Managed deployments: Klaviyo

How to deploy your Faraday predictions via managed deployment to Klaviyo

Beyond native deployment to CSV or into your data warehouse or cloud bucket, Faraday predictions can be deployed to Facebook, Google Ads, LinkedIn, your favorite ESP, CRM, and more via managed deployment. In this guide, we'll walk through how to create and deploy your pipeline to Klaviyo.

To create a managed deployment, you must have an outcome created, and a pipeline created using that outcome.

Table of Contents

1. Creating a new pipeline

2. Creating a managed deployment to Klaviyo

Creating a new pipeline

To create a new pipeline:

1. Select + New pipeline in the upper right of the Pipelines list view.

2. Next, select your payload for this pipeline. Your payload is a combination of your outcome, your persona rosters, and other customer cohorts–all of which are used to customize your predictions.

   1. Outcome: the business outcome you want for this prediction deployment, configured in Outcomes.

   2. Persona roster: the personas applied to this deployment. Each individual record on the deploying end of this pipeline will be assigned a persona.

   3. Cohorts: Specific groups of customers based on criteria such as events and attributes, used as membership indicators in the pipeline.

   💡 Membership indicators, or including cohorts in your payload, are useful for segmentation. For example, say you want to know who in your customer base has an income of greater than $100k. Your population to include for your pipeline would be your Customers cohort, and as part of your payload, you could then select a cohort of customers with an income of greater than $100k. As a result, anyone who is indicated as being in that $100k or greater cohort in your pipeline is a current customer with more than $100k in income.

3. Once your payload is selected, choose a population to include. The population is the group of people you want to target with your predictions, such as Leads in the case of a traditional acquisition campaign.

   1. If the outcome you select in your payload specified an eligibility cohort, your pipeline is not restricted by that same eligibility cohort. For example, if your outcome's eligibility cohort is Leads (e.g. in a lead scoring outcome), and your pipeline's population to include is Everyone, then everyone will be scored–not just your leads.

   

4. After you've targeted a population, optionally exclude a population. Any cohorts selected in this section will not be targeted with your predictions.

   1. In the above screenshot, the Customers cohort is excluded because the pipeline is focused on acquisition, and we don't want to mistakenly market to our current customers.

5. With your criteria selected, click Save pipeline. A loading bar will appear with a message indicating that your pipeline is building. Pipelines will generally take a few hours to build, and you'll receive an email when it's ready for use.

6. When the pipeline is finished building, it will be disabled. You'll need to add a deployment for you to enable it–check out how to add deployments in the next section.

Creating a managed deployment to Klaviyo

Deployments are the method through which Faraday users plug their pipelines–and therefore their predictions–back into their stack. Deployments can be configured to send to Faraday-hosted CSV, as well as to data warehouses, cloud buckets, and your favorite ESPs, CRMs, etc. In this section, we'll be creating a managed deployment to Klaviyo.

1. Inside a pipeline, you'll find the Deployment section underneath the pipeline's definition.

2. To create a managed deployment to Klaviyo, click + Add in the Deployment section. You'll see a block titled Managed Deployment underneath Replicate to connection. Click +Add.

   

   🗒️ If you don't see the option to deploy to a managed deployment, you don't have it configured yet. In this case, create a support ticket indicating where you'd like to configure a deployment to, as well as any additional parameters, such as "I want to create a lookalike audience of the top 20% of people in this pipeline."

3. After clicking +Add, a window will open where you can specify what you want to name the Klaviyo audience under Table name. Insert a name, excluding spaces (you can use underscores "_" instead), and click Next.

   

4. Click Finish to complete the deployment.

5. When you're finished, create a support ticket in our client support portal indicating any other details you'd like to include, such as:

   1. I want this entire pipeline deployed to Klaviyo.

   2. I want a 1% lookalike audience.