How to migrate from Salesforce Marketing Cloud

You will learn

Learn how to integrate Salesforce Marketing Cloud (previously ExactTarget) with Klaviyo. This integration is designed to help you move from Salesforce Marketing Cloud to Klaviyo. We don't recommend using both platforms at once other than during the interim period as you make the switch.

Before you begin

Make sure to consult our general checklist that covers how to completely migrate over to Klaviyo from a different email service provider (ESP).

The Salesforce Marketing Cloud user you use when integrating should have access to webservices. Learn how to find the WSDL link.

Add the Salesforce Marketing Cloud integration

1. In Klaviyo, select the Integrations tab.
2. On the next page, select Explore apps and search for Salesforce Marketing Cloud. Then, click on the card.
3. Click Install.
4. On the next page, provide the username and password you use to log into Salesforce Marketing Cloud, along with the WSDL link to connect to the SOAP API for your Salesforce Marketing Cloud instance.
   

5. Click Connect to Salesforce Marketing Cloud.
6. On the next page, under Advanced, choose your sync options:
   • Collect open and click data for Salesforce Marketing Cloud campaigns: select this option to import historical campaign engagement. We highly recommend this so you can use past engagement to build segments.
   • Only sync specific lists: select this option, then enter the Salesforce Marketing Cloud list IDs in Lists, separated by commas. Leave this option unchecked to sync all lists.
   • If you select both checkboxes, the list restriction does not limit campaign data. Klaviyo can create profiles for people who received, opened, or clicked those campaigns, even if they are not on the specified lists.
7. When you're done, click Complete setup. Your integration should now be enabled.

Monitor the Klaviyo sync

To check on your enabled integration, click the Audience dropdown in Klaviyo, then select the Lists & segments tab.

Here, you should begin to see your Salesforce Marketing Cloud lists populate in Klaviyo. These lists will be synced with subscribers from your Salesforce Marketing Cloud lists.

If you selected Collect open and click data for Salesforce Marketing Cloud campaigns, Klaviyo imports historical data for campaigns sent in the last 180 days. Klaviyo checks for new lists and campaign sends every 5 minutes.

Ongoing open and click updates are checked every 5 minutes during a campaign’s first day, every 4 hours from 1 to 3 days after sending, and every 12 hours from 3 to 14 days after sending. After 14 days, ongoing engagement checks stop.

The following metrics will be synced with Klaviyo:

• Clicked Email
• Opened Email
• Received Email

If you select the Analytics dropdown in Klaviyo, then select Metrics, you'll be able to review these metrics.

Best practices

You can use the above engagement metrics to segment your Salesforce Marketing Cloud lists in Klaviyo. Sending to engaged, opted-in contacts helps protect your deliverability as you start using Klaviyo.

To start, build an engaged segment using a synced list that contains only opted-in email subscribers. Require membership in that list with AND, then group the following 2 engagement conditions with OR:

• Has Opened Email (ExactTarget) at least once in the last 30 days OR
• Has Clicked Email (ExactTarget) at least once in the last 30 days

If you're a daily sender, you should send your first week's worth of campaigns to this segment. If you send more than once a week but not daily, you should send your first 2-3 campaigns to this segment. For more information, see our article on how to create an engaged segment.

Outcome

You've now integrated Salesforce Marketing Cloud with Klaviyo, verified your synced data, and reviewed best practices.

Additional resources