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    Plan your omnichannel marketing strategy

    Course overview
    Lesson
    6 min read

    Integrate your omnichannel tech stack

    An integrated tech stack not only centralizes fragmented data but also enables data-driven decisions, allowing for more efficient business growth.

    Are you leaving money on the table?

    You are if you are not integrating your tech stack with Klaviyo. Explore our recommendations on how to drive business growth with integrations across the full customer journey.

    Need inspiration? Review integration strategies by goal

    Once integrated, you can begin using data from these external sources to power stronger segments, personalized campaigns, and more interactive flows. Not to mention, with all of your data in Klaviyo, you can analyze trends across each channel in 1 place.

    You may be wondering what integrations are right for your brand to try out first. Here are a few use cases to inspire you. We align our recommendations with key moments in the customer journey, so you can achieve your goals at each stage.

    Awareness

    Use integrations to boost awareness of your brand across the internet, get more traffic to your website, and then convert that traffic into list growth as visitors consent to other marketing channels.

    Recommended integration types:

    • Advertising
      Sync lists and segments to Facebook, Instagram, TikTok, or Pinterest. Use them to build custom audiences, allowing you to target subscribers with highly personalized ads. You can also create lookalike audiences to broaden your reach, allowing you to find and engage new prospects through targeted ads.
    • Influencer marketing
      Send special offers and messages to more influential customers, encouraging them to post content about their experience with your products using an influencer marketing Integration.
    • Referrals
      Boost your lists through a robust referral program. Sync referral links and automate messaging whenever a link is utilized.
    • Surveys and quizzes
      Target your sign-up forms based on UTM parameters, and then incorporate surveys and quizzes to collect more robust profile data. This allows you to segment and target shoppers with personalized recommendations.
    • Landing pages
      Build robust landing pages and/or QR codes to gain new leads, profile properties, or event sign-ups.
    An example of an influencer posting to Instagram.

    Conversions

    Encourage customers to shop via integration tooling as well.

    Recommended integration types:

    • Mobile apps
      Merchants can achieve 2.3x conversions in-app compared to mobile web shopping. Consider using a mobile app creation platform to boost conversions; no coding required!
    • Direct mail
      Who doesn’t love receiving a letter or package in the mail? While much of omnichannel marketing is online, you can integrate with direct mail providers to send enticing flyers, gifts, postcards, etc., as standard mail.
    • Event management
      Not every conversion involves a physical item. Sometimes this involves a shopper signing up for an event that you are hosting. Use event management tooling to encourage and remind them to attend.
    Example push notification, sent to someone with SWAK's mobile app.

    Customer experience

    Enhance the post-purchase experience and ensure your customers feel supported after they place an order.

    Recommended integration types:

    • Shipping
      Enhance customer satisfaction and minimize support inquiries by integrating a shipping solution to keep customers informed and engaged with their products.
    • Returns
      Automate return processing emails and texts with a return solution integration that keeps customers informed. 
    • Support
      Provide a robust support experience for customers with questions, feedback, order issues, and more. Use this in conjunction with core Klaviyo features, such as Help Desk and Conversations, to create a truly unified approach.
    • Reviews
      93% of shoppers seek out reviews before placing an order. Beyond that, with a reviews strategy, you can reward shoppers who engage post-purchase and even enhance your support strategy for negative reviews. While we recommend using Klaviyo as your preferred solution, we also integrate with several other reviews tools.
    An example conversation with Support via text.

    Retention

    Finally, boost brand loyalty and advocacy with the following toolset.

    Recommended integration types:

    • Loyalty and rewards
      Retaining customers is more valuable than acquiring new customers! Offer exclusive discounts for your VIP customers.
    • Subscriptions
      Save customers time and money with subscription discounts and automated payments. This also boosts brand loyalty and transforms shopping into a habit.
    • Content personalization
      This is a tenet of Klaviyo, as nearly every tool in the platform supports personalization. You can go even further by integrating additional software to upsell, provide complex recommendations, and review purchase history.
    • Content design
      Elevate your designs across social, sign-up forms, email, and more with robust design tools that can sync content into Klaviyo. Make sure your content is recognizable, on-brand, and something people look forward to receiving.
    An example subscription text message alert.

    Use Klaviyos MCP server

    Did you know that you can further unite your marketing efforts with AI tooling? Klaviyo’s Model Context Protocol (MCP) server allows you to connect Klaviyo with your preferred AI platforms like Cursor, Claude, and Windsurf.

    So, instead of spending weeks configuring custom integrations or scripts, you can do all of the following with the Klaviyo MCP server, ensuring a direct and secure output:

    Have a conversation in chat

    Have a real conversation with an interactive chat. For instance, a multinational business may request a strategy assessment across distinct Klaviyo accounts. In that case, they’d ask:

    “Compare my flow performance between my U.S. versus U.K. accounts. What resonates with each distinct group?”

    Surface real-time, personalized recommendations

    Get actionable suggestions to improve your overall omnichannel marketing strategy. For instance, ask about how your historical performance can be improved with new tactics.

    For instance, you may wonder which segments are driving the highest profits as you craft your next omnichannel campaign. In this case, ask:

    “Which segments have driven the highest revenue over the last 6 months across campaigns?"

    Generate content

    Save time by creating a first draft of your next campaign. Using natural language prompts, you can upload content or construct a new campaign for a specific purpose. For instance, as you approach a busy sales season, like Black Friday Cyber Monday, you may ask the following:

    “Create an omnichannel campaign promoting our Cyber Monday sale.”

    Pull advanced reports

    Quickly access important and timely data for your omnichannel performance. For instance, ask the server to build a report based on your omnichannel campaign content, honing in on channel specific performance:

    “Show me my campaign performance over the last 30 days, broken up by channel.”

    What’s next?

    Hopefully, you’ve begun brainstorming ways to use integrations to centralize your full marketing strategy. Notice a gap in your marketing funnel or a dip in engagement from customers? Consider how you can use all tools in a marketer’s toolkit to better connect the customer journey.

    Your job now:

    • Explore all of the tools available to integrate with Klaviyo in the Klaviyo App Marketplace.
    • Pinpoint areas of improvement for your brand across each of the core goals above.
    • Continue taking this certificate to learn what strategies to employ once your data and marketing coexist in 1 unified strategy.
    Integrate your omnichannel tech stack