Powered by Ceros

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

Back to top

Next

Prev

Start driving more impact today. Sign up to get started with Klaviyo, or upgrade your account to get more sends.

Get started now

Upgrade now

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

What’s next?

How Klaviyo helps you succeed

The Blog

The Research 

The Academy 

Daily thought leadership and success stories to inspire your next move.

Proprietary industry research you can’t find anywhere else––so you can build data-backed strategies that work. 

Free playbooks and online courses served up curriculum-style to build your confidence and grow your business.

Learn more

Learn more

Learn more

The Help Center 

The Community 

1-on-1 Help 

Step-by-step Klaviyo how-to guides to solve any problem you’re facing, fast. 

Access a group of like-minded marketers ready to help, to build, and to grow together. 

Need 1-on-1 help? We’ve got a team of industry professional on-call and ready to dive in.

Learn more

Learn more

Learn more

Back to top

Next

Prev

Start driving more impact today. Sign up to get started with Klaviyo, or upgrade your account to get more sends.

Get started now

Upgrade now

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.

Subscribe

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

Upgrade now

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. 

Visit site

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.