Strategic advice

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

When editing your forms in Klaviyo, you’ll find several customization options for display and targeting located within the Behaviors tab:Display Timing: Setting a loading or scrolling delay creates a better experience for your visitors that’s both less intrusive and disruptive. Exit intent forms in particular have been shown to perform really well for this reason, and combining this behavior with a delay will ensure that your messaging reaches those visitors who have spent a decent amount of time on your site just before they go to leave. Display Frequency: It’s a good idea to hide forms from visitors who have already provided the information requested, but in the case where someone closed a form without submitting it, you can set the form to show again for that person after a certain number of days, when they may be more willing to subscribe.Devices: This is where you will choose which devices your form will appear on. Very often you’ll find you need to create a mobile-only version of

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!

Segmentation is one of the most powerful tools in Klaviyo! Segments update automatically and immediately.Once you create a segment, it will pull in customers that meet the definitions you set from anywhere in your Klaviyo account – this is why it’s important to confine a segment to a specific list if you’re using it for campaign targeting. Otherwise, you risk sending to people who have not opted in to receive your marketing messages!There are two exceptions to be aware of when discussing how often segments update: Segments that rely on relative time conditions, which are only true after a certain period of time (i.e. purchased from an email at least 5 days ago) - these types of segments update every 24 hours instead of real-time. Segments that rely on all “negative” conditions (i.e. everyone that is not in several specified lists) - these types of segments may update with a slight delay. If you’re new to segmentation and want to learn more, check out our guide!

After talking to my clients we decided that registering to text Texas is not worth it for their business at the moment (not enough business coming from Texas to make it worth the expense of registering). What are the best ways to exclude Texas from SMS? This is what I’m thinking:Adding a filter to my SMS flows to prevent those with their State Profile Property set as “Texas” from entering Create a segment for SMS subscribers excluding those based in Texas  Profile Property → State → TexasIs there anything else I should be thinking of? An additional filter to ensure no SMS slips through?  

Hello Community,As a data enthusiast, I love using technical flows to unlock the full potential of customer data. By leveraging the power of automation, I create tailored segments and data stamps that pave the way for unbeatable customization and personalization.And the best part? You don't have to start from scratch! In Klaviyo we have some examples that can be used right out of the box:Enrich first purchase date Enrich SMS subscription date Enrich email subscription date Enrich customer Interest based on product categoryI'd love to hear from you! Have you developed or utilized any other technical flows that have helped track customer behavior or add additional data points to your audience? Your insights could help us all take our data game to the next level. Let's share and learn from each other! 

This is embarrassing to admit but we have never engaged via email marketing with our Shopify customers.  It used to be easy… they just found us.  But no more.  Trying to escape from Amazon and get control over our sales.  Here’s the context… and I would REALLY appreciate your input. Healing the Heart Pet Loss is our site launched in 2014 and recently updated. Our flagship product is a pet remembrance picture frame gift set… most often purchased as a gift to be shipped directly to a grieving pet lover.  It is personalized and handcrafted.  A set of our customers are very loyal… we are their go-to source when they need this item. Downside is the need for this product is limited to the pet loss event.Our customer list currently shows 1109 people.  Here’s a segment breakdown:7% are subscribed76% have purchased at least once10% have purchased more than once24% have not purchasedI am a newbie to Klaviyo and anxious to get going.  My intention is to “reintroduce” us to our list, communicate r

Hey folks, just wanted to give some feedback and thoughts on the new customer profile UI that is rolling out next week.There seems to be a lot of dead space on the page that could be better used for conveying information. As it is now, there is a bunch of blank area around the main details and even within them, while the activity log is crammed over into the side:Activity log was very helpful for me to see what emails certain profiles were getting, but now there’s a lot more scrolling I’ll have to do than with the old UI. For my use, it was generally one of the most important parts of seeing a profile, though I know that might not be the case for everyone. Still, I’d like to see if have more space, perhaps by condensing some of those dead spaces on the page. (Side note, seeing emails with their headlines was wayyyy more convenient than seeing by internal title for me. Could we get an option to switch?)The switch of metrics to another tab is fine, though that was generally the second mo

I noticed 2/3 of my email addresses are showing as never subscribed (I created a segment and found them). I’m not sure if it’s because a button got missed, they were old contacts from a different system or they just don’t want email. Are there best practices for what to do with these emails so I can give them the opportunity to subscribe if it got missed or suppress the email address if they don’t want them so I am not paying extra for those email addresses?

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 :)

Hi everyone,I’m running into an issue with the Added to Cart metric for a client on Shopify who offers shipping insurance.I was able to hide the shipping insurance from the checkout flow, but since the Added to Cart flow triggers per event, it’s been tricky to manage. I added a filter so the flow doesn’t trigger when the only item in the cart is shipping insurance. However, most of the emails going out still show only the shipping insurance, since it’s often the first product that triggered the event.I searched the community but didn’t find anyone reporting a similar issue. Has anyone else dealt with this on Shopify? I’d love to hear any workarounds or best practices to make sure that emails aren’t showing just the shipping insurance.Thanks in advance!

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

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

We have a number of users that are subscribing via our pop-up form but then being “manually suppressed” at the same time. This isn’t a user doing this as we manually suppress sunsetted contacts once every three months. Can anyone explain what’s happening here? It’s alarming that we could have a number of users that wanted to subscribe but are being suppressed.Thanks!  

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!

Hi all-This year has been quite different for e-commerce businesses.  We’ve heard from a lot of Klaviyo customers that they are utilizing different couponing and discount strategies -- what are you trying out this year for Black Friday?

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

Hi folks,I can see that we can set up a branded domain on Klaviyo. I plan to use a subdomain for all promotions, flows, and campaigns. Something like promos@genius.fetchprofits.com.The store uses WooCommerce though. For transactional emails the existing “from address” looks like wordpress@fetchprofits.com -- not something I’d like to use (also looks wonky when it lands in an Inbox). How do I add a dedicated subdomain to be used for transactional email sends? An email like store@trans.fetchprofits.com ?Any advice would be much appreciatedMany thanks