Skip to main content

Strategic advice

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

  • 167 Topics
  • 366 Replies

Deep dive: CRM Manager strategy tips to boost customer retention

  • 4
  • 5

The complete guide to hiring a CRM Manager: skills, job description and...

  • 1
  • 0

Best websites for email campaign inspiration: where marketers go for id...

  • 5
  • 4
167 Topics
DavidV
Partner - Platinum
DavidV2025 Champion
published in Strategic advice
Leverage user-generated content to boost customer retention

Customer retention transcends mere repeat purchases; it's about cultivating a thriving community that actively champions your brand.  Loyal customers transform into brand ambassadors, amplifying your message through their genuine endorsements. This cycle of advocacy, fueled by trust and authenticity, is significantly propelled by user-generated content (UGC). When customers share their experiences through photos, videos, and reviews, they're not just engaging—they're endorsing your brand to their networks, enhancing your brand’s authenticity and reach.But what makes customers want to share their experiences? How can strategic tools like Klaviyo streamline and enhance this process? Let’s explore actionable strategies that transform satisfied customers into brand ambassadors, leveraging personal touches to foster a deep, emotional connection with your brand.Transforming satisfied customers into brand advocates through UGCThe transformative power of User-Generated Content (UGC) is not jus

1271
MANSIR2094
Expert Problem Solver IV
liz.hayes
Problem Solver III
liz.hayes2025 Champion
published in Strategic advice
Harness customer insights to deliver unexpected joy

Surprise and delight marketing is all about going beyond the transactional, to create unforgettable, unexpected experiences for your customers.It’s about surpassing expectations and sparking genuine joy—leaving a lasting impression that transforms casual shoppers into lifelong advocates for your brand.When it comes to surprise and delight campaigns, they can be a lot like flossing. You know it’s essential, but finding the time, energy, and motivation can feel like a challenge. And let’s not forget the biggest hurdle in retail—budget. How do you justify the ROI on initiatives centered around emotional connections, personal loyalty, and relationship building?The answer lies in one simple question: What is your customer truly worth to you? How do you quantify the value of a loyal brand advocate—someone who keeps coming back, shopping with you for years, and enthusiastically recommending your brand to everyone they know?In my opinion, that kind of loyalty is priceless. This (lost) art of s

973
Mike-H
Problem Solver I
Bethany D.
Problem Solver II
Bethany D.Champion & Partner
published in Strategic advice
Unlocking BFCM Success: Effective Cross-Sell & Up-Sell Flows for Maximum Sales

With BFCM around the corner, standing out means more than just attracting clicks—it’s about converting those clicks into bigger sales. Let’s explore some powerful cross-sell and up-sell strategies that can help you boost conversions, increase order value, and build customer loyalty. Ready to make the most of your holiday traffic? Let’s dive in.Reclaim Abandoned Carts with Up-Sell OpportunitiesWhat it is:An up-sell flow encourages customers to consider a higher-value or related item when they abandon their cart. This approach can also include bundling to present added value and enhance the shopping experience.Why it matters:High-ticket items often have higher abandonment rates. By offering additional value, such as bundled deals, brands can encourage customers to return to their carts and complete the purchase, reducing lost revenue during BFCM.How to do it:In your email highlight the abandoned items and include a section showcasing related, higher-priced products with a clear call-to-a

1192
MANSIR2094
Expert Problem Solver IV
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Tackle 2025 marketing plans

The promise of analytics for marketers is clear: actionable insights to help B2C brands connect with customers strategically and grow the bottom line. Analytics unlock your ability to make smarter decisions, personalize at scale, and stay ahead in a competitive landscape. According to our latest research with Forrester, most retail leaders want to leverage customer data to segment their customers and personalize content and offers.Realizing that potential is harder than it sounds. Only 53% of marketing decisions are influenced by analytics, citing poor data quality, inactionable insights, and unclear recommendations as common roadblocks​ – and marketing teams are ultimately left to rely on intuition over data, missing opportunities to drive meaningful results.With Klaviyo, you can put your data to work with insights that are accessible and actionable, even if you’re low on time or technical resources. Reports are easy to understand and customize, so you can answer critical end-of-year

1000
stephen.trumble
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Watch the recap: More than skin deep connections with Skin Rocks

I had the pleasure of sitting down with Cleide Cardoso at Skin Rocks for an inspiring fireside chat! They shared their journey of building a skincare brand focused on education, transparency, and real results.From developing science-backed products to fostering a loyal community, Skin Rocks has redefined what it means to prioritize customers in the beauty industry. Their commitment to sustainability and ethical practices stood out as a core part of their mission, ensuring they balance innovation with responsibility.Cleide also shared valuable insights for entrepreneurs, emphasizing the importance of staying true to your vision, embracing feedback, and always learning along the way.A big thank you to Cleide for such an insightful conversation and to everyone who engaged with us! If you missed this event, we have you covered. You can rewatch the event below!Stay tuned for more exciting stories from incredible brands. Let us know what you enjoyed most about this chat in the comments below

741
talhahussain
Expert Problem Solver I
Christiannoerbjerg
Expert Problem Solver II
Christiannoerbjerg2025 Champion
posted in Strategic advice
Save the customers cart via. webhook

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

250
Christiannoerbjerg
Expert Problem Solver II
annasophiefc
Partner - Platinum
annasophiefc2025 Champion
published in Strategic advice
Building customer personas

Imagine writing a letter to someone you’ve never met—you’d probably struggle to make it personal. The same challenge applies to marketing without a clear sense of who your audience is. That’s where customer personas come in. These fictional profiles, built on real data, provide a window into the preferences, behaviors, and motivations of your audience. By sketching out your ideal customers—complete with their quirks, habits, and aspirations—you unlock the power to craft messages that truly resonate. Whether it’s leveraging behavioral data, demographics, or even asking your audience directly, customer personas help you go beyond generic communication to create personalized experiences that engage and convert. Ready to start? Let’s break it down.What is a buyers persona:A customer persona is a profile that represents a segment of your audience based on shared characteristics, preferences, and behaviors.Think of it as a sketch of your ideal customer persona—a fictionalized version that ca

2234
annasophiefc
Partner - Platinum
raulgalera
Contributor I
raulgaleraContributor I
posted in Strategic advice
referral program ROI simulation

hey everyone,I just put together a little online ROI simulator for anyone thinking about starting a referral, affiliate, or influencer program. It’s not tied to any specific service—it just uses general industry data plus your store’s info to give you a rough idea of what kind of sales boost you might see.I know a lot of folks here aren’t sure if referral programs are worth it, so maybe this could give you a starting point. Check it out if you’re curious—no strings attached. Just thought I’d share something that might help!https://www.referralcandy.com/roi-simulator

170
raulgalera
Contributor I
In the Inbox
Partner - Platinum
In the Inbox2025 Champion
published in Strategic advice
Measuring success & growth opportunities with reports

Hello Community, I’m a big fan of data, and when it comes to helping my clients develop meaningful and impactful campaign strategies, everything I do is data-driven. Klaviyo comes packed with a variety of reports and dashboards to help you analyze, really any aspect of your owned marketing initiatives. In fact, the amount of data and analysis you can access from this platform is among the best in the marketplace. Over the last few years, since I’ve been using Klaviyo, I have seen them roll out a ton of different reporting tools. While the list of different tools for campaigns and flows is long, I wanted to highlight some of my recent favorite reports in an area that might get overlooked: list growth and engagement. Here are my top 3 list growth and engagement reports you can use to track success and identify growth opportunities. 1. Subscriber Growth ReportFor a long time, measuring growth had to be manually figured out via segments and for a specific list. It was challenging to determ

841
M
Contributor II
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
More than skin-deep: Building customer relationships and brand loyalty with Skin Rocks by Caroline Hirons

 When it comes to simplifying and elevating skincare, Skin Rocks by Caroline Hirons, is making waves. The mission of Skin Rocks is to empower individuals with straightforward, science-led skincare education and guidance. The brand builds trust by championing transparency, busting myths, and providing expert advice that is practical, accessible, and tailored to real skin needs. Skin Rocks is dedicated to cutting through the noise of the skincare industry, focusing on proven, results-driven solutions over empty marketing claims, helping customers make confident, informed choices for their skin.We asked Cleide Cardoso, CRM and Loyalty Manager at Skin Rocks, to explore the brand’s journey, her role in shaping customer relationships, and the loyalty strategies that make Skin Rocks stand out.Cleide’s path to Skin Rocks began in the B2B marketing world of television before transitioning to the beauty and ecommerce industries. Her passion for customer experience and technology blossomed at Afr

1431
alexratcliff
Problem Solver III
KatherineB
Partner - Platinum
KatherineBChampion & Partner
published in Strategic advice
Build brand advocates and boost retention with free trials

Free trials are a great way to engage interested leads and bridge the gap between the consideration and buyer phases of the customer journey.Leads tend to be more qualified, since only someone truly interested in your product or solution wants a trial. And the longer someone uses a product, the more likely they are to keep it or purchase more.Is a free trial offer right for your business?Free trials are a great tactic, but they don’t work well for all business types. If you sell products that are very complex or high-value, a free trial might not offer enough time for users to truly appreciate the product/service.If you have a very small team and limited resources, the effort to set up (and possibly manufacture) a trial version of your product could be prohibitive.Lastly, if you’re part of a niche market or have a small number of potential consumers, a free trial might not be necessary since consumers in these types of markets tend to be more informed.Benefits of offering a free trialI

591
alexratcliff
Problem Solver III
A
Problem Solver IV
ashgc1997Customer Champion
published in Strategic advice
Beyond Points: Designing VIP Tiers That Build Customer Loyalty

The development of loyalty programs: establishing genuine customer relationships with VIP tiersAcquiring new customers can be 4–5x more expensive than retaining current ones, according to Forbes—which makes building customer loyalty a wise and economical tactic.VIP loyalty programs have the power to transform new customers into devoted brand advocates, especially during hectic times like the holidays—and using personalisation and VIP tiers can improve your loyalty program above and beyond points, further increasing customer retention. Here’s how. Shifting the perspective of loyalty programsOne-size-fits-all loyalty programs are obsolete. More than points and discounts, today's consumers seek out distinctive experiences, a feeling of belonging, and relationships that make them feel like they’re part of a community.Memorable experiences, not just points, are what create loyalty in today’s world. VIP tiers address this need by giving consumers a more upscale brand experience and making th

1631
alexratcliff
Problem Solver III
Emercify
Contributor I
EmercifyContributor I
posted in Strategic advice
Are You Ready for the Biggest Sales Day of the Year?

Hey, E-commerce Entrepreneurs,Over the past 10 years, I helped businesses like yours crush Black Friday and Cyber Monday sales, but we’ve also seen the same questions pop up every year:- Am I really prepared for the rush?- Have I covered everything for a smooth launch?So to make it very simple, I created an interactive checklist, its free where you can see if you have everything ready: https://q4.emercify.com/ Let me know what you think!Gr.Corné 

130
Emercify
Contributor I
In the Inbox
Partner - Platinum
In the Inbox2025 Champion
published in Strategic advice
Why clean your email list right after Cyber Weekend ?

Hi Community! Happy Post-BFCM season. Cleaning your email list is among the most important tactics you should do to maintain a healthy marketing program. In my experience, most brands prefer to clean their list in Q2 or Q3, when sales cycles might be lower, or in preparation for the Q4 holiday push.  Another great time would be right after the holiday season.  During the holiday push - BFCM (Black Friday/Cyber Monday) and December - brands often expand their regular “active” segments to a broader range to try and engage lapsed or churned customers in hopes that those contacts may return to make a new purchase when prompted with an incredible offer. While customers are conditioned to receive an increased number of emails, the inbox service providers (ISPs) also expect the influx of messages and seem to tolerate it enough without penalizing the brand’s email reputation for breaking best practices*. You can also use this opportunity to weed out invalid addresses via bounces, given the inc

8026
Lyrick
Contributor I
Omar
Partner - Platinum
Omar2025 Champion
posted in Strategic advice
How to mass (re)move profiles from/to a list

We needed to mass (re)move people from a list without unsubscribing, deleting or suppressing the profiles. For a client of ours we recently ran into an issue where we needed to mass remove various contacts from a list and add them to separate sub/smaller lists.Segmentation was not an option since we needed people to be subscribed to a list and not based on variables that could change. In this specific case it was a custom multilanguage shop with 1 Klaviyo account.An easy way to remove subscribers from a Klaviyo listKlaviyo does not provide an option to delete users from a list without manually removing them one by one. With thousands of people that needed to be removed this was not an option.SolutionUsing the information found in the klaviyo development documentation I've created this as a way to remove contacts from a list by using a CSV file with all email addresses in the header Email.Use case:While having to split up a main list in seperate sub-lists I encountered an issue that we

32807
ali786
Expert Problem Solver I
Bobby
Partner - Silver
BobbyChampion & Partner
published in Strategic advice
Master Your Klaviyo Flow: Power-Test for Seamless Customer Journeys

Testing your Klaviyo flows is a critical step to ensure that your marketing strategy delivers the right message to the right person at the right time. This post will guide you through testing your flows, and explore how splits and filters can refine your audience targeting for maximum impact.Why thorough flow testing mattersThe last thing a marketer wants to do is send the wrong message, send the right message but to the wrong person, or send the right message to the right person but at the wrong time.Sending irrelevant messages could cause your subscribers to:Unsubscribe from your marketing messages, which means they’ll be less likely to make a repeat purchase and become a loyal customer “Tune out” of your promotional messages because they assume they’re mostly irrelevant, leading to poor engagementTo help you avoid those outcomes, Klaviyo flows include a couple of neat features, filters and splits, which allow you to personalize your marketing flows.Using filters in flowsKnowing how

970
Bobby
Partner - Silver
TimMartinHarvey
Problem Solver IV
TimMartinHarvey2025 Champion
published in Strategic advice
Unlock Deeper Customer Insights with Shopify's Checkout Blocks and Klaviyo Integration

Discover how Shopify’s Checkout Blocks empower merchants to capture valuable first-party customer data at checkout, creating new events and customer properties in Klaviyo to fuel smarter, data-driven marketing strategies. Leveraging Checkout Extensibility to Unlock Valuable Customer DataIn a world where privacy regulations are tightening and third-party data sources are shrinking, first-party data has become more critical than ever. It’s the data your customers willingly share—direct from the source. This unlocks opportunities for deeper personalisation and smarter marketing. In this article, we’ll explore how you can leverage this data using Checkout Blocks & Shopify’s Checkout Extensibility.In Shopify Summer Editions 2024, Shopify announced that Checkout Blocks is now free for all Plus merchants, offering more flexibility to customise the checkout experience. With Checkout Blocks, merchants can easily add custom fields, style changes, and even modify text, all without coding. The

2981
retention
Partner - Platinum
Adam Ragsdale
Partner
Adam Ragsdale2025 Champion
published in Strategic advice
How to Nurture Your Customer Base Without Discounts

Are you familiar with this scenario? Sales are sluggish, so you decide to send an email campaign with a discount offer. It works and delivers an immediate boost in sales. You might think, “Wow, this is easy!” But can you just keep regularly sending? Not so fast, my friends. Regularly sending discount emails can help deliver short-term sales, but it can also:Erode your profit margins Attract price-sensitive customers who aren't loyal Devalue your brand in the eyes of consumers On top of all that, here's the real problem: relying on discounts means you're not truly nurturing your customer base. You're just bribing them to come back. When was the last time you felt a genuine connection with a brand that constantly bombarded you with discount codes? Exactly.  In the ever-competitive ecommerce market, this approach is unsustainable. Consumers have countless options, and if price is their only consideration, you'll always be racing to the bottom. So how can you nurture your customer base wit

2961
retention
Partner - Platinum
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Strategic advice
BFCM Prep: Share your story and Attend Live Trainings - check out the video (there's a puppy)!

This month’s theme: School’s in Session for BFCM Prep! We have Live Trainings coming your way, all throughout September to get you ready. You can sign up now! Going along with this month’s theme, we want to know...what do you wish you had prepared for back in September of 2020 for BFCM? Let us know and you could be featured!

2275
T
Contributor I
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Social Media for Brand Success: Event Recap on Driving Growth with Lighthouse Keeper's Pantry

Date: October 9th, 2024Hey everyone! We wrapped up an awesome session with Kelly O’Connell, founder of Lighthouse Keeper’s Pantry, where she gave us a behind-the-scenes look at her journey to building a successful brand. It was packed with great insights and real talk about entrepreneurship.Missed it? Catch the Replay!Don’t worry if you couldn’t make it live—we’ve got you covered! You can watch the full event, including the Q&A, right here: 

624
stephen.trumble
StefanUE
Expert Problem Solver III
StefanUEChampion & Partner
published in Strategic advice
9 tips for using Klaviyo AI to make your life easier

Ever since Klaviyo AI started gaining momentum earlier this year, we’ve seen the amazing heights this technology can help us reach in terms of making everyday life easy.Here are a few of the things we’ve learned in the past 8 months related to 3 major aspects of Klaviyo AI: insights & reporting, content creation, and optimization. Tip 1: Use review sentiment AI to better understand your customersWhen enabled, Klaviyo’s review sentiment AI allows you to generate insights from your reviews by topic (e.g., what customers like or dislike about your customer service, delivery and shipping), or over time. The “over time” tab shows you how sentiment, whether positive or negative, developed over time. The default time frame is 30 days, but it can be longer. Use these insights to quickly understand how your customers are feeling about your products, address pain points in your marketing, amplify your content creation, and humanize your copy. Tip 2: Create the perfect cross-sell email using

2080
StefanUE
Expert Problem Solver III
M
Contributor I
MrLiamSmithContributor I
posted in Strategic advice
eCommerce Showdown: Comparing the Most Popular Platforms for Your Business

As we dive deeper into the world of online selling, I thought it would be great to discuss the most popular eCommerce platforms out there. Each has its own strengths and weaknesses, and choosing the right one can make a big difference for your business.Here’s a brief comparison of some of the top contenders: Shopify: Pros: User-friendly, great for beginners, extensive app marketplace, excellent customer support. Cons: Transaction fees unless you use Shopify Payments; limited customization compared to open-source platforms. WooCommerce: Pros: Highly customizable, integrates seamlessly with WordPress, no monthly fees, extensive plugins. Cons: Requires more technical knowledge; hosting and security are your responsibility. BigCommerce: Pros: Built-in features for SEO and marketing, no transaction fees, great for scaling businesses. Cons: Can be more complex to navigate; some users find the interface less intuitive. Magento: Pros: Extremely flexible and scalable, powerful for larg

260
M
Contributor I
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Make smart A/B testing work for you

Your marketing campaign isn’t complete without analytics.In today’s data-driven marketplace, 90% of enterprise-level organizations say that information and analytics are critical components of effective marketing strategies. And one of the most effective ways to gather this data is through A/B testing.A/B testing allows you to compare two different versions of a piece of marketing so you can understand which variations of your emails, landing pages, website forms, and SMS messages resonate most with your audience.And now, AI can make this process even more insightful—and efficient.AI-powered A/B testing not only helps you direct your audience to the best-performing content—it also calculates the statistical significance of your test results and provides you with win percentage estimates. And, it sends the winning version to your subscribers automatically.Considering 32% of marketers want to use AI for testing and optimization in the future, now is the time to get acquainted with everyt

1620
stephen.trumble
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Real Stories, Real Success with Lighthouse Keeper's Pantry

Join the Klaviyo community in a fireside chat on October 9th, 2024 @ 12:00 PM EST, as we talk to Kelly O’Connell, Founder & CEO of Lighthouse Keepers Pantry, about her journey from working with Martha Stewart and Ree Drummond to launching her own gourmet food line and cafe. Learn first hand how Kelly brings her brand to life and tells her story consistently across multiple channels. Register Here Kelly O’Connell is a Cape Cod native who spent nearly two decades in New York City. She graduated from the Fashion Institute of Technology and spent her career managing product development and marketing for lifestyle brands such as Martha Stewart, The Pioneer Woman and Weight Watchers. In 2021, Kelly launched the Lighthouse Keeper’s brand of gourmet foods and opened a café and gourmet shop in the heart of her hometown of Yarmouthport with her business partner, Greg Bilezikian called Lighthouse Keeper’s Pantry.To kick off this fireside chat we had a few questions for Kelly to help the commu

1150
stephen.trumble
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Tips for using AI to optimize forms

Hey Klaviyo Community!In the world of pop-up forms, timing is everything.Ecommerce brands optimize their forms because even small tweaks to display and behavior targeting can mean the difference between being invited to continuously market your products to someone for years to come and losing them forever.So when exactly should you time your forms?Instead of guessing or trying to figure out what everyone else is doing, use your own data to find the ideal timing for your audience. You can easily run A/B tests—or, better yet, use AI to save time and deliver even more accurate results.Fortunately for all those marketers (and you), the wait is over. You can now use AI to optimize your form display timing,get more accurate results from your A/B tests, and more.Stop guessing, and put your data in the driver’s seat. Here’s how.Tip 1: Use Klaviyo AI to find the best display time for your formsIn Klaviyo, you can use AI to run an optimization test—a series of experiments to optimize a sign-up f

1000
stephen.trumble
Terms & Conditions

Links & Resources

Platforms

Partners

Useful Things

About

  • Terms and Privacy |
    © 2024 Klaviyo All rights reserved. Klaviyo and the Klaviyo logo are trademarks or registered trademarks of Klaviyo, Inc. or its affiliates.