Optimise Performance
With your base strategies in place, it’s time to optimise. Learn how to gather more customer data, A/B test, and fine tune your retention strategy.
Go ahead and log into your account so you’re ready to complete the step-by-step guidance below.
Your 3 key objectives
Gather more customer data through progressive profiling
Messages that are tailored to your subscribers’ interests are more impactful, but first, you need to learn more about them.

Identify what you’d like to know about your customers based on your business, like wedding date, type of pet, or skin type, and add an input field to your sign-up form to ask. Use additional forms like a multi-step flyout form to learn more about your subscribers after sign up.

Create powerful segments using profile data
Use the data you’ve collected and stored to create new segments that can be used to target campaigns, forms, flows and more.
Klaviyo Reviews allows segmentation by rating and by feedback collected through custom questions in the review. If you use a different tool to collect customer reviews, make sure that data is syncing to Klaviyo so you can use it in segmentation.
Resources to inspire your growth
Put your customer data to work
Profile data, whether automatically collected or provided by the customer, can be used to tailor your message to your recipient and increase their chance of converting.
Customise your welcome series and add branches to send unique messages based on custom profile properties collected at sign-up, or other information like purchase history.
Learn how to branch your welcome series based on profile properties
Drive more conversions with A/B testing
Increase campaign open, click, and conversion rates through experimentation and testing.

Learn how to set up and run a campaign A/B test, how to read the test results, and a few use cases for A/B testing campaigns.

Maximise engagement with experimentation
Focus experimentation on driving better engagement across your marketing funnel.

By carrying out a Smart Send Time test, you can find which send time yields the best engagement from your audience to improve the performance of your campaigns.

Resources to inspire your growth
Automate repeat purchases with retention flows
Automate your retention marketing with flows that drive conversions and target high-intent shoppers with the perfect message.
Learn how to build a Klaviyo back in stock flow to alert customers about inventory if you are using the Shopify, BigCommerce, or Magento 2 platforms, or have an inventory-aware custom catalog feed.
Expand your SMS program
Advance your SMS program by adding SMS throughout the customer lifecycle and move toward parity with your email strategy.
Avoid wasting SMS credits by sending texts to numbers that recently had a temporary error. Create a segment to exclude these numbers from receiving texts.
Manage your audience to keep deliverability strong
Email inbox providers actively monitor how often your recipients engage with your emails, and you should too. Be more efficient with every send by maintaining an active and engaged list of subscribers.
Use a segment of unengaged subscribers as an exclusion audience when sending campaigns to general lists to protect your deliverability.


















