The following is a step by step guide to complete the implementation
Complete Customer Setup Formarrow-up-right [Merchant]
Sign the MNDA via DocuSign (sent on completion of the above) [Merchant]
Arrange a kick-off meetingarrow-up-right to complete the reference sheet [Merchant]
Klaviyo Access [Merchant]
Shopify Store access [Merchant]
Create your Google Cloud account [Merchant]
Create your Firebase project(s) [Merchant]
Detailed instructions can be found on the Implementation page.
Setup the required Data Export Approaches
Option A: Get assistance from our Apparel21 consultant (more info) [DotApparel]
Option B: Self set-up using your own Apparel21 expert (more info) [Merchant]
Set up the SFTP, test the login using SFTP and have the base folders created for AP21 specialist or consultant [DotApparel]
Provide the SFTP server information to the merchant or consultant [DotApparel]
Provide example test CSV files for customers, orders and rewards [DotApparel]
customers
orders
rewards
Configure the mappings in the solution [DotApparel]
Detailed instructions can be found on the Configuration page.
Upload the test files into a test folder to the SFTP [Merchant]
Review the test files and push through to Klaviyo [DotApparel]
Once confirmed, approve to go live and scheduled a date and time [Merchant]
Export all active Klaviyo lists as a back-up [Merchant]
Go live and enable the automated syncs [DotApparel]
Trigger the bulk sync (applicable for merchants who would like to reference the AP21 privacy status as the source of truth) [DotApparel]
Check tasks are "complete" & cross-check any Klaviyo fields [DotApparel]
Last updated 2 years ago