Klaviyo Automation and Segmentation Masterclass

Learn how Klaviyo differentiates lists from segments, including the default newsletter subscribers list. Use conditional logic to define segments that determine who receives emails.

Create and import lists to differentiate audience sources, like MailChimp or contests. Use lists to build segments and track where contacts came from.

Learn to create and tailor sign up forms for Klaviyo lists, choosing pop ups, flyouts, or embedded forms, and customize success messages, targeting by geolocation, URLs, or product purchases.

Connect your Shopify store to a third-party opt-in manager like Opt In Monster to grow Klaviyo lists, create campaigns, and map subscribers to the right list from the integration tab.

Plan segmentation to group audiences by trackable characteristics and behaviors, then automate tailored communications to boost engagement, cart abandonment recovery, and lifetime value.

Explore building foundational customer segments in Klaviyo, including not yet purchased, first-time buyers, repeat customers, VIPs, and engaged subscribers, using order history and spend thresholds to drive targeted flows.

Create custom properties to enable precise segmentation beyond defaults, using uploads, forms, or email updates to track gender, birthday, and other profile data.

Create and send a one time broadcast email campaign in Klaviyo by selecting a list or segment, designing with templates and blocks, and scheduling with smart sending and UTM tracking.

Learn the resend trick in Klaviyo to maximize email reach. Create a non-openers segment from 'we see you launch,' clone the email, change the subject, and resend at a time.

Create dynamic product feeds from your e-commerce store into Clearville and insert them into emails as widgets or design blocks, choosing feed criteria like popularity, trending, or random selections.

Create one-time, unique coupon codes in Klaviyo and sync with Shopify to deliver subscriber-specific discounts. Configure discount type and applicability, set expirations, and personalize codes with merge tags in campaigns.

Design direct, descriptive subject lines that start with action verbs and stay concise. Use numbers, urgency, and occasional emojis judiciously, and test via a/b experiments across platforms.

Master A/B testing in Klaviyo by creating campaign or flow variations, testing one element at a time, and using 20% samples to determine a winner by opens or unique clicks.

Learn how to calculate customer lifetime value in Klaviyo, export segments, and apply it to set target customer acquisition costs using predictive analytics, three-to-one CLV-to-CAC ratios, and marketing decision-making.

Export subscriber data, segment new subscribers, and assess Facebook lead campaigns to estimate lifetime value and optimize Klaviyo marketing spend.

Learn how to integrate Klaviyo with Facebook, create segments such as all profiles, customers, and best customers, and sync them into Facebook audiences to build effective lookalike audiences.

Create Facebook campaigns from Klaviyo segments to acquire new customers, reinforce offers, and generate leads, using lookalike audiences, exclusions of existing customers, and lead forms.

Build automated welcome flows in Klaviyo guiding new subscribers to first purchases. Configure triggers, delays, and back-populate two flows with brand, product, blog content, and offers.

Build the first purchase flow in Klaviyo to convert first-time buyers into repeat customers with emails for thank you, product care, review requests, social shares, and upsell, driven by segmentation.

Enhance revenue with a robust abandoned cart flow built in cliffview, using four targeted emails, personalization, urgency, and strategic filters to double recovery rates and boost conversions.

Define VIP criteria for the VIP customer flow, then drive purchases, loyalty, and advocacy with lifetime discounts, exclusive offers, referrals, and affiliate program opportunities.

In Klaviyo, build a birthday flow by creating a birthday opt-in form and list, then auto-send a birthday discount email triggered by the birth date, with yearly repetition.

Learn to implement the back-in-stock flow that lets customers sign up for alerts, with automated inventory tracking and email notifications when stock returns, including setup in Shopify and customization options.

Develop custom Shopify notification emails by editing Klaviyo templates, applying branding with colors and logos, and exporting HTML to Shopify while handling merge tags and customizable blocks.

Explore a real-world klaviyo automation case study for a back-to-school offer, boosting basket size with kids bundles and teacher nominations through targeted automations.

Celebrate that only 25% of signups complete the course. Explore free digital marketing and e-commerce content, step-by-step training, and a community platform at inde brand builder dot com.