

Program - UpPromote

shows the program name that the affiliate is in

Referral Code - UpPromote

shows the referral code in the affiliate's link

Sign Up Source - UpPromote

shows which source the affiliate registered from

There are other properties appearing in particular cases:

PropertyDefinition

Coupon - UpPromote

shows the coupons that were assigned to the affiliate

facebook

shows the information that the affiliate entered in the Facebook field on the registration form

instagram

shows the information that the affiliate entered in the Instagram field on the registration form

twitter

shows the information that the affiliate entered in the Twitter field on the registration form

5. Pushed UpPromote's events to Klaviyo

😍 NEW: With this integration live, you now can customize your Klaviyo email flows with UpPromote metrics and properties.

There are eleven trigger events from UpPromote that you can use in your Klaviyo flows.

Trigger

Definition

UpPromote - Pending Affiliate

Triggers when an affiliate signs up for a program via the registration form and waits for being reviewed.

UpPromote - Approved Affiliate

Triggers when an affiliate account is approved/activated.

UpPromote - Added Affiliate

Triggers when an affiliate is manually added to a program.

UpPromote - Denied Affiliate

Triggers when an affiliate account is denied/deactivated.

UpPromote - Affiliate Verification

Triggers when an affiliate signs up for a program via the registration form in cases where the Require affiliates to verify their email addresses function is enabled.

UpPromote - New Referral

Triggers when an affiliate earns a referral order.

UpPromote - Approved Referral

Triggers when an affiliate’s referral order is approved.

UpPromote - Denied Referral

Triggers when an affiliate’s referral order is denied.

UpPromote - New Payment

Triggers when an affiliate’s payment is marked as paid.

UpPromote - Convert signed-up customer

Triggers when a customer becomes an affiliate by creating an account or making a purchase on your store in cases where the Convert signed-up customers feature is enabled.

UpPromote - Post-purchase popup

Triggers when a customer registers for an affiliate program after checking out in cases where the Post-purchase popup feature is enabled.

Once the integration is completed, those trigger events will automatically appear in the Metric list when you set up a flow in Klaviyo.

Note:

  1. Once you activate the Klaviyo integration, UpPromote’s email templates won’t be automatically disabled. Thus, do NOT forget to turn off email templates in UpPromote before setting up flows corresponding to related events. Otherwise, when an event happens, the email of both systems (UpPromote and Klaviyo) will be sent to affiliates. This may cause confusion for them. To disable an email template of the app, go to the Growth tab > Emails & Chat > Emails > click on an email > switch the Active toggle off > Save changes.

  2. For users who already have set up the Klaviyo integration, to get UpPromote trigger events to appear in your Klaviyo flows, click Re-Sync in the Integration settings of the app.

Regarding editing the email content, you can get UpPromote properties to insert into it by selecting Preview and Test and clicking on a property in the Event properties section to copy its variable.

Then press Done to go back to the email editor and paste the variable into the content.

This is what that email would look like when being sent to an actual affiliate:

Here are available properties from UpPromote:

Value

Event Property

Example Value

Affiliate's First name

{{ event.first_name|default:'' }}

UpPromote

Affiliate's Last name

{{ event.last_name|default:'' }}

Demo

Affiliate login link

{{ event.affiliate_login_url|default:'' }}

https://af.uppromote.com/test/login

Coupon

{{ event.coupon|default:'' }}

SAMPLECOUPON

Affiliate link

{{ event.affiliate_link|default:'' }}

https://uppromote-demo.myshopify.com/?sca_ref=2790269.CxNjAMzvhi

Program

{{ event.program_name|default:'' }}

Program A

Commission type

{{ event.commission_structure|default:'' }}

Percent of Sale

Commission rate/amount

{{ event.commission_amount|default:'' }}

10%

Temporary password

{{ event.temporary_password|default:'' }}

123456

Verification link

{{ event.verify_link }}

https://af.uppromote.com/test/verify_email

Referral ID

{{ event.referral_id }}

2345667

Order ID

{{ event.order_id }}

4838647496855

Order number

{{ event.order_number|default:'' }}

#1089

Commission value

{{ event.commission_value }}

$100

Note: Each event has particular properties that can be added to the email content.

Mailchimp Integration

1. Login or sign up for a Mailchimp account HERE.

2. Create your list

By creating a list, all affiliates will be synced to your list so you can easily manage and create a campaign for your team.

First, go to mailchimp.com.

In case you don't have a contact list, add contacts by clicking Add Your Contacts.

When you have a contact list, go to Audience > Audience Dashboard > Manage Audience > View Audience.

Click Create Audience

Create a new list and don't forget to hit Save.

3. Get the MailChimp API key and integrate

Navigate your account settings:

Click Extras > API keys.

On the APIs section, click Create a key.

After creating the API key, copy the key and go back to UpPromote.

Go to Settings > Integration > Email marketing services > Mailchimp, click Connect > paste the API key there, and click Next.

You will then be asked to select a list to sync the affiliate contact. Click Save & Sync once you finish:

Advance

The default affiliate fields synced to your Mailchimp contact are email, first_name, last_name, and phone. If you want to sync more information such as ref_code, Instagram, coupon, etc. you can configure the list setting in Mailchimp.

Go to Audience > All contacts:

Select Audience fields and *|MERGE|* tags in Settings:

Add a text field and enter the field name, on this column Put this tag on your content, enter REF_CODE (for referral code), COUPON (for coupon) INSTAGRAM (for Instagram).

Omnisend Integration

Omnisend is an omnichannel marketing automation platform that does not only email, but also SMS, push notifications, WhatsApp, pop-ups, segmentation, and dynamic Facebook and Google ad integrations.

Integrating with Omnisend allows you to sync your affiliate list to a list in your Omnisend account, then you can send automatic follow-up emails to educate/communicate with the team.

To integrate with Omnisend, follow the steps below:

Step 1: Create an Omnisend account via https://app.omnisend.com/registrationv2/ . In case you have an Omnisend account already. Skip this step and log in here: https://app.omnisend.com/

Step 2: Create an API key following this instruction: https://support.omnisend.com/en/articles/1061890-generating-api-key

Step 3: Open UpPromote > Settings > Integration > Email marketing services > Omnisend > Connect > Enter the API Key > Connect.

Step 4: Start syncing the affiliate list to Omnisend by clicking the Re-sync button. This process could take up to 3~5 minutes. After that, kindly check Omnisend. In case the affiliates are not shown, go back to step 3. If the affiliates are shown there, proceed the step 5.

Step 5: Try to register as an affiliate to test. The newly registered affiliate account should show up on Omnisend.

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