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 New > Create List to add a new list.

Enter the list name and select available tags if you have set up them > Create list.

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 by clicking on Full Access Key so the integration can function properly. Then click Create.

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

Go back to UpPromote > Settings > Integration > Email marketing: Klaviyo. Click Enable > Click Continue to setup if you've installed the app on Shopify > 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 property	Definition
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:

Property	Definition
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.

Firstly, please go to Flows > Create From Scratch > Enter the name > Create flow:

After that, select Your Metrics > API > Select the trigger events from UpPromote you would like to add:

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 Outreach tab > Emails > Manage Emails > Click on an email > Switch the Active toggle off > Save.

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.

Please drag the Email and drop it here > Click on "Set up email":

Click Select Template:

Select a template from Klaviyo library > Use template:

Select Styles > Click on a text > Select "Add personalization" to select UpPromote properties:

Click on "Preview and test" to check it:

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

Remember to set the email as Live once you are done.

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 Audiences.

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 by clicking on your name > Select Account & billing:

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 Enable > Click Continue to setup if you've installed the app on Shopify > 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 > Click Continue to setup if you've installed the app on Shopify > paste the API key there

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.