Connect your platform
Before you can run your first campaign, you need to connect liftstack to your CRM platform. liftstack currently supports four platforms: Klaviyo, Customer.io, Iterable, and Braze. No developer is required. If you can find your API credentials in your platform’s settings, you can complete setup in under five minutes.
What you will need
Each platform requires different credentials. Here is what you need and where to find it:
| Platform | What you need | Where to find it |
|---|---|---|
| Klaviyo | Private API key | Klaviyo > Settings > API Keys > Create Private API Key |
| Customer.io | Site ID, Tracking API key, App API key | Customer.io > Settings > API Credentials |
| Iterable | Standard API key | Iterable > Settings > API Keys |
| Braze | REST API key, your Braze instance (e.g. US-01) | Braze > Settings > APIs and Identifiers |
Required API permissions
liftstack needs permission to:
- Read segments and lists (to sync your audience)
- Read and write profile properties (to write
lf_assignmentsfor variant targeting) - Create and update templates (to push the conditional template logic)
- Read engagement events (clicks, opens, conversions) for attribution
Connection limits by plan tier
You can connect multiple platforms to the same workspace, subject to your plan’s connection limit:
| Plan | Platform connections |
|---|---|
| Starter | 1 |
| Growth | 2 |
| Scale | 3 |
Setting up the connection
Navigate to Settings > Integrations in your liftstack workspace. Click Connect Platform, select your platform, and enter your API credentials. liftstack will verify the connection and confirm access.
Once connected, liftstack can read audience profiles, write custom properties (used for variant assignments), create and update templates, and receive engagement events via webhooks or polling. Your existing email sending workflow remains unchanged.
Testing the connection
After creating a connection, click the Test button on the connection card in Settings > Integrations. liftstack will make a test API call to your platform. If successful, a green “Connected” badge appears. If something is wrong, you will see an error message explaining the issue (for example, “Invalid API key” or “Unauthorized”).
Testing is non-destructive: it only verifies that your credentials are valid and have the necessary permissions. It does not create, modify, or delete anything on your platform.
Security
Your credentials are encrypted at rest using Fernet symmetric encryption with per-workspace derived keys. liftstack never stores them in plain text; they are only decrypted when making API calls on your behalf. All API calls between liftstack and your platform use HTTPS/TLS.