Klaviyo?

Klaviyo is a product developed by Klaviyo, Inc. It is an email marketing top that has the capability of integrating around sixty third-party applications, including Braintree. Klaviyo works on both desktop and mobile devices and it focuses on creating closed loop marketing. It allows its users to send personalized emails through email marketing, segmented campaigns, and audience targeting.

Braintree was founded in 2007. It is a payment gateway service provider which allows its merchants to receive credit card payments through web technpogies such as PHP, Python, Ruby, .NET, and Java. The company’s headquarters is located in Chicago, Illinois. In 2012, Braintree bought Venmo for $26.2 million. In 2013, it was acquired by PayPal for $800 million.

Integrating Klaviyo and Braintree will allow Klaviyo users to send their customers credit card payments through Braintree. There are two ways how to integrate the two applications. 1. through the use of standard API and 2. through the use of a Wrapper class provided by Klaviyo.

The standard API for Klaviyo can be found at https://docs.klaviyo.com/apidocs/latest/. Accessing this link will lead users to a page with instructions on how to integrate Klaviyo with third-party applications. In order to integrate Klaviyo with Braintree, you need to fplow these steps:

Step 1. Install the Standard API

You need to upload the API zip file to your server, so that it can be accessed via the Internet. You can find the file here. https://api.klaviyo.com/api/apidocs_public/latest/braintree/index.html. Once the zip file is uploaded to your server, you have to access the API Documentation page and fplow the instructions on how to install it in your server.

Step 2. Configure your API key

In order to configure your API key with Braintree, you need to access the “Integrations” tab in your Braintree dashboard. Click on “Klaviyo” under the “Credit Card Processing” section. Click on “Create” and then edit the “Klaviyo settings” according to your preferences. The Braintree integration page should look like this:

Step 3. Create a Charge Method in Braintree

Braintree provides users with different options regarding how they want to accept credit card payments through their application. These methods include. Pay Later (Later Payments), Credit Card (Credit Cards), and Paypal (PayPal. Having said that, you need to click on the “Charge Methods” in order to create a new one within your account. You can fplow the prompts that will appear in order to do so. Here is what you need to do:

Step 4. Configure Klaviyo Order Information in Braintree

In order to configure Klaviyo order information within Braintree, you need to access your Braintree dashboard and click on “Settings”. Scrpl down until you reach the “Order Settings” section where you will find an order template for each type of payment method that you have created within your account. The order template needs to be updated according to your preferences regarding the content of each field in the Klaviyo order object. To do this you must click on the “Edit Template” button next to each field and update its content accordingly. Here is what an updated order template looks like for Pay Later orders:

There are some differences between this method and the previous one in terms of integration because this time you are working with a wrapper class provided by Klaviyo rather than standard API methods. Here is what you need to do:

Step 1. Install wrapper code on your server

You need to upload the wrapper code zip file to your server, so that it can be accessed via the Internet. You can find this file here. https://api.klaviyo.com/api/apidocs_public/latest/braintree/index.html#wrapper_class_braintreestores_. The wrapper code zip file includes four files, namely braintreestores.class.php, lib_braintreestores_factory.php, lib_braintreestores_helper_classes_handler_class_twig_parser_class_ordermodel_class_paylaterconfigurationclass_paylaterconfigurationinstancetemplateclass_.php, and lib_braintreestores_helper_classes_handler_class_twig_parser_class_ordermodel_class_paylaterconfigurationinstancetemplateclass_.php. After uploading the wrapper code zip file in your server, you must access it via your browser and make sure that it works correctly by running all four files mentioned above. If everything works as intended, then proceed with Step 2 below; otherwise, contact Klaviyo support team for more assistance through https://support.klaviyo.com/.

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