Recap: [Strategy session] Account audit: Revitalize your Klaviyo account for 2023 (for entrepreneurs and small businesses)

  • 10 January 2023
  • 2 replies

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Thank you for attending [Strategy session] Account audit: Revitalize your Klaviyo account for 2023. This training is designed specifically for entrepreneurs and small businesses. You can view the recording below:

In this session, we went over: 

  • The importance of conducting regular account audits
  • How to analyze metrics and benchmarks to understand what’s working
  • How to ensure you have all the necessary acquisition measures, campaign strategies, and flows active in your account
  • How to identify areas of opportunity for 2023

We have created a Klaviyo account audit guide to assist you when you look through your account. Make a copy of this spreadsheet, complete the questions, and use the information you find to help you shape your 2023 action plan. 

During the session, there was discussion about creating a content calendar. While we don’t currently have a downloadable example of a year-round calendar, you can use this Cyber Month Content Calendar as a source of inspiration. 


You can find additional useful links below: 

How to Configure Custom Reports to Track Apple Mail Privacy Protection/iOS 15 Opens

How to Identify iOS15 Mail Privacy Protection Opens

A/B testing sign-up forms 

Performance benchmarks for email campaigns reference

Benchmarks for flow emails reference

Campaign SMS and MMS benchmarks

Flow SMS and MMS benchmarks


If you’re looking for more information, check out these Academy courses: 

Deliverability certificate

Developing a content calendar 


Happy auditing! 


2 replies

Userlevel 4
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@OliviaC great question! The recording for the full training is available if you’d like to check it out. There's not a one-size-fits-all answer for this. It will depend on the individual business - how much information/history you have available, when your last audit took place, and which elements you’re auditing. 

During the training, we recommended that businesses conduct audits at least every 3-6 months to stay on top of account health, so generally looking at the last 3 months of data could be a good place to start.

The guide walks through four elements: deliverability, acquisition, flows, and campaigns, so the amount of data you want for each of those specific sections also may differ. For example, for deliverability metrics, you could certainly look at the last 30 days to give you an good assessment of your current sending reputation, and for campaigns, you may want to look at the last 3 months of campaigns to see which messages performed best. 

Let me know if this helps or if you have any other questions!

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Hi, I unfortunately missed this yesterday but going over the account audit guide now. When looking at the questions is it best to use the figures from the last 30 days?