Klaviyo Setup and Management

Klaviyo Services

Klaviyo is a powerful tool for automating your email marketing. Unfortunately, it is easy to get started but getting started correctly can be more of a challenge.

If you don’t have the time or the skills to maximize your investment, I’m here to help.

Klaviyo Account Setup

  • Segment Creation – Segments are one of the most powerful ways to trigger flows in Klaviyo. I’ll make sure that you have them planned out and created properly.
  • List Import and Cleaning – It is critical that your list information makes it into your new system with all the data intact. I’ll document all of your existing tags, segments, unsubscribes, and, if possible purchase data, and bring it into your Klaviyo account.
  • Template Setup – You want your emails to look good and be consistent for your brand. I’ll get them set up for you.
  • Form Setup – You want to attract new leads with good-looking and productive forms. I’ll make sure that they are designed for your brand and properly get the data you need into your system.
  • Integration – Are you using another platform for your business? Klaviyo integrates with hundreds of apps either directly or through Zapier. I will make sure that the integrations you need are all set up properly.
Klaviyo Email Automation

Flow Setup

  • Business Marketing Goals – You bought this nice piece of software to do what, exactly? What are your marketing goals? How are you going to meet them? I’ll help you define your goals so that you can get the most out of your software. Klaviyo can do a lot for you but it can’t do everything. We need to determine which goals can be achieved with Klaviyo and which need another tool.
  • Flow Mapping – Before you start to lay out a flow in the Flow Builder you need to map out what your flow is going to do. What are your goals? How will you measure them? What will trigger your flow to start? How will you tag your contacts in the flow? What are you going to say to contacts? What ends the flow? All of these questions, and more, need to be addressed before you start the actual building process.
  • Flow Creation – Let me save you time and headaches by getting your flow puzzle put together efficiently and properly.
  • Testing – Your flows are set up but do they actually work? I’ll test everything with every option to make sure that your flow is working properly.

Lead Generation

  • Form Creation – Pop-up, slide-in, overlay, embedded, I’ll get them all set up for you and integrated with Klaviyo so that new leads are properly segmented and automatically put in the right flows.
  • Funnel Planning – I’ll help you brainstorm ideas for lead magnets and get the funnels set up to turn the leads you generate into customers.

Email Broadcasts

  • Topic Brainstorming – Sure, you could just start sending emails with lists of products and sale announcements but eventually people will tune out. You have to provide value. I’ll work with you to come up with a value plan that keeps people reading – and shopping.
  • Content Calendar – Marketing isn’t something you should do on the fly. You need to plan out your conversations with your contacts ahead of time. If you’re a coffee company and National Coffee Day is coming up, you need to plan out if and how you’re going to use that to your advantage. Do you have a sale? Send out a survey? Create a coupon? Start a hashtag campaign? You need to plan ahead and also have content that is sent in a logical progression. I’ll help you get that calendar built so that you can get your email broadcasts scheduled ahead of time and sleep easy at night.

Analysis and Optimization

  • Analytics Review – If you aren’t paying attention to what works and what doesn’t, your business will never grow like it should. I’ll crunch the numbers on your opens, clicks, sales and unsubscribes to make sure that your best ideas get used more and the ones that aren’t producing get adjusted or dropped.
  • A / B Split Testing – Sure, this flow may be doing well, but is it doing as well as it can? I’ll help you create split tests to see if we can make your flows even more efficient. This isn’t a quick process, but it is worth it.

Klaviyo Integrations

Klaviyo is a powerful tool but it isn’t an island. I will help you integrate your other tools with Klaviyo so they all work together for your benefit. Some of the integrations I’ve worked with include:

  • Woocommerce, Shopify, and Bigcommerce
  • Zapier integrations with other platforms to put information in and take information out of Klaviyo.

Get in touch

Do you need Mailchimp setup or Infusionsoft setup? I can do that for you as well.