Many brands don’t realize they’re only scratching the surface of what Klaviyo can do. Out of the box, you’re already receiving huge value. But what if I told you there was MORE you could be doing—more you could be getting from your Klaviyo account?
What’s the secret? Harness the full power of Klaviyo’s automations by strategically combining email and SMS into a streamlined omnichannel powerhouse.
In this article, I’ll share actionable ways to increase your ROI, align your flows with your goals, unlock advanced features, and make your Klaviyo pricing plan work even harder for you.
Streamlining your Klaviyo automation workflow with email + SMS
Arguably one of the best features of Klaviyo is flows. They work for you in the background to drive revenue, and they enable hyper-personalization so you’re speaking to your customers 1:1, not 1:many.
But, the real flow magic happens when email and SMS become best friends!
Why the dynamic duo of email and SMS?
- Efficient touchpoints + less effort = awesome! Automated flows can trigger emails and texts based on certain subscriber actions, ensuring your message lands where it’s most likely to be seen.
- Smarter subscriber insights: Each email click or SMS reply builds a clearer customer profile.
- Streamlined communication: The days of juggling different platforms for email and SMS are over! Coordinate your cadence, content, and targeting all in one place. Deliver a stellar customer journey end to end.
Example: the abandoned cart flow
- Email: Deliver detailed product information, images, and incentives.
- SMS: Send a quick, timely reminder (perfect for mobile shoppers).
- Result: Boost conversion rates and reduce manual work.
ROI-driven tactics to boost conversion using omnichannel flows
We’ve all heard that a winning strategy is sending the right message, at the right time, to the right person. But arguably even more important is the right channel.
According to a 2025 survey at Reviews.com, the average American checks their phone almost once every 5 minutes, or 205x a day! This number is up from 144x a day in 2024.
It’s crystal clear that people are constantly on their phones, so building SMS into your email strategy is not only vital for success—it’s frankly table stakes in 2025.
However, just sending more messages isn’t a strategy. Not if you care about a healthy subscriber list. Here’s how to maximize every send:
- Timing: Try sending SMS before email. Sending SMS before an email campaign can boost engagement, especially with your VIP audience. Inboxes are cluttered, so why not target the thing people pick up 205 times a day? :)
- Prioritization: Reserve SMS sends for subscribers with the highest intent—think abandoned check-out and cart flows, VIP flash sales, back-in-stock notifications, and new product drops. Jen Wallace, account director at Northern, adds that time-sensitive flash sale texts make particularly effective “rope drops.”
- Personalization: Make it special. Use dynamic content and personalize the timing of each message to maximize relevancy.
Share your favorite high-impact tactic for boosting ROI in the comments!
Using flows to reduce churn and achieve higher LTV, AOV
Automation isn’t only about being efficient. It’s also about impact!
To win with Klaviyo, you need to design your flows to directly ladder up to your business goals.
Aligning flows with your goals
- Boost your average order value (AOV). Use post-purchase flows to recommend add-ons and fast-follow surveys to gauge excitement via SMS.
- Reduce that churn. Send lapsed customers a personalized win-back SMS followed by an email with a secondary incentive if they don’t convert on your text message.
- Crush your lifetime value (LTV). Keep engagement high for your loyalty program members with timely reminders on their unused rewards.
Example flow: win-back campaign
- Step 1: Send a personalized SMS. “It’s been a while, Charlie! We think you’ll like the new colorway we just dropped! Take 15% OFF for the next 24 hours.”
- Step 2: Use email to showcase your new drop in a more graphical format, with beautiful lifestyle shots and a reminder of the offer.
- Result: Recapture your customers who are at risk of churning.
What is your No. 1 goal for your business or client for Klaviyo flows? Share it in the comments.
Segmentation, dynamic deals, and testing for optimized pricing impact
Dial your efficiency game up to 11 by using Klaviyo’s advanced features.
Smart segmentation
- Let engagement be your guide. Send SMS only to your most active customers, while reserving email for broader audiences.
- Use smart, dynamic segments. Your flows should be auto-updating based on subscriber behavior (think: two-time buyers, high rollers, etc.).
Perfect offers every time
- Use dynamic content and product blocks. Flows enable personalization at scale, so make sure you’re differentiating experiences based on customer data (purchase history, frequency, location, etc.).
- Reduce your send volume. A flow is segmented to a particular audience, based on their behavior. Since segments update automatically and flows go out on autopilot, this saves you time and money.
Build a solid feedback loop
- A/B test your flows. Test different timings, creative, or channel arrangements in your automation trees to uncover the best results.
- Tap into Klaviyo analytics. Track conversions, revenue per recipient, and more to really refine your tactics and maximize your output and ROI.
Learn from Klaviyo’s Marketing Analytics
- Funnel analysis: Visualize drop-offs across the entire customer journey and compare between segments, marketing messages, and timeframes.
- Cohort analysis: Track how customers acquired during a specific period perform over time.
- Custom CLV and RFM churn metrics: Identify high-value segments and early churn signals.
- Multi-touch revenue attribution: Connect each touchpoint to the ultimate conversion (coming soon).
How to intelligently consolidate costs and increase your benefits
The key to maximizing the benefits and cost savings comes down to how you use Klaviyo.
Why consolidation pays off
- All under one roof: No need for separate email and SMS platforms.
- Unified data: Having your data for both channels in one place allows for smart segmentation, reduces cadence and timing unknowns from decoupled systems, simplifies your attribution, and improves visibility into your customer journeys.
- Less cognitive overload: Spend less time switching between tools, juggling multiple log-ins and passwords, and dealing with duplicative workflows.
Tips for maximizing your plan’s value
- Clean that list! Keep your house in order and avoid paying for inactive contacts.
- Keep an eye on SMS usage by allocating your credits to your highest-ROI moments.
- Regularly review your performance (weekly, monthly) using Klaviyo’s reporting tools to reduce waste and double down on things that work.
⚡Pro tip: Klaviyo recommends cleaning your email list every 3–6 months to maintain strong deliverability and engagement. Best practice starts with creating a segment of inactive contacts—typically those who haven’t opened or clicked in the last 60–90 days. Before removing them, you could also send a re-engagement campaign to try and win them back. Up to you! Just make sure to suppress anyone who still doesn’t engage.
In short: prioritize quality over quantity. A leaner list of active subscribers outperforms a bloated one every time, and a leaner list is less expensive too!
Do these concepts for saving money and boosting impact resonate with you? Tell me in the comments.
Final thoughts and call to action
Maximizing the value you get from your Klaviyo account comes down to smart targeting and smart timing. When email and SMS join forces:
- Your business goals align.
- You’re able to unlock advanced features.
- Your platforms converge into one.
All of this frees up time and resources for you to focus on driving revenue and creating the best customer experience ever, while keeping your costs low. You can check out the Klaviyo pricing page for these details as well.
I look forward to your comments, and I’m eager to learn more together in the future. Reach out via LinkedIn if you’d like to discuss any more ways to turn the Klaviyo dial up to 11!
Until next time.
TJ Mapes
Lead product manager, Nestle Health Science US
