Optimize Performance

Time to put your data to work. Launch A/B tests and use new analytics tools to gather new insights about customer behavior. Then, pursue more advanced strategies that are tailored to your retention goals.

The Optimize Performance checklist

Take what you’ve been doing to the next level. Get more granular, test new strategies, and use AI to become a proactive retention marketer.

Test and refine

  • Regularly A/B test campaigns

    Learn what motivates your audience by running frequent A/B tests on campaigns across all channels.

  • A/B test your sign-up forms

    Set up a manual A/B test, or run a forms optimization test which uses AI to find the ideal form settings.

  • Run Smart Send Time tests

    Find the optimal send time for your audience based on this time series test.

  • Add personalized product feeds

    Drag and drop the products a customer may also like feed into promotional messages to increase conversions.

Build flows for key use cases

  • Launch a back-in-stock flow

    Don’t lose out on a sale just because you’re out of stock. Capture interest and recover potentially lost sales once your inventory is restocked.

  • Launch a low inventory flow

    Use scarcity to your advantage. Target window shoppers to let them know that a product they recently looked at is low in stock.

  • Launch loyalty and/or referral flows

    Automate all customer communications for rewards programs, referral programs, and influencer programs through Klaviyo.

  • Launch flows for Klaviyo Reviews

    Install Klaviyo Reviews to unlock new flow templates that allow you to collect product reviews and UGC in a streamlined way.

Improve retention

  • Activate Marketing Analytics

    Gain access to a new set of analysis tools that will help you turn insights into action that drives results.

  • Set up RFM analysis

    Define your values for recency, frequency, and monetary value. Then, build new segments and flows to target at-risk customers.

  • Analyze customer buying habits

    Use the product analysis feature to inform your discounting, bundling, and promotional strategies.

  • Customize CLV calculations

    Set custom parameters for all predictive profile properties calculated in Klaviyo for a more accurate prediction that is aligned to your business cycle.

Reveal your best moves with Marketing Analytics

Add Marketing Analytics to your Klaviyo plan to unlock powerful new tools like RFM analysis, funnel analysis, cohort analysis, catalog insights, and more.

Key learning resources to help you optimize
Learn how to use experiments and new tools to make more data-driven marketing decisions.
Collect customer data to personalize your messaging

The key to effective personalization is strategically collecting the right data.

Enhance your marketing with A/B testing

Explore all of the ways you can test and iterate on your marketing strategy with ease.

Use predictive analytics to retain more customers

Drive more impact in forms, flows, and campaigns by leveraging predictive analytics.

Getting started with Klaviyo Reviews

Learn how to use Klaviyo Reviews to build trust with prospects and drive more sales.

Getting started with Marketing Analytics

Make your marketing smarter by unlocking new insights and customer buying trends.

Drive ROI by increasing customer retention rates

Use our repeatable framework to build your advanced retention strategy.

See how 2xist achieved 56.1x platform ROI with Marketing Analytics

And it took them 0 hours of developer setup. Learn how they used new insights to discount and advertise more efficiently.

Optimize performance

Most useful features

At this stage, Klaviyo will be your command center for customer communications. Klaviyo Reviews and Marketing Analytics make it possible to manage all marketing activity through a single tool.

Make your A/B tests smarter. Let Klaviyo AI search for patterns among test recipients to predict which variation of a message the remaining recipients are most likely to engage with. AI-Powered

By the end of this Power Path, you should have:

10+
flows live in your account
3+
omnichannel campaigns per week
1+
A/B test running per month
10+
segments created
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