IntegrationTurn trade program
insights into
targeted campaigns.
Credenza surfaces the trade accounts needing attention. Send those ready-made segments to Klaviyo, then turn program intelligence into targeted campaigns and revenue.
Connect with a scoped API key · Push a segment once or keep the list synced nightly · Opens and clicks come back to each firm's activity feed.
Approving a designer is the start. Growing the account is the job.
Connecting Klaviyo closes the gap between program insight and marketing execution. Because Credenza already combines trade applications, enriched firm data, and order history, it can identify commercially meaningful audiences your team would otherwise have to define, compile, and maintain themselves.
Pick a segment, preview exactly who's in it, and send it to a Klaviyo list. No CSV exports, no spreadsheet handoff, no one on your team becoming an insights analyst.
Activate your trade intelligence
without rebuilding it.
Ready-made opportunity segments
Credenza reads order history against the trade application and enriched firm data behind it—context your store doesn't carry—to surface the accounts needing attention. Sync any of them straight to Klaviyo.
Choose the audience, not the logic
Start from opportunity segments in Member Health, or filter the Trade Directory yourself. You pick who to activate; Credenza maintains the logic.
See engagement in context
Opens and clicks flow back onto each firm's record in Credenza, so your sales team sees which campaigns a firm reads—without a seat in your marketing tool.
Find the opportunity. Build the audience.
Run the campaign.
Credenza spots the signal.
Firms go quiet, sample and stall, get approved and never order. Credenza keeps the segments current.
Your team picks the segment.
Open an opportunity segment, or filter the Trade Directory yourself. Credenza shows you exactly who's in it.
The audience lands in Klaviyo.
Push it once for a single campaign, or keep it synced nightly so your flows always fire against a current list.
Engagement lands on the account, not in a separate report.
Sends, opens, clicks, bounces, and unsubscribes are pulled from Klaviyo every hour and written onto the firm's own record in Credenza, under Activity—each one named with the campaign it came from.
Email engagement normally lives in the marketing tool, behind a seat your sales side doesn't have. Credenza gives them visibility into it on the trade account itself—a tab from the firm's team, its certificates, and its verification.
Grow your trade channel
with targeted segments.
High-value firms gone quiet
Identify top-quartile buyers who haven't placed an order or requested a sample in six months, and sync them to a dedicated Klaviyo list for personalized, high-touch re-engagement.
Sampling, not buying
Target warm accounts that recently requested memos or finish samples but haven't converted to a paid order. Sync the segment and trigger a campaign built to close that specific gap.
The one-and-done push
Isolate firms that placed exactly one order. Sync them to Klaviyo and send a nurture sequence designed to turn a trial buyer into a repeat trade customer.
Approved, no first order
Find designers approved 30+ days ago who never placed a paid order. Push them to a campaign that reminds them of their trade pricing, their account manager, and how to order.
Frequently asked questions
Ready to put your trade intelligence to work?
Use Credenza's ready-made trade audiences to run more timely, relevant campaigns in Klaviyo—and bring the engagement back to the account it came from.
Get started