What is Klaviyo?
Klaviyo is a leading B2C CRM and marketing automation platform that unifies customer data to power personalized email, SMS, and WhatsApp campaigns. With AI-driven features and over 350 integrations, Klaviyo helps businesses deliver highly targeted, behavior-driven marketing at scale.
Key Features
- Email Marketing – 160+ customizable templates and 80+ pre-built automation flows
- SMS & WhatsApp – Multi-channel messaging with two-way conversations
- AI-Powered Automation – Generate campaigns and flows with natural language prompts
- Predictive Analytics – Customer lifetime value, churn probability, and next purchase predictions
- 360° Customer Profiles – Unified view of all customer interactions and data
Integration with ClinicMinds
ClinicMinds integrates with Klaviyo through Zapier, enabling seamless data flow between your clinic management system and your marketing automation platform.
How It Works
When events occur in ClinicMinds—such as a new patient registration, completed treatment, or appointment booking—this information can automatically trigger personalized marketing campaigns in Klaviyo.
The Power of This Integration
Your First-Party Data, Supercharged
ClinicMinds is your single source of truth for patient data. Every detail about your patients lives in one secure system:
- Patient Profiles – Complete contact information and demographics
- Treatment History – Which procedures they’ve had and when
- Geographic Data – Where your patients are located
- Visit Frequency – When they last visited your clinic
- Treatment Preferences – Types of procedures they’re interested in
Precision Marketing with Klaviyo
By connecting this rich first-party data to Klaviyo, you unlock powerful targeting capabilities:
| Patient Data in ClinicMinds | Marketing Action in Klaviyo |
|---|---|
| Last visit was 6+ months ago | Send re-engagement campaign |
| Had Botox treatment | Promote follow-up or related treatments |
| Located in specific region | Target with location-specific offers |
| New patient registration | Welcome sequence with clinic information |
| Birthday approaching | Personalized birthday offer |
| Completed treatment course | Request review or testimonial |
Use Cases
1. Automated Patient Retention
Patients who haven’t visited in 3, 6, or 12 months automatically receive personalized reminders based on their treatment history via email or SMS.
2. Treatment-Based Follow-ups
After a Botox treatment, patients receive timed emails about optimal re-treatment windows. After laser treatments, they get aftercare tips and follow-up scheduling prompts.
3. Geographic Campaigns
Promote clinic events, new treatments, or special offers to patients in specific cities or regions.
4. Personalized Upselling
Based on treatment history, suggest complementary procedures. Someone who had facial injectables might be interested in skincare treatments.
5. Multi-Channel Lifecycle Marketing
From first inquiry to loyal patient—automate the entire journey with targeted content across email, SMS, and WhatsApp at each stage.
Benefits
- Save Time – Automate repetitive marketing tasks with AI-powered flows
- Increase Revenue – Re-engage dormant patients and promote relevant treatments
- Personalize at Scale – Send the right message to the right patient at the right time
- Multi-Channel Reach – Connect via email, SMS, and WhatsApp from one platform
- Data-Driven Decisions – Track campaign performance with predictive analytics
- GDPR Compliant – Both platforms support compliant data handling
Getting Started
The ClinicMinds-Klaviyo integration is available through Zapier. Contact our support team to learn how to connect your accounts and start leveraging your patient data for smarter marketing.
Transform your clinic’s patient data into personalized marketing campaigns. With ClinicMinds and Klaviyo, you have everything you need to grow your practice through intelligent, multi-channel automation.