Beyond Basics
Your account is set up for success, now it’s time to focus on growing your audience faster through new channels like paid ads and SMS. We’ll also guide you through building a segmentation strategy and addressing low performance.
Go ahead and log into your account so you’re ready to complete the step-by-step guidance below.
Your 3 key objectives
Grow your list with fully optimised forms
Optimise your form experience to improve your submit rate and grow your list faster. Then, explore more ways Klaviyo users like you grew their lists.

Form teasers appear when a pop-up has been dismissed, allowing visitors to easily re-engage with your form if they change their mind after browsing.

Reach more people through social ad networks
Attract leads who are likely to love your brand by using Klaviyo segments to create lookalike audiences in popular ad networks.

Reach existing and potential customers where they are. Use lists and segments from Klaviyo as custom audiences, create lookalike audiences, and sync subscribers from lead ads.
Integrate with Facebook Advertising
Integrate with Google Ads
Integrate with TikTok Audiences

Review your email performance
Review key email reports that tell you what you’re doing well and what can be improved so you can continue to grow your revenue.
Klaviyo’s AI-powered benchmarks compare your performance to industry peers across key metrics from open rate to conversion rate.
Resources to inspire your growth
Target your customers with spot-on segments
Use your account data to pinpoint the right segments for your marketing messages, and use them across channels.
After completing the actions below, explore more ways to segment your audience to increase engagement and conversion.

Group subscribers by their previous actions to send more relevant and targeted marketing communications.
Learn how to create customer persona segments based on activity
For complex segments, use Segments AI to simplify segment creation

Boost your click rate with personalised campaigns
Personalisation is about tailoring the content of your message to your recipient, to create a more enticing message that drives clicks and conversions.

A dynamic variable is a piece of information that could differ from person to person and is stored as a property that can be pulled into your email or SMS messages.

Automate the purchase experience with flows
Continue nurturing your relationship with customers after they purchase. Strategic personalisation can improve the conversion and ROI of your marketing.

Your post-purchase messaging is crucial to customer retention. Explore different ways to customise your post-purchase flow to drive engagement, revenue, and loyalty.

Resources to inspire your growth
Enable SMS in your account
Increase your conversion potential by expanding into new channels, and message customers on the channel they most prefer.

Before you can collect SMS marketing consent or send messages, you need to turn on SMS in your account and set up your sending numbers.

Create an SMS welcome flow
Most text messages are read within 90 seconds, and an SMS welcome flow lets you immediately reach customers while their interest in your brand is at its peak.

Say hello to new SMS subscribers, and follow through on any offers promised at sign-up with an SMS welcome flow. Once you’ve set your flow live, you should publish the changes to your sign-up form to start collecting subscribers.

Send an SMS campaign
Using a new channel can be intimidating, but sending your first SMS campaign is an important milestone toward your marketing goals.
Your SMS subscribers expect to hear from you, but balancing your email and SMS messages takes planning. Understand when to use each channel, and plan to start sending at least 1 SMS campaign per week.















