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Klaviyo: crm features and setup
A CRM and marketing platform for consumer commerce brands. It connects behavioral and purchase data to campaigns, segments, and customer engagement flows.
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Overview
In an online store, the same customer may browse, abandon a cart, buy, and cancel an order in a short time. In Klaviyo, it's important to build messages around the customer's current status, not a previously saved audience list. Good planning connects store events to entry and exit conditions, and separates actual purchase measurement from revenue attributed to a campaign.
Features
- Marketing journeys and customer segments
- Email, SMS, and messaging capabilities
- Using customer context for marketing and service
Business uses
- Following up after a purchase based on product type
- Sending a cart reminder that stops after an order is completed
Getting started
- Connect a test store and confirm that purchase and cancellation events appear in the customer profile.
- Place a test order in the store and then cancel it. Check how both events affect the customer profile, segment, and planned follow-up messages.
- Trigger a cart journey for a test customer who completed a purchase, confirm the reminder stops, and check that the same order is not counted as a duplicate success in your reports.
What to check
- Check the availability of messaging channels in target countries, not just the channel list on the website.
- Review charges based on profiles and sends, and how revenue double-counting in journeys is prevented.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.