How to Integrate with Salesforce Marketing Cloud

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Overview

Klaviyo's Salesforce Marketing Cloud (previously ExactTarget) integration is designed to help you as 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.

We also have a general checklist that covers how to completely migrate over to Klaviyo from a different email service provider (ESP) here.

Add the Salesforce Marketing Cloud Integration

Click on the Integrations tab in the left sidebar of your account; then, navigate to All Integrations and find Salesforce Marketing Cloud on the list of available integrations. Click Add Integration. Here, you will be asked to provide the username and password you use to log into Salesforce Marketing Cloud.

Set up Salesforce Integration settings in Klaviyo

If you click Advanced Options, you will have the option to:

  • Collect open and click data from your campaigns (highly recommended)
  • Only sync specific lists - this will allow you to pick the specific lists you want to sync from Salesforce Marketing Cloud
If you select both checkboxes, Klaviyo will sync ALL campaign data regardless of whether the campaign was sent to the specified list. Additionally, Klaviyo will subsequently create profiles for all the people who opened and/or clicked those campaigns, regardless of whether they’re on the specified list.

After entering in your information, click Connect to Salesforce Marketing Cloud. 

Monitor the Klaviyo Sync

To check on your enabled integration, navigate to your Klaviyo account's 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. 

Klaviyo receives historical engagement data from Salesforce Marketing Cloud from the last 180 days. New data syncs to Klaviyo every 5 minutes. 

The following metrics will be synced with Klaviyo:

  • Clicked Email
  • Opened Email
  • Received Email

If you navigate to the Analytics tab of your account, you'll be able to review these metrics.

Migrated Salesforce metrics in Klaviyo

If a profile has an inactive status in Salesforce Marketing Cloud, that profile will be globally suppressed within Klaviyo. Inactive statuses include Bounced, Held, Unsubscribed, and Deleted.

Best Practices

You can use the above engagement metrics to segment your Salesforce Marketing Cloud lists in Klaviyo. This will protect your deliverability and ensure that you start off on the right foot by sending exclusively to contacts who want to receive your emails. 

To start, build an engaged segment of your subscribers:

Set up Engaged Subscribers segment for email campaigns

If you're a daily sender, you should send your first week's worth of campaigns to this segment. If you're a bi-weekly sender, you should send your first 2-3 campaigns to this segment. For more information, see our article on How to Create an Engaged Segment.

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