Income Mavericks / Integrations / Klaviyo
Klaviyo integration

Campaigns off real pipeline data

Sync customer data to personalise email and SMS campaigns.

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Fig. 01 — What changes
Today

The list was exported in March. Since then people have bought, cancelled and come back, and none of it shows, so Thursday's email greets a loyal customer as somebody who has never heard of you.

Connected
When a customer buys or changes Income Mavericks opens the Klaviyo profile with the current picture of who they are
What it connects

The gap it closes

The campaign goes out on Thursday to a list that was true in March. So the person who bought last week is welcomed as a stranger, the customer who has spent the most all year gets the discount written for people who have never bought, and someone replies to say so. Nobody wrote a bad campaign — the list was just old, because keeping it current means exporting one system and importing it into another on an evening when there is time.

Connect Klaviyo and what you know about a customer here is what Klaviyo knows. The emails and the texts are written against who someone actually is and what they have actually done.

Where it fits

Sits between what your customers do and what you send them about it. Reach for it when the sending happens in Klaviyo and the truth about the customer lives here. It is switched on once from your settings, and the campaigns work off current data from then on.

Need more than it does

Tell us what the connection has to do and we will wire the rest of it.

What it does once connected

What stops being your job

01

The list stops going stale

What you know about a customer here is what Klaviyo has. No evening spent exporting one system to feed another.

02

The email fits the person reading it

Sends are written against who someone really is, not who they were at the last export. Your buyers stop being greeted as strangers.

03

Texts know the same thing

SMS works off the same current picture as the email. One customer, one version of them, whichever way you reach out.

In practice

Watch one go through

One job going through, start to finish, with nobody watching it. The steps are what this connection actually does; the times beside them are illustrative.

Klaviyo · one run
2.1s
A customer buys or changes Something about them is now different
The Klaviyo profile is updated The current picture of who they are
The email fits the person reading it The list stops going stale
Weighing it up See it running
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Already a client

You will find it under Settings → Integrations → Klaviyo.

Open the setup guide →
Questions

What people ask

What does Klaviyo get from this?

Your customer data. Who they are and what you hold about them here, kept current on their Klaviyo profile. Your email and SMS campaigns are then personalised from it. That is the scope.

Do I keep sending from Klaviyo?

Yes. Klaviyo stays where your campaigns are built, scheduled and reported on, exactly as your team runs it today. What changes is the data underneath them, which stops being a snapshot of whenever the last list was moved across.

Why does stale data cost me anything?

Because the wrong message lands on a real person. The customer who bought on Monday gets the first-time offer on Thursday, and they notice. Current data is what keeps a campaign from contradicting what somebody just did with you.

Does my team have to learn anything new?

No. Whoever builds the campaigns carries on in Klaviyo with the segments and templates they already use. Nobody here has to learn your sending tool, and nobody there has to come and fetch a list.

We have years of customers in Klaviyo. What happens to them?

They stay yours, in your account, with the history attached. Tell us how your profiles are put together before anything is switched on. We will walk you through what your existing audience looks like once the two sides are talking.

Also connects to

Every native connection comes with the platform. Tell us what else you need and we will wire it.

Want this connected for you?

See the whole system running

An hour, watching a lead arrive and a job get scheduled. Then you tell us where it would not fit your work.

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