Ultimate Guide to Klaviyo Email and Marketing Automation

Ultimate Guide to Klaviyo Email and Marketing Automation

Table of Contents

Introduction

Are you an e-commerce business owner? Do you want to increase sales and drive traffic to your website? Klaviyo is a powerful email marketing and SMS automation platform that helps e-commerce businesses grow.

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As a leading Klaviyo marketing automation tool, it delivers engaging shopping experiences across owned channels such as email and SMS, making it suitable for both small businesses and enterprise brands.

  • The best thing about Klaviyo is that it integrates with Shopify and Magento more deeply and better than other tools like Mailchimp or Omnisend.
  • If you’re looking to work with a Klaviyo agency, you’ll benefit from Klaviyo’s ability to analyze and use customer data to deliver personalized experiences.
  • Whether you’re working with a Klaviyo email marketing agency or managing campaigns in-house, Klaviyo allows you to send bulk emails and SMS, customize campaigns, and create multi-channel experiences.
  • You can send automated emails and SMS, create beautiful campaigns, and improve your website’s performance using Klaviyo.

Klaviyo is becoming the go-to platform for savvy marketers, Klaviyo experts, and e-commerce stores. Whether you’re just starting or partnering with Klaviyo agencies, this ultimate guide will help you maximize your marketing efforts.

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Key Statistics:

  • Over 100,000 businesses globally use Klaviyo for their email and SMS marketing efforts
  • More than 3.8 billion emails are sent through Klaviyo every month
  • Klaviyo’s growth has been fueled by its strong integration with platforms like Shopify and its focus on data-driven marketing
  • As of 2023, 60% of Klaviyo users have adopted SMS marketing within their overall strategy
  • Klaviyo serves over 143,000 customers as of the end of fiscal year 2023

Features & Benefits of Klaviyo

1. Integrations

Klaviyo is one of the best email marketing platforms, trusted by businesses and Klaviyo growth agencies alike. It integrates natively with other apps to pull in all customer and order data without hidden fees. Merchants can integrate unlimited data sources with Klaviyo and view in-depth customer insights like email addresses, order histories, and most recent activity.

Some of the native integrations include:

  • Magento
  • Shopify
  • BigCommerce
  • Justuno
  • Facebook

Beyond native integrations, Klaviyo offers direct integrations and robust API support to accommodate platforms outside its native ecosystem. This allows Klaviyo experts to customize and scale integrations as needed. The platform also supports codeless sign-up forms and provides flexible options to backfill historical customer data.

2. Automation

Klaviyo’s drag-and-drop builder allows brands and Klaviyo marketing agencies to design intelligent workflows that guide customers through personalized journeys. Whether you’re using flows for welcome emails, cart abandonment reminders, or re-engagement sequences, Klaviyo’s AI automation tools ensure relevant messaging at the right moment.

With advanced flow branching and behavior-based triggers, businesses and Klaviyo experts can craft precise communication strategies that optimize conversions and enhance customer experience.

3. Personalization

Personalization drives ROI by 5 to 8 times, in fact. Klaviyo empowers businesses to make smarter marketing decisions using customer data. E-commerce brands, especially those working with a Klaviyo growth agency, can create custom offers based on real-time user behavior.

With Klaviyo, website visitors are greeted with pop-ups and embedded forms that feel like in-store interactions. You can personalize by shopper type—first-time buyer, VIP, or returning customer—thanks to Klaviyo’s deep segmentation capabilities.

Advanced personalization, backed by Klaviyo AI, allows businesses to craft product recommendations and content that resonate at the individual level.

4. A/B Testing

A/B testing in Klaviyo lets you test content, subject lines, send times, and more to increase open and click rates. These tests, backed by Klaviyo AI, deliver accurate insights and help marketers refine their messaging.

Real-time flow reporting makes it easy to compare performance metrics across campaigns. Klaviyo experts frequently use these tools to optimize campaigns and drive better results. Smart send time predictions and intelligent form testing ensure campaigns deliver peak performance.

5. Customer Profiling

Klaviyo isn’t just an ESP—it’s also a powerful CRM. The platform gives Klaviyo experts full access to customer timelines, including order history, page visits, and email engagement.

Klaviyo stores predictive data like customer lifetime value, churn likelihood, and next purchase date—enabling marketers to create hyper-targeted campaigns. These insights make Klaviyo ideal for e-commerce brands seeking detailed customer intelligence.

6. Segmentation

Customer segmentation is a core feature in Klaviyo, one that sets it apart from many other ESPs. Using transactional and behavioral data, Klaviyo growth agencies can segment contacts in real-time and build automated workflows based on user triggers.

Klaviyo’s intelligent list updating helps you keep campaigns relevant and personalized. Combine these features with website tracking and Klaviyo AI to fine-tune campaign targeting based on customer behavior.

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7. Data Science

The advanced Klaviyo AI and machine learning engine allows brands to extract predictive insights and make smarter decisions.

Businesses can forecast order frequency, identify churn risk, and even predict gender using census-based name analysis. For businesses scaling fast, a Klaviyo growth agency can help operationalize these insights to optimize conversion paths, personalize content, and build loyalty programs.

8. Reporting

Klaviyo experts rely heavily on the platform’s comprehensive reporting capabilities. Campaign, Flow, and List Growth Reports help brands understand what’s working and what’s not.

Track product performance, subscriber growth, form engagement, and flow success—all from a unified dashboard. Use Klaviyo’s Custom Analytics to filter and compare specific timeframes and performance metrics, and refine strategy in real-time.

9. Social Advertising

Social integration is another reason many e-commerce brands choose Klaviyo. Use Klaviyo data to power Facebook and Instagram campaigns, target cart abandoners, or sync with lookalike audiences.

Klaviyo experts often use these capabilities to align email, SMS, and social media campaigns for omnichannel success. Target the right people at the right time, across multiple channels, for higher ROI and engagement.

10. Email Marketing Campaigns

Create powerful, on-brand emails using Klaviyo’s easy-to-use editor. Rather than blasting your entire list, use segments to deliver the right message to the right audience.

With personalization tools powered by Klaviyo AI, every email becomes a tailored experience. Utilize the Smart Sending feature to avoid inbox fatigue and increase deliverability.

Klaviyo growth agencies use these tools to build scalable, repeatable email strategies that retain customers and drive sales.

11. SMS

Klaviyo SMS users see, on average, a 24x ROI—far higher than email alone. Text messages grab attention quickly, making them perfect for flash sales, shipping updates, and time-sensitive offers.

Brands can combine SMS and email in unified flows. If a customer opts into SMS, they receive a welcome text. If not, an email is sent instead. These smart workflows are a favorite among Klaviyo experts for enhancing customer experience and maximizing engagement.

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Klaviyo Price

Email

  • Free Plan: The free plan can deliver up to 500 emails. If you want to see how the email flows work before spending any money from your e-commerce business budget, you can test all of the tools. If you opt for the free plan, the Klaviyo email marketing platform for email marketing will also place branding on all of your templates for email marketing. This could harm your brand image. Many businesses work with a Klaviyo agency, even at the free tier to ensure optimal setup without compromising brand consistency.
  • Upgrade: If you want to upgrade and get rid of the limitations of Klaviyo’s free plan, pricing for 300 contacts starts at around $20 per month. This includes chat and email support, which aren’t available on the free plan. Unfortunately, only 46,000 contacts and 460,000 emails are supported. You can get a package all the way up to 150,000 contacts. Klaviyo email agencies often help businesses decide the most cost-effective plan based on their list size and growth trajectory.
  • Custom Pricing: If you want to go beyond 150,000 contacts, you’ll need to contact the company for custom pricing. Klaviyo email marketing services offer monthly pricing plan options ranging from $700 to $2000 if you have 46,001 to 210,000 profiles. A trusted Klaviyoo agency can help you negotiate the best pricing tier and structure your campaigns for maximum ROI.

SMS

  • Free Plan: The first 50 messages you send are completely free of charge. You must, however, add funds to your shopping cart after that. This means you should conduct some A/B testing before sending each campaign. You want to ensure that the money you spend is getting people to your shopping cart as quickly as possible. Klaviyo email agencies and consultants often manage A/B testing strategies to ensure every SMS message is optimized for conversions.
  • Pay-as-you-go model: When you sign up for Klaviyo’s SMS marketing, you only pay for the messages you send. Initially, each SMS and MMS cost about 7 cents. The cost of your campaigns decreases as your list grows. You’ll need to set up automatic renewals and refills, as well as monthly spending limits to keep your spending under control. For many brands, working with a Klaviyo agency helps maintain effective budget management while scaling SMS campaigns.

Email & SMS

Klaviyo costs can cover both email and SMS at the same time as well. When you use Klaviyo’s email and SMS features, you can easily manage the entire experience, saving you money and time. Having access to both email and SMS marketing at the same time is an excellent way to improve your customer service and marketing strategy.

Email support, unlimited email sends, and countless more features come standard with every email and SMS marketing plan. There are no limits to how much you can connect with your target audience and drive new sales opportunities because you can combine the email and SMS tools to manage the entire customer journey. Partnering with a Klaviyo email agency ensures you get the most out of both channels by leveraging expert insights, automation, and segmentation techniques.

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Klaviyo Setup Guide

To continue with the Setup Wizard, you must first finish the Setup tab. Please keep in mind that once you’ve completed adding details to the setup tab, you won’t be able to edit it again. If you want to make any changes afterward, you must do so through your account settings. Whether you’re a new user or working with a Klaviyo consultant, following this setup process ensures a smooth start on the platform.

Step 1: Business Details

In this section, you must enter the URL of your website, the type of business you run, and the platform you want to integrate with. A list of platforms that can be integrated is provided. Click Show More or Other if you don’t see your integration on the list. A Klaviyo company or expert consultant can help you determine the right integration path for your specific business model.

Step 2: Connect Platforms

Click Continue after you’ve chosen the type of platform you want to integrate with Klaviyo. To connect to the platform successfully, you must first authenticate with your login credentials and refer to Klaviyo’s integration guide for various platforms. This ensures proper data syncing and flow setup. A Klaviyo consultant can streamline this step, especially if you’re connecting multiple e-commerce platforms or custom tools.

Step 3: Brand Information

Now, enter the physical address of your company, as well as the name and email address of the sender. Future campaigns and flows will use this default sender information. To avoid deliverability issues or being marked as spam, it’s recommended to use a business email address (ending with your domain name).

You’ll also configure branding and social links in the Design section:

  • Brand: Choose your brand’s color scheme, logo, and font type. These elements will be used across your campaigns and forms. Once you’ve finalized the selections, click Continue. You can return to your Klaviyo account’s Brand Library to make changes later.
  • Social Links & Header: The header and social links are essential for consistent branding. The header link will appear at the top of your email, and the social links will be placed in the footer. For a clean design, limit the number of header links to a maximum of four. If you’re working with the Klaviyo company, they can ensure these design elements align with your brand guidelines.

Step 4: Confirmation

After entering all necessary information, the final step is to verify your email address. Use your primary business email—the one you’ll use to communicate within the Klaviyo platform for email marketing.

Go to your inbox and click the verification link that Klaviyo sends you (note: the link expires in 72 hours). Once verified, your Setup Wizard will be complete, and you’ll be directed to your main Dashboard.

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Automated Klaviyo Flows

Klaviyo’s Automated Flows are one of the most powerful tools in the platform, enabling businesses to send timely, personalized emails and SMS messages based on specific customer actions. Whether you’re managing a single store or multiple brands through a Klaviyo agency account, these flows help automate engagement and boost revenue effortlessly.

Using the Klaviyo email marketing platform, you can automate your customer lifecycle communication. Below are some of the most popular and effective automation flows every e-commerce business should consider:

Welcome Series

This flow is designed for new subscribers—those who’ve signed up for your newsletter or made their first purchase. A Klaviyo company or Klaviyo agency account can help you customize a branded welcome series that introduces your store, highlights your best products, and provides discount codes or resources.

You can send a personalized email or SMS to educate and engage new users while building trust from the start. A well-designed welcome flow sets the tone for your entire customer relationship.

Abandoned Cart

The Klaviyo Abandoned Cart Flow is a must-have automation. Many users abandon carts for reasons like distractions, indecision, or unexpected costs. With Klaviyo, you can automatically remind them of their left-behind items with persuasive emails or SMS messages.

By recovering abandoned carts through automation, businesses using a Klaviyo agency account can significantly increase their conversion rates and revenue with minimal manual effort.

Post-Purchase

After a customer completes a purchase, you can use Klaviyo’s Post-Purchase Flow to thank them and recommend related or complementary products. Klaviyo pulls from your product catalog and dynamically displays best-selling or relevant items.

A Klaviyo company often sets up advanced cross-sell and upsell sequences as part of a post-purchase journey to boost average order value and enhance customer satisfaction.

Win Back Customers

The Winback Flow is targeted toward previous buyers who haven’t made a recent purchase. Use this automation to reignite their interest with updates on new arrivals, exclusive promotions, or time-limited offers.

With features like Klaviyo’s Smart Sending, you can avoid spamming inactive users while still staying top of mind. This is especially effective when managed by a Klaviyo agency account, ensuring proper timing and segmentation strategy.

Product Review

Customer feedback is essential, but most buyers won’t leave a review without a nudge. With the Klaviyo Product Review Flow, you can automatically send follow-up emails to customers who have made a purchase but haven’t left a review.

When you connect your review app to Klaviyo, you can incentivize users to share their feedback—perhaps with a discount or loyalty points. A Klaviyo company can help fine-tune these review requests to reflect your brand voice and increase your review rates without appearing pushy.

Klaviyo Integration with Shopify & Magento (Adobe Commerce)

Integrating Klaviyo with Shopify and Magento is a complex and technical process—something a seasoned Klaviyo agency or Klaviyo marketing agency like PROS can help you streamline. As an Agency Klaviyo expert with over 20 years in marketing and technology, PROS ensures seamless integration with your eCommerce platforms, including Shopify, Shopify Plus, Magento, WooCommerce, and more.

We recently helped Wheelrack with a successful Klaviyo integration project, showcasing how a strategic Klaviyo expert can optimize your campaigns from setup to automation.

Klaviyo & Shopify Integration

Integrating Klaviyo with Shopify is straightforward when done right. Here’s how to do it:

  • Sign up and set up a Klaviyo account
  • Complete the checklist for setup
  • Create sign-up forms
  • Set up automated customer and user flows
  • Build targeted email or SMS campaigns
  • Segment your audience
  • Monitor performance using detailed analytics

Before installing Klaviyo from the Shopify App Store, consider these benefits of using a Klaviyo agency account:

  • Deep Data Import: Klaviyo imports all Shopify customer data, allowing you to set up precision-targeted triggers and flows.
  • Advanced Segmentation: Use Shopify data like AOV, purchase frequency, and product type to create powerful segments.
  • In-App Discount Integration: Embed Shopify-generated discount codes directly into your Klaviyo campaigns.
  • Seamless Workflow Automation: With the Shopify Flow app, you can push events into Klaviyo using custom triggers and automate actions effortlessly.

By working with a Klaviyo marketing agency, you unlock the full potential of this integration, optimizing customer journeys and improving ROI.

Klaviyo & Magento (Adobe Commerce) Integration

The Klaviyo-Magento integration is equally powerful and ideal for businesses needing advanced customization:

  • Multi-Store Support: Manage multiple stores within one Klaviyo agency account.
  • Interoperability: Works across regional or segmented stores.
  • No-Code Forms: Create powerful sign-up forms without any coding.
  • Custom Coupons: Deliver personalized coupons based on past behavior.
  • Smart Product Recommendations: Use Klaviyo’s product feed to automate personalized upsells.

Whether you’re using Magento 1.x or 2.x, a Klaviyo expert from a reliable Klaviyo agency can ensure all integrations are accurate, scalable, and efficient.

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klaviyo magento integration

Klaviyo vs Mailchimp

While both Klaviyo and Mailchimp are popular email marketing platforms, Klaviyo stands out with its deep automation and AI capabilities. Here’s why many eCommerce brands prefer Klaviyo AI tools:

Automation

Klaviyo supports multi-layered automation that’s highly customizable—perfect for abandoned cart reminders, upsells, win-back campaigns, and more. In contrast, Mailchimp offers more basic automation.

Integrations

Mailchimp lacks a direct Shopify integration. Klaviyo, on the other hand, integrates directly with Shopify, Magento, BigCommerce, WooCommerce, Salesforce, Zapier, and more—making it the preferred tool for any Klaviyo marketing agency.

Analytics

Klaviyo AI enhances predictive analytics with customer lifetime value forecasting, gender prediction, and advanced segmentation—far beyond Mailchimp’s capabilities.

Testing

The Klaviyo platform for email marketing, regardless of its paid plans, offers a maximum of seven variations of each email, compared to Mailchimp’s three. It means you can test more email variations with Klaviyo to see which ones work best for your audience. Its A/B testing feature also includes workflow automation.

The Klaviyo platform for email marketing is better than Mailchimp in terms of customization and automation, as well as offering more integration options than its competitors.

Conclusion

Klaviyo is the best email and SMS marketing platform for your ecommerce stores because it offers the most advanced features needed for a successful email and SMS marketing campaign. Both beginners and experienced marketers can benefit from Klaviyo’s segmentation and automation features.

You can start with the free plan to evaluate the features, implementation, and results, and then upgrade to the paid plans as your subscriber base grows. With the Klaviyo platform for email marketing, build an ecommerce website and take your ecommerce strategy to the next level.

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FAQ's

Klaviyo is an email marketing platform designed to help e-commerce businesses grow their businesses through targeted email campaigns. Klaviyo provides advanced segmentation, automation capabilities, and powerful analytics to help you send the right email to the right customer at the right time.

Klaviyo offers a range of benefits for e-commerce businesses. It has advanced segmentation capabilities, allowing you to target customers with personalized messages. It also offers automated workflows that help you automate customer journeys and increase customer engagement. In addition, Klaviyo’s powerful analytics help you track and measure customer engagement and conversions.

Getting started with Klaviyo is easy. First, sign up for a Klaviyo account. Then, connect your store to Klaviyo and start building your email list. Next, create a segmentation strategy and start building automated workflows. Finally, use Klaviyo’s analytics to track and measure customer engagement and conversions.

Yes, Klaviyo can be integrated with a variety of other tools and platforms, including e-commerce platforms, CRM software, and social media platforms.

Klaviyo offers a variety of email campaign types, including newsletters, promotional emails, welcome series, abandoned cart emails, and more.

Yes, Klaviyo offers SMS marketing capabilities, allowing businesses to communicate with customers through text messages.

Klaviyo uses several strategies to ensure email deliverability, including list hygiene, email authentication, and compliance with anti-spam laws.

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