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.
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.
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.
| Record | What It Does | Where to Set | Status |
|---|---|---|---|
| SPF | Authorises Klaviyo's servers to send on your behalf | DNS TXT record on your domain | Required |
| DKIM | Digitally signs every email you send — proves it's genuinely from you | DNS CNAME records (Klaviyo provides these) | Required |
| DMARC | Tells ISPs what to do if SPF or DKIM fail | DNS TXT record — start with p=none | Required |
| Custom Sending Domain | Sends from your domain, not Klaviyo's shared infrastructure | Klaviyo account settings | Required |
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.
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.
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 Type | Typical CVR | Best For |
|---|---|---|
| Discount on first order | 8–15% | High-intent product visitors, DTC brands |
| Free gift with first purchase | 6–12% | Fashion, fragrance, beauty |
| Checklist or cheat sheet | 5–10% | Fitness, education, lifestyle brands |
| Early access or waitlist | 5–10% | Product launches, limited drops |
| Quiz or product finder | 8–18% | High SKU count, fragrance, skincare |
| Generic newsletter signup | 1–3% | Not recommended without a clear incentive |
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.
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.
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.
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.
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.
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."
| Action | Frequency | How |
|---|---|---|
| Remove hard bounces | After every send | Automatic in Klaviyo |
| Clean soft bounces | Monthly | Suppress after 3 consecutive soft bounces |
| Re-engage cold subscribers | Every 60 days | 3-email winback sequence (see Section 7) |
| Sunset unengaged | Every 90 days | Suppress anyone who didn't engage with winback |
| Validate full list | Quarterly | Run through NeverBounce or ZeroBounce |
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.
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.
| Pattern | Example | Works 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 |
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.
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
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.
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.
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 Type | Purpose | Frequency |
|---|---|---|
| Product launch | Drive sales on a new product or collection | As needed |
| Promotional | Sale, discount, or limited offer | Max 2x/month |
| Editorial / educational | Value content, how-to, brand story | 1–2x/week |
| Seasonal | Holiday, event, or cultural moment | 4–6 weeks lead time |
| Back-in-stock | Alert subscribers who wanted a product | Triggered by inventory |
| Winback | Re-engage customers who haven't purchased recently | 60–90 day trigger |
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.
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.
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.
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.
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.
| Segment | Criteria | Treatment |
|---|---|---|
| Super Engaged | Opened 3+ emails in last 14 days AND clicked at least 1 | Early access, exclusive offers, higher send frequency |
| Engaged | Opened 1+ email in last 30 days | Standard campaigns plus promotional |
| Warm | Opened 1+ email in last 31–60 days, no recent clicks | Re-engagement content, best-of sends, reduce frequency |
| Cold | No opens in 60–90 days | Winback sequence, then sunset if no response |
| New Subscriber | Joined in last 14 days | Welcome sequence only — exclude from all campaigns |
| Customer | Made at least one purchase | Post-purchase flow, cross-sell, loyalty |
| High Value | AOV above £X or 3+ purchases | VIP treatment, early access, personal touch |
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.
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
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.
| Metric | Weak | Average | Strong | What 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 | >£0.25 | Flows generate 18x higher RPR than campaigns (Klaviyo 2026) |
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.
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.
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.
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.
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.
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.
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
For You?
We set up and manage Klaviyo for growth-stage DTC brands across fashion, fragrance, and fitness.
Klaviyo Setup & Migration
Full account setup, authentication, flows, and segments built from scratch.
Email Management
Ongoing campaigns, flow optimisation, segmentation, and monthly reporting.
Full-Funnel Growth
Email, paid media, CRO, and Shopify working as one connected system.