Demo Klaviyo’s Customer Hub to a prospective client
Use all of your client’s data to deliver a more personalized, automated experience in all interactions, including on their website. This video introduces Customer Hub: the all-in-one experience that empowers customers to manage their relationship with a brand and serves as the cornerstone of Klaviyo’s Service pillar. In particular, let’s walk through key settings, refine the look and feel of the hub’s design on your client’s website, improve the overall experience and functionality, and enable Web Chat.
Note: Customer Hub is only available for English-language Shopify brands.
How do customers use Klaviyo Service?
Let’s explore a few core ways that Klaviyo Service can add value to your client’s marketing and support strategies. In particular, we will discuss the real benefits that a Klaviyo customer, Ministry of Supply, saw when they enabled Klaviyo Service features.
Ministry of Supply is an ecommerce brand that makes officewear so comfortable that it feels like loungewear. Learn more about their strategy using Klaviyo Service features and how you can emulate these improvements for potential clients. For more details, read their case study.
Deliver onsite personalization in minutes
In under 5 minutes of setup, Customer Hub transformed their website with a more sophisticated, on-brand customer experience complete with personalized, dynamic content tailored to each shopper.
They can now show account information beyond a static order history that felt personalized for the individual. In fact, with Customer Hub, customers now have a single signed-in place to track orders, start returns, update subscriptions, get answers to FAQs, and more.
Learn how to set up Customer Hub in just a few clicks.
Build a dynamic customer journey
Within 4 months of implementation, Ministry of Supply saw 2K+ new customer accounts created.
In particular, they focus on using Customer Hub’s product recommendations to cross-sell related products and lift a north star metric for the brand: revenue per session.
What exactly can you do in Customer Hub with dynamic recommendations? You can:
- Remind shoppers of recently viewed products.
- Recommend items based on past purchases.
- Display unique coupons on shoppers’ “For you” pages.
- Encourage customers to create wishlists, so you can track their interests.
Outside of the Hub, Ministry of Supply even uses activity logged on Customer Hub to build more specific segments that they can then use to trigger flows and send more relevant campaigns.
Learn how to customize Customer Hub for your client’s unique brand.
Enhance your support capabilities
In that same 4 months, Ministry of Supply also solved 650+ self-serve support interactions with Customer Hub.
Customer Hub allows you to:
- Connect customers to live agents via Web Chat.
- Integrate with third-party helpdesk platforms.
- View customer requests in a Unified Inbox, so agents see full interaction history.
- Link to your brand’s FAQ page for common questions.
- Track self-service interactions with real-time dashboards.
Learn how to enable Web Chat within Customer Hub.
Answer common questions and objections about Klaviyo Service
As a Klaviyo partner, you might face questions from customers unsure about using Klaviyo Service.
You do not need to have these conversations alone. Our Klaviyo partnerships team wants to help you! By submitting your lead into the partner portal, you can either ask to:
- Connect with a partner rep directly to answer key questions or discuss the opportunity.
- Have someone from the Klaviyo Sales team attend the next call with you.*
- Request that the Sales team reach out to the lead directly for a demo.
If you would like to have these conversations on your own, we've gathered common concerns and provided simple scripts empowering you to ask the right questions, confidently respond to their objections, and highlight your expertise.
*Note: In order to qualify for a Klaviyo team member to attend a call with you, your clients must have at least a list of 1,000 subscribers.
How does Klaviyo Service differ from the rest of the market?
Ask:
- What are your existing thoughts on Customer Hub and its purpose?
- Are you currently using a support or customer service solution? If so, which one?
- If yes: Are you achieving your business goals with your current support system?
- If no: Did you use one at a previous company?
Explain:
Klaviyo Service unifies marketing, support, and onsite personalization; all powered by our rich Klaviyo data platform. That’s what sets it apart.
Most platforms keep these experiences in silos. Klaviyo brings them together so brands can act on a complete view of each customer. For instance, Klaviyo offers:
- A customer experience that drives revenue
Most portals or customer accounts are transactional. Customer Hub turns logins into buying moments, with personalized recommendations, saved browsing history, unique offers, and seamless support access. It’s fully branded, shoppable, and optimized to convert. - Unified data, unified teams
No more switching between disconnected tools. Klaviyo gives you 1 view of every customer: their marketing journey, support history, and shopping behavior. That way, your brand can respond in real-time, with full context, every time. - Seamless connectivity between customer service and marketing
Klaviyo doesn’t just bolt support data onto your stack; rather, it makes it actionable. Build flows that adapt to ticket outcomes, segment based on service experiences, and send smarter messages that reflect the full customer journey. - Easy set-up
Customer Hub works with Shopify Customer Accounts 1.0 and 2.0 and is ready to launch in minutes, not weeks. This means: no development time, no migration headaches. Brands can just turn it on and start seeing results.
Is Klaviyo Service just for big companies? We are too small for that.
Ask:
- How big is your customer list today?
- How are you segmenting your customers today?
- What kind of insights are you looking for from your data?
Explain:
Not at all. Klaviyo Service is built for businesses of all sizes, from growing B2C brands to larger mid-market+ teams. In fact, early beta users in the SMB and entrepreneur space are already seeing strong results, especially from the incremental revenue driven by Customer Hub. It gives brands Amazon-level personalization without needing Amazon-sized teams or budgets.
Most brands already collect valuable customer data; for instance, through checkout pages, popups, and browsing behavior. With Klaviyo Service, you can turn that data into action by creating personalized, signed-in experiences that are tailored to your business model, regardless of size or industry.
Research shows that signed-in shoppers are more engaged and contribute more long-term value than anonymous visitors. Customer Hub helps you capture and convert that value, while also improving the customer experience.
What if I already have a support tool that I use?
Ask:
- What is your current customer support experience like?
- How are you engaging customers on your website?
- What are your typical SLAs and business hours for answering tickets?
Explain:
With automated support in Customer Hub, customers can easily find the answers they need, helping reduce ticket volume and lighten the load on your team.
Customers can self-serve for common needs like order tracking, returns, and coupons and access FAQs directly within the Hub. For real-time help, customers can use live chat to connect with a support agent.
If you're using a third-party helpdesk, you can integrate it with Klaviyo so your team keeps the tools they rely on, and all data syncs back to 1 place.
Note: Currently, Gorgias is the only customer support platform that can integrate directly with Customer Hub. If you’re using a different help desk platform to manage your customer support, use the external URL help setting option to point to your knowledge center or contact page. We have plans to integrate with more support platforms in the future.
I do not have the time right now to implement this tool.
Ask:
- How long do you anticipate this taking for your brand?
Explain:
Klaviyo’s Customer Hub can be set up in just 3 clicks and can take less than 5 minutes to set up. Together, we can work together to bring immediate value from this tool and align with your personal goals for driving customer engagement on-site.