Priority checklist
Start growing like
Select a segment to dive deeper:
For entrepreneurs
Small businesses
Enterprise brands
For entrepreneurs
• Company updates
• Announcing a product that has
FOR Small businesses
FOR Enterprise brands
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Table of Contents
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Table of Contents
01
Executive summary
02
SMS marketing
03
List growth
04
Segmentation
05
Multi-channel campaigns
06
Automated flows
07
Priority checklist
08
What’s next?
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What’s next?
How Klaviyo helps you succeed
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Start driving more impact today. Sign up to get started with Klaviyo, or upgrade your account to get more sends.
Get started now
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Table of Contents
Get started now
Upgrade now
Table of Contents
01
Executive summary
02
SMS marketing
03
List growth
04
Segmentation
05
Multi-channel campaigns
06
Automated flows
07
Priority checklist
08
What’s next?
Get started now
Upgrade now
Automated flows
Drive more revenue
Your automated flow checklist
Aim for an average flow order rate of 2.6%.
• Welcome series
• Abandoned cart
• Post-purchase
• Review request
• Welcome series
• Abandoned cart
• Browse abandonment
• Win-back
• Review request
• Post-purchase
• Back-in-stock
• Welcome series
• Abandoned cart
• Browse abandonment
• Win-back
• Review request
• Post-purchase
• Back-in-stock
• Cross-sell flow
• +2 specific to bespoke integrated
• +2 specific to bespoke integrated
Best practices & strategic guidance
To get the most out of your flows, keep these best practices in mind when setting them up.
Treat your flow strategy
Think of your flow strategy as a nurture program to grow LTV. Flows drive incremental revenue by engaging with every customer as they show increased or decreased interest with the brand.
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View product
Add to cart
Start checkout
Purchase
Use product
Become a fan/promoter
Become a churn risk
Customer research
Site bounce
Welcome series
Browse
Cart
Checkout
Review
Review thank you: Positive review
UPSELL
THANK YOU
CUSTOMER WINBACK
Negative review response
Review thank you: Negative review
Learn more
Get started now
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Table of Contents
Get started now
Upgrade now
Table of Contents
01
Executive summary
02
SMS marketing
03
List growth
04
Segmentation
05
Multi-channel campaigns
06
Automated flows
07
Priority checklist
08
What’s next?
Get started now
Upgrade now
This list of key actions is based on our analysis of what the fastest-growing brands are doing to achieve success in any given month, excluding BFCM. It’s broken out by business size, with top priorities highlighted for each.
Overall: Grow your list and drive first purchases.
Priority 3: Establish a weekly campaign sending schedule to learn what recipients respond to most and drive sustained engagement. Here are some ideas of the types of campaigns to send:
Overall: Grow your list, optimize first-purchase motion, and drive repeat purchases.
Priority 3: A/B test content within campaigns and forms, and experiment with using email vs. SMS for different content pushes to learn what your audiences respond to best. Optimize engagement at each stage of the customer journey, using industry benchmarks to make sure you are out-performing competitors.
Overall: Experiment to optimize first- and repeat-purchase motions, while increasing the number of segments receiving unique content at their own frequencies of outreach.
Priority 1: Identify parts of your funnel, or customer journey, that appear to be underperforming, either through historic timeframe comparison or a comparison to industry peer benchmarks.
Successful email & SMS programs drive 50% of revenue for brands, and we’re here to help you hit that benchmark and grow beyond it.
For entrepreneurs: Set up at least 2-4 flows to capture and convert traffic. Those flows should be:
For small businesses: The fastest-growing small business accounts on Klaviyo have these 7 flows in common:
For enterprise brands: The fastest-growing enterprise accounts on Klaviyo have 10 or more flows live. To get to 10, create flows that support brand investment in integrations—like your loyalty program, price drop alerts, and more.
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Priority 1: Expand methods for acquisition, leveraging both on-site forms and ad audience integrations, with a focus on measuring subscriber growth.
Priority 2: Invest deeply in segmenting and personalizing the end-to-end customer experience, with a focus on optimizing areas that appear to be underperforming, across email, SMS, social ads, and web.
Flows drive the most revenue per recipient (RPR) because they send automatically based on someone’s behavior. One secret to flows is more flows, not necessarily complex flows.
Priority 1: Invest in end-to-end lifecycle marketing automation through multiple channels to generate incremental revenue and maximize conversions, with a focus on increasing RPR.