Customer-first marketing: the new playbook for the privacy-first era
Build relationships and cultivate loyalty with curated experiences based your customers’ interests.
Optimise Performance
With your base strategies in place, it’s time to optimise. 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
Maximise profile data
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.
Maximise profile data
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.
Resources to inspire your growth
Collecting data and personalising messaging
This recorded training dives into strategies for segmentation and personalisation based on data collected and stored in Klaviyo.
Getting started with Klaviyo Reviews
Use this guide as you ramp up with Klaviyo Reviews. Learn why reviews matter, set up key automations, and target customers based on their responses.
Experiment and refine
Put your customer data to work
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.
Customise 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
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
Maximise 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.
Resources to inspire your growth
Customise your templates and content
Learn how to create robust, personalised marketing campaigns that are actually scalable with customised templates, branded elements, and dynamic data.
Power smarter marketing with Klaviyo AI
Learn how to use each AI-powered feature in Klaviyo. Save time, automatically optimise, and build smarter customer retention strategies with AI insights.
Testing and optimising 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
Automate repeat purchases with retention flows
Automate your retention marketing with flows that drive conversions and target high-intent shoppers with the perfect 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.
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.
Improve retention
Manage your audience to keep deliverability strong
Email inbox providers actively monitor how often your recipients engage with your emails, and you should too. Be more efficient with every send by maintaining an active and engaged list of subscribers.
Use a segment of unengaged subscribers as an exclusion audience when sending campaigns to general lists to protect your deliverability.
Resources to inspire your growth
Build an SMS marketing strategy
Learn effective strategies to acquire, retain, and engage SMS subscribers, propelling you to better performance and increased revenue.
SMS use cases and examples to inspire your next send
See how brands use SMS to drive more sales and build relationships, with tips for creating your own SMS strategy.
Earn your deliverability certificate
Own your email sender reputation and prove that you understand how to execute a strong email sending strategy.
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