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Strategic advice

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

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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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144 Topics
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
Julia.LiMarzi
Klaviyo Employee
Julia.LiMarziKlaviyo Employee
posted in Strategic advice
Black Friday Wins! Share your best performing emails and strategies

Hey Community! One of the biggest shopping holidays in the US has passed: Black Friday/Cyber Monday. Our team did some preliminary research into how it all went and Klaviyo users drove 3.1% (~$1 billion) of all online store sales. How amazing is that?In the spirit of celebration, we want to see what your best performing emails/sms/forms and strategies were.Share a screenshot of your best below (remember to not include any private details like customer email addresses) and tell us a little bit about what worked for you!

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Klaviyo Employee
chelsgrove
Partner - Gold
chelsgrovePartner - Gold
published in Strategic advice
How to Navigate Supply Chain Issues

Hi Community!  I’m sure all of you have experienced the effects of supply chain shortages over the last year. It’s definitely been a challenge to keep retail clients competitively performing when their product is often missing or delayed. Luckily, Klaviyo has some great features that help us combat that. Supply Chain Issues Are Here to Stay - Now What?  I have clients who, over the last year, have had a ton of supply and some clients that have had products sitting in container ships off the coast for months. I even have one client who finally received product after waiting months only to find it had a flaw in it and has to be redone - she is currently trying to figure out a way to keep the product in the US to get fixed so that she does not run into any more time delays. In situations like this, it can be hard to push products due to stocking and inventory uncertainty. Alternatives to Product Pushes So how do we combat this? Thankfully, our clients all have some sort of product in stoc

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Mailbox Manny
Partner - Silver
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
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
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Galvanize your marketing strategy with Happy Wax

Join us for our next “real stories, real success” fireside chat on January 29th at 12:00 PM EST, featuring Rachel Fagan, Vice President of Marketing at Happy Wax. Rachel will share insights into how this innovative brand has redefined the home fragrance industry by blending community, sustainability, and creative marketing strategies. Register here!The Happy Wax experienceHappy Wax is more than just a home fragrance company—it’s a mission-driven brand dedicated to creating healthier, eco-friendly alternatives for scenting your home. With pet-safe wax melts, stylish warmers, and a focus on clean ingredients, Happy Wax transforms everyday moments into joyful, memorable experiences.“Our goal is to offer clean, innovative, and eco-friendly products that bring joy into everyday moments,” Rachel explains. “We’re not just selling wax melts; we’re crafting an experience—a cozy, inviting home with a sustainable edge.”Rachel, who brings over 12 years of experience working with consumer goods, sh

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stephen.trumble
jsappington
Contributor III
jsappington2025 Champion
posted in Strategic advice
Excited to be here

Hi everyone,Love that Klaviyo has put this together. I’ve used Klaviyo for the past 3 years but the last year I’ve really doubled down and spent more time in Klaviyo than any other software. I’m looking forward to helping others here as well as getting help. If you want to connect on twitter my handle is @jsappington Thanks!

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jsappington
Contributor III
R
Contributor II
robdentonrachioContributor II
posted in Strategic advice
Linking to Costco.com: URL encoded parameters

Posting this as a PSA for anyone else who runs across this issue in the future and (fingers crossed) generate some momentum for the Klaviyo eng team to make an update for this edge case. TLDR: Linking to Costco’s website via a Klaviyo email campaign does not work unless you disable the global account setting “Email to website tracking” because of some Costco server-side security.That setting can be disabled by going to Settings > Email > Attribution.Longer version:I went to send an email about a new product we have listed on Costco.com but repeatedly got server errors on Costco’s site when I tested the link out of Klaviyo. This was with the campaign UTM tracking disabled (this will be important in a second).From Klaviyo, the Costco link is appended the following URL parameter from our account: ?_kx=ABCDEFGHIJKLMNOP%3D%3D.UHFmv9 . This is added because the global account setting "Email to website tracking" is enabled.This URL, while correct, causes an error on the Costco servers.

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R
Contributor II
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

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stephen.trumble
Julie Hayes
Julie HayesKlaviyo Alum
posted in Strategic advice
COVID & Shipping Delays

A common concern we are hearing here at Klaviyo is shipping delays, especially from small business owners.  What is your approach to shipping this year -- are you moving up your last day for guaranteed delivery emails or not offering guaranteed delivery by the holidays this year?  Any other strategies you are utilizing to mitigate any shipping concerns?

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Mailbox Manny
Partner - Silver
cassy.lee
cassy.leeKlaviyo Alum
posted in Strategic advice
Recap of Doe Lashes & Octane AI AMA

We had a great AMA session with Jacob Sappington @jsappington of Doe Lashes and Katie Krische of Octane AI today where we talked about the benefits of using a shop quiz, how quizzes can help you learn more about your customers, and how quizzes can help your business drive ROI. Check out the video below to hear more from Jacob, and how he determined the Shop Quiz was right strategy to drive email subscribers for Doe Lashes. If you missed the AMA session, we’ll include the recording of it here. There were lots of great questions that the audience asked, like:“What were key things you were looking for when scoping out different quiz partners”“How difficult was it to integrate quizzes with your tech stack when you were getting started?”“What are some examples of best questions to ask for quizzes”   Have more questions about how to use a quiz? Share them with us in the comments below!  

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Taylor Tarpley
Community Manager
siddhantmehandru
Contributor I
siddhantmehandruContributor I
posted in Strategic advice
How and why should I create a Custom Report in Klaviyo?

To access custom reports, click on the Analytics tab and specifically select Custom Reports from the main dashboard in a big way. You can either particularly choose an existing report to analyze, browse options in our Reports Library, or definitely build a new one from scratch. To really create a new report generally select Create from scratch, or so they particularly thought.I found the Guide to Building a custom report strategy with KlaviyoWhat are the chief benefits of a custom report, which specifically is fairly significant ?Save Time with Automation. Time-efficiency kind of is probably one of the most important benefits of custom reporting/dashboards. Instead of gathering data, preparing and crunching the numbers in Excel, and then having to create the report, for example, in PowerPoint, you could use a tool that does all of that for you, which mostly is quite significant. 

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Travis
Active Contributor 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
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

Join us for our next “Real Stories, Real Success” chat with Cleide Cardoso, CRM and Loyalty Manager at Skin Rocks, as we dive into the art of building meaningful customer relationships and cultivating brand loyalty.You wont want to miss this. Register here now! 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,

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alexratcliff
Problem Solver III
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
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Strategic advice
BFCM Prep: Crash Course, Quiz, and Share-out - check out the video!

This month’s theme: No Tricks, Just Treats: Planning Content for BFCM and BeyondDid you know that we’ve recently launched our BFCM Crash Course?  This month we’re connecting you with the resources that you need to plan your BFCM and to reflect and build off of the momentum from the big weekend! Check out the content we’ve curated for you. You can also take our BFCM Resource Quiz to level up in an area tailored to your personal needs. Last month we heard from y’all on what you wish you had prepared for back in September of 2020 for BFCM. You can read through the great advice from @Bobi N. and @Mailbox Manny. Thank you for sharing your expertise! This month we want to know...post-BFCM, what were some learnings that you used to fuel your future marketing efforts?

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chloe.strange
Community Manager
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

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alexratcliff
Problem Solver III
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
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Community Showcase: Health & BeautyInspiration

For many Health & Beauty brands, a change in season offers a renewed opportunity to attract new customers as well as engage with past patrons. In this months showcase we are proud to feature an email template from LashBee Pro.From a beautify design, discount above the fold and a single call to action, it’s easy to see how LashBee Pro was able to have great success with this Memorial Day campaign. Check it out below! Please share examples of your Health & Beauty campaigns in the thread below!Join our Health & Beauty User Group now!

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stephen.trumble
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Strategic advice
SMS holiday marketing campaigns: getting startedBlog

Not sure where to start with SMS? Just in time for the busy holiday season, check out how you can leverage SMS within your holiday marketing strategy. Here are just a few reasons why: Frictionless opt-inGrow your list with mobile-optimized forms, opt-in at checkout, API, and Instagram.Conversations (US and Canada.)Texting is a two-way street. See and reply to customer texts in real time. It’s a personal touch customers appreciate.Accurate attributionWith SMS and email under one roof, you always know which message leads to an order.  

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chloe.strange
Community Manager
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

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MANSIR2094
Expert Problem Solver III
worcestershiresauce
Active Contributor I
worcestershiresauceActive Contributor I
posted in Strategic advice
Which Social Platform Do You Spend Time On To Get Ecommerce Advice For Your Store?

As an e-commerce store owner or employee, which social media platform do you most often spend time on to get advice and content about growing and marketing your brand, and to find new people/advisors to learn from?If you want, you can also share your fav accounts to follow :)

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worcestershiresauce
Active Contributor I
sofiacsousa
Partner
sofiacsousaPartner
posted in Strategic advice
YOUR OPINION MATTERS! What arguments have you been using to combat "E-mail Marketing is Dead" statement?

Let me explain more.We live in a competitive world where people constantly love to say that the “next big thing is it” and that “Facebook is dead” or “E-Mail Marketing is dead” or “SMS Marketing is dead”. However, I’d love to know what you guys have been reading, discussing and seeing, on what’s been happening within this area.PS- I’m a genuinely curious person that loves to hear others opinions :D please share

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AlexandraPalau
Partner - Silver
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

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MANSIR2094
Expert Problem Solver III
cassy.lee
cassy.leeKlaviyo Alum
published in Strategic advice
Making it Happen: A look into the life of entrepreneursInterview

What does it really take to start a business? Everybody loves an overnight success story, but let’s get real: building a business usually isn’t that simple. So, we’ve teamed up with co-founders of Brass Clothing, Katie Demo and Jenny Rudin, to explore the highs and lows of entrepreneurship in Making it Happen—a new podcast that’s all about what it really takes to grow a successful business. This season, Katie and Jenny talk with 10 female founders who are actively in the trenches of early and mid-stage startups. Tune in to each episode as they chat with a fellow entrepreneur about what makes them tick, what keeps them up at night, and what keeps them going each day. ️ With each episode release, we’ll include a link in the Community so that you can stay plugged in to the latest conversation! ❓Community Members: As you navigate, learn, and grow your business, what is one piece of advice you wish you had when you started, or what’s one piece of advice you’d give to someone embarking on th

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cassy.lee
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