Best practices for using Helpdesk

Klaviyo Helpdesk makes it easy to bring all your customer conversations into one place. In this guide, you’ll explore three proven best practices that help you respond faster, stay organized, and deliver more personal support, all while building a foundation for long-term efficiency.

By the end of this course, you will be able to:

• Configure key settings like email forwarding and ecommerce integrations to centralize support.
• Create and apply macros and tags to save time while keeping communication thoughtful and organized.
• Build and manage views to prioritize tickets and prevent inbox overwhelm.
• Use customer data, like past orders and predictive analytics, to personalize replies and strengthen customer loyalty.

Take this course if:

You're a solopreneur or part of a small support team looking to simplify service, save time, and give your customers a more seamless experience.

Prerequisites: A Klaviyo account with Helpdesk enabled.

Your instructor:

Michaela Fooksa is a developer education specialist at Klaviyo with a background in education and computational biology. When not at work, you can find her exploring local trails on skis or on foot or curled up with a book. Connect with Michaela on LinkedIn or the Klaviyo Community.