Advanced Segmentation Capabilities - Klaviyo UK
2026-03-10 16:25 Diff
https://www.klaviyo.com/uk/customer-resources/advanced-capabilities

Your 3 key objectives

Centralise with CDP

Gain deeper customer insights

In order to access new tools and insights, you’ll need to activate Klaviyo CDP in your account. You can initiate a 30-day free trial directly from your account, or you can purchase CDP as an add-on product.

Once you’ve got access to Klaviyo CDP, continue on with the guidance on this page.

Centralise with CDP

Use RFM analysis to improve customer retention

RFM analysis helps you identify your most valuable and most at-risk customers based on the recency, frequency, and monetary (RFM) value of their purchases. Turn these insights into direct action by targeting RFM groups with flows, campaigns, onsite experiences, and ads.

Since RFM analysis groups your customers by their relative value to your business, you need to define parameters for what a good customer looks like in order for the model to work.

Get started with the RFM analysis report

Centralise with CDP

Store and manage your data at scale

Data fuels your entire marketing engine, so it has to be clean and accurate in order to be useful. The CDP data management tools help you clean your data and get the right data where you need it.

Resources to inspire your growth

Klaviyo CDP orientation guide

Use this step-by-step guide to get Klaviyo CDP set up in your account to unlock deep customer insights and powerful data management tools.

Drive ROI by increasing customer retention rates

Learn to build, implement, and evaluate a successful retention strategy using RFM analysis, funnel analysis, and other key features of Klaviyo CDP.

Drive smarter ad spend while growing your list

Learn to use RFM analysis to build better lookalike audiences and use your ad dollars more efficiently by reducing unqualified leads.

Go omnichannel

Connect with loyal customers through a mobile app

Your brand superfans want an easy way to buy from you, quickly and regularly. They want to monitor and redeem rewards, make shopping lists, and re-order with ease. Keep your best customers engaged by building a mobile app for your brand.

Go omnichannel

Personalise across the web (and beyond)

True omnichannel marketing means providing personalised content to every individual customer, no matter which channel they interact with. Bring the customer experience to life by extending personalisation to new channels, on and off the web.

Make your website experience feel personal and relevant to every visitor. Use the group membership API to display copy, images, banners, and product recommendations dynamically to different audience segments.

Learn how to use the group membership API

Resources to inspire your growth

Craft effective omnichannel experiences with a unified data platform

Learn how to use Klaviyo CDP to drive more personalised communications across your full scope of digital channels.

How direct mail automation helps ecommerce brands scale

Snail mail isn’t dead. In fact, it’s super valuable when you’re able to make it personal and timely. See why brands are investing in direct mail automation to grow.

How Good Protein drives ROI with Klaviyo email and SMS

Learn how switching to Klaviyo SMS translated into a performance and efficiency boost, plus a better customer experience, for Good Protein.

Automate everything

Build custom experiences on top of Klaviyo

At this point, you’ve done just about everything that you can do with the native features available in Klaviyo. Now, you can extend Klaviyo’s capabilities using our developer tools and custom-build features to keep scaling your enterprise.

For any custom development work, we recommend setting up a new account specifically for testing. You can designate the account as a “test” instance in Klaviyo (don’t worry, it’s free).

Learn how to create a test account

Automate everything

Automate business processes with flows

Flows can do more than just automate messaging. Use flows to automate business processes that update data internally, send reminders, or trigger actions outside of Klaviyo.

Automatically email members of your team when action needs to be taken in response to a customer action. Let your sales reps know when someone requests a demo, or let your team know when someone cancels a membership.

Learn how to add an internal alert action to a flow

Automate everything

Shore up data across your tech stack in real-time

As your business scales, your team needs to trust that the customer data they’re seeing is accurate and up-to-date, no matter which piece of your stack they’re looking at.

Keep your data unified and accurate across all of your integrations. Sync unsubscribes or message engagement metrics to third-party tools used for reporting or business insights.

Learn how to use webhooks in CDP

Resources to inspire your growth

Join the Developer Group within Klaviyo Community

Get timely updates on Klaviyo’s APIs and developer tools, bounce ideas off of other developers, and see what other people are building on Klaviyo.

Earn the Klaviyo developer certificate

To push the limits of what Klaviyo can do for your business, you’ll need custom development. If you are a developer, you can learn everything you need to know to start building with Klaviyo.

Build an OAuth app with Klaviyo

Did you know that you can a build custom app for Klaviyo and list them on Klaviyo’s integration directory? Take your custom solution and share it with other users through a custom app.