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Strategic advice

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

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Klaviyo Onboarding Resources

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How to Organically Grow Your List from Nothing

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Julie Hayes
Julie Hayes
started this topic

Sign-up form recommendations

When editing your forms in Klaviyo, you’ll find several customization options for display and targeting located within the Behaviors tab:Dis...
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191 Topics
Julie Hayes
Julie HayesKlaviyo Alum
published in Strategic advice
Sign-up form recommendationsTutorial

When editing your forms in Klaviyo, you’ll find several customization options for display and targeting located within the Behaviors tab:Display Timing: Setting a loading or scrolling delay creates a better experience for your visitors that’s both less intrusive and disruptive. Exit intent forms in particular have been shown to perform really well for this reason, and combining this behavior with a delay will ensure that your messaging reaches those visitors who have spent a decent amount of time on your site just before they go to leave. Display Frequency: It’s a good idea to hide forms from visitors who have already provided the information requested, but in the case where someone closed a form without submitting it, you can set the form to show again for that person after a certain number of days, when they may be more willing to subscribe.Devices: This is where you will choose which devices your form will appear on. Very often you’ll find you need to create a mobile-only version of

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Contributor I
shoshana.antunes
Klaviyo Employee
shoshana.antunesKlaviyo Employee
published in Strategic advice
How often do segments update?F.A.Q.

Segmentation is one of the most powerful tools in Klaviyo! Segments update automatically and immediately.Once you create a segment, it will pull in customers that meet the definitions you set from anywhere in your Klaviyo account – this is why it’s important to confine a segment to a specific list if you’re using it for campaign targeting. Otherwise, you risk sending to people who have not opted in to receive your marketing messages!There are two exceptions to be aware of when discussing how often segments update: Segments that rely on relative time conditions, which are only true after a certain period of time (i.e. purchased from an email at least 5 days ago) - these types of segments update every 24 hours instead of real-time. Segments that rely on all “negative” conditions (i.e. everyone that is not in several specified lists) - these types of segments may update with a slight delay. If you’re new to segmentation and want to learn more, check out our guide!

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samdobreva
Contributor I
stephen.trumble
Community Manager
stephen.trumbleCommunity Manager
published in Strategic advice
Klaviyo Onboarding Resources

Discover all of the resources available to help you get up and running quickly, including comprehensive step-by-step guides, live trainings, on-demand courses, customer support, and more. -Ready to jump into specific tasks?We’ll guide you through each step of the way.-Get ahead with weekly live trainingsAccelerate your growth by tapping into our team of experts to support you on your onboarding journey.-Reach out to a Klaviyo expert. We're here to help.Klaviyo offers support and resources to help your brand get the most out of the platform. Click here to get started! 

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stephen.trumble
Community Manager
Akers Digital
Partner - Silver
Akers DigitalPartner - Silver
published in Strategic advice
How to Organically Grow Your List from Nothing

Hi Community!  I’ve recently taken on a few new clients and have been focused on growing their lists with limited starting resources, so I just wanted to share some of my tried and true tactics to help boost that growth spurt! Let’s dive in.  Opt-in Opportunities First and foremost, I always tell customers to start at the bottom of the sales funnel and work their way up. This holds true for ads, websites, and even email. For email, I would encourage new clients to make sure they are giving customers every opportunity to opt in. This includes opt-ins during checkout, back-in-stock notifications, and SMS. In my experience, I personally think collecting SMS opt-in right away is a good thing, even if you're not planning on using SMS in the immediate future. SMS requires some more legal hoops to jump through so it takes a little longer to collect those opt-ins, which means if you want to see growth, you’ve got to get started now! Keep Them Hooked Besides Opt-in opportunities, you should uti

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Taylor Tarpley
Community Manager
stephen.trumble
Community Manager
stephen.trumbleCommunity Manager
published in Strategic advice
Friday FAQ: what are some helpful tips and tricks for campaign design?

 🎙️ This week’s Friday FAQ: what are some helpful tips and tricks for campaign design? 🎙️Join @Taylor Tarpley  and learn how to optimize your campaign emails to match your unique branding and drive conversions.  

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Taylor Tarpley
Community Manager
Julie Hayes
Julie HayesKlaviyo Alum
published in Strategic advice
Welcome series setupTutorial

What Is a Welcome Series Flow and Why Use One?A welcome series is a sequence of emails sent directly after someone signs up to hear from your brand. This is a critical moment in the customer lifecycle because it's your opportunity to introduce new, interested prospects to your business and product offering. With a welcome series, you should strike while the iron is hot and capitalize on this display of interest.A welcome series is crucial email automation, and Klaviyo provides a pre-built welcome series out-of-the-box. You will find a standard welcome series listed in the Flows tab of your account. If you want a more advanced welcome flow, you can browse different ideas in our Flow Library.How Does a Welcome Series Flow Work?Unlike many other recommended flows, a welcome series is a list-triggered flow. Whichever list you choose should be the list that new subscribers are added to when they sign up. There are four key ways that new contacts can be added to a list to trigger a welcome s

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Dov
M
Contributor I
maximus007Contributor I
asked in Strategic advice
Setting Up Shopify Integration & Getting Started with Flows

Hello! I am wondering if there are any good, easy sources for setting up klaviyo + Shopify? And then once set up getting all my basics covered with the main flows, etc….??? Thanks!

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alex.hong
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Contributor II
ShimeeContributor II
asked in Strategic advice
BigCommerce Multi-Storefront Integration to Klaviyo (one account per storefront)

We have created Klaviyo accounts for each of our store fronts separately to have separated subscriber's lists / data / forms / emails campaigns / flows / triggers etc... The store fronts have different urls. Does anyone have a detailed video on how to integrate every part manually by adding code or snippets to our different store front? We observed that as we connect one Klaviyo account, the integration to the other Klaviyo account will be lost.

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Contributor II
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Contributor I
Pdaw123Contributor I
asked in Strategic advice
Exclude unfulfilled orders from a flow klaviyo, once fullfilled enter the flow

Hi there,I want to exclude unfulfilled customer orders from my ‘review’ flow as they are currently deposits not the overall product.Once i have fullfilled their orders, I would like my customers to receive the ‘review’ flow.Can anyone help me with specific triggers to use?

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emma.owens
Community Manager
A
Contributor I
ArriesContributor I
asked in Strategic advice
Opt In email not sending after submission of popup form.

The emails are being recorded at profiles and also the stats is showing for my pop up, but I am not getting the Opt in confirmation email so none of my emails are being added to my newsletter list.What am I missing? I have also checked in spam/promotional and no email of opt in was found.As you can see in the photos I have selected double opt-in, also the list to submit to is newsletter.Please help.  

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emma.owens
Community Manager
Eliderio
Contributor I
EliderioContributor I
asked in Strategic advice
Conditional Split in Welcome Flow for Abandoned Cart

In our existing welcome flow, which pulls from our parent email list, we want to implement a conditional split based on whether subscribers were added exclusively through abandoned cart.Do you have any recommendations on the properties or filters needed to accurately segment these users?

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annasophiefc
Partner - Platinum
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-purchaseThread any follow up questions or takeaways that you would like to share with the Community!About CometeerCometeer has been creating a buzz in the industry by setting themselves apart in many different ways and winning several accolades such as one of TIME’s best inventions in 2022, the Best New Product Award by Specialty Coffee Association, and Best Coffee Subscription Product from USA today. Bon Appetite called it “the easiest way to enjoy a great cup of coffee” and as as a self-proclaimed coffee snob, I enthusiastically agree (I’m a huge fan)! I had the pleasure of getting to know Arda and Cometeer in preparation

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chloe.strange
Community Manager
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Contributor I
asadhasan93Contributor I
asked in Strategic advice
How to call dynamic values in profile property update?

Hello,I have checked in profile property update in my “Placed Order” flow that can I use multiple values in it so that the new customers when places an order it will automatically update its Size Label but unfortunately, I can use only one value. So, I counter this problem with “Conditional Split”. I setup a flow which I think may be well-enough but when I placed an order through my website with XL size product, the flow I made didn’t update the profile property. I can’t understand what the problem with that is. I attached pictures of flow which I made, kindly check and tell me whether I made it right or not.Thank You  

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Byrne C
Community Manager
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Contributor I
Greenzy85Contributor I
asked in Strategic advice
Warming process for unused list on new Klaviyo account

Hi, I am new to e-mail marketing. We are a local restaurant and we have been collecting e-mails through our website and social ads for about 4 years. But we have not sent any e-mails to this list before. We want to start using the list in Klaviyo.-List size: 5500-Domain owned for 5 years and used on website, just connected it to Klaviyo to send e-mails from-Never sent any e-mails to the list-I will be setting up a few automated flows (abandoned cart, we miss you, feedback, welcome, you might also like)-I plan to send out one newsletter e-mail per week as well How should we go about warming up our list to ensure people recieve the emails? Should I just go at it with this plan or do I need to send my newletter to smaller section of my list first? Sorry the “How to warm your list” pages are quite confusing for someone new like us. Thank you 

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rqcha
Problem Solver II
Rosie.Clément
Partner
Rosie.ClémentPartner
asked in Strategic advice
Design choices for Windows Outlook desktop app

Hello! I’m using Klaviyo to build a HTML email template for my client. They are a B2B business, and most of their users are opening emails with Outlook’s desktop app for Windows, and by now we know it renders email with Word and breaks all our designs. I need to create a 50/50 section in my template and Klaviyo offers 3 ways of doing that : the split block, the table block and the 2 columns layout. Did some of you previously test which one is the least broken in the Windows Outlook app? Or do you know a free tool that allows us to preview the email in the Windows Outlook app with accurate results? Thank you so much everybody! 😊

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Rosie.Clément
Partner
J
Problem Solver II
jmacmanProblem Solver II
asked in Strategic advice
Understanding Suppressed Profiles

In lieu of this crazy rate hike by Klaviyo, I was wondering if someone could answer a question on Suppressed Profiles:Can a Suppressed profile still receive an email from a Flow, i.e., Account based E-Mails or reminders?

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MichalSofia
Problem Solver I
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Strategic advice
Smart personalization: How Criquet Shirts doubled revenue per recipient

Join us for our next “Real Stories, Real Success” chat with Zach Scheimer, Sr. Marketing Operations Manager at Criquet Shirts, as we dive into the strategies that led to doubling their revenue per recipient. You won't want to miss this. Register here now!Imagine 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

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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
Problem Solver IV
talhahussainProblem Solver IV
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
Problem Solver IV
stephen.trumble
Community Manager
stephen.trumbleCommunity Manager
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
Community Manager
J
Contributor I
josephmillsContributor I
asked in Strategic advice
How can we enhance email deliverability?

Hi we have a pajama selling Shopify store (https://www.leveret.com/). Currently we are sending emails but these are not landing in the primary box of the Gmail but rather in promotion tab of Google.We consult with some email experts but they're saying to add more text in emails than images. We did that but haven't found good results. What you guys recommend the best practices for that to enhance the email deliverability? 

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AlexandraPalau
Partner - Silver
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
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