Strategic advice

Hi all!  What a great time we had together for our Superuser quarterly networking and strategy session yesterday!  We shared 17+ exclusive strategies, tips and resources for a successful Q4 planning for our most engaged members of the Community! For this quarter’s meeting, we discussed strategies Klaviyo CSMs recommend for how to best prep for:The month of BFCM Cyber Weekend Year-end holiday marketingThank you to all who attended, loved hearing your Q

One of our community members, ​@RachelF  from Happy Wax, shared a great example, in advance of the Jan. 2026 Fireside Chat with Octane AI, on how they’re using zero-party data in Klaviyo to improve personalization and make it easier for new customers to convert.Here’s how they’re approaching it:“A major win for us in 2025 was using a quiz as a top-of-funnel entry point, allowing customers to engage before they were ready to buy while giving us better data in Klaviyo to personalize from there.We sync quiz data into Klaviyo, and when we email customers their results, we include a ‘make it a kit’ link. Using Klaviyo webhooks, we generate a dynamic, UTM-driven link that pre-builds the starter kit from their recommended scents and sends them directly into our final step of our kit builder, which is our primary entry point for new customers. This removes friction and allows for an e

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 & Bea

Hi all! Sharing our experiences and strategies with one another is what makes the Community a unique space to grow and learn together. With that in mind, I’m sure many of you are eager to learn what insights we can leverage from the past to positively impact our Cyber Weekend results this year! l evaluated BFCM strategies from 10 brands, and today I’ll share how to unlock your own success by learning from three brands who dominated Cyber Weekend last year. There’s one brand whose efforts flopped, so you can learn from their mistakes too. You can use these strategies in your own plans so your 2023 Black Friday and Cyber Monday promotions shine. Let’s dive in with what to avoid first, before we celebrate what succeeded. What not to do A women’s skincare and razor brand has a reputation for developing innovative products. One thing they do w

In today's fast-paced digital world, effective marketing strategies can make or break a business's success. Two powerful tools that have gained immense popularity in recent years are SMS marketing and coupons. When combined with the robust capabilities of Klaviyo, these tools can supercharge your marketing efforts and drive impressive results. Let’s explore the best practices for utilizing SMS and coupons in Klaviyo, enabling you to unlock their full potential and achieve outstanding engagement and conversion rates. Building a Solid SMS Strategy: SMS marketing is a direct and personal way to reach your audience, ensuring high open and response rates. When implementing SMS campaigns in Klaviyo, consider the following best practices:Obtain Permission:

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.  

The power of easy: simple steps for big marketing winsEver wondered how to find efficiencies while advancing personalization? Automation is the key, but setting up Klaviyo flows in the right way can truly be a game-changer. Let’s take a deep dive into the world of Klaviyo flows and explore how to automate and optimize your processes without losing that personal touch.Setting the stage for successWith over fifteen years in the marketing game, I’ve seen how automation can take a good strategy to the next level—helping you connect more meaningfully with customers while saving you time. Klav

You're staring at a Klaviyo dashboard showing 47% open rates on your welcome flow, 2.1% click rates on last week's campaign, and a segment labeled 'At Risk' that grew by 800 profiles this month. Now what? Most marketers using Klaviyo have access to more data than ever before, but building a clear Klaviyo data strategy is often easier said than done. Dashboards are full of metrics, reports update in real time, and attribution models provide clarity. Yet, many teams still feel unsure about what to do next.The issue usually isn’t a lack of information. It’s the gap between metrics and meaningful decisions. When data isn’t translated into strategy, it often leads to over-sending, misaligned targeting, or reactive optimization that treats symptoms instead of causes. As director of

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 

How do you hire a great CRM manager? Here’s the complete guideEver found yourself knee-deep in email campaigns, juggling customer data, and wondering, “Hang on...do we need a CRM manager?”If that sounds familiar, you’re not alone. For many growing brands, there comes a tipping point when customer journeys get messy, automation becomes patchy, and segmentation starts to slip. That’s when a CRM manager can turn chaos into clarity.In this guide, I walk you through what to look for (and what to avoid) when hiring a CRM manager. I’ve also included a plug-and-play job description and the interview questions I swear by.Let’s get into it.Why you might need a CRM manager

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 i

 Hi Community!  Last week we had a great time getting together with some of our most engaged member of the Community, superusers, and Champions to network together and talk about marketing trends this year so our users can best align their brand’s strategies accordingly!  It was great to hear from you all, especially @JessFosnough, @zoecccp, @cdetdi, @Omar, @Bobi N., @Ashley I., @Spark Bridge Digital LLC, @In the Inbox, @retention, & @chelsgrove ! A highlight for this event was hearing how each participant

Marketing in regulated industries often feels like an obstacle course of compliance challenges. One wrong word in an SMS can trigger fines. A misplaced claim on a website might get your company sued. As a Klaviyo Champion who has worked extensively across regulated spaces including healthcare, telecom, financial services, gambling, children’s products, spirits, craft beer, cannabis, CBD, hemp, and supplements, I've learned that success isn't about finding shortcuts around regulations. It's about building smarter systems that thrive within them.  Today, I'm sharing proven strategies that will help you stay compliant while driving competitive growth. Let's break down how to do it. 

"Why are my email and SMS campaigns sending conflicting offers to the same customer?"When email, SMS, and paid media work from different audience logic, they stop reinforcing each other and start cannibalizing each other. Keep reading to learn how to coordinate that layer.TL;DR: When email, SMS, and paid media build audiences independently, they send conflicting messages to the same people at the same time. The fix is a shared segmentation infrastructure: one funnel definition every channel reads from, flow-state suppression that prevents campaigns from interrupting high-intent journeys, and AI channel affinity to route each message through the channel most likely to land. Start with one flow, protect it from campaign overlap, then expand.A customer recently forwarded us a screenshot that said more than any dashboard

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 re

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