How to set up Klaviyo app

Stape created the Conversion Tracking app to simplify the process of reporting your users' progress as conversion events to your CAPI Gateway, Signals Gateway, or server GTM container.

Once configured, the app monitors the user's interactions. It automatically sends the appropriate conversion events to your chosen destination, ensuring accurate lead conversion tracking. With the app, you can also sync data with Google Ads Customer Match or automatically update Meta Custom Audiences.

Get the Stape Conversion Tracking app by following the link on the Klaviyo platform and click Install.

To proceed, you need to have a Stape account and use it during the installation.

If you don't have a Stape account yet, create a free account.

Give the app the scopes it requires:

The Klaviyo CRM app by Stape provides 5 different integration methods for sending profiles' progress status to your marketing platforms.

This method integrates directly with your server-side Google Tag Manager container. It gives you full control over how data is processed and routed.

Server GTM is best for tracking setups that require custom logic or integrations with other platforms that Signals Gateway doesn't provide. It offers the highest level of customization and control, but requires more technical setup and ongoing management.

It sends CRM audience and contact data directly into Google Ads, where it is used to create and update Customer Lists for targeting and remarketing.

Customer Match is best for users who run Google Ads campaigns and want to build and automate Google Ads audiences based on CRM activity, such as leads, opportunities, and customer lifecycle stages.

The method focuses on syncing CRM data to Meta Custom Audiences for retargeting and segmentation. Once configured, it sends data about users who have already interacted with your website or CRM into Meta, so you can target them based on their stage in the customer journey.

Meta Custom Audiences is best for advertisers who want to retarget and re-engage users who have already interacted with their business.

This integration is built for Meta platforms such as Facebook and Instagram. It sends CRM event data directly to the Meta Conversions API.

Meta CAPIG is best for users who only need to track offline conversions and events in Meta. It is the most direct and simplest way to connect CRM data to Meta, but it is limited to Meta's ecosystem.

Signals Gateway is the unified routing solution. Instead of sending data separately to each platform, you send it once to Stape and then distribute it to multiple destinations.

Signals Gateway is best for users who, besides Meta, want to connect a few other platforms and look for a balance between simplicity and flexibility. Signals Gateway is more powerful than CAPIG (as it provides the option to add other platforms), and easier to configure than server-side GTM.

❗Please note before starting: Stape's app supports multiple integrations simultaneously. Each integration method has its own tab with an Activate integration toggle; switch it on for the integrations you want to send data to.

The integration method depends on your tracking setup and goals, and/or on your current experience with Stape. Click on the section below that corresponds to the tracking method you use:

If you have some changes in the funnel or you want to change the events sent to your CAPI Gateway, server GTM container, or Signals Gateway, you can always edit your app configuration.

To do this, go to Integrations in your Klaviyo account → click three dots next to Stape Conversion Tracking → click Edit integration → click Go to Stape Conversion Tracking.