With the Klaviyo integration, your HappyFox agents can view marketing campaign details associated with a ticket’s contact directly within the Help Desk interface without switching between applications.

Available in all pricing plans

Key Capabilities 

✓ View all Klaviyo campaigns associated with the ticket contact.
✓ See each campaign’s name and message subject.
✓ Access direct links to view campaigns in Klaviyo.

Prerequisites

To set up the Klaviyo integration, you’ll need:

• A Klaviyo account with API access and a Private API Key.
   
• Manager permissions in HappyFox to install and configure integrations.

Setting up the Klaviyo Integration

Step 1: Obtain Klaviyo API Credentials

1. Log in to your Klaviyo account.
    
2. Navigate to Account → Settings → API Keys.
    
3. Choose one of the following:
    
   • Copy an existing Private API Key, or
      
   • Click Create API Key to generate a new one.
      
4. Keep this key in hand as you’ll enter it during integration setup in HappyFox.

Step 2: Install the Klaviyo App inside HappyFox

1. Go to Apps → Customer Engagement → Klaviyo.
    
2. Click Install.
    
3. Enter your Klaviyo credentials and click Save.

Viewing Klaviyo Campaigns inside HappyFox

After installation, a Klaviyo Campaigns section appears in your ticket details view and during ticket creation.

How it Works

When viewing a ticket or creating a ticket, the integration automatically matches the ticket contact’s email with their Klaviyo profile and shows all Email Campaign messages sent to that profile.

The sidebar displays the corresponding campaign names and subjects.

On Ticket Details Page:

During Ticket Creation:

Note: Only email-based campaigns are displayed. Other campaign types (e.g., SMS) are excluded.
Navigating Campaigns

• Click the arrow beside “Klaviyo Campaigns” in the ticket sidebar to open the contact’s Klaviyo profile.
   
• Click the arrow beside a campaign name to open that specific campaign in Klaviyo.

Disabling the Integration

At any time, you can disable the Klaviyo integration:

1. Go to Apps → Customer Engagement → Klaviyo.
    
2. Click Unlink Integration.

Disabling the removes Klaviyo campaign data from ticket views but does not delete any data from your Klaviyo account. You can always enable it later on the ‘Manage’ page of the Klaviyo integration.