Contributor IV

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Dynamic fields from Make to Klaviyo

Forum|Forum|2 years ago
March 28, 2024
18 replies
425 views

Hi guys!

I want to send an email with the date and time when a customer makes an appointment in a Calendly.

How can I integrate this dynamic variable into the text of my email?

Via the API? Or other ?

Thx.

Flows

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Best answer by Omar

@Walter as mentioned you need a tool to grab the info from Calendly and into Klaviyo.

We're big on Zapier but the tool doesn't matter much - you just need to send an event to Klaviyo with the information of the event. Depending on how you do it this can either be an event or an event and a profile property (if it's a static piece of information you like to trigger a flow on - date based trigger).

From memory, it's important that when testing you do send an unique ID (time based) and make sure you think about if an event is cancelled or rescheduled which you probably want to do something with as well.

The best thing to do is draw out the flow how it works and what actions can occur and integrate this.

Screenshot from one of the flow where we have data flowing in Klaviyo from Zapier.

Omar Lovert // Polaris Growth // Klaviyo Master Platinum Partner

We help with e-commerce growth through CRO, Klaviyo and CVO

Show previous replies

KeviSunshine

Expert Problem Solver III

What we need to find is not how to create an event, but how to get more data out of Calendly...

I’m really expecting a menu that shows you calendly event details and you can map them to Klaviyo properties. Can you find this anywhere?

WalterAuthor

Contributor IV

WalterAuthor

Contributor IV

My problem is not how to get those informations but how can I put them in an email in Klaviyo. 😉

OmarAnswer

2025 Champion

@Walter as mentioned you need a tool to grab the info from Calendly and into Klaviyo.

We're big on Zapier but the tool doesn't matter much - you just need to send an event to Klaviyo with the information of the event. Depending on how you do it this can either be an event or an event and a profile property (if it's a static piece of information you like to trigger a flow on - date based trigger).

From memory, it's important that when testing you do send an unique ID (time based) and make sure you think about if an event is cancelled or rescheduled which you probably want to do something with as well.

The best thing to do is draw out the flow how it works and what actions can occur and integrate this.

Screenshot from one of the flow where we have data flowing in Klaviyo from Zapier.

Omar Lovert // Polaris Growth // Klaviyo Master Platinum Partner

We help with e-commerce growth through CRO, Klaviyo and CVO

Helping E-commerce brands maximize Lifetime Value & Profits with Klaviyo, CRO & CVO - Get your free Audit - https://link.polarisgrowth.com/free-audit

WalterAuthor

Contributor IV

Wait, wait ! Oh I think that’s all I needed…

Thx Omar, I study this and try it today !

WalterAuthor

Contributor IV

Actually, I managed to find a way, but I don't quite like it because it updates profil properties like "RDV booked," for example. This property puts the profile into the "RDV booked" segment. And when a profile enters this segment, the appointment confirmation email is sent with dynamic information such as the appointment date and links to modify or cancel the appointment.

Do you think I can just create an event? I don't quite understand this sentence: "Depending on how you do it, this can either be an event alone, or an event and a profile property (if it's static information you want to trigger a flow on - date-based trigger)."

Omar

2025 Champion

@Walter that is why when updating the profile we also send an event. Triggering a flow based on an event is better since it's impossible to easily detect a profile property change otherwise if it's not a true / false option.

So adding a profile property is good to work on a date triggered flow.
Event will allow you to detect changes or updates when something changes.
I normally use both in such cases.

Omar Lovert // Polaris Growth // Klaviyo Master Platinum Partner

We help with e-commerce growth through CRO, Klaviyo and CVO

Helping E-commerce brands maximize Lifetime Value & Profits with Klaviyo, CRO & CVO - Get your free Audit - https://link.polarisgrowth.com/free-audit

WalterAuthor

Contributor IV

Okay, I'll give that a try.
Thank you so much, @Omar, for your explanations!

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