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custom integration: how to communicate user roles to klaviyo?

  • 25 September 2023
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email marketer here. need help to translate marketing needs to our development team. 

we have a custom integration between our SaaS app and klaviyo. i want to create dynamic segments based on user roles in the SaaS app: admins vs. users. how do i ask our development team to do this in terms they’ll understand on the backend? tia!

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Best answer by Spark Bridge Digital LLC 25 September 2023, 20:57

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For your Dev team, a way they can do this is by updating a profile property for the subscriber with the API!

They can reference this doc page: https://developers.klaviyo.com/en/v1-2/reference/update-profile
And once someone’s roles are created, deleted, or updated - they can then update the custom profile property with the correct status. 

You’ll then create a segment based on the profile property per each role and their API will handle updating the data on the user’s profile.

Let me know if you need more details!

Badge

For your Dev team, a way they can do this is by updating a profile property for the subscriber with the API!

They can reference this doc page: https://developers.klaviyo.com/en/v1-2/reference/update-profile
And once someone’s roles are created, deleted, or updated - they can then update the custom profile property with the correct status. 

You’ll then create a segment based on the profile property per each role and their API will handle updating the data on the user’s profile.

Let me know if you need more details!

the dev team is working on this now, thank you so much for your insight!

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