5+
flows live in your account
Beyond Basics
You’ve got the email basics down. Now it’s time to focus on expanding your reach. Connect with more customers across more channels, and create a segmentation strategy that supports your business goals.
The Beyond Basics checklist
Put your focus on expansion. New channels, new subscribers, new opportunities.
Find more potential customers
- Integrate with ad platforms
Spend your ad dollars smarter by connecting Klaviyo to Meta, Google Ads, Pinterest Ads, and TikTok Audiences.
- Run paid ads using segment data
The best way to bring in new potential customers is to use the data you have about your existing customers.
- Optimize your sign-up forms
Add form teasers, add unique coupon codes directly into your forms, and make sure your forms are mobile-optimized.
Add new channels
- Set up SMS in your account
Amplify your impact by reaching people where they are—in their text message inbox. We’ll walk you through every piece of the setup in Klaviyo.
- Start collecting SMS consent
Add phone number and consent collection to all of your forms to build your text marketing list.
- Branch your flows by channel
Add a conditional split to all flows based on channel consent to make sure you’re always sending the right message through the right channel.
Get more targeted
- Refine your engaged segments
Review the pre-built segments in your account and make adjustments to the segment criteria if needed. You may want to account for factors like machine opens or marketing consent status.
- Build new behavior-based segments
Identify one-time purchasers, loyal customers, churn risks, and more. Think about which behaviors are most meaningful to your business.
- Launch targeted onsite forms
Forms are for more than consent collection. Use them as a tool for targeted onsite personalization.
- Publish 2 more flows
Add post-purchase flows like a thank you flow and a customer winback flow to keep customers engaged.
Reach your customers where they are with Klaviyo SMS
Send smarter and make a bigger impact on your customers by adding text message marketing to your communication strategy.
Key learning resources to grow faster
Add new channels to expand your reach and solidify your segmentation strategy.
Grow your business with our Google Ads integration
Learn how to improve ROAS by using Klaviyo data to power your ad targeting strategy.
Grow your business with our Meta Ads integration
Expand your audience and convert more subscribers to customers with Meta Ads.
Getting started with SMS lists & segments
Learn how to build an effective SMS acquisition and segmentation strategy.
Getting started with SMS campaigns
Learn key strategies for engaging your SMS subscribers with campaigns.
Getting started with SMS flows
Learn how drive more value from flows by adding text messages strategically.
Best practices for adding SMS to your email strategy
Get quick tips on how to incorporate text messages into your existing email strategy.
Live training: SMS marketing strategy
Need strategic guidance on how to approach new mobile marketing channels? Join a live training session to learn how to build an SMS strategy that drives revenue.
Beyond Basics
Most useful features
When you’re growing fast, you need tools that can keep up. Lucky for you, Klaviyo is built to scale with you as you expand your reach across channels.
Say goodbye to dropdowns. Identify key groups of customers faster than ever by typing what you’re looking for and letting Klaviyo AI do the rest. Get a segment definition that you can tweak as needed. AI-Powered
By the end of this Power Path, you should have:
2+
email weekly campaigns
1+
SMS weekly campaigns
2+
integrations connected
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