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Case Studies







How to Leverage the Klaviyo & Meta Integration to Improve Marketing ROI

Utilising the right tools in marketing can transform your campaigns. The Klaviyo/Meta integration is something our marketing team has continued to use for its flexibility and capacity to enhance the data and performance of campaigns. In this article, Sarah Hanney, shares why this integration is valuable and how to use it yourself.

Written By
Sarah Hanney

Our marketing team excel at creating tailored campaigns for clients to ensure they are maximising their Return on Investment (ROI), whether that be with paid ads, organic content or email marketing.

The team is always looking for ways to enhance their work and has found the integration of Klaviyo and Meta platforms to do exactly that. This integration allows the two platforms to complement and strengthen each other’s functionality. In turn, this has optimised our full-funnel approach, increased conversions and improved ROI.

In this article, we will explore how this works and why it’s important, as well as sharing some practical examples of implementation.

What is the Klaviyo/Meta integration?

Very simply, this integration is an API that sits between Meta Ads and Klaviyo to allow data to be exchanged between the two platforms.

The cornerstone of any successful marketing strategy is a deep understanding of customer data. The synchronisation of customer data between the Klaviyo and Meta platforms provides marketers with a unified view of customer behaviours, preferences and interactions across channels, resulting in the chance to build more accurate and targeted marketing campaigns.

Why is the Klaviyo/Meta integration beneficial?

Primarily, this integration is important because it unifies customer data and allows each platform to benefit from increased visibility. This in turn offers increased opportunities for you and your marketing team, some of which we’ll explore here in more detail.

Multi-channel marketing

Multi-channel marketing is vital in modern ecommerce because consumers navigate through various channels every day – including social media and emails. A multi-channel marketing approach ensures that your brand can engage with potential customers at numerous points in their online journey, significantly increasing the chances of conversion. It’s not just about reaching a wider audience, rather it’s about creating consistent, personalised messaging across all platforms to build a stronger, more memorable brand presence.

Integrating Klaviyo and Meta facilitates a cohesive and comprehensive multi-channel marketing strategy because the platforms can work together, sharing data and continuously optimising each other’s performance. You can coordinate email marketing campaigns with social media advertising efforts, ensuring consistent messaging across platforms and maximising the reach of your promotions. Consequently, this leads to an enhanced return on investment (ROI).

Audience segmentation & enhanced personalisation

By combining data from Klaviyo with Meta’s advertising capabilities, you can create highly personalised and targeted campaigns based on an individual’s preferences, purchase history, behaviour and engagement levels.

Klaviyo has robust audience segmentation capabilities which, thanks to this integration, can also be leveraged for Meta campaigns. You can tailor your messaging based on detailed customer profiles, from recent purchasers to engaged email subscribers, utilising dynamic segmentation strategies to increase the relevance and efficacy of your campaigns.

Dynamic ads & retargeting

One of the most compelling features of this integration is the ability to leverage Klaviyo data in order to create dynamic ads for retargeting campaigns on Meta platforms. This approach ensures users are presented with products they have shown an interest in on your website, once again increasing the likelihood of conversion.

Automation efficiency

Meta is designed to streamline marketing efforts across its platforms. Integrating Klaviyo allows you to harness these efficiencies for your email marketing campaigns. This means you can send highly targeted emails based on user interactions with Meta Ads, ensuring a seamless and personalised experience for your audience.

Comprehensive analytics

We are a data-led agency and consequently are always looking to improve the depth and detail of the data we use. The Klaviyo/Meta integration offers this because it provides access to comprehensive analytics and reporting from both platforms.

By combining insights from both services, you gain a holistic view of campaign performance – a vital asset when executing a multi-channel, full-funnel campaign. Having this visibility enables you to make informed, data-driven decisions to refine and optimise ongoing campaigns, and shape future strategies.

Time-sensitive promotions

The integration of Klaviyo’s rapid SMS delivery and read capabilities with Meta presents a powerful tool for executing promotions with agility and precision. This is especially useful for time-sensitive promotions, announcements, or flash sales where fast and effective communication is needed to engage customers.

Leveraging Klaviyo’s capability for immediate SMS delivery ensures that messages reach recipients without delay, while Meta’s platform enhances targeting capabilities, guaranteeing  that the right message reaches the right audience. This integration allows marketers to optimise their communication strategies, delivering timely and impactful messages that drive engagement and conversions.

Examples of using Meta & Klaviyo to improve marketing ROI

 The Klaviyo/Meta integration enhances marketing ROI by enabling precise audience segmentation and personalised messaging across Meta’s channels.

Let’s take a closer look at some examples of how marketers can use the Klaviyo/Meta integration alongside segmentation strategies to maximise campaign performance.

Segmentation strategy examples

The following examples mostly demonstrate how a Klaviyo segment can inform Meta Ads.

Recent purchasers

Klaviyo segment: Customers who purchased in the last 30 days.

Use in Meta: Create ads on Meta platforms targeting this segment with related or complementary products, exclusive discounts or loyalty programme promotions to encourage repeat purchases from users that are already familiar with your brand and product range.

Abandoned cart shoppers

Klaviyo segment: Users who have added products to their cart but have not completed the purchase.

Use in Meta: Implement retargeting ads on Meta platforms showing the exact products they left in their cart. Consider adding a special discount or incentive to encourage them to finalise the purchase.

High-value customers

Klaviyo segment: Customers with a lifetime value (LTV) above a certain threshold.

Use in Meta: Create exclusive ad campaigns on Meta platforms to reward and retain high-value customers. Showcase premium products, early access to sales, or VIP promotions.

Engaged email subscribers

Klaviyo segment: Subscribers who regularly open and click on your email campaigns.

Use in Meta: Promote new product launches or special events on Meta to this Klaviyo segment. These users have demonstrated a higher engagement level, making them more likely to respond positively to your ads.

Demographic segmentation

Klaviyo segment: Use Klaviyo’s demographic data or collect additional information through email sign-up forms (shopping preferences, gender, interests etc.).

Use in Meta: Create targeted ads on Meta platforms based on demographic factors such as age, gender, location, or interests. Tailor your ad content to resonate with each of these demographics.

Inactivity segment

Klaviyo segment: Customers who haven’t engaged with your emails or made a purchase in a set time frame.

Use in Meta: Re-engage this customer group through Meta advertising with special offers, incentives, or reminders of the value your brand provides.

How Swanky Boosted Leads Using The Klaviyo/Meta Integration

We recently leveraged the Klaviyo/Meta integration for one of our retained clients, as part of a campaign aimed at generating new leads and increasing brand awareness. Our client, a well-respected luxury adventure brand, launched a competition offering participants the chance to win a high-value product, complemented by a 15% discount incentive for sign-ups.

To maximise the campaign’s impact, we utilised Meta’s Lead Generation ad style on social media, strategically excluding engaged Instagram and Facebook audiences, website visitors, and existing Klaviyo subscribers.

Those who signed up then entered a dedicated Klaviyo list, triggering a tailored Welcome Flow that shared the discount code and details about the competition entry. These users then continued through the brand’s Welcome Series, receiving a comprehensive introduction to the brand.

This campaign generated 1650 new leads in just two weeks. These are now engaged email subscribers, primed for future retargeting efforts and ongoing brand engagement.

How will you improve the ROI of your next marketing campaign?

The Klaviyo/Meta integration is just one example of how we utilise a range of tools and strategies to optimise campaigns and increase marketing ROI.

If you are looking for an award-winning ecommerce agency to plan, implement and optimise digital marketing strategies, start a conversation with us today. We’d love to share some of our expertise and apply it to your brand.

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