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.
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
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.
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 will be able to review these metrics.
Note: 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.
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 a segment with the following conditions:
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.