Move beyond basic blasts. This friendly, powerful platform helps growing brands turn email into revenue with personalized messages and automated SMS that truly connect with customers.
Imagine one login that brings marketing, service, analytics, and data together. With a CRM built for B2C, teams spend less time stitching tools and more time driving growth.
You’ll learn how behavior and purchase signals shape cross-channel campaigns—email, SMS, push, and paid ads—that feel cohesive from first touch to repeat order. Setup is fast, insights are real time, and workflows focus on revenue, not vanity metrics.
Thousands of brands already use this solution to increase lifetime value and conversion. In this article, expect hands-on examples, best practices, and ready-to-launch templates to power smarter digital relationships and accelerate growth.
Key Takeaways
- Personalized email and SMS drive real sales, not just opens.
- One platform unites marketing, service, analytics, and data for faster execution.
- Use behavior and purchase signals to tailor omnichannel messages customers love.
- Quick setup and real-time insights help teams focus on revenue.
- Thousands of brands trust this approach to boost retention and lifetime value.
Power smarter digital relationships with one platform for marketing, service, analytics, and data
When marketing, service, analytics, and data live in one place, personalization becomes practical at scale. A unified system removes silos so teams build better campaigns faster. Shared customer profiles mean everyone—support, marketing, and ops—sees the same history and context.
Real-time personalization driven by historical and real-time data
Historical events and live signals power relevance from first visit to repeat purchase. Automated flows pull event-level data, so messages update as behavior changes. That removes manual busywork and keeps content timely.
The only CRM built for B2C brands, in a single login
A CRM built for B2C stores richer event detail and merchandising context than a traditional sales CRM. This matters because consumer relationships need product-level insights and fast reactions to browsing or cart activity.
- No disconnected tools: eliminating data silos speeds campaign launches.
- Service + marketing together: creates more empathetic, high-performing messages across the customer lifecycle.
- Analytics in the same place: see what works and act immediately, without exporting reports.
Smart defaults and best-practice blueprints cut setup time and guesswork. The result is smarter digital relationships—personalized journeys and messages that feel like helpful conversations, not blasts.
Klaviyo for growing brands: email, SMS, push, and beyond
Grow your reach with coordinated email, SMS, and push that react to what each shopper actually does.
Send personalized email, SMS, and WhatsApp campaigns
Use real behavior to tailor every message. Link browsing, cart, and purchase events to auto-fill dynamic fields like first name, last viewed product, and cart value. This makes emails and SMS feel personal and relevant.
Choose SMS for urgency — flash sales, restock alerts, and time‑sensitive offers. Use email for richer storytelling and product showcases that drive discovery and higher order values.
From welcome to price drop: proven omnichannel templates
Access ready-made templates for Welcome, Back in Stock, Abandon, and Price Drop programs. Templates keep brand voice consistent while letting you swap products, offers, and CTAs per segment.
- Layer product context (viewed, ordered, saved) into content to boost click-throughs.
- Time push notifications to nudge without overwhelming customers.
- Test creatives, send times, and offers to find top-performing combos quickly.
Channel | Best use | Example message | Timing tip |
---|---|---|---|
Storytelling, product grids | New arrivals + editorial content | Mornings or evenings for higher engagement | |
SMS | Urgent alerts, cart recovery | Flash sale code + short CTA | Within 1–3 hours of trigger for urgency |
Push | Quick reminders, low-friction CTAs | Price drop on viewed product | Send between emails to avoid overlap |
Support, restock notices | Order update or restock alert | Use in markets with WhatsApp adoption |
Omnichannel orchestration maximizes revenue by meeting people where they respond. Built-in AI and advanced segmentation help you personalize at scale and refine campaigns fast.
Data that fuels growth: centralize 300-350+ integrations for a complete customer view
Bring together store events and app signals to build a single customer profile that drives smarter campaigns.
Connect Shopify, WooCommerce, Recharge, Aftership, Typeform, and Gorgias to capture orders, support tickets, subscriptions, and survey answers in one place. Centralizing this data removes guesswork and keeps customer context current.
- Plugging in your store and apps creates an end-to-end timeline with products viewed, order history, and support interactions.
- Sync variant names, coupons, quantities, and order values with no code to unlock granular targeting and replenishment reminders.
- Real-time data flows into segments, automations, and reports so campaigns react instantly to behavior and historical real-time data.
- Link segments to Meta and TikTok for high-match retargeting and lookalike audiences—no manual exports needed.
- Turn on integrations today and launch targeted campaigns tomorrow; survey and support inputs refine segmentation and timing.
Consolidated integrations reduce stale targeting and boost measurable growth through more relevant merchandising and timely lifecycle messages.
Marketing automation built for B2C: journeys that convert
When event data fires, the right message goes out—no scheduling spreadsheets, no guesswork.
AI-powered triggers spot intent from event-level data and send follow-ups at the perfect moment. These triggers watch browse, cart, and checkout signals so you react while interest is fresh.
AI-powered triggers using event-level real-time data
AI models prioritize signals like high cart value or repeat browsing. That lets you send targeted email and sms only when intent is strong.
Browse and cart abandonment, canceled order, and abandoned checkout flows
Map essential flows: welcome, browse abandonment, cart reminders, canceled order recovery, and abandoned checkout nudges. Dynamic product blocks populate items from the cart or last viewed list automatically.
Smart sending to manage message frequency across email, SMS, and push notifications
Set guardrails with suppression windows and caps so customers don’t get overwhelmed. Use sequencing rules to balance urgency on sms with richer details by email and lighter nudges via push notifications.
Reusable sections and custom HTML/CSS for brand-consistent messages
Save templates and reusable sections to speed production and keep design consistent. Upload custom HTML/CSS to reflect your brand in every automated message.
Flow | Primary Channel | Trigger | Smart-sending tip |
---|---|---|---|
Browse abandonment | Viewed product >2 times | Delay 1 hour, suppress if purchased | |
Cart reminder | SMS + Email | Cart added, no checkout | SMS within 2 hrs, email after 12 hrs |
Abandoned checkout | SMS | Started checkout, not completed | High urgency, single follow-up then pause |
Canceled order recovery | Order canceled by customer | Offer assistive support and incentive |
Precision segmentation using historical and real-time data
Build razor‑sharp audiences that update instantly as shoppers browse, buy, or drop off.
Use any mix of event history, behavior, and predictive signals to define who sees which message. Unlimited parameters let you target the first 100 customers, last year’s BFCM shoppers, or high AOV gift buyers with exact rules.
Unlimited parameters: behavior, events, and predictive data
Combine browsing events, placed or refunded orders, and predicted next order date to build robust audiences. Predictive metrics like churn risk and next order date help you time replenishment and win‑back campaigns.
Segments that auto-update—no manual tagging
Segments refresh in real time as actions happen. That means no list uploads or manual tags. Audiences stay current when customers browse, add to cart, or complete purchases.
Segment AI to create audiences from plain-language descriptions
Type a description and Segment AI generates criteria you can refine visually. Then sync that segment to paid media for retargeting and lookalikes so definitions stay consistent across channels.
- Practical examples: engaged 90‑day readers, frequent returners, or high AOV gift buyers.
- Email personalization: tailor emails with conditional blocks and offers per segment.
- Form targeting: show forms to specific segments to capture better qualified leads onsite.
Use case | Parameters | Benefit |
---|---|---|
Replenishment | Predicted next order date >30 days | Timely reminders boost repeat purchases |
Win‑back | No orders in 180 days + high past AOV | Targeted offers recover lapsed customers |
BFCM VIPs | Ordered during last BFCM & high LTV | Exclusive previews increase conversion |
Analytics compare segment performance so you iterate quickly. Precision segmentation is the engine of better relevance and higher conversion across emails and channels.
Personalization that drives revenue: recommendations, offers, and A/B testing
Tailored product suggestions and smart coupons move shoppers from interest to checkout faster. Use data from browsing and purchase history to show each person the products they care about. Then layer targeted offers and tests to prove what lifts conversion and revenue.
Dynamic product recommendations
Recommendation blocks create product grids that adapt to a shopper’s recent views and past orders. Show upsells for frequent buyers, cross‑sell accessories, or suggest complementary items after purchase.
Single‑use dynamic coupons
Generate single‑use codes per recipient to limit abuse and protect margins. Tie codes to segments or lifecycle stages and set expiry windows to push urgency without broad discounting.
A/B testing for messages and branches
Run a/b testing on subject lines, content, timing, and incentives to improve open and conversion rates. Use branch testing to send different journeys for VIPs versus deal seekers.
- Trigger price drop alerts to re‑engage window‑shoppers the moment items fall in price.
- Keep brand tone consistent while swapping offers by segment or lifecycle stage.
- Auto‑rollout winners so top performers scale across campaigns quickly.
- Examples: upsell by order frequency, cross‑sell accessories, or send post‑purchase care sequences.
Measure impact by attributing revenue per automation and computing payback periods. Small, continuous tests compound into noticeable lifts in revenue and ROI over time.
Actionable analytics and reporting for smarter decisions
Real-time insights make it simple to see which campaigns and segments move the needle today.
Get revenue and analytics per automation, campaign, segment, and channel so you know which flows and messages drive real purchases. Tie every metric to store events for trustworthy results that reflect actual checkout behavior.
Real-time revenue by automation, campaign, segment, and channel
Break down revenue by channel, campaign, and automation to find what works. Compare segments side by side to spot high-value audiences worth more investment.
Dashboards, category benchmarks, and deliverability reporting
Custom dashboards centralize KPIs and make sharing with stakeholders easy. Use category benchmarks to see where you outperform and where to double down.
Deliverability reporting diagnoses inbox placement and list health so emails reach customers reliably.
Manage multiple global accounts with robust reporting
Multi-account reporting gives a single view across brands and regions. That streamlines oversight for multi‑brand or multi‑region teams and speeds decisions on spend and strategy.
- Centralize KPIs so leadership sees revenue impact at a glance.
- Use benchmarks to set realistic growth targets and allocate budget.
- Connect insights to action—iterate segmentation, creative, and cadence based on results.
View | Primary metric | Action |
---|---|---|
Automation | Revenue per flow | Adjust timing or offer |
Campaign | Revenue by channel | Shift spend to top performers |
Segment | Revenue per recipient | Invest in high-LTV audiences |
Consistent analytics and reporting build a learning loop. When data is tied to your store, teams iterate faster and compound growth over time.
Built-in AI to accelerate your marketing
Built-in machine learning helps your team write, design, and test faster. Use AI to generate SMS copy, subject lines, and modular email sections so production moves from days to hours.
Copy and creative jumpstarts: AI drafts short SMS and subject line options you then tune for brand voice and compliance. It also suggests on-brand layouts for email sections, cutting revision cycles.
Predictive analytics for timing and value
Predictive models estimate next order dates and lifetime value from customer data. Use these signals to time replenishment, trigger targeted offers, and prioritize high-LTV customers for VIP experiences.
Forms and conversion timing
AI recommends where and when to show forms to lower bounce and lift signups. Test timing suggestions with light a/b testing to find what converts without increasing friction.
- AI jumpstarts copy; humans finalize tone.
- Design suggestions speed up email and emails production.
- Use predicted LTV to protect full-price buyers and boost revenue.
- AI summaries surface key data and performance takeaways for faster action.
Governance matters: humans review outputs to ensure legal, brand, and empathy standards. Treat AI as a smart assistant that helps teams power smarter marketing workflows.
Seamless ecommerce integration and consent-first growth
Connect your store fast and start capturing the signals that matter. A direct extension lets you sync WooCommerce data within minutes so lifecycle programs can activate immediately.
Fast setup: sync your store data and events in minutes
Install the extension, authenticate, and start streaming events—no code required. The integration sends product variants, discounts, and metadata so automations use exactly the right context.
Checkout and forms: collect email and SMS consent with compliant templates
Use branded forms and checkout checkboxes to capture consent cleanly. Compliant templates protect deliverability while building a high‑quality list for email and SMS.
Track key events: active on site, started checkout, placed and fulfilled orders, refunds
Key events flow into segmentation and reporting: Active on site, Started checkout, Placed order, Ordered product, Fulfilled order, and Refunded orders.
These signals trigger actions like cart reminders, save‑the‑sale offers, loyalty updates, and service follow‑ups.
No-code integration unlocks targeting, automation, and analytics immediately. Order and refund data keep segments accurate. Cart and checkout intent drive timely reminders and recovery flows.
Event | What it signals | How to use it |
---|---|---|
Active on site | Engaged visitor | Show personalized forms or trigger browse messages |
Started checkout | High purchase intent | Send cart and checkout reminders within hours |
Placed order | Confirmed purchase | Trigger post‑purchase care, cross‑sells, and loyalty updates |
Fulfilled order | Delivery complete | Ask for reviews, recommend replenishment dates |
Refunded orders | Service or product issues | Trigger support outreach and win‑back offers |
Surface checkout blockers with quick surveys at the point of abandonment to reduce friction. Reliable tracking and consent at checkout underpin sustainable list growth and long‑term revenue.
Why brands choose Klaviyo today: ROI, support, and scalability
Choosing the right platform means more than features — it means clear ROI, reliable support, and room to scale as your brand grows.
Drive higher ROI with one platform and advanced reporting
One platform plus advanced reporting creates a direct line from campaigns to revenue. Teams see which automations drive purchases and which need tuning.
With a single login, training and security become simpler. That saves admin time and lowers the cost of ownership while improving time to first value.
Proven results for 13,000+ WooCommerce brands and thousands more on Shopify
Adoption by over 13,000 WooCommerce brands proves ecommerce fit and reliability. Many more brands on Shopify show cross‑platform traction for retailers of all sizes.
This breadth of customers demonstrates scalability — from small shops to seasonal enterprise peaks without performance headaches.
Global support, multilingual interface, and ongoing enhancements
Global support and a multilingual UI (English, French, Spanish, German, Portuguese (Brazil), Korean, Italian) empower distributed teams during expansion.
Ongoing product enhancements track changes in privacy, channels, and retail behavior so your marketing stays current and compliant.
- Lead with ROI: clear attribution and reporting link actions to revenue.
- Proven adoption: thousands of ecommerce brands trust the platform.
- Worldwide support: multilingual help reduces ramp time for global teams.
- B2C CRM built for retail: features align to product-level needs and lifecycle marketing.
- Scalable administration: one login simplifies training and security at scale.
Support and expert resources speed migration from legacy tools, while advanced reporting surfaces the wins that justify investment. For brands aiming for measurable growth, this combination of depth and ease of use is a competitive advantage.
Conclusion
Turn real-time signals into immediate actions that rescue carts, reward buyers, and reengage lapsed customers.
One platform unites data, service, analytics, and execution so your email and SMS campaigns act on both historical and live events.
Use omnichannel templates for Welcome, Back in Stock, Abandon, and Price Drop to launch fast. Combine precise segmentation and automation to meet shoppers at checkout, cart, and post-order moments.
AI speeds copy and form timing, and product recommendations lift AOV. Track events like Active on site, Started checkout, Placed order, Ordered product, Fulfilled order, and Refunded orders to fuel offers and win‑backs.
Protect deliverability with consent-first forms and checkout practices, then test steadily with a/b testing to compound gains. Adopt these playbooks and integrations to turn traffic into orders and 5‑star experiences at scale.