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How to create and use macros for Helpdesk tickets

Find out how to create and use macros (previously called “quick responses”) in tickets in Klaviyo Helpdesk. Macros are pre-written, reusable responses your support agents can insert into replies for SMS and web chat tickets.

Klaviyo Helpdesk: Guide to Pinned Properties

With pinned profile properties, you can surface up to five of your most important customer attributes (e.g., Loyalty points, VIP tier, Birthday) directly inside the Helpdesk composer. Setting this up takes less than two minutes and helps your team:

Klaviyo Helpdesk: Tag, Segment, and List routing

Use Smart Routing to automatically send each new ticket to the right team. By routing on ticket tags, and group (list or segment) membership, you will:

Klaviyo Helpdesk Predictive Insights Panel

The Composer Predictive Insights Panel lets you see Customer Lifetime Value, Total Orders, Churn Risk, and Predicted Next Order Date directly inside Klaviyo Helpdesk. With this at-a-glance context, you can personalize replies faster, reduce tab-switching, and drive higher repeat revenue.

How to create a custom ticket view in Helpdesk

Learn how to create and save custom views in Helpdesk to help organize and manage your tickets.

How to save a view of metrics in a Helpdesk ticket

Learn how to set up and save a custom, filtered view of metrics (”profile events”) within a Helpdesk ticket’s activity log. Saving a filtered metric view as your default helps you quickly focus on relevant customer events, which can make ticket resolution easier and more efficient.

How to leave internal notes on Helpdesk tickets

Discover how to create and use notes to manage tickets in Klaviyo Helpdesk.

How to change the status of a ticket in Helpdesk

Learn how to manage tickets in your Helpdesk, including how to:

How to edit and delete macros

Learn about managing options for macros used in your Klaviyo Helpdesk (previously called “quick responses”). Macros are pre-written templates you can use when replying to SMS and web chat tickets.

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