How Ruffwear drives incremental revenue with Klaviyo CDP
Learn how Ruffwear improved their margins by using CDP insights to refine their discount strategy.
Advanced Capabilities
You’ve optimized your performance. Now unlock deeper customer insights, build seamless omnichannel experiences, and automate your business with Klaviyo.
Log into your account to complete the step-by-step guidance below.
Your 3 key objectives
Centralize with CDP
Gain deeper customer insights
In order to access new tools and insights, you’ll need to activate Klaviyo CDP in your account. You can initiate a 30-day free trial directly from your account, or you can purchase CDP as an add-on product.
Once you’ve got access to Klaviyo CDP, continue on with the guidance on this page.
Make it easier for customers to convert by identifying friction points along your main conversion paths.
Centralize with CDP
Use RFM analysis to improve customer retention
RFM analysis helps you identify your most valuable and most at-risk customers based on the recency, frequency, and monetary (RFM) value of their purchases. Turn these insights into direct action by targeting RFM groups with flows, campaigns, onsite experiences, and ads.
Since RFM analysis groups your customers by their relative value to your business, you need to define parameters for what a good customer looks like in order for the model to work.
Centralize with CDP
Store and manage your data at scale
Data fuels your entire marketing engine, so it has to be clean and accurate in order to be useful. The CDP data management tools help you clean your data and get the right data where you need it.
Take control of your customer data. Choose which data to sync from Klaviyo to your data warehouse so your team can access valuable customer data for larger business analysis.
Resources to inspire your growth
Getting started with Klaviyo CDP
Use this step-by-step guide to get Klaviyo CDP set up in your account to unlock deep customer insights and powerful data management tools.
Build impactful retention strategies with RFM analysis
Learn how to use RFM analysis to create a strong retention strategy that nurtures your most loyal customers while addressing churn risks.
Go omnichannel
Connect with loyal customers through a mobile app
Your brand superfans want an easy way to buy from you, quickly and regularly. They want to monitor and redeem rewards, make shopping lists, and re-order with ease. Keep your best customers engaged by building a mobile app for your brand.
Enable push notifications for iOS and Android so that you can connect with mobile app users through campaigns and flows.
Set up iOS push notifications
Set up Android push notifications
Go omnichannel
Personalize across the web (and beyond)
True omnichannel marketing means providing personalized content to every individual customer, no matter which channel they interact with. Bring the customer experience to life by extending personalization to new channels, on and off the web.
Make your website experience feel personal and relevant to every visitor. Use the group membership API to display copy, images, banners, and product recommendations dynamically to different audience segments.
Resources to inspire your growth
How Rocketbook uses Klaviyo to create a data-driven marketing engine
Learn how one brand uses the data collected in Klaviyo to build buyer personas and inform their product development process.
How direct mail automation helps ecommerce brands scale
Snail mail isn’t dead. In fact, it’s super valuable when you’re able to make it personal and timely. See why brands are investing in direct mail automation to grow.
Achieve more with a Klaviyo Partner Agency
Our robust network of partner agencies can act as an extension of your team. Whether you need custom development, app development, or strategic guidance, our partners can help.
Automate everything
Build custom experiences on top of Klaviyo
At this point, you’ve done just about everything that you can do with the native features available in Klaviyo. Now, you can extend Klaviyo’s capabilities using our developer tools and custom-build features to keep scaling your enterprise.
For any custom development work, we recommend setting up a new account specifically for testing. You can designate the account as a “test” instance in Klaviyo (don’t worry, it’s free).
Automate everything
Automate business processes with flows
Flows can do more than just automate messaging. Use flows to automate business processes that update data internally, send reminders, or trigger actions outside of Klaviyo.
Automatically email members of your team when action needs to be taken in response to a customer action. Let your sales reps know when someone requests a demo, or let your team know when someone cancels a membership.
Automate everything
Shore up data across your tech stack in real-time
As your business scales, your team needs to trust that the customer data they’re seeing is accurate and up-to-date, no matter which piece of your stack they’re looking at.
Keep your data unified and accurate across all of your integrations. Sync unsubscribes or message engagement metrics to third-party tools used for reporting or business insights.
Resources to inspire your growth
Build foundational API knowledge
Are you a tech-minded marketer looking to customize Klaviyo? Take this introductory course to APIs to learn what they are, how they work, and learn how to make API calls to manipulate data in your account.
Take the Klaviyo developer certificate
To push the limits of what Klaviyo can do for your business, you’ll need custom development. If you are a developer, you can learn everything you need to know to start building with Klaviyo.
Build custom functions with Code
Learn how to build highly-customized experiences and automations using the CDP-exclusive Code feature. Write custom Javascript and Python functions and execute them directly in Klaviyo.
Build an OAuth app with Klaviyo
Did you know that you can a build custom app for Klaviyo and list them on Klaviyo’s integration directory? Take your custom solution and share it with other users through a custom app.
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