01 / 07

Setup & Foundations

Authentication, account structure, and deliverability. Get this wrong and every email you send is fighting against you before it arrives.

Most brands jump straight into building flows before their foundations are solid. The result is campaigns that look good in Klaviyo but land in spam, bounce at high rates, or get flagged by ISPs. Deliverability is not glamorous, but it is the difference between your emails being seen and your emails being invisible.

Email Health Score
Deliverability
20
SPF, DKIM, DMARC all passing. Bounce rate below 2%. Spam complaints below 0.1%.
List Quality
20
Organic growth. Less than 5% inactive. Regular cleaning. Double opt-in active.
Engagement
20
Above 25% open rate. Above 3% click rate. Positive trend over 90 days.
Revenue
20
Clear tracking. Positive ROI. Revenue per subscriber growing month on month.
Automation
20
Welcome, abandoned cart, post-purchase, and winback flows all active.
Scoring

80–100: Elite, optimise and scale. 60–79: Good, fill the weakest gap. 40–59: Needs work, fix deliverability first. 0–39: Rebuild from authentication up.

Authentication Setup

Three DNS records stand between you and the inbox. All three must be configured before you send a single campaign. Without them, your emails are unverified strangers knocking on someone's door with no ID.

RecordWhat It DoesWhere to SetStatus
SPFAuthorises Klaviyo's servers to send on your behalfDNS TXT record on your domainRequired
DKIMDigitally signs every email you send — proves it's genuinely from youDNS CNAME records (Klaviyo provides these)Required
DMARCTells ISPs what to do if SPF or DKIM failDNS TXT record — start with p=noneRequired
Custom Sending DomainSends from your domain, not Klaviyo's shared infrastructureKlaviyo account settingsRequired
DMARC Policy Progression

Start with p=none (monitoring only) for the first 30 days. Move to p=quarantine once you confirm all legitimate sending sources pass. Move to p=reject for full protection. Never jump straight to reject.

Domain Warm-Up Schedule

A new sending domain has no reputation. ISPs don't know whether to trust it. Warming up means gradually increasing send volume so you build that trust before sending at full scale. Skipping this is the fastest way to land in spam permanently.

Period
Daily Volume
Who to Send To
Days 1–3
50/day
Most engaged subscribers only — opened in last 14 days
Days 4–7
100/day
Opened in last 30 days
Days 8–14
250/day
Include opened in last 60 days
Days 15–21
500/day
Full engaged list
Days 22–28
1,000/day
Add unengaged cautiously, monitor closely
Day 29+
Full volume
Normal sending. Monitor reputation for 2 more weeks.
Section 1 Checklist0 / 8
Custom sending domain configured in Klaviyo
SPF record added to DNS and verified
DKIM records added to DNS and verified
DMARC record live — starting with p=none
Google Postmaster Tools connected and monitoring
Klaviyo email health score reviewed
One-click unsubscribe enabled and visible in all emails
Domain warm-up plan in place before first campaign send
02 / 07

List Growth

A small, engaged list outperforms a large, disengaged one every time. Build it properly from the start.

Most DTC brands treat email sign-up as an afterthought. A single generic "subscribe for updates" field buried in the footer, no incentive, no promise of what they'll receive. The brands that build high-performing lists treat sign-up as a conversion in itself and design it accordingly.

Lead Magnet Conversion Rates
Lead Magnet TypeTypical CVRBest For
Discount on first order8–15%High-intent product visitors, DTC brands
Free gift with first purchase6–12%Fashion, fragrance, beauty
Checklist or cheat sheet5–10%Fitness, education, lifestyle brands
Early access or waitlist5–10%Product launches, limited drops
Quiz or product finder8–18%High SKU count, fragrance, skincare
Generic newsletter signup1–3%Not recommended without a clear incentive
Sign-Up Form Placement

A single pop-up is not a list growth strategy. You need capture points at every stage of the customer journey on your site. Each placement targets a different visitor intent level.

01

Exit Intent Pop-up

Triggers when the cursor leaves the viewport on desktop, or after a scroll-up on mobile. Last chance to capture someone who is leaving. Offer your strongest incentive here.

02

Sticky Bar

Always visible at the top or bottom of the page. Low friction, low commitment ask. Works well for ongoing offers or list benefits rather than one-off discounts.

03

Inline Within Product Pages

Embedded after product descriptions or in the sidebar. Captures visitors who are engaged with a specific product but not yet ready to buy. Offer early access or restock alerts.

04

Dedicated Landing Page

A standalone page built for a single conversion goal. Essential for paid traffic and social bio links. No navigation, no distractions, one offer, one CTA.

05

Post-Purchase on Order Confirmation

Customers who just bought are at peak trust. If they somehow aren't already on your list, this is your highest-quality acquisition moment.

"Double opt-in reduces list size by 20–30% upfront. It returns that investment ten times over in deliverability, engagement, and list longevity."

List Hygiene Schedule
ActionFrequencyHow
Remove hard bouncesAfter every sendAutomatic in Klaviyo
Clean soft bouncesMonthlySuppress after 3 consecutive soft bounces
Re-engage cold subscribersEvery 60 days3-email winback sequence (see Section 7)
Sunset unengagedEvery 90 daysSuppress anyone who didn't engage with winback
Validate full listQuarterlyRun through NeverBounce or ZeroBounce
Section 2 Checklist0 / 7
Primary sign-up incentive defined and compelling — not just "subscribe for updates"
Exit intent pop-up live and tested on both desktop and mobile
Sticky bar active on key pages
Double opt-in enabled in Klaviyo
Dedicated sign-up landing page built for paid traffic
Monthly list hygiene process documented and scheduled
List growth rate tracked monthly in Klaviyo dashboard
03 / 07

Welcome & Onboarding

The most important flow you will ever build. First impressions in email are permanent.

The first email in a welcome series averages an 83.6% open rate in 2026 — the highest-performing automated email type across all industries. That's 3 to 4 times higher than any campaign you'll ever send. Most brands waste it by sending a generic "thanks for signing up" email with a 10% discount code and no follow-through. The welcome series is where you set expectations, build brand affinity, and move a subscriber toward their first purchase. Flows as a whole generate 41% of total email revenue from just 5.3% of sends, with revenue per recipient nearly 18x higher than campaigns.

The 5-Email Welcome Series
01
Deliver the Promise
Deliver whatever you promised at sign-up immediately. Discount code, lead magnet, early access. Then set expectations: what they'll receive, how often, what value it brings.
02
Quick Win
One immediately useful piece of content related to your product or niche. This is not about selling. It's about proving you deliver value, which earns the right to sell later.
03
Brand Story
Why the brand exists. The founder story, the problem you solved, the reason this product exists in the world. People buy from brands they believe in, not just from brands they found.
04
Social Proof
Your best customer testimonials, press mentions, or UGC. Specific outcomes over vague praise. "I've tried 6 other fragrances this year and nothing compares" beats "great product, fast delivery."
05
Overcome the Objection
Every product has a primary objection. Address it directly. For fragrance: "not sure if I'll like the scent." For fitness apparel: "not sure it'll fit." Name it, answer it, remove it.
06
Convert
The direct purchase email. By now they know the brand, they've seen proof, and their objection has been addressed. One product, one offer, one CTA. If the discount code from Email 1 hasn't been used, surface it again here.
Deliverability Tip

In your first welcome email, end with: "Reply and tell me your biggest challenge with [topic]." Replies are the strongest positive signal you can send to ISPs. Even a small percentage replying dramatically improves your domain reputation.

Subject Line Framework
PatternExampleWorks Best For
Question"Still looking for the right [product]?"Re-engagement, Day 5+ in welcome
How-to"How to [achieve outcome] in [timeframe]"Educational emails, value delivery
Number"3 reasons our customers come back"Social proof, feature highlight
Direct"[First name], your discount expires tonight"Urgency emails, final conversion push
Story tease"The mistake I made building this brand"Brand story email
Section 3 Checklist0 / 7
Welcome series live with minimum 5 emails across 12 days
Email 1 sends within 5 minutes of sign-up and delivers the promised incentive
Brand story email included in sequence
Social proof email with specific customer testimonials included
Primary objection addressed directly in the sequence
Reply prompt included in Email 1 to build domain reputation
Welcome series open and click rates tracked — benchmark against 40% and 5%
04 / 07

Abandonment Flows

The highest revenue-per-recipient flows in any Klaviyo account. These are people who already want to buy.

Abandonment flows target people at the highest-intent moments in your funnel. Someone who added a product to their cart and left is not a lost customer. They're a warm lead who got distracted, had a question, or wasn't quite ready. A well-structured abandonment sequence captures a significant portion of that revenue back without any additional ad spend.

The Three Abandonment Flows

Browse Abandonment

Visited Product, Didn't Add

Lowest intent of the three. Someone viewed a product page but didn't take any action. Trigger after 1–2 hours.

  • Email 1 (1hr): "Still thinking about it?" — show the product
  • Email 2 (24hrs): Social proof for that specific product
  • Keep it subtle — no discount yet

Cart Abandonment

Added to Cart, Didn't Buy

Higher intent. They made a decision to add and then hesitated. This is your highest-volume abandonment flow. Trigger after 1 hour.

  • Email 1 (1hr): Cart reminder, no discount
  • Email 2 (24hrs): Address objection, add social proof
  • Email 3 (72hrs): Urgency or incentive if still not converted

Checkout Abandonment

Started Checkout, Didn't Complete

Highest intent. They entered their details and stopped. Often a payment issue or last-minute hesitation. Trigger after 30 minutes.

  • Email 1 (30 min): Direct, personal, no-discount
  • Email 2 (4hrs): Offer assistance, address concerns
  • Email 3 (24hrs): Last chance, include incentive
Abandonment Flow Benchmarks
50.5%
Cart Open Rate
Klaviyo 2026 average
6.25%
Cart Click Rate
Strong: above 8%
3–5%
Cart Recovery Rate
Top: 7.69% (Klaviyo 2026)
41%
Email Revenue from Flows
From just 5.3% of sends (Klaviyo 2026)
Discount Strategy in Abandonment

Do not offer a discount in Email 1 of any abandonment flow. You are training your customers to abandon in order to receive one. Reserve discounts for Email 3 only, and only if the previous two emails haven't converted. Consider framing it as a "limited time" offer rather than a permanent reduction.

Section 4 Checklist0 / 7
Browse abandonment flow live — minimum 2 emails
Cart abandonment flow live — 3-email sequence
Checkout abandonment flow live — triggers within 30 minutes
No discount in Email 1 of any abandonment flow
Dynamic product blocks showing the actual abandoned product
Flows exclude people who have already purchased after abandoning
Recovery rate tracked for each flow separately
05 / 07

Campaign Strategy

How to plan, write, and send campaigns that generate revenue without burning your list.

Campaigns are broadcast emails, sent manually to a segment of your list. Flows run automatically. Both matter, but they serve different purposes. Campaigns are for moments: launches, promotions, seasonal events, editorial content. The mistake most brands make is treating campaigns as a conveyor belt of discount codes that slowly erodes their list quality and trains subscribers to only open when there's an offer.

Sending Cadence

Minimum Viable Cadence

1–2 Emails Per Week

Enough to stay present in the inbox without fatiguing your list. Fewer than once a fortnight and subscribers forget you exist. More than daily and unsubscribes climb unless your content is exceptional.

Campaign Mix

The 80/20 Rule

80% value and editorial content, 20% promotional. If every email is a sale, your subscribers become numb to your messaging and your average campaign revenue drops over time.

Campaign Types
Campaign TypePurposeFrequency
Product launchDrive sales on a new product or collectionAs needed
PromotionalSale, discount, or limited offerMax 2x/month
Editorial / educationalValue content, how-to, brand story1–2x/week
SeasonalHoliday, event, or cultural moment4–6 weeks lead time
Back-in-stockAlert subscribers who wanted a productTriggered by inventory
WinbackRe-engage customers who haven't purchased recently60–90 day trigger
Before Every Send — The Pre-Send Checklist
01

Segment before you send

Never send to your full list unless you have a very strong reason. At minimum, exclude anyone who purchased in the last 30 days from a promotional email, and exclude new subscribers still in the welcome sequence.

02

Send time matters less than most think

Tuesday to Thursday between 9am and 11am performs well for most DTC brands. But your own data is more reliable than any general rule. Test your specific list and note when your highest-engagement sends went out.

03

Preview text is not an afterthought

It's the second line of your subject line. It should extend the thought, not repeat it. "Your cart is waiting" as a subject with "Here's what you left behind" as preview is wasted space. Use it to add intrigue or urgency.

04

One email, one job

Every campaign email should have a single primary CTA. Multiple CTAs split attention and reduce conversion. If you have more than one thing to say, send two emails.

Section 5 Checklist0 / 6
Monthly email calendar planned at least 2 weeks in advance
Campaign mix follows 80/20 rule — value over promotion
Every campaign segmented — never blasting to full unfiltered list
Single primary CTA in every campaign email
Preview text reviewed and optimised before every send
Post-purchase exclusion applied to all promotional campaigns
06 / 07

Segmentation

Sending the right email to the right person at the right time. Segmentation is what separates email as a revenue channel from email as a broadcast tool.

Most brands use segmentation as a deliverability trick, only sending to engaged subscribers before a big send to protect their sender score. That's a misuse of what segmentation actually does. Done properly, it means your subscribers receive emails that are genuinely relevant to where they are in their relationship with your brand, which dramatically improves engagement, conversion rates, and list longevity.

Tier 1: Behavioural Segments
SegmentCriteriaTreatment
Super EngagedOpened 3+ emails in last 14 days AND clicked at least 1Early access, exclusive offers, higher send frequency
EngagedOpened 1+ email in last 30 daysStandard campaigns plus promotional
WarmOpened 1+ email in last 31–60 days, no recent clicksRe-engagement content, best-of sends, reduce frequency
ColdNo opens in 60–90 daysWinback sequence, then sunset if no response
New SubscriberJoined in last 14 daysWelcome sequence only — exclude from all campaigns
CustomerMade at least one purchasePost-purchase flow, cross-sell, loyalty
High ValueAOV above £X or 3+ purchasesVIP treatment, early access, personal touch
Tier 2: Interest-Based Segments

Tag subscribers based on behaviour: which links they click, which products they view, which categories they browse. A subscriber who always clicks fragrance content should receive fragrance emails. One who clicks fitness content should receive fitness emails. Klaviyo makes this straightforward with conditional splits in flows and tag-based segments in campaigns.

Tier 3: Lifecycle Segments

Pre-Purchase

Never Bought

Subscriber but not yet a customer. Focus on trust-building, social proof, and objection removal. Not discount-led, value-led.

  • Educational content
  • Brand story and values
  • Customer testimonials

Active Customer

Purchased in Last 90 Days

At peak engagement and trust. Focus on post-purchase experience, cross-sell, and encouraging a second purchase before the relationship cools.

  • Cross-sell to complementary products
  • Loyalty programme invitation
  • Referral programme introduction

Lapsed Customer

No Purchase in 90+ Days

Relationship cooling. The winback window is open but closing. Focus on reminding them of the brand value and offering a reason to return before they become a cold subscriber.

  • New product or collection highlight
  • Replenishment reminder
  • Incentive to return on Email 3
Section 6 Checklist0 / 6
Core engagement segments built in Klaviyo: Super Engaged, Engaged, Warm, Cold
Customer vs non-customer segment active and used before all promotional sends
New subscriber exclusion applied to all campaigns (14-day window minimum)
Interest-based tagging active in at least one flow
High-value customer segment defined and receiving differentiated treatment
Segment sizes reviewed monthly to catch list quality issues early
07 / 07

Analytics & Optimisation

What to measure, how to benchmark it, and how to run tests that actually improve performance.

Klaviyo surfaces a lot of data. Most of it is either vanity metrics or requires context to be useful. Open rates look good in a report but can be inflated by Apple Mail Privacy Protection. Click rates are more reliable. Revenue per recipient is the number that actually tells you whether your email programme is working.

Ecommerce Benchmarks
MetricWeakAverageStrongWhat It Measures
Campaign Open Rate<18%18–25%>30%Note: Apple MPP inflates opens by 50–60% — use click rate as primary metric
Flow Open Rate<30%35–42%>50%Welcome flows should hit 40–60%; cart abandonment 50%+
Campaign Click Rate<1%1.69–2.5%>3%Primary engagement metric — not affected by Apple MPP
Flow Click Rate<3%4–5.58%>8%Flows deliver 3x higher click rates than campaigns (Klaviyo 2026)
Unsubscribe Rate>0.5%0.1–0.3%<0.1%List health and content relevance
Spam Complaint Rate>0.1%0.02–0.1%<0.02%Deliverability risk — pause sending immediately if above 0.1%
Bounce Rate>2%0.5–2%<0.5%Top-tier programmes maintain below 0.5%
Revenue per Recipient<£0.05£0.08–£0.15>£0.25Flows generate 18x higher RPR than campaigns (Klaviyo 2026)
A/B Testing Priority Order

Every test should start with a written hypothesis: "Because [data or observation], we believe [change] will [outcome]. We will know it worked when [metric] improves by [X%]." If you can't write this, the test is not ready to run.

01

Subject Lines

Highest impact on open rate. Test one variable: length, personalisation, question vs statement, emoji vs no emoji. Minimum 1,000 recipients per variant. Run for 24–48 hours before declaring a winner.

02

Send Time

Easy to test, meaningful impact. Test morning vs afternoon, weekday vs weekend. Your list behaviour will differ from general industry benchmarks. Trust your own data over any rule of thumb.

03

CTA Text and Placement

Direct conversion impact. "Shop Now" vs "Get Yours" vs "Claim Your Discount." Button colour, position above vs below product image, button vs text link. One variable per test.

04

Email Length and Format

Text-heavy vs image-heavy. Long vs short. Plain text vs designed template. Some audiences respond better to conversational plain-text emails than to polished HTML. Test it rather than assume.

The Winback Sequence

Every 60–90 days, run a 3-email winback sequence to cold subscribers. Email 1: genuine check-in. Email 2: your best content or a new product they haven't seen. Email 3: a final incentive with a clear "stay or go" message. Anyone who doesn't engage after this should be suppressed, not emailed. They are actively damaging your deliverability.

Monthly Review Framework

What to Review

  • Net list growth (new subscribers minus unsubscribes)
  • Average open and click rate vs prior month
  • Email-attributed revenue and revenue per subscriber
  • Bounce rate and spam complaint rate
  • Best and worst performing campaign by click rate
  • Flow performance: welcome completion rate, cart recovery rate

What to Act On

  • Declining open rate: improve subject lines or increase list cleaning
  • Declining click rate: review content relevance and segmentation
  • Rising unsubscribes: review sending frequency and campaign mix
  • Rising bounce rate: run immediate list validation
  • Spam complaints above 0.1%: pause sending and audit immediately
Section 7 Checklist0 / 7
Core metrics tracked weekly: open rate, click rate, unsubscribe rate, revenue attributed
Your benchmarks compared against the ecommerce targets in the table above
A/B testing programme active — minimum one test per month
Test results logged with hypothesis, outcome, and next action
Winback sequence running automatically every 60–90 days
Cold subscribers suppressed after failed winback — not left on list
Monthly email review completed and next month priorities documented
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Want Us to Build This
For You?

We set up and manage Klaviyo for growth-stage DTC brands across fashion, fragrance, and fitness.

01

Klaviyo Setup & Migration

Full account setup, authentication, flows, and segments built from scratch.

02

Email Management

Ongoing campaigns, flow optimisation, segmentation, and monthly reporting.

03

Full-Funnel Growth

Email, paid media, CRO, and Shopify working as one connected system.

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