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

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151 Topics
KatherineB
Partner - Platinum
KatherineBChampion & Partner
posted in Strategic advice
Flow Tricks & Tips

Hi Klaviyo Community! Just wanted to share a couple tricks I’ve learned to make managing flows easier.  Don’t leave subscribers behind when sunsetting a flow  When you are retiring a flow, you don’t want to lose anyone who is already going through the flow (ie. in the queue for any of the emails within the flow). To prevent new subscribers from entering the flow, create a conditional split at the top of the flow with a random sample of 0%. This way, 0% of subscribers will go down the “yes” path (ie. through the flow) and 100% of subscribers will go down the “no” path, which leads nowhere. This way, anyone currently going through the flow will still finish it. Once you have no more subscribers in waiting status for any of the emails in the flow, you can completely retire the flow.  Don’t delete your flow variants When you’ve finished a test in a flow, don’t delete the variants or you’ll lose all that great data! Instead, just turn the variant to draft status - that way you can always go

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Taylor Tarpley
Community Manager
Bobi N.
Partner - Platinum
Bobi N.Champion & Partner
published in Strategic advice
Tools for an Easier Migration Process from Another ESP to Klaviyo

 Hi Community!  Being responsible for my clients’ migrations, I’ve learned a lot about EPS’s, client needs, and potential issues that might arise. As migrations have the tendency to not go as smoothly as expected, here are some tips and tricks outlining my past experiences in hopes that they serve to make the process easier for my peers in the Community!  What are the usual problems that may come in the migration process?    Knowing what to expect might help you transition more smoothly in this process. Some of the the problems I most frequently come into contact with are things like:  Clients using different wording for Klaviyo processes Clients confusing Klaviyo features, for example: lists and segments The process of transferring data and data collection The Non-traditional setups clients created on their old EPS that don’t translate in Klaviyo  While there are many other issues that could arise. These are the issues I’ve seen most frequently arise. While I can’t offer a one-s

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Contributor I
R
Active Contributor I
RaraActive Contributor I
posted in Strategic advice
How to use your EDM stats to convince your boss giving you more assets and resources!?

Ok this is a real situation. To not bore you with all the background details, I will explain in a shorter manner. After a few weeks of sending, right now the revenue generated by EDM is close to 40%(36% by flow, 4% by campaign), but because our shopify store overall is only making a few thousandss a week. So the percentage wise might look great but on the other side, the total revenue just not enough. I need more traffic to make this retention machine to generate more revenue I want to use some of the stats to go to the boss and say :” These are the reason why we need increase ad spends or budget on our website!” Question: What will these stats or number be? 

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Dov
J
Contributor I
JipContributor I
posted in Strategic advice
Intake interview

Hey community, I have a question about the first steps you take with a new client. We are closing 2-3 clients for email marketing per month right now. And the problem is that we have to much mailing contact with our clients. We don't like this and the clients also don't like this. Do you have a good workflow you use when you close a client?  Kind regards,Jip Geuke

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alex.hong
stephen.trumble
stephen.trumbleKlaviyo Alum
published in Strategic advice
Account spotlight: volunteer form

 You're creating incredible things with Klaviyo. Time to brag about it!  If you’ve ever found yourself wondering what other brands do to maximize success with Klaviyo, you wouldn’t be the first. This is a common question, which means that marketers are craving more real life email and SMS examples. That’s why we’re launching the new live training series, Account spotlight. This live training is an opportunity for Klaviyo users to share some of their unique marketing use cases with other like-minded creators who seek inspiration. Each session will spotlight the wins and opportunities for improvement of a single Klaviyo account. We’re thrilled to bring this vision to life, but we can’t do it without your help! We’re looking for Community members using Klaviyo to volunteer their accounts to be included in the Account spotlight series. If you’re interested in learning more about this opportunity, fill out our volunteer form below and we’ll be in touch shortly to chat through the specifics!

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stephen.trumble
S
Active Contributor I
SanketActive Contributor I
posted in Strategic advice
How do you like Klaviyo's new visual identity?

Klaviyo updated it’s visual identity on March 23rd, 2022. How do you like that?

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Active Contributor I
2
Contributor I
2nervikContributor I
posted in Strategic advice
What is the best advanced email marketing/Klaviyo courses out there

We’ve been using Klaviyo for a couple of years and are doing about 30% of our revenue through Klaviyo. Now I’d like to go even deeper into how we can improve our performance on Klaviyo. What are the best courses out there? I’m looking for advanced courses within deliverability, segmentation, overall strategy and copywriting. 

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Travis
Active Contributor III
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
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
chloe.strange
Community Manager
chloe.strangeCommunity Manager
published in Strategic advice
BFCM Prep: Get ready for BFCM Game Day!

This month’s theme: Ready for BFCM Game DayIt’s November so the days are getting shorter and the temperatures may be getting lower, so now’s the best time to hunker down and learn more on all of the topics that you’ve been meaning to dig deeper into.We’ve got you covered with:Academy courses and certifications Live trainings and Help Articles for when you’re getting stuckIt’s not too late to level-up in preparation for BFCM!      

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chloe.strange
Community Manager
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
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
cassy.lee
cassy.leeKlaviyo Alum
published in Strategic advice
Making it Happen: Episode 1-3Interview

Challenges. Risks. Aha moments. Founders share it all on Making it Happen – a new podcast co-created with Klaviyo and co-founders of Brass Clothing, Katie Demo and Jenny Rudin.On each episode of Making it Happen, Katie and Jenny talk with fellow founders about big wins, devastating fails, moments of weakness, moments of pride, and more to give the audience fly-on-the-wall access to intimate discussions about what it’s really like to build, market, and grow a business.   Episode One: The Importance of GritLeaving a stable career to start your own company takes grit. When Erica launched gr8nola, she quickly learned how to run a business and how to show up for herself as a solo founder.Erica shares with hosts Katie and Jenny:How she went all in on gr8nola and held herself accountable How she motivates herself during difficult times Where she turns for support when self-doubt creeps in️Watch or Listen to the episode here Episode Two: Risk TakingBeing a founder is all about taking risks. Yo

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cassy.lee
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
Mailbox Manny
Partner - Silver
Mailbox MannyPartner - Silver
posted in Strategic advice
🔔 Tip: Syncing Shopify Account Registration/Loyalty Customers To Your List

Hey Community, this time of year is a great time to double check/audit your account to get ready for Q4 and I came across something you may not realize is happening.This reminder/tip is especially for those with a loyalty program in Shopify.  Most loyalty programs require members to register for an account on the store. The usual message to encourage visitors to sign up is early access, exclusives and discounts. However, I came across an account recently that didn’t realize visitors creating an account weren’t being added to their email list (and then not getting the email of the perks advertised).Solution?A little bit of coding to make it all work. Here’s an easy to follow tutorial on how to update the code in Shopify to get it working. https://help.klaviyo.com/hc/en-us/articles/4403349019163-How-to-Sync-Shopify-Account-Registration-Customers-to-a-ListIf you’re having any issues, send me a note!

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Dov
retention
Partner - Platinum
retention2025 Champion
posted in Strategic advice
What are you doing about recent changes to Consumer Data Privacy?

Hey folks!  All right, I have seen these chats in a lot of places online, but I wanted to bring it here to see what everyone’s thoughts are and see if we can consolidate it here. Let's talk about what's going on with some monumental shifts happening in ecommerce marketing and advertising.  After Apple's privacy changes for app tracking in IOS 14.5 and Google's 3rd party cookies phasing out in 2023, there's going to be a lot of impact to how marketers can target and infer information about their prospects if they don't have a direct relationship with them.Doing a search here on Klaviyo, they recently put out a few guides and a blog post about what these changes mean to marketers and how to address these challenges.  I'll link them here:A Marketer’s Full Funnel Guide to Navigate Data Privacy Changes Less Stalking, More Talking A CMO’s Advice on How to Deal with Changes to Consumer Data PrivacyFrom my experience partnering and scaling with merchants at Retention Commerce, it's been my mis

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M
Contributor II
Taylor Clark
Klaviyo Employee
Taylor ClarkKlaviyo Employee
posted in Strategic advice
🎙️Klaviyo Growth Podcast ft. Ezra Firestone

Ezra Firestone, eCommerce expert, Shopify Compass instructor, and CEO/Founder of BOOM! By Cindy Joseph, SmartMarketer, and Zipify joins us to share insights on repeat customer revenue, Spinwheel vs. no Spinwheel, Subscription models, List engagement, managing your unengaged contacts and much more.You can follow Ezra on Instagram here. BOOM! generates 45%+ of it's email revenue from repeat customers. One of the main flows that helps with this is the "2x Buyer Flow" which is designed just to get someone to that second purchase through additional discounting. This repeat customer revenue eliminates the need for a subscription model, but Ezra points out that generally one shouldn't push someone towards a subscription until the second purchase.  List health is another big focus for Ezra and his team and he goes in depth about how they never actually delete contacts from their Klaviyo portal, they simply rotate lists and content to make sure they're delivering the right message to those that

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AndriyBoychuk
Partner - Platinum
Lina
Active Contributor IV
LinaActive Contributor IV
posted in Strategic advice
Leads Generation via Facebook Ads. Instant Forms vs Landing Page

Hi everyone,We are running Facebook Ads to collect leads offering free lead magnets.I just set up the Facebook integration via LeadsBridge to find out that it's a paid service. That's really sad especially after spending a whole day to trying setup and configure it so it would work seamlessly with Klaviyo.As I understand it's the only way to use Facebook Instant forms with Klaviyo.The other option is to create a landing page and send people there.What I am wondering if anyone can tell from their experience if there is a different conversion rate between the Instant forms and Landing pages. We are not spending on FB Ads so much so it would be worth paying extra for LeadsBridge integration.Thank you in advance!

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Lina
Active Contributor IV
Julie Hayes
Julie HayesKlaviyo Alum
posted in Strategic advice
Shop Small this Holiday Season - Share Your Best Sellers!

It has been quite a tumultuous year for ecommerce, especially for small businesses that have had to pivot continuously over the last few months. One great way to give back this year and support our community of entrepreneurs is to shop from other small businesses for the holiday season.  Drop a link below to your store and feel free to highlight 2-3 of your best sellers as gift ideas!

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cassy.lee
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
Mailbox Manny
Partner - Silver
Mailbox MannyPartner - Silver
posted in Strategic advice
How Was Your Black Friday?

Hi All! We’re still in the middle of Black Friday weekend, but now the actual day has passed - how did it go?!  Anything you would do differently next year?Also, this twitter thread by Alex McPeak about the emotions leading up to and during Black Friday are spot on! hahahttps://twitter.com/klaviyo/status/1331606595998937088  

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Mailbox Manny
Partner - Silver
Lachlan Kuchel
Contributor I
Lachlan KuchelContributor I
posted in Strategic advice
Unsubscribe Page Conversion Opportunity

Little Known Unsubscribe Convertion TrickMost people I see using email marketing are leaving money on the table when it comes to their unsubscribe page…(Especially if you’re doing a lot of volume.)Not many people know this but you can change the unsubscribe page your subscribers land on after they unsubscribe from your email newsletter/list.I’ve used this page to act as one last-ditch effort to get a sale from subscribers...and it actually works!Two things I recommend you do when setting up your unsubscribe page:Make sure they know they’ve been unsubscribed from your list. If this isn’t clear they may mark your email as spam out of confusion. Add a downsell offer.And that's it.You can access your unsubscribe page via the “preference pages” section in Klaviyo.If you have this set up already, please let me know what you have on this page.If you don’t have this set up, let me know if you have any questions or if you need help creating such a page!Thanks,-Lachlan 

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Mailbox Manny
Partner - Silver
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
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
Brett from Gatsby
Contributor I
Brett from GatsbyContributor I
posted in Strategic advice
Gatsby's Black Friday Cyber Monday Tips - Using Klaviyo Flows for Influencer Marketing

With one week to go before BFCM, I wanted to share how some Klaviyo users are leveraging the brand new Gatsby integration to unlock new Klaviyo flows for influencer marketing automation. New trigger from Gatsby integrationInstagram stats in Klaviyo user profilesCustomer & influencer engagement rates on Instagram posts that mention you brandThis integration was announced on October 21st and it’s been excited to see the results so far.  By The Numbers (averages):15-25% of your customers will opt to give you their Instagram username 25-45% of them have 1,000+ Instagram followers each 6-10% avg. Instagram engagement rate for nano & micro influencersAs we prepare to publish some case studies, here is a specific example of how one merchant created their Klaviyo Flows for influencer marketing:Identify potential influencers on their website using a Gatsby Instagram field in their pop-up (install guide) Flow #1: When the customer joins the newsletter, the new subscriber email flow check

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Taylor Clark
Klaviyo Employee
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