A Look at Klaviyo’s Integration with Desk.com

One of Klaviyo’s key strengths is in allowing our clients the ability to quickly and easily add existing sources of customer data with no code and just a few clicks.  Unlike a typical CRM, Klaviyo is much closer to a “full-box” crm that lets companies leverage the data in their marketing, help desk, and other tools. Once information is integrated, Klaviyo gives businesses a complete customer profile in one place and the tools to easily identify customers based on things they have or haven’t done and then to target them with marketing.

The Klaviyo / Desk.com Integration

One integration recently launched (and being actively used) by our clients is with Desk.com. Klaviyo’s Desk.com integration gives our users details on tickets and their current states for each of their customers – side by side with purchase, usage, and all other info on that customer.

Having this information enables identifying and targeting groups like:

  • Ecommerce companies could find all customers who haven’t purchased in the last 6 months and have no open support tickets, and send them a coupon to return
  • Software firms could find all customers who signed up in the last week, filed a support ticket, and haven’t used the product since, to send a personalized email
Once groups are created, they can easily send targeted emails to groups and measure the impacts of those emails over time.

How to Setup the Desk.com Integration

Adding Desk.com data to Klaviyo can be easily completed in just a few minutes.

Step 1: Go to the integrations page in Klaviyo and select Desk.com

Step 2: Follow the on-screen instructions to complete the integration.  In short, all you need to do is login to Desk.com and follow the clear instructions on creating a new API application – but we’ll walk you through this every step of the way to keep it really easy.

Together, Klaviyo and Desk.com help you send smarter and more effective emails to your existing users based on what they have and haven’t done to drive greater lifetime value and higher customer happiness.

To get started with Klaviyo and Desk.com, click here.

 

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