Add New Mantle Customers to Klaviyo Email List

When a customer installs your app through Mantle (a platform for managing app subscriptions and billing), this trigger fires immediately and captures their customer data including email address, name, and organization details.

The workflow checks that the email field from Mantle's customer data is not empty before attempting list addition. This validation stops the workflow early if a customer record lacks an email address.

The workflow retrieves the complete profile list from a specific Klaviyo list that you'll designate. This creates a reference dataset used in the next step to determine if the Mantle customer email already has a Klaviyo profile.

What to configure: Select the specific Klaviyo list where you want Mantle customers added. You'll be prompted to enter the list ID during setup.

Template prompt: "What is the Klaviyo list you would like the customer to be subscribed to?"

To find your list ID: In Klaviyo, go to Audience → Lists & Segments, click your list, and find the ID in the URL (e.g., /list/ABC123).

The workflow loops through all profiles retrieved from your Klaviyo list and counts matches with the email from the Mantle customer installation. The count will be either 0 (new email) or 1 (existing email).

The workflow branches into two paths based on the email match count from Step 4:

• Path 1 (Has Existing Klaviyo Profile): Email count equals 1
• Path 2 (No Existing Klaviyo Profile): Email count equals 0

If the customer previously installed another app, made a purchase, or submitted a form (creating a Klaviyo profile), but isn't on this specific list yet, this step subscribes them. This handles cases where profiles exist but aren't subscribed to every list.

What to configure: Select the same Klaviyo list ID from Step 3. The workflow uses the email address to identify which existing profile to add.

Template prompt: "Select the same Klaviyo list again that you would like the customer to be subscribed to."

Important: The list ID in this step must match the list ID from Step 3 to ensure consistency.

When the email comparison shows no match (count equals 0), the workflow enters this path to create both the Klaviyo profile and the list subscription. This ensures every Mantle customer has a corresponding Klaviyo profile.

The workflow creates a new Klaviyo profile using data from the Mantle customer installation. By default, it maps:

• Email: Customer email address
• Organization: Customer or company name from Mantle

What to configure:

• Email mapping: Already set to {{mantle.customer.email}}
• Organization field: Uses {{mantle.customer.name}} as a custom property
• Additional fields: Add first name, last name, or custom properties if available in Mantle customer data

Advanced customization: Mantle may provide additional customer fields like plan type, MRR (monthly recurring revenue), or installation date that you can map to Klaviyo custom properties for segmentation.

The workflow takes the newly created profile from Step 8 and adds it to the list you specified in Step 3. This ensures new app customers immediately receive any welcome flows or onboarding campaigns targeting that list.

What to configure: Select the same Klaviyo list ID from Steps 3 and 6. The workflow uses the customer email to link the profile to the list.

Template prompt: "Re-select the same Klaviyo list again that you would like the customer to be subscribed to."