Klaviyo Guide
Summary
Klaviyo is a leading email and SMS marketing platform tailored for e-commerce businesses. This guide covers the basics of Klaviyo, from its features like audience segmentation and automation flows to its seamless integration with platforms like Shopify.
You’ll learn how Klaviyo compares to other email marketing tools, its pricing structure, and why it’s a top choice for scaling customer engagement. Whether you’re a beginner or experienced marketer, this playbook will equip you with actionable insights to leverage Klaviyo effectively.
What is Klaviyo?
Klaviyo is a powerful email and SMS marketing automation platform designed to help e-commerce businesses run campaigns and build meaningful customer relationships. It enables marketers to create personalized communication strategies through data-driven insights, making it best for B2C market and a favorite among online retailers and brands.
Klaviyo Integrations
There are two types of integrations for Klaviyo:
1- Native Integrations, Klaviyo can be integrated with 350+ platforms without any effort with it’s built-in integration feature.
2- 3rd Party Integrations, which means you can use API method to integrate Klaviyo with any 3rd party tool with basic API knowledge.

Some of the popular platforms that can be integrated with Klaviyo using native method are:
Shopify: To sync customer data and automate e-commerce campaigns effortlessly with real-time data synchronization. Shopify integration ensures that your Klaviyo account stays updated with the latest purchase and browsing behaviors, enabling personalized marketing.
WooCommerce: You can connect your WooCommerce store to Klaviyo to unlock advanced marketing capabilities. This integration allows you to create personalized campaigns based on customer activities such as product views, abandoned carts, and completed purchases.
Facebook Ads: Which can be used with Klaviyo’s customer data to create more targeted and effective ad campaigns on Facebook. By syncing your segments with Facebook, you can ensure your ads reach the right audience, increasing ROI.
Magento: Klaviyo can be seemlessly integrate with Magento for enhanced marketing capabilities. This integration helps you utilize customer data to drive personalized email campaigns, SMS messages, and automated workflows tailored to your audience.
Why Choose Klaviyo?
Choosing Klaviyo means opting for a platform that prioritizes customer-centric marketing. Here are some reasons businesses prefer Klaviyo:
- Data-Driven Marketing: Leverages customer data for hyper-personalized campaigns.
- Ease of Use: An intuitive interface suitable for beginners and seasoned marketers alike.
- Scalability: Grows with your business, offering features for both startups and enterprises.
- Integration-Friendly: Seamlessly integrates with major e-commerce platforms.
Klaviyo Features

Klaviyo offers a robust suite of features that streamline email and SMS marketing. Below are some key features:
Audience Segmentation
Klaviyo allows you to segment your audience based on behavior, preferences, and demographics. You can create detailed segments to send targeted messages that resonate with your audience’s unique needs. This feature is invaluable for tailoring campaigns to different customer groups, improving engagement and conversion rates.
Drag-and-Drop Email Builder
The intuitive email builder makes it easy to create stunning campaigns without any coding knowledge. You can choose from pre-designed templates or customize your layout with a simple drag-and-drop interface. This saves time and ensures your emails look professional and on-brand.
Advanced Analytics
Gain deep insights into your campaign performance with detailed analytics. Klaviyo’s reporting tools allow you to track metrics like open rates, click-through rates, and revenue generated. These insights enable you to refine your strategies and achieve better results over time.
Pre-Built Templates
Klaviyo provides a variety of customizable email and SMS templates. These professionally designed templates cater to different campaign types, making it easier to launch your marketing initiatives quickly. Each template is optimized for both desktop and mobile viewing, ensuring a seamless customer experience.
A/B Testing
Optimize your campaigns by testing different elements such as subject lines, email content, and design layouts. Klaviyo’s A/B testing tools provide valuable insights into what resonates best with your audience, helping you make data-driven decisions for future campaigns.
Klaviyo VS Other Email Marketing Tools
Here’s how Klaviyo stands out against competitors:
Klaviyo vs. Mailchimp
While Mailchimp is beginner-friendly, Klaviyo offers superior e-commerce integrations and analytics. Klaviyo’s focus on data-driven marketing and automation makes it the preferred choice for online retailers looking for advanced features.
Klaviyo vs. Constant Contact
Klaviyo’s automation and segmentation capabilities outshine Constant Contact’s basic features. With Klaviyo, you can create highly personalized flows and detailed audience segments that drive better engagement and conversions.
Klaviyo vs. ActiveCampaign
ActiveCampaign excels in CRM capabilities, but Klaviyo dominates in e-commerce-specific tools. Its robust analytics, seamless integrations, and focus on customer data make it ideal for online stores.
Klaviyo with Shopify
One of Klaviyo’s strongest selling points is its seamless integration with Shopify. Benefits include:
Real-Time Data Sync
Automatically sync Shopify customer data to Klaviyo, ensuring your campaigns are always up-to-date. This real-time synchronization helps you create dynamic segments and send timely messages, boosting engagement and sales.
Abandoned Cart Emails
Recover lost sales with targeted abandoned cart flows that remind customers of items left behind. These automated emails can include product details, discounts, and a direct link to the checkout page, encouraging customers to complete their purchases.
Product Recommendations
Leverage purchase history to suggest relevant products. Klaviyo’s recommendation algorithms analyze customer data to identify products that align with their interests, increasing cross-sell and upsell opportunities.
Klaviyo Flows
Flows are the heart of Klaviyo’s automation capabilities. Some of the basic ready to use flows which Klaviyo offers are:
Welcome Series:
A Welcome Series Flow is a sequence of emails sent to new subscribers or customers right after they join your email list or make their first purchase. This flow’s purpose is to introduce them to your brand, build trust, and start nurturing a long-term relationship.
- Trigger: This flow is triggered when someone subscribes to your email list or creates an account on your site.
- Content:
- The first email typically thanks them for subscribing and introduces your brand, highlighting your values and what makes your store unique.
- The second email often provides an incentive, like a discount code for their first purchase, or recommends some popular products.
- Later emails could offer product recommendations based on their interests, showcase customer testimonials, or share your brand’s story.
- The goal is to build trust and guide the customer to their first purchase or engagement.
- Timing: The welcome series usually includes 3-5 emails spread out over a week or two.
Post-Purchase:
A Post-Purchase Flow is a series of emails sent after a customer makes a purchase, with the goal of enhancing their experience and encouraging repeat purchases.
- Trigger: This flow begins after a customer completes a purchase on your site.
- Content:
- The first email is typically an order confirmation with details about their purchase and a thank-you message.
- A follow-up email is often sent a few days after delivery, asking for feedback or reviews on the product they bought.
- A product usage email, giving tips on how to use the product or care instructions.
- Cross-sell or upsell opportunities based on their recent purchase (e.g., “You might like these related products”).
- If applicable, a request for a review or a referral incentive to spread the word.
- Timing:
- Immediate confirmation email.
- A thank-you/review request a few days after delivery.
- Post-purchase offers and cross-sells sent within a week or so.
Win-Back Campaigns:
A Win-Back Flow is aimed at re-engaging customers who have not interacted with your brand or made a purchase for a certain period of time. It’s all about rekindling the relationship and getting them back into your store.
- Trigger: This flow usually starts after a customer has been inactive for a set period, like 30, 60, or 90 days. The customer hasn’t opened any emails or made a purchase in that time.
- Content:
- A subject line and copy designed to grab their attention and remind them what they’re missing out on (e.g., “We Miss You!” or “Come Back and Save!”).
- A special incentive, such as a discount code, free shipping, or a personalized recommendation based on past purchases.
- Social proof, like customer reviews or best-selling products.
- Timing: This flow typically has a few emails spaced out over a couple of weeks, gently pushing them to come back.
Birthday Emails:
A Birthday Email Flow is an automated series of emails sent to customers on their birthday, often with a special offer or message to make them feel appreciated and encourage a purchase. This flow is a great way to personalize your customer experience and increase sales.
- Trigger: The flow is triggered when a customer provides their birthdate (either through an account signup or during checkout).
- Content:
- A “Happy Birthday” message, showing appreciation for the customer.
- A special discount or gift for their birthday (e.g., 15% off, a free product with purchase, or free shipping).
- Exclusive offers that are time-sensitive (like “Claim your gift within the next 3 days!”).
- Timing: The email is typically sent on the customer’s birthday or the day before, depending on your preference.
- Personalization: Since it’s for a special occasion, making the email feel personal is key—using their name, celebrating their loyalty, and offering something unique.
Abandoned Cart:
An Abandoned Cart Flow is a series of automated emails that are sent to customers who added items to their cart but didn’t complete the purchase. The goal is to remind them of the products they left behind and encourage them to return and complete the checkout process. Here’s how it typically works:
- Trigger: The flow starts when a customer adds products to their cart and doesn’t make a purchase within a certain time frame (like 1 hour, 24 hours, etc.).
- Follow-up emails: These are sent at intervals to remind the customer of the items they abandoned.
- The first email might be sent within an hour to remind them with a gentle nudge.
- The second email can be sent a day later, often with an incentive like a discount or free shipping.
- A final email might be sent a couple of days after that, reminding the customer one last time, sometimes including a stronger offer (e.g., 10-15% off or limited-time deal).
- Personalization: The email content includes the exact items left in the cart, with images and descriptions to entice the customer to return and complete their purchase.
- Optional Additions: You can also use dynamic content such as reviews or urgency elements (e.g., “Only 3 left in stock”) to encourage conversion.
VIP Flow:
A VIP Flow is typically used to nurture and engage high-value or repeat customers—those who have spent a certain amount or made a specific number of purchases. The goal is to reward these customers and keep them engaged with exclusive content, offers, or early access to sales. Here’s what it might look like:
- Trigger: This flow is activated when a customer hits a threshold that you define (e.g., spending $500 or making 5 purchases).
- Personalization: These emails are tailored to show appreciation for their loyalty. It may include a “VIP” badge, special offers, or exclusive products they can’t get elsewhere.
- Content:
- Early access to sales or new product launches.
- Special discounts, like “VIPs get 20% off their next purchase.”
- A thank-you note or special acknowledgment for their continued support.
- Frequency: You don’t want to bombard your VIP customers with too many emails, but you should stay in touch with periodic offers, product recommendations, or sneak peeks.
Klaviyo Pricing

Klaviyo offers flexible pricing plans based on the size of your contact list. Key points:
Free Plan
Available for up to 250 email contacts and 500 monthly sends, ideal for small businesses exploring Klaviyo’s features. The free plan includes essential tools like segmentation and automation to help you get started.
Paid Plans
Start at $20/month, scaling with your list size and requirements. Paid plans unlock advanced features like A/B testing, detailed analytics, and premium support, making them suitable for growing businesses.
SMS Add-On
Pricing is based on message volume, starting at $0.01 per SMS. This add-on enables businesses to combine email and SMS marketing for a comprehensive communication strategy.
Conclusion
Klaviyo is a game-changer for e-commerce businesses aiming to enhance their email and SMS marketing efforts. With powerful features, seamless integrations, and a focus on data-driven strategies, it’s a must-have tool for building meaningful customer connections. Whether you’re a beginner or an advanced marketer, Klaviyo equips you with the tools to drive growth and maximize ROI.