Ready to make every customer interaction effortless?
A well-designed customer experience can turn one-time buyers into loyal customers. Customer Hub gives shoppers control over their journey, and is easy to set up. These best practices will help you refine the experience, making it more valuable for customers and your business. Let’s get started!
Align branding with your website design
Customer Hub should visually align with your website to create a unified customer experience. By inheriting fonts, colors, and button styles from your website, you ensure consistency while minimizing manual customization. You can then further refine the appearance of fonts, buttons, background colors, and content blocks to match your brand style guide. As you review the best practices below, check out our guide for more recommendations to style your Customer Hub.
Make Customer Hub feel like part of your website:
Keep your branding consistent by using the same fonts and colors as your website. Choose Inherit from site to match your existing style, or customize fonts and colors in Customer Hub’s design settings to get the look just right.
Preview changes before publishing:
Use the View Live button to preview your changes before publishing. This helps you make sure everything looks polished and aligns with your brand. Testing as you go lets you catch any design issues early and make adjustments before customers see them.
Use CSS for advanced styling:
If you're a technically savvy marketer who needs advanced styling options, you can use CSS to customize typography, buttons, and layouts. This gives you more control over the look and feel of Customer Hub beyond the built-in design options.
Explore this guide to find out how to style your Customer Hub.
Personalize content for better experiences
Nobody likes a one-size-fits-all shopping experience. If customers log into your store and see the same generic content as everyone else, they’re less likely to engage, especially if that content isn’t relevant to them. Customer Hub’s content blocks let you personalize what each shopper sees, making their experience more relevant and useful. Whether it’s reminding them about their loyalty points, helping them manage a subscription, or encouraging them to sign up for perks, tailored content keeps customers engaged and coming back.
Show customers the info that matters most:
Use content blocks to highlight key personal information like loyalty points, subscription status, or exclusive offers, so customers don’t have to dig through emails to find them. Every interaction with these content blocks fires off an event in Klaviyo, enriching customer profiles and enabling better segmentation, flows, and personalized marketing.
Speak differently to logged-in vs. logged-out shoppers:
Customize a call to action that drives your users into Customer Hub, encouraging them to log in. A logged-in customer might see “You have 500 points! Redeem them now!”, while a visitor without an account could see “Create an account to start earning rewards.” You can also do this with content blocks.
Use customer data to make it feel more personal:
Use personalization tags to show customers details like their loyalty points or membership status. This encourages them to shop more to reach the next tier.
Extend your capabilities with extensions
Extensions help you personalize the customer experience by highlighting relevant product recommendations, favorites, reviews, and loyalty features to keep customers engaged and make their lives easier. These add-ons make it easier for shoppers to browse, save, and shop without leaving your website.
Recommend products customers actually want:
Enable personalized product recommendations based on browsing and purchase history. If a shopper hasn’t engaged with your site yet, they’ll see your best-selling products from the past 90 days. Show them 5 relevant products in a carousel on the For You tab.
Help shoppers save their favorite items:
Turn on Favorites so customers can favorite products to easily find them later. This acts like a built-in wishlist and increases the chances they will come back to buy.
Keep loyalty rewards front and center:
If you use Smile.io, connect it to Customer Hub so shoppers can see exactly how many points they need to reach the next rewards level, keeping them engaged and motivating them to make their next purchase.
Use Klaviyo Reviews to build trust and boost conversions:
With the Klaviyo Reviews extension, you can display star ratings below your recommended products. This builds trust in your brand and reinforces why they will love your recommendations.
Make customer support more accessible
Giving customers an easy way to get help reduces frustration and builds trust in your brand. Customer Hub brings support closer to the self-service shopping experience, letting customers track their own orders, find answers to their questions, and get help without leaving your website. By integrating helpdesk platforms, live chat, and self-service options, you can resolve issues faster, reduce support tickets, and improve the overall customer experience.
Make support easy to find:
Link the Get Help button to your FAQ or Contact Us page so customers can easily access support from their order history. This button appears on the Orders tab, giving customers a direct path to assistance when they need it.
Help customers find help fast:
Decide where to direct customers when they need support, whether it’s an FAQ page, a contact form, or a helpdesk integration like Gorgias. During operating hours, Gorgias will open a live chat, while outside of those hours, customers will be taken to a ticket submission form.
Simplify your returns process:
If you’re using Loop, Aftership, Parcel Lab, or Narvar for your returns platform, you can set up a returns portal link that auto-fills customer details so shoppers can start a return with just a few clicks.
Easily accessible support for common questions like “where’s my order?” reduces strain on your support team, speeds up response times, and makes the customer experience better for everyone.
Enable Web Chat for real-time customer support
When customers need a little extra help from a real person, they don’t want to wait. With Web Chat, customers can get answers fast. They just open the chat and connect with your team in real-time. Quick support builds trust, removes friction, and helps turn more visitors into buyers.
Turn on Web Chat so customers can reach you instantly:
Signed-in shoppers can open the Chat tab and start a conversation while they browse.
Set clear office hours and automated replies:
Let customers know when you're available with auto-replies.
- Example: “We’re online now. Hang tight while we connect you.”
- After hours? Try “We’re offline, but leave your info and we’ll follow up soon.”
Link your privacy policy and terms of service:
To follow compliance best practices, include links to your site’s privacy policy and terms of service so customers are aware of the terms of their interactions with web chat. These links will be displayed before a visitor sends their first message, ensuring transparency from the start.
Summary
When shopping is easy and support is quick, customers stick around. These best practices help make Customer Hub a go-to spot for a smooth, personalized experience that keeps them coming back for more. Enable Customer Hub in your Klaviyo account today!