Your checklist for core engagement use cases
We all know that marketing analytics comes with a mountain of data. Clicks, opens, conversions, lifetime value, and engagement scores can quickly become overwhelming. But not every metric deserves your attention right away. Instead of getting lost in the numbers, focus on the actions with the biggest impact.
Expand the dropdowns below to see 6 key strategies to help you drive retention, grow your audience, and make the most of your first 30 days using Marketing Analytics. Use this as your checklist to cut through the noise and turn insights into action.
Bonus: Looking for a set of recommendations specialized to your specific Klaviyo account? Check out the Revenue Tactics dashboard for a checklist of high impact ways to pull value from your data.
Test 2 new RFM flows
Set up these flows to proactively retain at-risk customers and reinforce loyalty among your best buyers.
- Buyer retention flow: Trigger a flow before customers churn, when they become RFM Needs attention or At risk.
- Loyalty/appreciation flow: Trigger a flow when customers become RFM Loyals or Champions.
- Bonus: Use this email tempalte as a reference for crafting your own email content:
Test 2 new ad audiences
Create these segments to attract high-value lookalikes and re-engage customers who show interest but are at risk of churning.
- Target lookalikes of your best customers (RFM Champions and Loyals)
- Once you’ve created segments, sync them through your integration to your ad platforms:
- Retarget recently engaged customers (recently onsite [AND] At Risk [OR] Needs attention)
Adjust your purchase flows
Enhance your purchase flows by introducing timely cross-sell opportunities and personalized product recommendations to drive repeat sales.
- Launch a cross-sell flow at each customer’s Best cross-sell date and advertise the Next best product.
- Complementary product recommendations: Recommend products that are commonly bought in the same cart in your campaigns, ads, and abandoned cart flows.
Focusing on these core engagement strategies will allow you to turn insights into action, strengthen customer relationships, and drive long-term growth.