Unlocking The Power of Your Klaviyo Integrations

Sep 17, 2021 | 25 minute read

Unlocking The Power of Your Klaviyo Integrations

Lindsay Kolinsky

Director of Marketing

The Impact of the Klaviyo Ecosystem

Lizzie Nirenberg

Senior Manager of Ecosystem Marketing

Ecommerce is continuously evolving—but one principle remains constant: the customer comes first. After all, great customer relationships drive more revenue. And like any other relationship, the way those connections unfold depends on how you communicate.

That’s where Klaviyo’s ready-to-go integrations come in. With a single click, they turn data from your entire tech stack into rich customer profiles that automatically update in real time. The result? A more intuitive way for you to reach precise audiences with stunning, highly personalized email and SMS campaigns—and ultimately boost engagement, revenue, and customer lifetime value.

When you want to build strong connections with your customers, doubling down on data is proven to pay off. In the first half of 2021, Klaviyo’s customers saw nearly 100x ROI—meaning that for every $100 spent with Klaviyo, customers averaged almost $10,000 in return.

The Right Data Makes All the Difference

What’s so significant about the data Klaviyo leverages? The secret lies in the sheer breadth and depth of its sourcing. While most brands that use Klaviyo pull in data from their own ecommerce platforms, many don’t realize that integrations also give them access to over 200 other data sources—each offering the opportunity to refine their marketing strategy and enhance their results.

Better data leads to better insights, better marketing, and ultimately, better outcomes. Klaviyo customers pulling data from a wider number of integrations saw higher average KAV (Klaviyo Attributed Revenue: merchant revenue that can be attributed to triggers for campaigns or flows sent within Klaviyo), better flow adoption, compared to merchants who failed to leverage multiple data sources.

Collaboration is Key

Data is the lifeblood of ecommerce, but to access its full power and potential, you need to be able to trust, manipulate and fully integrate it into your own platforms. That’s why Klaviyo champions its growing list of integrating technology partners—, which enable brands to move faster, make more informed decisions, streamline workflows, and pull in unlimited real-time data from just about any source they care to integrate.

This E-Book shines a spotlight on some of Klaviyo’s standout integrations—the ones many brands rely on to unlock big opportunities. They’re top-notch tools for tapping into your richest data sources and discovering new ways to drive additional customer engagement. Read on to learn more about their best practices and recommendations for data integration across a variety of verticals.

Show & Tell: Getting 5 Star Results From Your Review Data

Rachel Tyers

VP of Strategic Partnerships

Reviews provide a rich source of data, bringing value to your ecommerce business in a variety of ways. In addition to providing powerful social proof for your product pages and social feeds, data generated from customer reviews also offers significant insight to help inform your marketing campaigns.

Here are a few helpful best practices to keep in mind when it comes to using the data pulled from customer reviews.

Consider Your Collection

Given the opportunity, many customers are happy to tell their side of the buying story – positive or negative. As a brand, it’s important to ask your audience for feedback in an appropriate and effective manner.

Sending review requests via Klaviyo emails or SMS is a great way to ensure you’re following up their purchase with a timely opportunity to tell you (and their peers) about their recent experience. Be sure to keep a few key factors in mind for success here.

Presentation matters. By sending your review request emails via Klaviyo, you’ll have the ability to easily create beautifully designed, fully branded emails, keeping that all-important sense of consistency, whilst building confidence and trust in your customers.

Timing is also key – too early and the customer may not have had a chance to truly experience and evaluate the item. Too late, and you may have missed the window of high post-purchase engagement. With Okendo, you can trigger your requests for feedback around delivery dates to ensure your customers have had enough time to actually use the product before their review.

Sprinkle Social Proof

Campaigns can still depend on the compelling proof that customer reviews provide. Social proof is powerful, and can be hugely persuasive when it comes to encouraging successful conversion.

Don’t be limited to just including social proof on your product pages. Email campaigns stand to benefit from inclusion too, so get creative. Boost the effectiveness of abandoned cart flows by showing your more hesitant customers how much others have enjoyed the products they’ve been considering.

You can also amp up the effectiveness of personalized product recommendation emails and onboarding or welcome sequences by including the testimony of real-life customers.

Dig Down to the Detail

You’ll also want to ensure that your reviews are working hard for you in terms of the detail of the data they collect. With the Okendo-Klaviyo integration, brands can sync and store individual attributes to customer profiles, and reviews can offer a fantastic opportunity to collect these personal pointers on demographics, lifestyle, and other key behaviors.

Why is this kind of detail so important? Given the implications of Apple’s iOS 14.5 privacy changes and Google’s third-party cookie restrictions, zero-party data is becoming increasingly valuable. Zero-party data differs from first-party data in that it is actively given by shoppers to businesses, in order to help improve their customer experience.

Rather than being collected as a result of interaction with a brand’s properties, zero-party data might be gathered from a review, or by participation in a quiz that a customer chooses to take. It can add a fantastic level of additional insight, and best of all, as a brand you know that your customer is happy for it to be leveraged to enhance their ongoing relationship with your business.

Read on to see how advanced segmentation and personalization options open up to the merchants who focus on collecting this data.

Get Smart with Segmentation

The more you know about your customers, the better you can serve them. Personalized content consistently outperforms its more generic counterparts. As customers are increasingly willing to share zero-party data to enhance their retail experiences, the opportunity for brands to get smart with segmentation is increasing exponentially.

The results of segmentation within personalized email campaigns can be significant. Natural dog treats merchant WAG saw a 300% increase in Placed Order Rate and 423% increase in Revenue Per Recipient when using personalized email messaging with Klaviyo, recommending products and offers based on dog’s age, eating habits and past purchases based on the data collected from customer attributes with Okendo.

Okendo is THE customer review platform for fast growing Shopify brands. An Official Google Reviews partner and trusted by 5,000+ high-growth consumer brands such as Netflix, SKIMS and Bite, Okendo has all the tools brands need to capture and showcase high-impact social proof through the online buying journey. Book a demo to learn more about our unique review capture process, blazing fast display widgets and extensive Klaviyo integration.

Make it Personal: The Power of a Loyalty-Led Email Marketing Strategy

Beth Wells

Partner Marketing Executive

In today’s market, shoppers are no longer satisfied with a “one-size fits all” approach. Customers want, and more importantly expect, hyper-personalized communication and experiences. Research shows that personalization is profitable. In fact, 91% of consumers are more likely to shop with brands that provide offers and recommendations that are relevant to them, making this a marketing opportunity that’s not to be missed.

To offer up personalized content, you need to be able to understand your customers as individuals. Klaviyo’s integration with LoyaltyLion gives you access to a suite of meaningful loyalty data so you can deliver a powerful loyalty-led email marketing strategy. We’ve highlighted some key features that let you personalize your email offering so you give your customers relevant and timely content that encourages repeat customers and increases reward redemption.

Use trigger-based emails to respond to your customers’ actions

The secret to great marketing is delivering the right message to the right person at the right time. Using LoyaltyLion and Klaviyo together, you can set up automated emails that are triggered when customers perform certain actions. Let’s take a look at a few examples.

Gamify Customer Experience With Loyalty Tiers

Tiered loyalty programs are a powerful tool in your marketing arsenal. By offering more exclusive rewards and experiences as customers climb up the tiers, you are encouraging your shoppers to return, make repeat purchases and continue to engage with your program.

Set up a trigger-based email to be sent to customers who are approaching a new loyalty tier. Motivate your shoppers to unlock more premium tiers by clearly communicating what exclusive rewards and benefits are waiting for them if they level up.

Increase Redemption Through Rewards

Did you know redeeming members of a loyalty program have on average 164% higher annual spend than non-members? If your reward redemption rate is looking a little low, you can use Klaviyo to create a trigger-based email to tell your customers when they are eligible for a new reward.

For example, Moxie Lash, have set up automated point reminders to their “Moxie Insider” club members to encourage reward redemption.

Segment Loyal Customers

Customer personalization is key, but tailoring every individual message is impractical. Customer loyalty segmentation may be your solution here.

This exciting trigger allows you to send automated emails when a customer’s loyalty status changes to ‘Loyal’, ‘At Risk’, or ‘Win Back’. For example:

  • Tell your ‘Loyal’ customer segment how they can unlock tier-specific benefits, to encourage them to purchase more often
  • Motivate ‘At Risk’ customers to return by letting them know they have rewards to be redeemed or points expiring soon
  • Create a ‘Win Back’ campaign to entice lost customers back to your store again

To sum up, personalizing your email marketing is a must if you want to build a loyal customer community. By combining loyalty data with event-based triggers, you can provide your shoppers with personalized and timely email experiences that make them feel like a valued individual, rather than just another number.

LoyaltyLion is a data-driven loyalty and engagement platform. Our unique combination of best-in-class technology and dedicated loyalty expertise helps thousands of marketers use loyalty programs to drive more revenue from highly-engaged, highly-valuable customers. Want to find out more ways you can use your loyalty data to personalize your email marketing? Find out more about Klaviyo’s integration with LoyaltyLion.

Super Models: Lessons Learned From Well-Structured Data

Dan LeBlanc

Founder & CEO

What makes Klaviyo so beneficial to ecommerce retailers is the fact that the more data you can route into the platform, the more powerful its potential becomes. This data can help create unique customer experiences. The brands we see growing the fastest are enriching Klaviyo with supplementary data from their other tools and turning Klaviyo into a CRM/CDP (Customer Data Platform).

Automate Your Data

Increasingly, Shopify brands are centralizing their customer data across their stack (marketing & sales channels, operations tools, and CS platforms) and streaming the most valuable data into Klaviyo to send more targeted, personalized emails at scale.

If you are looking to drive the most value for your customer base, taking complex calculations and segments such as Time Between Orders, RFM, and Churning HVCs (High Value Customers) to create dynamic, targeted flows and segments can improve both customer experience and profits by delivering more relevant content, offers, recommendations and more.

A Real-World Example

Replenishing Winbacks

DripDrop ORS uses Daasity to pass both RFM (Recency, Frequency, Monetary) and HVC (High Value Customer) segments into Klaviyo, which automatically updates the corresponding segments and flows within the platform. If a customer’s purchase behavior changes, the segments are updated accordingly, and the customer is automatically placed in the most appropriate email flow.

Passing simple purchase segments like Single Buyers, Multi-Buyers, and HVCs allows the team to automate different winback campaigns to customers who have made different purchases. For example, Single Buyers receive different messages and offers to repurchase than Multi-Buyers or HVCs.

DripDrop takes this strategy a step further by taking the same data and segmenting their campaigns to ensure that they aren’t sacrificing margin on customers who would buy again anyway. Not only does this boost conversions from these campaigns with more targeted emails to each segment, it also unlocks more profit by intelligently reducing blanket discounts offered to all customers.

Unlocking Advanced Retention Tactics

DripDrop understands the impact that HVCs have on their business. They also stream their Churning HVC (customers who haven’t purchased and are approaching the Lapse point) and Lapsed HVC (customers who haven’t purchased in a year) data to target these customers as well.

When a customer enters either of these segments, Daasity automatically updates Klaviyo and these customers are entered into winback/reactivation flows to prevent as many HVCs from churning as possible. Messaging customers as soon as they enter these segments is critical to recovery. As each customer’s buying cycle is unique, timing is everything.

Creating Dynamic Replenishment Flows

For the marketers out there who are looking to get the most out of Klaviyo and their customer data, you can create dynamic post-purchase follow-ups based on customers’ ‘Time Between Order’ data.

Customers receive precisely-timed post-purchase replenishment flows to motivate them to buy again based on their purchase behavior over the last 120 days as well as their expected order behavior. All customers are entered into similar post-purchase flows and receive similar replenishment-style messaging, but each customer receives emails timed specifically around their individual purchase behavior.

Depending on where they are in their buying cycle (ahead of schedule, on schedule, or at risk of churning), the content and promotions they receive will vary accordingly. For example, if they are in their normal buying cadence, they will receive standard marketing campaigns. If they are at risk of churning, they will receive additional promotions along with standard campaigns. This dynamic replenishment flow brings subscription-style purchasing behavior to a transactional business.

Once advanced marketers have mastered messaging and offers in email, they can take the learnings from Klaviyo and stream the data to their other marketing channels, to more intelligently leverage their customer data in every channel.

Daasity enables DTC brands to make better data-driven decisions, leading to faster and more profitable growth. Daasity centralizes a brand’s data into a working data model to easily analyze and push their data into their key marketing channels to get more from their data.

Learning From Returning: Get More From Your Return Data

Joe Vancena

Product Marketing Manager

While all brands aim to delight every customer, within ecommerce, returns are a fact of life. However, there’s a lot that brands can do to minimize the negative impact this process has on their business and customer experience.

People usually return products after they fail to meet expectations. If we want to keep customers happy and engaged, a smooth-as-silk returns process can be highly beneficial. If you want to prevent post-purchase dissonance, and ease customer concerns around the risk that the returns process involves, a nicely branded and automatic email can help them answer one critical question – “did I do that right?”

With Klaviyo, you are able to trigger email notifications all the way along the return journey. This also allows users to keep track of where customers are and trigger flows from Klaviyo based on where they are in the return process.

Using Loop and Klaviyo together ensures the customer experience is consistent for customers at every stage of the buyer journey. By adding email automation to the mix, returns become an even more powerful touchpoint where lifelong customers are born.

For example, after the returns process is complete, Loop can trigger Klaviyo to send an email confirming that the returned items have been processed. From there, brands can trigger a new flow from Klaviyo that attempts to win-back customers who received a refund. The possibilities are endless!

Top Notch Returns Communications

A returns processing solution enables you to add ‘triggers’ to each and every return request. This way you can set up new flows that are personal to your customer’s journey, so you never waste an interaction.

Make control and consistency key components of your returns communications. When all of your emails are coming from one place, you have more control of your returns communications. Remember, consistency is key in providing a positive customer experience when it comes to returns. Your ‘returns’ emails shouldn’t look like they were duct taped into your post-purchase experience. Personalize the look and feel of your return and exchange emails to create a seamless brand experience.

Expand your use of Klaviyo by learning from your returns post purchase data and processing events. Merchants can also gain insights by digging into open rates, CTR, and other marketing data points.

Polish Your Returns Experience With Triggers

There are 11 standard Loop notification flows that can be replicated via the Loop Klaviyo integration.

Setup is a breeze. Once you’ve integrated Klaviyo into Loop, simply choose the Loop trigger and associate the Klaviyo emails you want to send. For example, when a new return label is created:

When a customer begins the return process, you can trigger Klaviyo to send emails like this directly to the customer:

Loop is the only returns management platform with a direct integration into Klaviyo. And since email drives up to 60% of all repeat purchases in ecommerce, brands can’t afford to ignore the post-purchase customer journey.

Loop is the only exchange-first returns platform on Shopify. Those using Loop see an average of 39% exchanges compared to the industry average of 20%, and the only platform that turns the returns experience back into the shopping experience for upsell revenue. That means brands using Loop lose less and make more while integrating seamlessly into the rest of your tech stack.

Level Up: Deeper Insights From AI-Optimized Shopping

Hadas Ezra

Marketing & Sales Ops Manager

However strong your marketing strategy and social campaigns, a great product alone isn’t enough to stand out from the crowd. Whatever you sell and wherever you sell it, upping your email marketing game can have a huge effect on your bottom line.

Imagine the following scenario: customers are browsing your store, some are searching for a product, some are browsing collections, and a few of them even add-to-cart. But alas, they leave without making a purchase and there’s nothing you can do about it. Or can you?

What if a shopper leaving your store without converting represented the beginning of the conversation, and not the end? What if you showed them items they might have missed, products similar to the ones that they searched or browsed for, or other products that complement the items they liked? We are not talking about generic “abandoned cart” emails, but about tailor-made, one of a kind abandoned search/abandoned collection emails. Emails that present a type of tablecloth to a shopper who is searching for the perfect cutlery for her wedding, or a matching pair of boots to a shopper who recently viewed a clutch bag.

By harnessing the power of AI to deliver personalized product recommendations, Fast Simon’s integration with Klaviyo helps you to unlock flows with an unprecedented open rate. Fast Simon events and data are integrated seamlessly into Klaviyo flows in real time. This gives ecommerce marketers unique remarketing opportunities based on actual in-store shopper behavior and intent.

Example: Enhancing Email Personalization With Product Recommendations

Emma browses a shoe store and finishes her session by clicking on these black leather sandals. She’s shown interest, but she doesn’t buy them.

A personalization platform, like Fast Simon, can identify similar high heeled sandals and feed Klaviyo with these product recommendations for Emma.

In Klaviyo’s dashboard, a merchant can set a flow to automatically send marketing and retargeting emails with Fast Simon upsell & cross-sell recommendations, meaning that every interaction that ends without conversion can still be harnessed to power an additional chance to make a sale.

Accelerate Growth with Personalized Emails, Campaigns & Flows

Here are some best practices for integrating Fast Simon with Klaviyo:

Abandoned Search Flow

Has a shopper exhibited explicit intent through the search function on your store? Email them with personalized recommendations based on their intent.

Abandoned Collection Flow

Has a shopper recently explored a collection? Email them personalized recommendations based on their observed implicit intent.

Product Recommendations Embedded in Any Flow

Already configured your own flow on Klaviyo? You can add product recommendations to it, wherever you see fit, to increase conversion rates.

AI-Powered Product Recommendations Embedded in Campaigns

Get proactive and send “Clearance – high boots” campaigns to the relevant shoppers that were actually interested in “high boots”.

No matter the store, the product or the type of customer – there’s always a way to improve your email marketing strategy through automation, AI and better leverage of data. By amping up and refining your personalization strategy, you’ll foster a happier, more loyal customer base, while growing your revenues at the same time.

Combine data with your marketing emails for a strategy that is so much greater than the sum of its parts.

Fast Simon is the leader in AI-powered shopping optimization. Its revolutionary platform uniquely integrates shopper, behavioral and store signals for strategic merchandising and optimized shopping experiences that dramatically increase conversions and average order value (AOV). Fast Simon powers shopping optimization at thousands of fast-growing merchants and sophisticated brands, including Steve Madden, Natural Life and Motherhood. Fast Simon integrates seamlessly with all major eCommerce platforms, including Shopify, BigCommerce, Magento, Microsoft Dynamics and WooCommerce.

Pass it On: What Referral Marketing Data Can Teach Us

Samantha Samuels

Head of Partnerships

Word of mouth referrals are a powerful way to accelerate growth for your ecommerce brand. By ensuring you have the automation and integrations in place to make referrals a seamless part of your customer experience, you’ll be able to build on and really scale this success. Ready to make word of mouth referrals a true growth engine for your business? Read on for the recommended best practices that you can enable for Klaviyo and referrals.

Accelerate email and SMS subscriber acquisition through your referral program

Friendbuy’s integration with Klaviyo allows you to add email addresses and phone numbers captured through your referral program directly into Klaviyo. Klaviyo makes it easy to segment advocates and referred friends into appropriate email lists. These lists can then be leveraged to engage those customers with relevant messaging throughout their lifecycle.

Also, when a referred friend is given a coupon code, these can be sent to Klaviyo to be included in the subscriber’s profile. Klaviyo can then send reminder emails or SMS messages to these referred friends and include their coupon code, ready for use. Outdoor Voices uses Friendbuy’s integration with Klaviyo for exactly this purpose:

Ask For Referrals After Positive Product Reviews

One of the best times to ask advocates to share your brand with friends is immediately after they have had a positive experience. For example, if you’re using Okendo for customer reviews, you will want to ask for a referral everytime a customer gives you a positive score of 4 or 5. In Klaviyo, you can set up a triggered email or SMS flow such that whenever a customer provides a positive review, Klaviyo will send that customer an email or SMS message with an invitation to refer a friend by including that customer’s personal referral link and/or with a CTA to your referral program.

Timing is Everything

One of Klaviyo’s key capabilities is the ability to add time delays to triggered workflows. Using this feature, you can set up a triggered email to ask your customers to refer their friends after they have received and experienced your product. For example, you could wait 7-10 days after a purchase and then trigger an email or SMS message with the customer’s personal referral link and/or a CTA to your referral program. Klaviyo makes it easy for marketers to design on-brand emails and include a personalized referral link for easy sharing. Below is an example from jewelry brand Gorjana:

Ask For Referral After a Positive NPS (Net Promoter Score)

Similarly to asking for a referral after a positive review, you should also ask customers for a referral when they’ve provided a positive NPS score. These customers, who are now called “promoters,” have shared their intent to recommend your brand to their friends and family, so including the ability to refer is a great strategy.

In Klaviyo, you can set up a triggered email or SMS flow such that whenever a customer provides a positive NPS score, Klaviyo will send that customer an email with an invitation to refer a friend by including that customer’s personal referral link and/or with a CTA to your referral program. Below is an example from fitness brand, Sports Research:

Automation is key to scaling your referral program into a true growth engine. Incorporating your referral program as part of your customer communications strategy with Klaviyo will allow you deliver a best-in-class referral program experience and accelerate customer acquisition and increase retention.

Friendbuy powers referral programs for e-commerce merchants of all sizes. We give companies an easy solution to launch Refer-a-Friend programs and accelerate their growth through word of mouth. A referral program can significantly increase customer acquisition, lower the cost of acquiring new customers (CAC) and increase retention (LTV) of existing customers.

Churning a Lesson: The Power Of Subscription Data

Leya Leydiker

Director of Technology Partnerships

If you’re already building and sending automated transactional and marketing emails with Klaviyo, supercharge their impact by adding the powerful context of detailed subscription data.

Brands focused on growing their business can utilize subscription data to send more relevant messages to their customers. This allows merchants to trigger marketing campaigns based on more detailed subscription data.

Using data from subscription platform Recharge, merchants can combine this with the custom properties they need for more targeted and relevant messaging including:

  • Welcome on “Subscription started Recharge”
  • Manage and/or Upsell on “Order upcoming on Recharge”
  • Winback on “Subscription cancelled on Recharge” or abandoned cart
  • Marketing Campaign to all active subscribers
  • Better Targeting: when inventory is out of stock for a particular product, provide customers with an alternative variant for their next order
  • And many more…

Subscription Emails: Finding The Right Balance

Sending out a welcome email is a great way to establish your relationship with a customer, and get them set up with their subscription. You may want to consider creating a welcome email that incorporates a cross-selling promotion, encouraging customers to add a one-time product to their upcoming subscription order.

This strategy can be built upon. For example, you might consider sending out a second email, 20 days after the initial welcome email, to let customers know about a seasonal one-time accessory which they can add to accompany their existing subscription product.

Additionally, you can use Klaviyo’s time delay feature to prevent customers from receiving multiple emails in a row. For example, you may want to use the time delay so that the cross-sell email is sent 20 days after the welcome email, giving the customer time to add a one-time product to their upcoming subscription order.

The Future of Subscription-Powered Insight

By using subscription signals with multiple quick actions, brands can create customized email flows with advanced segmentation – meaning that targeted emails can be sent to key customers.

“The new updates around Klaviyo & Recharge unlock extremely powerful tools for our email marketing campaigns,” said Yaseen Shurbaji, Co-Founder of marketing agency, Primsify.

“These enhancements will have a huge impact on our clients leveraging Recharge & Klaviyo to provide highly targeted campaigns and allow us to better support our clients in mitigating subscriber churn, supercharging AOV with product add-ons, and increasing LTV with abandoned cart and canceled subscriber win-back campaigns.”

Let’s say a subscription is due to ship – you can trigger an automated upsell email to customers. Similarly, if a customer cancels their subscription, you can send an email offering them alternative products or shipping cadences. And, of course, marketing campaigns targeting abandoned carts can also significantly reduce churn.

Another strategy to help win back lost business or find new customers is to leverage Facebook Custom Audiences and Lookalike Audiences. By syncing Recharge subscription segments from Klaviyo to Facebook, you can deliver relevant ad messaging to churned customers. Creating Lookalike Audiences based on your current subscriber segments also allows you to identify new customers that have similar characteristics to your existing audience, and may be more likely to convert. Mike Altman, Director of Lifecycle and CRM at Who Gives a Crap, has experienced the finesse that this can bring to targeting – “the new integration between Klaviyo and Recharge makes it easier to send more targeted campaigns to Who Gives A Crap subscribers. The content we share via email is now more relevant and actionable.”

Recharge is guided by the mission to power subscriptions for the fastest growing brands. The Recharge platform allows merchants to reduce their churn and increase lifetime value by creating a seamless buying experience. Recharge is used by over 15,000 merchants, including Native Deodorant, Lovevery, Oatly, and Battlebox, shipping to over 20 million end customers worldwide.


Interested in learning more about how you can leverage your Klaviyo integrations to elevate your personalized marketing? Join Okendo, Daasity, Fast Simon, Friendbuy, Loop, LoyaltyLion and Recharge for a webinar on October 14th for a deep-dive on how each platform integrates with Klaviyo, along with use cases, customer examples, and results for brands using these integrations to drive revenue.

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