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Strategic advice

Share the strategies that have worked for you and hear from others.

  • 147 Topics
  • 329 Replies

How Hazel Village used Klaviyo to grow its loyalty program on a budget

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Top digital marketing tools and software recommendations for beginners:...

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How to leverage Klaviyo as a B2C CRM: My key use cases for success

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147 Topics
HayleyR
Problem Solver I
HayleyR2025 Champion
published in Strategic advice
So…what does a CRM manager actually do? Here's what my day looks like

Have you ever wondered what goes on behind the scenes after a customer hits “buy now”? What turns a one-time purchaser into a loyal, engaged customer? That’s exactly where a CRM (customer relationship management) manager comes in. Our job is to build relationships—and revenue—using data, automation, and the right message at the right time. But it’s not always well understood, especially outside of lifecycle or retention teams. Whether you’re hiring a CRM manager, stepping into the role yourself, or just curious about how lifecycle marketing really works, let’s break it down together. I’ll walk you through what I do, who I work with, and the metrics I focus on to drive results—all based on real, on-the-ground experience. And hey—if you're already in CRM, I’d love to hear how your day compares. Let’s swap notes in the comments below!  What does a CRM manager actually do? (No, we don't just send emails) When people ask what a CRM manager does, the quick answer is: we manage the full custo

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HayleyR
Problem Solver I
I
Problem Solver I
IztokProblem Solver I
asked in Strategic advice
Export emails from flows and campaigns

Hello,I would like to export emails from flows and campaigns. Down the years I accumulated a lot of value in those mails and instead of copy/pasting each one separately I would like to export them in a Google Docs and work from there.Does anyone have a workflow or idea how to solve this.Thank you.Best, Iztok  

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I
Problem Solver I
O
Contributor I
onemonicContributor I
asked in Strategic advice
Is there a way to personalize subject line for email confirmation?

Hi! We’re currently still in the free plan since we’re still building up. But I want to know if there’s a way to edit the subject line of the email confirmation?Or is there a subscribe version of this tag: {% unsubscribe %} ?Or should I just use a campaign or flow email?Thanks in advance! Monique

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O
Contributor I
emilytarvin
Problem Solver IV
emilytarvin2025 Champion
published in Strategic advice
How I use Klaviyo flows to drive sales 24/7—and how you can too

Have you ever wanted to make money in your sleep? Klaviyo’s advanced automation tools allow you to do just that! Consumer expectations are high, and it’s more important now than ever before to use automation in email marketing to personalize every touchpoint a customer has with your brand. Klaviyo flows give you the ability to automate personalized and perfectly timed messages that drive conversion and engagement. In this article, I share real-world examples of how Universal Yums uses the core features and capabilities of Klaviyo’s flows—and how you can achieve goals specific to your business needs through a similar strategic approach. Don’t worry if you’re just getting started—these tips are for beginners, pros, and anyone in between! The power of Klaviyo’s automation for personalized marketing at Universal YumsI head up lifecycle and email marketing at Universal Yums, a medium-sized subscription based business that sends customers a box of snacks from a different country around the w

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emilytarvin
Problem Solver IV
zacfromson
Problem Solver IV
zacfromson2025 Champion
published in Strategic advice
How to use Klaviyo analytics to identify and fix funnel breaks in your email marketing strategy

When it comes to building high-converting marketing strategies, everything hinges on one thing: the customer journey. Whether it's a well-timed welcome series or a compelling abandoned cart email, every touchpoint plays a role in leading a prospect to purchase.Yet, no matter how perfectly you think your funnel is built, there's always one universal truth: funnels leak.Funnel breaks are drop-offs or friction points that cause potential customers to disengage before converting. They show up as unopened emails, ignored CTAs, or bounced sessions, silently dragging down your ROI. They're often easy to miss but can cost you thousands in lost revenue.As someone who obsesses over performance metrics and optimization, I use Klaviyo analytics to uncover these breaks and course-correct fast. Whether you’re managing one ecommerce store or a portfolio of brands, Klaviyo gives you the tools to make data-driven decisions that directly improve results.Here, I’ll walk you through how I identify and fix

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zacfromson
Problem Solver IV
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Strategic advice
Watch the recording: Mother's Day momentum: How Mint & Lily unlocks year-round wins beyond BFCM

About Mint & LilyMint & Lily exists to help women feel extraordinary every day, with jewelry that’s as meaningful as it is beautiful. Our mission is to make high-quality, fashion-forward pieces that allow for self-expression, personalization, and connection, at prices that make luxury feel accessible. Whether it's your name, a birthstone, or an inspiring message, we believe your jewelry should tell your story.We do this by combining premium, tarnish-free materials with direct factory relationships and smart technology, which lets us move fast on trends, keep costs low, and offer thoughtfully made collections that never compromise on style or quality.Meaningful, without the luxury markupMint & Lily started with the idea that jewelry should be more than pretty. They should be personal. We saw a gap between fast fashion and fine jewelry and wanted to create pieces that felt meaningful, without the luxury markup. What began with a few custom pieces has grown into a community of

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chloe.strange
Community Manager
Ashley I.
Partner - Platinum
Ashley I.2025 Champion
published in Strategic advice
Must-know marketing tools and software for your team: my recommendations and insights

Ever feel like your marketing team is juggling a hundred things at once? From planning and communication to execution and reporting, the list of tasks never ends—and without the right tools, it can feel like you’re constantly playing catch-up. As director of email marketing at SmartSites, I’ve tested, tweaked, and relied on countless platforms to keep our team running smoothly. Some tools make a small difference. Others completely change the game.In this post, I’m sharing the tools my team and I can’t live without—tools that power our ideas, communication, and results. Whether you’re building out your own marketing tech stack or just want to see how other teams do it, I hope you’ll find something helpful here. And hey, I’d love to hear your favorites, too—drop them in the comments! 1. Google Workspace: the foundation of collaborationLet’s start with the basics. Google Workspace (formerly G Suite) is the central nervous system of many marketing teams. Whether we’re collaborating in real

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Ashley I.
Partner - Platinum
Carla Donahue
Contributor I
Carla Donahue2025 Champion
published in Strategic advice
Mastering Klaviyo flows: your complete guide to setting up Klaviyo automation

The power of easy: simple steps for big marketing winsEver wondered how to find efficiencies while advancing personalization? Automation is the key, but setting up Klaviyo flows in the right way can truly be a game-changer. Let’s take a deep dive into the world of Klaviyo flows and explore how to automate and optimize your processes without losing that personal touch.Setting the stage for successWith over fifteen years in the marketing game, I’ve seen how automation can take a good strategy to the next level—helping you connect more meaningfully with customers while saving you time. Klaviyo flows give you the tools to automate everything from welcome emails to cart abandonment follow-ups, but the trick is setting them up in a way that makes them work harder for you.Your step-by-step guide to Klaviyo flow setupLet’s break it down. Setting up Klaviyo flows is easier than you think, especially with Klaviyo’s pre-built flow templates. These templates are designed to get you started quickly

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Carla Donahue
Contributor I
rqcha
Problem Solver III
rqcha2025 Champion
published in Strategic advice
How Hazel Village used Klaviyo to grow its loyalty program on a budget

In 2017, when our team at Hazel Village, an ethically-made stuffed animal company, started its loyalty program – aptly called the Hazelnuts – we did everything manually. Once a month we would assign discount codes to new members of the program, send them their discount codes, tag them on Shopify, and maintain a complex list of customers who had spent more than $250 on our website. Our previous email provider did not have an integration with Shopify, making communicating with Hazelnuts nearly impossible. It was when we switched to Klaviyo and were able to use segmenting and flows to maintain the Hazelnuts that the program was able to grow and thrive in a way it had never been able to before! The rules for how to be a Hazelnut are simple:Spend $250 over more than 2 orders on Hazel Village’s website.  Place at least 1 order a year. Once a customer becomes a Hazelnut, they receive:Free shipping on domestic orders and $5 towards international shipping. Access to an exclusive Hazelnuts blog.

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rqcha
Problem Solver III
AlexandraPalau
Partner - Silver
AlexandraPalau2025 Champion
published in Strategic advice
Top digital marketing tools and software recommendations for beginners: my Klaviyo insights and tips

Getting started with digital marketing can feel like assembling IKEA furniture without instructions—except instead of shelves, you’ve got fourteen browser tabs open and no clue what half these tools actually do.Here’s the thing…You don’t need more tools. You need a handful that work together, help you grow, and don’t burn you out.That’s what this list is. A straight-to-the-point tool stack built around Klaviyo, made for beginners who want to start strong without drowning in tech. Let’s ground this: what you actually needIf you’re just starting, your tools should help you:Grow your list Send the right emails to the right people Track what’s working Turn first-time buyers into repeat customers Keep things running without babysitting every stepAnd if they integrate with Klaviyo? Even better.Everything below does exactly that. 7 beginner-friendly tools that integrate with Klaviyo (and actually matter) 1. Meta (Facebook + Instagram)Still one of the best channels for getting in front of the

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AlexandraPalau
Partner - Silver
HayleyR
Problem Solver I
HayleyR2025 Champion
published in Strategic advice
How to leverage Klaviyo as a B2C CRM: My key use cases for success

Have you ever wondered how some B2C businesses seem to have an almost magical way of connecting with their customers? The secret isn’t just great products or customer service—it’s about building meaningful, personalised relationships. At SHEIKE, we’ve found that using Klaviyo as a CRM has been one of the best ways to nurture these connections, increase engagement, and ultimately drive more sales.In this article, I’ll share how we use Klaviyo to optimise our marketing strategy and customer relationships. And I’d love to hear your experiences too! How have you used Klaviyo or other tools to boost your customer engagement? Let’s dive in and share what’s been working for us all! 👉 Use Case 1: Customer segmentation for targeted campaignsWhen I joined SHEIKE, one of the first things I introduced was a more strategic focus on customer segmentation, which, while something I had experience with, was a new approach for the team here. It’s no longer effective to send a one-size-fits-all email to

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HayleyR
Problem Solver I
Moeen
Contributor I
MoeenContributor I
posted in Strategic advice
APK vs X APK: What’s the Difference and Which One Should You Choose?

In the world of Android applications, you may often come across the term APK and X APK, but many people are unclear about the differences between the two. Let’s break it down to help you understand these terms better.What is an APK?An APK (Android Package Kit) is the standard file format used for distributing and installing applications on Android devices. When you download an app from the Google Play Store or any other third-party source, the file is typically in APK format. This file contains all the elements that the Android system needs to install and run the app, such as code, assets, resources, and the manifest file.APK files are commonly used for:Installing apps on Android devices. Installing apps from third-party sources (outside of the Google Play Store). Distributing apps to a wide range of users without using the official app store.What is X APK?An X APK is a modified version of the standard APK file. The "X" in X APK typically refers to a "modified" or "extra" version, whic

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Moeen
Contributor I
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Strategic advice
Watch the recap: Brewing demand: How Cometeer turned customer excitement into rapid sales

Thanks Arda for sharing your insights with the Klaviyo Community! Some key tactics for success from the call (jump to minute 35 for this section):Audience segmentation  Early access works  Scarcity messaging  Relevant timing  Email to SMS can drive engagement  Urgency messaging  Make sure Creative considers email  Leverage different mediums and voices Consider post-purchaseThere were 2 questions on the call we were unable to get to:What were your key strategies to build that loyal audience from the early stages? What worked best? Building loyal audiences can be very simple using segmentation - look at users who are leading in repeat purchases or have high engagement with email. There are already loyal audiences in your list, you just have to start testing ways to identify them and start treating them as such. Find 10-20% of your audience that looks like the best audience and start adding in touchpoints to your campaigns specifically for them, simply enough by providing early access to

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chloe.strange
Community Manager
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Strategic advice
Watch the recap: Smart personalization: how Criquet Shirts doubled revenue per recipient

Thanks so much for sharing your insights with the Klaviyo Community ​@zach.scheimer!  About Criquet ShirtsImagine a world where style meets comfort - Criquet Shirts does just that. I got the chance to sit down with Zach Scheimer, Sr. Marketing Operations Manager at Criquet Shirts to learn more about his journey and Criquet Shirts’ origin story in preparation for our upcoming fireside chat. What struck me was their astute way of redefining classic sophistication with a modern twist. Born from a love of timeless craftsmanship and quality, Criquet Shirts delivers premium shirts that not only look sharp but feel incredible. Whether on the course or out on the town, these shirts effortlessly blend tradition and contemporary flair. In constant pursuit of a good timeCriquet was started to make high-quality threads for the guys who like to take it easy. We wanted to pay homage to the legends, give reverence to the irreverent, and to be in constant pursuit of a good time. The mission? To bring

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chloe.strange
Community Manager
alexratcliff
Problem Solver III
alexratcliffProblem Solver III
published in Strategic advice
Optimize conversions by upgrading these 6 quick & easy areas

The onsite journey isn’t just a crucial part of a seamless user experience—it’s the catalyst for getting shoppers to cross that line into conversion.If someone is aware of your brand and has landed on your site, you’re halfway there! Our job as marketing experts is to do what we can to reduce the friction between customer and check-out.Using existing customer data will support the development of this process and create the most seamless journey possible.Here are my top 6 areas to focus on if conversion is something you’re driving to improve.1. Sign-up formsSign-up forms are an underrated part of every Klaviyo account. You can use them  throughout your site, not only to gather valuable data but also to target shoppers more effectively. For example, if you’re a sports retailer and someone is looking at merchandise for a specific team, use this information to tag them as they sign up. This way, you’re able to target them with more relevant product and category suggestions in the future. Q

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J
Contributor I
Christiannoerbjerg
Expert Problem Solver II
Christiannoerbjerg2025 Champion
posted in Strategic advice
Are you dependent on the checkout start event to show customers their basket in an email? No need to with this solution.

Imagine a world where you can guide your customers seamlessly back to their checkout with a single, personalized email. By leveraging webhooks in Klaviyo, you can achieve this—saving cart items and checkout URLs directly as properties on customer profiles. This innovative approach not only streamlines your email marketing but also enhances the customer experience. Let’s dive into how it works and why it’s a game-changer for your e-commerce strategy.Why use webhooks to save cart items and checkout URLs?Traditionally, abandoned checkout emails rely on the customer triggering an event, such as leaving their cart without completing a purchase. While effective, this approach has limitations—most notably, the delay in communication. With webhooks, you can save cart and checkout data in real time, enabling you to: Send timely follow-ups: No need to wait for the abandoned checkout flow to trigger. Engage customers proactively. Personalize at scale: Use Klaviyo’s person.lookup tag in campaign

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Christiannoerbjerg
Expert Problem Solver II
talhahussain
Expert Problem Solver I
talhahussainExpert Problem Solver I
posted in Strategic advice
How to Supercharge Your Sales with Klaviyo’s Facebook & Google Retargeting

💡 What You’ll Learn in This Discussion:1️⃣ Why Retargeting Matters98% of visitors don’t buy on their first visit – how to bring them back 🎯 How Facebook & Google retargeting boosts conversion rates2️⃣ How to Sync Klaviyo with Meta & Google AdsStep-by-step guide to connecting Klaviyo with your ad accounts 🔗 Setting up custom audiences from Klaviyo segments for retargeting3️⃣ Best Audiences for RetargetingAbandoned Cart Users (high purchase intent) Recent Email Clickers (interested but didn’t buy) VIP Customers (upsell high-value products) Inactive Customers (win-back campaigns)4️⃣ Winning Retargeting Ad StrategiesDynamic Product Ads – Show users the exact product they viewed 🔥 Exclusive Discount Offers to drive urgency ⏳ Social Proof Ads (testimonials, UGC) to build trust5️⃣ Optimizing for Maximum ROIA/B testing ad creatives & messaging 🛠️ Using lookalike audiences to find new customers Tracking performance with Klaviyo + Google Analytics👥 Why Join This Discussion?Lear

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talhahussain
Expert Problem Solver I
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Rewatch: Galvanize your marketing strategy with Happy Wax

Our fireside chat with Rachel Fagan, VP of Marketing at Happy Wax, was filled with incredible insights on resilience, community-driven growth, and data-driven marketing strategies.Rachel shared how Happy Wax overcame a warehouse fire, leaning on their loyal customer community and strategic marketing efforts to rebuild stronger than ever. By leveraging email automation, live shopping events, and personalized CRM strategies, they not only recovered but achieved a successful BFCM season and set the stage for future growth. Watch the event here!Key takeaways from the chat:✅ Community matters – Customers rallied around Happy Wax during challenges, reinforcing the power of engagement and loyalty.✅ Personalization drives retention – Using tools like Klaviyo, Happy Wax creates tailored experiences that keep customers coming back.✅ Live shopping boosts connection – Interactive shopping events helped deepen customer relationships and increase conversions.✅ Data fuels decision-making – Tracking c

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stephen.trumble
Amos Peace
Problem Solver III
Amos PeaceProblem Solver III
posted in Strategic advice
How to Segment Your Audience for Better Campaigns in Klaviyo

Hello Great Minds,😍Do You Know? Effective segmentation is key to delivering personalized, relevant content to your audience. In Klaviyo, segmentation can be based on a variety of factors such as demographics, purchase history, engagement, and even custom profile properties. Here’s how you can take advantage of segmentation for better campaign results: Segmentation by Behavior Segment users based on how they interact with your brand. For example, create segments for customers who have made a purchase in the last 30 days versus those who haven’t made a purchase in 6 months. Use this information to send tailored campaigns that speak to their behavior. Segmentation by Preferences If you collect preferences such as email frequency (weekly, monthly), interests, or product categories, you can segment your audience and send highly relevant messages. For example, if a customer prefers monthly emails, don’t bombard them with weekly newsletters. Lifecycle Segmentation Target users based on w

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R
Contributor I
Amos Peace
Problem Solver III
Amos PeaceProblem Solver III
posted in Strategic advice
Using Dynamic Blocks for Personalization in Klaviyo

Hi Great Minds,😍 Do You Know? Personalization is more than just inserting a customer’s name into the email. Klaviyo’s dynamic blocks take personalization to the next level by allowing you to show different content to different users based on their behavior and profile data. Therefore, here’s how you can leverage dynamic blocks in your emails: Product Recommendations Use dynamic blocks to show product recommendations based on what a customer has previously purchased or browsed. This ensures that the content is tailored to each subscriber, increasing the chances of conversion. Location-Based Content If you have a global audience, dynamic blocks can display different content based on the subscriber’s location. You can show different offers, product recommendations, or even shipping information depending on their geographic region. Discounts and Offers You can create dynamic blocks to show unique discount offers based on a user’s status (e.g., new subscriber, repeat customer, or VIP).

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Amos Peace
Problem Solver III
Amos Peace
Problem Solver III
Amos PeaceProblem Solver III
posted in Strategic advice
How to Build a Welcome Series in Klaviyo: Best Practices and Tips

Hello Great Minds,🤗 Do you know?A welcome series is your first opportunity to engage new subscribers and build a lasting relationship with them. When done right, a well-crafted welcome series can help turn a casual visitor into a loyal customer. So, here are some tips and best practices for building an effective welcome series in Klaviyo: First Email: Immediate Gratitude and Value Your first email should express gratitude for signing up. It's also a great opportunity to introduce your brand, what you offer, and how the subscriber will benefit. You can include an exclusive discount or offer to entice them to make their first purchase. Second Email: Setting Expectations and Engagement The second email should set expectations—what kind of emails will they receive, how often, and what value they’ll get. You can also include engaging content like popular products or customer testimonials to build trust. Third Email: Personalization and Product Recommendations By the third email, use Kl

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Amos Peace
Problem Solver III
AlexandraPalau
Partner - Silver
AlexandraPalau2025 Champion
published in Strategic advice
From sign-ups to superfans: nurturing new subscribers for long-term engagement

Have you ever had a subscriber sign up, open a few emails, and then poof—they disappear like your favorite pair of socks in the dryer? (Seriously, where do they go?)Well, let’s talk about how to stop that from happening.In this post, I’m sharing how you can turn those shiny new subscribers into loyal superfans with a nurturing sequence that feels less like a sales pitch and more like a genuine connection. Sound good? Let’s go!Why nurturing subscribers mattersOkay, here’s the deal: getting someone to sign up for your email list is the easy part, but keeping them engaged is where the real connection happens. If you only reach out when you want to sell something, you risk losing their attention.Here’s the good news: nurturing your subscribers can increase their lifetime value, build trust, and keep your open rates from tanking. According to Klaviyo’s latest email marketing benchmarks, welcome email open rates average 54.34%—way higher than your typical email campaign.If you keep the momen

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talhahussain
Expert Problem Solver I
Amos Peace
Problem Solver III
Amos PeaceProblem Solver III
posted in Strategic advice
SMS Marketing Klaviyo

Hello Great Minds 😊 Do You Know?SMS marketing can be a powerful tool for boosting engagement and sales? But with great power comes great responsibility!As a Beginner, here's a quick guide to get you started with SMS marketing in Klaviyo:1. Build a Solid Foundation:Get Consent: Always obtain explicit consent from your customers. Tip: Use a double opt-in process to ensure subscribers are genuinely interested. Segment Your List: Tailor your messages to specific customer groups.Example: Send birthday discounts to subscribers celebrating birthdays.2. Craft Compelling Messages:Keep it Short & Sweet: SMS messages have a character limit. Get a straight to the point! Clear Call to Action: Tell your subscribers exactly what you want them to do (e.g., "Shop Now," "Claim Offer"). Personalize: Use dynamic content to add a personal touch.3. Leverage Klaviyo's Features:SMS Workflows: Automate welcome series, abandoned cart reminders, and more. A/B Testing: Experiment with different message varia

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Amos Peace
Problem Solver III
Ashley I.
Partner - Platinum
Ashley I.2025 Champion
published in Strategic advice
How to conduct proper competitor research for email marketing

Email marketing is an effective tool for businesses. While social media and influencer marketing are growing in popularity, email still provides a great return on investment (ROI).To optimize your email marketing strategy, you first need to understand how your competitors are engaging with your shared audience. Competitor analysis helps you uncover opportunities to improve your own approach.Here's a quick guide on how to conduct effective competitor research for email marketing.Identify top competitorsKnow exactly who your main competitors are. These are typically businesses that offer similar products or services and target the same audience as you.Direct competitors should be your focus, here. Their strategies may offer relevant insights to support your email marketing efforts.Look at:Competitors with a similar target audience Competitors that have a strong presence in your industry Those who might not be direct competitors, but are known for their exceptional email marketing efforts

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T
Contributor I
Amos Peace
Problem Solver III
Amos PeaceProblem Solver III
posted in Strategic advice
SMS Marketing with Klaviyo: A Beginner's Guide

Hello Great Minds, 👋   SMS marketing can be a powerful tool for boosting engagement and sales. But with great power comes great responsibility!   Here's a quick guide to get you started with SMS marketing in Klaviyo:   1. Build a Solid Foundation:   Get Consent: Always obtain explicit consent from your customers. Tip: Use a double opt-in process to ensure subscribers are genuinely interested. Segment Your List: Tailor your messages to specific customer groups. Example: Send birthday discounts to subscribers celebrating birthdays. 2. Craft Compelling Messages:   Keep it Short & Sweet: SMS messages have a character limit. Get a straight to the point! Clear Call to Action: Tell your subscribers exactly what you want them to do (e.g., "Shop Now," "Claim Offer"). Personalize: Use dynamic content to add a personal touch. 3. Leverage Klaviyo's Features:   SMS Workflows: Automate welcome series, abandoned cart reminders, and more. A/B Testing: Experiment with different message variations

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Amos Peace
Problem Solver III
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