Merge pull request #6744 from segmentio/klaviyo-actions-migration-engage-update

Add additional context to the Klaviyo migration blurb

Author: forstisabella

src/connections/destinations/catalog/actions-klaviyo/index.md

@@ -20,6 +20,11 @@ Klaviyo (Actions) provides the following benefits:
 - **More control** - Actions-based destinations enable you to define the mapping between the data Segment receives from your sources, and the data Segment sends to Klaviyo.
 - **Default property mappings** - Default mappings from the Segment like event, timestamp, and more, allow data to be mapped correctly without any setup required.
 
+> info ""
+> Segment automatically migrated all classic Klaviyo destinations configured in Cloud mode to the Klaviyo (Actions) destination in June 2024.
+> 
+> If you are a Klaviyo classic user, view information about steps you might need to take in the [Migrate to the Klaviyo (Actions) destination](/docs/connections/destinations/catalog/klaviyo#migrate-to-the-klaviyo-actions-destination) documentation. 
+
 ## Getting started
 
 1. From the Segment web app, click **Catalog**.

src/connections/destinations/catalog/klaviyo/index.md

@@ -7,9 +7,9 @@ id: 54521fd825e721e32a72eec8
 ---
 
 > warning "Segment will deprecate the Klaviyo Classic destination on June 30th, 2024"
-> [Klaviyo will deprecate the endpoints used by this destination on June 2024](https://developers.klaviyo.com/en/docs/migrating_from_v1v2_to_the_new_klaviyo_apis){:target="_blank”}. Segment will not update this destination with the new endpoint, but will deprecate the destination. Users who want to send data to Klaviyo should migrate to the Klaviyo (Actions) destination. 
+> [Klaviyo will deprecate the endpoints used by this destination in June 2024](https://developers.klaviyo.com/en/docs/migrating_from_v1v2_to_the_new_klaviyo_apis){:target="_blank”}. Segment will not update this destination with the new endpoint, but will deprecate the destination. Users who want to send data to Klaviyo should migrate to the Klaviyo (Actions) destination. 
 >
-> Starting on June 7, 2024, Segment will migrate all Klaviyo classic destinations to the new Klaviyo (Actions) destination. **If you don't have an API key in the destination settings for your classic Klaviyo destination, you will need to take action.**
+> Starting on June 30th, 2024, Segment will migrate all Klaviyo classic destinations to the new Klaviyo (Actions) destination. **If you don't have an API key in the destination settings for your classic Klaviyo destination, you will need to take action.**
 > 
 > For more information about this migration, see the [Migrate to the Klaviyo (Actions) destination](#migrate-to-the-klaviyo-actions-destination) documentation. 
 
@@ -29,7 +29,7 @@ To configure Klaviyo as an Event Source to get data into your warehouse or other
 > info ""
 > Segment is not deprecating Klaviyo Classic destinations that use a Web Device Mode configuration. Users that have destinations with this configuration **do not need to take any action**. 
 >
-> This migration applies **only** to Klaviyo Classic destinations in Cloud Mode.
+> This migration applies **only** to Klaviyo Classic destinations in Cloud Mode. [Engage users](#engage-specific-migration-information) might need to take additional action.
 
 Starting on June 20th, 2024, Segment will automatically migrate all classic Klaviyo destinations to the new Klaviyo (Actions) destination. Migrated Klaviyo (Actions) destinations will have the same name as your classic destination, with "Migrated" appended.
 
@@ -55,10 +55,27 @@ To enable your new Klaviyo (Actions) destination:
 
 Segment will disable all instances of the classic Klaviyo destination in July 2024. 
 
+### Engage-specific migration information
+
+While using the Klaviyo Classic destination, you could only **add** users to a Klaviyo platform or list. The Klaviyo (Actions) destination has two Destination Actions, [Add Profile to List (Engage)](/docs/connections/destinations/catalog/actions-klaviyo/#add-profile-to-list-engage) and [Remove Profile from List (Engage)](/docs/connections/destinations/catalog/actions-klaviyo/#remove-profile-from-list-engage), which allow you to add **and** remove users from the Klaviyo platform and from lists.
+
+Segment's migration from the Klaviyo Classic destination to the Klaviyo (Actions) destination was focused on creating a 1-1 mapping between your Classic and Actions destinations, so Segment creates three Actions on your behalf during the migration: 
+- **Upsert Profile**: This mapping only supports Identify calls. Segment enables this Action by default.
+- **Add Profile to List (Engage)**: This mapping only supports Track calls. Segment creates this mapping, but doesn't enable it for you.
+- **Remove Profile from List (Engage)**: This mapping only supports Track calls. Segment creates this mapping, but doesn't enable it for you. 
+
+To use the "Add Profile to List (Engage)" and "Remove Users from List (Engage)" Actions:
+1. Navigate to your Engage Space and select the Audience connected to your migrated Klaviyo (Actions) destination. 
+2. Select **Settings**. 
+3. Enable the **Send Track** setting and disable the **Send Identify** setting under Connection settings and click **Save**. 
+4. Open your Klaviyo (Actions) destination's Mappings page.
+5. Disable your **Upsert Profile** mapping and enable the **Add Profile to List (Engage)** and **Remove Profile from List (Engage)** mappings. 
+
 ## Getting started
 1. From the Segment web app, click **Catalog**.
 2. Search for "Klaviyo" in the Catalog, select it, and choose which of your sources to connect the destination to.
 3. Navigate to [Account > Settings > API Keys](https://www.klaviyo.com/account#api-keys-tab){:target="_blank"} in Klaviyo's UI and copy your API Key into the Segment Settings UI.
+
 > info ""
 > Klaviyo requires the Private API Key to use the List API. You can find this by going to Klaviyo's UI and clicking [Account > Settings > API Keys > Create API Key](https://www.klaviyo.com/account#api-keys-tab){:target="_blank"}  to generate a Private API Key and copy it into the Segment Settings UI.
 
@@ -274,4 +291,4 @@ For user-property destinations, Segment sends an [Identify](/docs/connections/sp
 
 When you first create an audience, Engage sends an Identify call for every user in that audience. Audience syncs send updates for users whose membership has changed since the last sync. These syncs allow you to create Klaviyo segments from properties Engage sends to Klaviyo as long as the property's value is `true`. Memberships update continuously as user profiles fall in and out of the eligibility criteria for the Engage audience. Klaviyo segments aren't automatically created and need to be configured by your team in order to see those audience segments. You can build Klaviyo segments based on the trait key that corresponds to the audience or computed trait which is being included in those user's events sent to Klaviyo.
 
-If Segment detects a `list_id` in the Klaviyo Destination settings, however, it adds users to the Klaviyo list without removing them when they no longer qualify for list membership. As a result, Segment recommends leaving the `list_id` field empty when you set up the Klaviyo Destination. 
+If Segment detects a `list_id` in the Klaviyo Destination settings, however, it adds users to the Klaviyo list without removing them when they no longer qualify for list membership. As a result, Segment recommends leaving the `list_id` field empty when you set up the Klaviyo Destination.