Collect customer data to personalize your messaging
This course will introduce you to all the methods within Klaviyo for collecting zero- and first-party data to enrich customer profiles.
Optimize Performance
With your base strategies in place, it’s time to optimize. Learn how to gather more customer data, A/B test, and fine tune your retention strategy.
Go ahead and log into your account so you’re ready to complete the step-by-step guidance below.
Your 3 key objectives
Expand your personalization
Gather more customer data through progressive profiling
Messages that are tailored to your subscribers’ interests are more impactful, but first, you need to learn more about them.
Identify what you’d like to know about your customers based on your business, like wedding date, type of pet, or skin type, and add an input field to your sign-up form to ask. Use additional forms like a multi-step flyout form to learn more about your subscribers after sign up.
Expand your personalization
Create powerful segments using profile data
Use the data you’ve collected and stored to create new segments that can be used to target campaigns, forms, flows and more.
Klaviyo Reviews allows segmentation by rating and by feedback collected through custom questions in the review. If you use a different tool to collect customer reviews, make sure that data is syncing to Klaviyo so you can use it in segmentation.
Expand your personalization
Make your communications more relevant
Profile data, whether automatically collected or provided by the customer, can be used to tailor your message to your recipient and increase their chance of converting.
Customize your welcome series and add branches to send unique messages based on custom profile properties collected at sign-up, or other information like purchase history.
Learn how to branch your welcome series based on profile properties
Strategic guidance to help you grow
Getting started with Klaviyo Reviews
Learn how to use Klaviyo Reviews to increase sales, build stronger relationships, and enhance your customer support.
Manage your loyalty program communications with universal content
Grow your loyalty program membership while encouraging existing members to engage on a deeper level with universal content.
Experiment and refine
Drive more conversions with A/B testing
Increase campaign open, click, and conversion rates through experimentation and testing.
Learn how to set up and run a campaign A/B test, how to read the test results, and a few use cases for A/B testing campaigns.
Experiment and refine
Maximize engagement with experimentation
Focus experimentation on driving better engagement across your marketing funnel.
By carrying out a Smart Send Time test, you can find which send time yields the best engagement from your audience to improve the performance of your campaigns.
Experiment and refine
Increase conversions with perfectly-timed retention flows
Launch highly-targeted flows that drive conversions by hitting high-intent shoppers with the right message.
Learn how to build a Klaviyo back in stock flow to alert customers about inventory if you are using the Shopify, BigCommerce, or Magento 2 platforms, or have an inventory-aware custom catalog feed.
Strategic guidance to help you grow
Enhance your marketing with A/B testing
Learn how to build a strategy for regular testing and optimization, and how to apply your learnings to improve future marketing efforts.
Optimize form display settings with AI
Stop guessing and put data in the driver’s seat. Let Klaviyo AI find the optimal timing of when a visitor should see a form on your site.
Testing and optimizing flows
This recorded training covers the fundamentals of A/B testing. Learn how to use A/B testing in flows and get practical examples of what to test.
Improve retention
Get deeper customer insights with Marketing Analytics
Marketing Analytics helps you find new opportunities to optimize your full customer journey, giving you detailed insights beyond the standard message performance reporting.
Make it easier for customers to convert by identifying friction points along your main conversion paths.
Improve retention
Use RFM analysis to craft proactive retention strategies
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.
Improve retention
Expand your SMS program
Advance your SMS program by adding SMS throughout the customer lifecycle and move toward parity with your email strategy.
Avoid wasting SMS credits by sending texts to numbers that recently had a temporary error. Create a segment to exclude these numbers from receiving texts.
Strategic guidance to help you grow
Getting started with Marketing Analytics
Follow this step-by-step onboarding guide to learn how to use each Marketing Analytics feature, then get use cases and examples of how you can turn these insights into action.
Drive ROI by increasing customer retention rates
Learn to build, implement, and evaluate a successful retention strategy using RFM analysis, funnel analysis, and other key features of Marketing Analytics.
Increase repeat purchase rate with Marketing Analytics
Learn how to derive key insights from these powerful reporting tools, and then build and deploy new retention tactics based on real-time data.
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