Table of Contents
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Executive summary
Multi-channel campaigns
01
05
SMS marketing
Automated flows
02
06
List growth
Priority checklist
03
07
Segmentation
What’s next?
04
08
What’s next?
How Klaviyo helps you succeed
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Table of Contents
Get started now
Upgrade now
Executive summary
Multi-channel campaigns
01
05
SMS marketing
Automated flows
02
06
List growth
Priority checklist
03
07
Segmentation
What’s next?
04
08
Priority checklist
Start growing like
top-performing brands
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.
The more of these items you check off the list, the more your account will look like that of the top tier brands.
Ready to grow faster this month? Follow the checklist below.
For entrepreneurs
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:
Priority 1: Expand methods for acquisition, leveraging both on-site forms and ad audience integrations, with a focus on measuring subscriber growth.
Priority 2: Set up key flows to help nurture new leads toward a first purchase.
• Company updates
• New product launches
• New seasonal collections
• Announcing low inventory
on a favorite product
• Announcing a product that has
become a new trend or is a new
bestseller
• Price drops on products or
collections
• New collaborations
• Press highlights
FOR Small businesses
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.
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.
Priority 2: Use segmentation to power more personal omnichannel experiences across email, SMS, social ads, and web to increase repeat purchase rate and LTV.
FOR Enterprise brands
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 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.
Priority 3: Engage in active A/B testing. Experiment with: subject lines and preview text, call-to-action (CTA) buttons, email content and copy, sending time and frequency, and personalization.
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.
Start driving more impact today. Sign up to get started with Klaviyo, or upgrade your account to get more sends.
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Table of Contents
Get started now
Upgrade now
Executive summary
Multi-channel campaigns
01
05
SMS marketing
Automated flows
02
06
List growth
Priority checklist
03
07
Segmentation
What’s next?
04
08
Automated flows
Drive more revenue
per recipient
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.
Maximize flow revenue by adding more automations across the customer journey. Start with welcome flows for email and SMS, browse and cart abandonment, post-purchase, win-back, sunset, and VIP flows.
Your automated flow checklist
Aim for an average flow order rate of 2.6%.
Keep flow bounce rate under 0.35%.
Launch multiple flows, prioritized based on your list size:
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.
• 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
data sources or business needs
• +2 specific to bespoke integrated
data sources or business needs.
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
as a nurture program
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.
The same way you would want to interact with a customer visiting your store in person, flows help brands automate timely and targeted touchpoints that strengthen consumer relationships, fostering long-term engagement.
The customer journey visualized
Welcome series
Browse
Abandonment
Cart
Abandonment
Checkout
Abandonment
Review
Request
Review thank you: Positive review
Site bounce
Review thank you: Negative review
THANK YOU
UPSELL
CUSTOMER WINBACK
Negative review response
Become a fan/promoter
Become a churn risk
Customer research
View product
Start checkout
Use product
Visit site
Subscribe
Add to cart
Purchase
The customer lifecycle, nurtured by flows
1.
2.
3.
4.
Discover: someone signs up to learn more about your brand, hear about special offers, and get notified about new launches with different strategic lead captures → welcome series flow
Convert: someone clicks to browse, but doesn’t add to cart or purchase → browse abandonment flow
Convert: someone adds to cart or starts check-out, but doesn’t complete their order → cart abandonment and check-out abandonment flows
Engage: someone places an order and could benefit from education or tips on using your product → customer post-purchase flow
5.
6.
7.
Engage: an order gets delivered → review request flow
Nurture: use Klaviyo’s predictive analytics to send an email before a customer’s predicted next purchase dates, plus another email 5 days following that date containing cross-sell or up-sell content → “expected date of next order” flow
Nurture: send a retention offer if someone goes 180 days without ordering → win-back flow
Advanced lifecycle touchpoints
Customer loyalty flows:
Catalog interest flows:
Shipping and fulfillment flows:
- Collect customer birthday → happy birthday flow
- An order gets fulfilled → shipping confirmation flow
- If you have an integrated third-party tool for shipment tracking:
- Timestamp a profile property with someone’s first purchase date → first purchase anniversary flow
- Received delivery
- In transit
- Out for delivery
- Price drops on a product someone browsed and/or added to cart recently → price drop flow
- To allow shoppers to sign up for stock alerts when products come back in stock → implement the right Klaviyo form and a back-in-stock flow
If you do nothing else: Aim for at least 7 live
automated flows
Automation breadth matters:
utomation complexity—like splits and experiments—is useful, but it’s not as impactful as simply adding more flows. Launch at least 7 flows, then annually audit and update them. Spend the rest of your time on campaigns or incorporating additional flows.
What to do next:
Take a look at the flows you’ve implemented already, and identify places along the customer journey that you could automate by launching a new flow. Need inspiration? See examples of the top automations that drive strong engagement.
Top-performing brands have at least 7 flows live, including a welcome series for both email and SMS, plus browse and cart abandonment, post-purchase, win-back, sunset, and price drop flows.
Launch more flows
More inspiration & use cases
3 SMS and email automation use cases from Callie’s Hot Biscuit, Every Man Jack, and Tatti Lashes
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