Using Klaviyo With Feels Personal

Hi there. Now we're going to go through the process of uploading your leads and customers into Klaviyo, creating your first email and inserting all the merge tags, and then sending it as a broadcast email and showing you how it ties into Feels Personal and works for this email service provider as well.

So here we are in the Klaviyo dashboard, and the first thing we have to do is go and add our leads. So we're going to go into Audience, List. I'm going to create a new list - FeelsPersonalExample.

Now we're going to upload the contacts as a CSV file. We're going to use the same list data that we used in the Mailchimp example, just so you can see what it looks like. Two leads, myself and Eugene Schwartz - different information, as we said. You can literally insert any type of data you like - as long as you have the data, it can be personalized and added to your landing pages and your entire marketing funnel. So for this example we're just using some data like country, city, prefix, the birth date, and who we both work for.

So now we have to map everything. This is the beauty of the ESPs - but just remember, if you're ever mapping something that doesn't exist originally in the ESP that you're using (or Klaviyo for example), we always have to create it as a text field. So we can see that there's a lot of data from the CSV that doesn't exist in Klaviyo. So we're going to make this now - we're going to create a new field, it's going to be a text, and we're going to call it - yeah, birthday is fine. So we're going to Create, and now it's in there. And we're going to do that for all of them.

Okay, so we're back. I've mapped everything as text data. And now we get to save that. And there we have the first list completely mapped.

So in the next video we'll build the first email. See you soon.

Okay, in this second video we're now actually going to build our first email and insert all the merge tags, and show you how they tie together with Feels Personal.

So we've gone into the campaign section of Klaviyo. We're going to create a new campaign - a single email. We'll give it the name "Feels Personal Example Demo". It's an email.

We're going to be sending it to the list we just added in the previous video. We can include tracking. We'll call it "Klaviyo Feels Personal test" so we know what we're getting in our inbox.

And then for the email, we're going to click Create. We're going to keep it incredibly basic, but you'll be able to design any type of email with as much or as little copy as you'd like. I'm going to skip all this, I'm going to delete this. And now I'm going to insert a text column. I'm going to keep it incredibly basic - "Hi there, this is our Feels Personal test for Klaviyo."

Now what I'm going to do is show you two different examples of how you can use merge tags in Klaviyo and make it look very, very attractive and curiosity-laden - so it'll work with Feels Personal as well.

So for the first example, we have to build the exact URL we'll be using. Now we're going to go over to the Feels Personal product, and I'll show you in the Build My URL tab. You will be able to select the page - I've built a demo page as an example for this video. We're going to include all the data of our leads and customers that we're going to embed into the page itself. So we've got the name, the location, the company and their role, their prefix, and of course in this example we also merged their birthday data as well. So we're going to include that, and then Feels Personal gives you a final URL that you'll be able to use.

Now we take this as the demonstration URL back to Klaviyo. We're going to paste this in. So what Klaviyo has already done is inserted the merge tags from what it thinks they should be - which is perfect. One thing you must know about Klaviyo is that it has to include a trailing forward slash / at the end of the URL. So if you are building the URL yourself - which we're about to do - I'll just make sure to remember to add that in. But if you copy it from the URL you built in Feels Personal, it will always include it at the end.

So from here, we're actually going to build the URL to see how it works. So we have to copy the page we're sending this email to. Then the first trigger is /c/. Now we want country data, city data. So we're going to go to the merge tags in Klaviyo to find that - it is this little person here, Add Personalization. So we need country, city.

So we have to find these. Country - we can just insert a space as the default or nothing at all. You've got the data in your CSV file that you uploaded, so we don't have to worry about this falling back to placeholder values (which you can set in Feels Personal anyway). So between country we got a hyphen, then we have to go and find city. That was an example of not adding any fallback value - that's no problem. So we've got country and city.

Now we have /CR/. So /CR/. Now we're going to add company and role. Usually our custom fields will be at the bottom - so here we can find company name. Now I'm going to put an underscore - Feels Personal functions with both underscores and hyphens between the data that you want to insert, so this is just an example to show you that it will work either way. Now we're going company role.

So we've got company role. Now we're going /PL/ prefix. So /PL/, prefix. Prefix.

Now we need /BD/ - birthday, birth month, birth year. /BD/. Birthday - [REVIEW] "which is being called constable, birth month, birth month, name" so we've got the birth year data, birth date data.

So /P/, first name, last name. /P/. First name - already got default value in there, but we can remove that. Then last name.

So this is important: when building your own URL, you have to end up with a trailing forward slash / at the end of the URL in Klaviyo. Please remember that. So now we have the full URL - it's the same as the one they put in and guessed all of the information, so you didn't have to do this. I just wanted to show you an example of building it.

Now what we're going to do is copy all of that and insert it as a link. The URL itself must have the full tags that we've created below. There we are. And now you can see how Klaviyo builds all of their merge tags - that'll be important in a moment. So insert that.

And now what you can do is come back to here where it just says first name, last name, and we can bring that all the way to demo and delete all of this. So what we're going to have is a slash there. This email, when it arrives in the inbox, will say feelspersonal.io or your own website, the page you want to send your leads and customers to, and then it's going to import their first and last name. So it's going to look like a page built just for them. The underlying link is where all the power of the personalization comes from.

So as our second example, just to show you how you can get even more creative with this - we've got the same link from before. So this is all of the information that we're going to be embedding on the page. We're copying all of it again. We're going to Add Link. Make sure the URL itself has all of the data. We're Applying.

And now what we're going to do is come straight to first name, last name, and delete it all the way to our base URL, our domain. So now it's literally going to be your URL, your domain, your website, slash first name, last name. You don't even have to have the page exactly that you're sending them to. Now it's going to look like you've got an entire page just for them right off the back of your landing page or your domain homepage.

Let's see. That is how we create the email itself. We can go to Next. And in the next video, we're going to actually send this email to the two email addresses that we have in the lead data, and show you how it functions in the inbox.

Okay, here we are back with the third video of actually sending our personalized email to real-world inboxes. We'll be clicking on the link and seeing how it functions on the live website and embeds all of the variable data that you wanted.

Ignore the samples here in the preview screen that don't have any data. You'll be able to send a test email if you're wanting to be confident, but I'll show you how it works live.

So we have the sender's name, the subject line - everything is created. We're going to go Next. Then we're going to Schedule a Send. I'm going to send it right now. So now I'm going to pause the video and come back once the email has actually been sent to the inboxes.

Okay, we're back. And as you can see, Klaviyo has now sent our campaign. So we're now going to go into the two inboxes and show you the live results.

Number one. It's arrived in the inbox - our Klaviyo test. And you can see the two links have been populated with first name, last name data, to appear as we created them in the email. And here's the second example without even having the actual page we're sending the leads to. So it looks great - it's very curiosity-provoking.

If we click the link itself - and now we open up the demo page that I told you I'd had prepared. And it's got all the data from the lead that we uploaded into Klaviyo. It's got name, last name, location data, company role, company name, and the birth date data that we inserted for this example.

And now we go back. We'll close this page. We'll click on the second example just to show you that it works for both links. It doesn't matter how it's formatted in the email - the only key is the data in the link itself that the user is clicking. And it's come up again - totally perfect. All the data that we wanted.

And we're going to close that and go to our second example - which, as a reminder, was Eugene Schwartz from the USA, Seattle, 18th of March, 1927. And he works as a copywriter for Anthropic. So we'll open this email, click on the link. And there we go - all of the data has been added in. Eugene Schwartz, Seattle, USA. Copywriter working for Anthropic. And there's his birth date. So it's worked perfectly.

We'll close this one and we'll click the second link - and there we go, working absolutely as expected. For each and every one of your leads, for whatever data you'd like to personalize inside of Klaviyo, you can do it. All you need to do is add it as a text field as we did in video 1, and here you have the working email here in video 3.

Now what I want to do is show you one more powerful extra bonus. We had to build an entire URL here inside of the Feels Personal product - but what you're able to do is come down to the ESP Variables tab, and we have already pre-populated the list with a whole heap of the most popular ESPs. You'll be able to select Klaviyo and Apply ESP.

Now, we were only able to put the publicly available merge tags that they have. So most of the ESPs only have two or three pieces of data - usually first name, last name, and sometimes company or role. You can see there's nothing else in here. But what we're going to do is go back to Klaviyo and I'm going to show you how to grab all these merge tags and why it's important.

So here we are back inside of Klaviyo. And what we're going to do is click on the dots of the campaign we just sent, and we're going to clone it - and you'll see why in a moment. Now we have the full email client, and what we're going to do here is go to the three dots, and we're going to edit the plain text version.

You might have been thinking, "Gee, I don't really want to go through the process of adding all these variable tags to every single broadcast email campaign link that I want to build in the future. It's a pain in the ass." So this is the solution. It's a little bit ugly, but we can see in the plain text version it shows us all of the exact merge tags that Klaviyo has used. So it looks a little bit intimidating, but we're just going to go one by one.

And see, after c, we add country and city. So we just have to find the links down here. So after c, this is everything that Klaviyo uses for country. We're going to copy this exactly as it appears - even their default at the end. You can delete that if you want, but there's no problem including it. And then we're going to come back into Feels Personal and down here in country we're going to insert it and Update. And now that has been saved to here.

Now I'm going to grab the city link as well from that Klaviyo plain text email. So it's all of this part here. Copy it, come back, paste it into city, Update - it's getting saved. Perfect. Now I won't bore you with this, so I'm going to go and collect all of those merge tags and paste them in, and come back in a second.

Okay, I finished pasting them all in. You can see that everything has now been updated and saved - except for the nickname. This is one part that we had in the CSV but we purposely didn't fill any data. It's just to show you that you can add any piece of data that you have about your customers or leads into the Feels Personal product, and it will function exactly as you need it to function.

So we now have all of this saved, and we're going to go over to the Build My URL tab. And this is why it's so powerful - because it's a one-time job. Once you've uploaded all your leads or customers into Klaviyo, and mapped all the data, and found all the merge tags and saved them - forever onwards from here, we can go to the page we want to send our customers or leads to, we can insert all of the data once again: personalization, location, company and role, their prefix, their birthday data. The exact same link that we just created and successfully sent in the email in this video. And now below, we have the exact perfect merge of all of the tags ready to copy over.

So from this, you'd be able to simply click the Copy URL button and go over to Klaviyo for the very next campaign. Paste the exact link you want to go and send out with all the variable data - you can change this, reduce it, add more, whatever you'd like to do. But one job of saving all the merge tags one time, and now it's a simple matter of creating it, copying the URL, pasting it into your very next broadcast email campaign - and it's ready to go. No playing around with merge tags ever again, just the first time only.

I hope these three videos plus this bonus at the end have explained exactly how to use Feels Personal in collaboration with Klaviyo, so you can now start personalizing every single page of your marketing funnel. I can't wait to start seeing and hearing the stories of your results and your successes using Feels Personal as well. Thank you very much.